Domino effect pressures rural credit, points out expert

Published 2025년 11월 15일

Tridge summary

The crisis in rural credit exposes a structural movement that has deepened over recent years in the Brazilian agribusiness. Consultant José Carlos de Lima Júnior analyzes that the high default rates, interest rates above 15%, and the lack of resources in the 2025/26 crop are effects of a broader process, with economic, financial, and institutional roots.

Original content

The crisis in rural credit exposes a structural movement that has deepened over the past years in the Brazilian agribusiness. Consultant José Carlos de Lima Júnior analyzes that high delinquency, interest rates above 15%, and the lack of resources in the 2025/26 crop are effects of a broader process, with economic, financial, and institutional roots. The analysis highlights that the current environment is not limited to isolated climate problems or rate fluctuations. According to the author, it is a gradual phenomenon, marked by a "domino effect" along the agricultural chain, a topic detailed in the Executive Summary cited in the base material. Two parts gain relevance: the evolution of the crisis between 2017 and November 2025 and the interconnected impacts in the sector's value network. In recent months, I have deepened the investigation into the roots and mechanisms of the ongoing crisis in agriculture. And what emerges is much larger than a punctual climate or interest rate ...
Source: Agrolink

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