Safra 25/26: Brazil should expand leadership in soybeans

Initial estimates point to Brazil potentially reaching a new record production of soybeans in the 2025/26 crop. At the same time, global supply tends to decrease, mainly due to lower availability in the United States and Argentina, according to data released by Cepea. Researchers from Cepea indicate that the combination of higher Brazilian production and lower global supply should further increase the country's prominence in international trade. In this scenario, Brazil could be responsible for supplying around 60% of the world's soybean demand. With this outlook, the market is already signaling a change in mood regarding external prices. Negotiations for shipments at Brazilian ports in the first half of 2026, as pointed out by Cepea researchers, indicate signs of recovery. Part of the expected appreciation in the international market is associated with the trade agreement between China and the United States. Under the commitment made, the Asian government has pledged to intensify ...