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Fazenda Ipê in Baixa Grande do Ribeiro, Brazil, uses solar-powered field monitoring and weather analytics to manage soybean planting. The farm delayed planting to use a second planting window and matched the prior year's harvest despite an El Niño-linked drought.
The piece questions whether South America's soy expansion can continue given environmental concerns and possible slowing foreign demand.
Yield resilience from better planning supports South American supply, while slowing expansion would tighten the long-run balance. Neither point is a near-term price driver on its own.
americasquarterly.orgNick BurnsOct 2, 2024Not enough comparable past events yet for a historical read.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
