
Aprosoja-MS data show about 22,718 hectares of soybeans in Mato Grosso do Sul had to be replanted after October rains, with replanting concentrated in the Centro and Norte regions. Separately, the Parecis SuperAgro event in Mato Grosso was cancelled due to high interest rates and economic crisis.
Replanting of about 0.5% of the state's area is a small supply risk. Delays can push planting later and add cost, which is a mild support for soybean prices.
After 1,079 past bullish weather events, Soybeans moved a median +0.3% over 5 sessions (54% higher; middle half -1.4% to +2.0%), and +0.9% over 20.
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.