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Rabobank analyst Wagner Yanaguizawa expects Brazil's animal protein sector to keep expanding in 2027 but with tighter supply discipline and margin management. Brazilian beef supply is shrinking as cow retention rises, and Cepea data show the arroba of fed cattle reached BRL 380 in October 2026, up 4% from the prior month.
Beef exports are expected to gain from lower global supply, while pork and chicken depend more on destination diversification and sanitary status.
A tighter Brazilian cattle supply supports beef prices and may shift demand toward pork and chicken, which affects feed demand for corn and soymeal. The outlook is a forward-looking analysis rather than a new market event.
rabobank.com.brWagner YanaguizawaNov 5, 2026Not 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.
