Loading…
Excess rain is hurting sugarcane harvests and winter grains in the Center-South, while dryness threatens Amazon nut production. In Paraná, the state agriculture department (Deral) forecasts winter grain output down 28% from 2025, with wheat down 34%.
Rain during harvest also reduced wheat quality.
Lower Paraná wheat output and quality tighten domestic milling supply and support Brazilian wheat demand for imports. The El Niño risks extend into the first half of 2027, keeping the weather premium alive.
visaoagro.com.brRedação Visão AgroNov 5, 2026After 1,072 past bullish weather events, Wheat (SRW) moved a median +0.2% over 5 sessions (55% higher; middle half -1.4% to +2.3%), and +0.3% 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.
