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Itaú BBA says Brazil had planted nearly 50% of its 2026/27 soybean area by October, ahead of the last five seasons' pace. The bank flags uneven rain and falling soil moisture in parts of the Center-West as the main risk.
Mato Grosso planting accelerated in late October, keeping the safrinha corn and cotton window on track.
Early planting lowers the risk of a late sowing window and supports the expected Brazilian soybean supply. Rainfall irregularity in the Center-West is the key watch item for yield and prices.
adalytica.comNov 5, 2026After 324 past neutral weather events, Soybeans moved a median +0.0% over 5 sessions (52% higher; middle half -1.4% to +1.7%), and +0.7% over 20.
After 445 past neutral weather events, Corn moved a median +0.1% over 5 sessions (52% higher; middle half -1.4% to +1.6%), and +0.7% 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.
