Speakers at the Planeta Campo 2026 forum in São Paulo said food production and energy generation can coexist through integrated farming and more efficient use of land. Brazil’s energy plan includes R$142 billion in biofuel investment from 2027 to 2036, while corn-based ethanol production reached 2.9 million cubic meters in the third quarter of 2026, up 23.7% year over year.
Planned investment and rising corn ethanol output point to growing demand for biofuel feedstocks, especially corn, which could strengthen competition between fuel and feed uses. The article describes sector ambitions and existing growth rather than a specific new crop-supply change.
After 318 past bullish policy events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.4% to +1.5%), and -0.2% 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.