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Rain in western São Paulo disrupted cassava harvesting and limited supplies to processing plants, while restricted black-bean availability and concerns about Paraná production supported bean prices. Corn prices recovered as buyers returned for nearby supplies and sellers held firm; weaker demand for soybean meal and oil reduced crushing margins.
Weather-related harvest disruption tightens cassava availability, and limited bean supplies support prices. Improved corn buying lends support to corn, while weak demand for soybean products weighs on crush margins and derived-product prices.
agrocontexto.com.brNov 9, 2026After 1,465 past bullish weather events, Corn moved a median +0.2% over 5 sessions (54% higher; middle half -1.4% to +1.9%), and +0.9% over 20.
After 118 past bearish weather events, Soybean Meal moved a median -0.8% over 5 sessions (35% higher; middle half -3.2% to +0.4%), and -1.6% over 20.
After 49 past bearish weather events, Soybean Oil moved a median -0.5% over 5 sessions (43% higher; middle half -3.2% to +1.0%), 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.
