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According to AgRural, Brazil's 2026/27 soybean planting reached 64% of the estimated area through Thursday (5 November), up 11 percentage points on the prior week and ahead of the 61% recorded at the same point last season. Irregular rainfall is a concern in the Cerrado, particularly in Mato Grosso and Matopiba, where soil moisture shortfalls threaten stand establishment and could force replanting.
Planting ahead of last year supports near-term supply expectations, but moisture deficits in Mato Grosso and Matopiba could cut yields and raise replanting costs, which would tighten soybean and meal supply later in the season.
portaldoagronegocio.com.brFredNov 11, 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 55 past neutral weather events, Soybean Meal moved a median -0.1% over 5 sessions (47% higher; middle half -1.7% to +1.5%), and +0.1% 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.
