
SLC Agrícola raised its 2026/27 planted-area forecast to 860,000 hectares across first and second crops, up from 854,000 hectares. The company reported soybean planting at 87.6% of its planned acreage, with the Center-West at 99% and the North and Northeast at 78%.
It plans to sow second-crop cotton in January, safrinha corn in February and sorghum in March.
Timely planting supports yield expectations for soybeans, corn and sorghum from a major Brazilian producer, easing El Niño supply worries. This is a company-level update, so the price impact on feed grains is modest.
After 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.
Not enough comparable past events yet for a historical read.
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.