Loading…
Hedgepoint Global Markets says strong global soybean demand, driven by Chinese purchases, fast crushing and biofuel expansion, is limiting stock growth despite record crop estimates. Its base case puts Brazil's 2026/27 soybean crop at about 181.7 million tonnes, with upside to 184-185 million if weather stays regular.
Brazilian exports have already exceeded 107 million tonnes through October.
Firm demand and tight projected stocks support international soybean and soymeal prices despite a large Brazilian crop. El Niño risk to Center-North weather is the main upside risk to supply.
ruralnews.agr.brCassia LombardiNov 12, 2026Not enough comparable past events yet for a historical read.
Not enough comparable past events yet for a historical read.
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.
