South America
Read unique insights from our team in São Paulo, covering food and agribusiness and economics in South America, focusing on Brazil, Chile, Peru, and Argentina.
Exclusive Brazilian G&O monthly update – June 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, exports, and crush margins for corn and soybeans, as well as regional weather developments.
The U.S. and Iran reached a provisional agreement
Externally, over the weekend, the U.S. and Iran reached a provisional agreement to reopen the Strait of Hormuz and move toward ending the conflict.
Exclusive Brazilian coffee monthly update: May 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Exclusive Global Dairy Quarterly Q2 | A sensitive margin balance emerges, with all eyes on input cost pressures
Milk production growth is slowing as markets rebalance, amid rising input cost risks and persistent price volatility across key dairy products.
Exclusive Global orange juice market outlook 2026/27: No demand recovery in sight
The global orange juice market faces a challenging 2026/27 season.
Exclusive Longer Stalemate, Higher Prices
As long as the Strait of Hormuz remains closed, energy inventories will draw and force prices higher over time.
Exclusive A new cycle for the Brazilian soybean seed market
The soybean seed market in Brazil is expected to continue developing in the coming years, but this growth will not be linear or smooth.
Exclusive Global fresh sweet cherry update 2026: Production adapts as the global cherry market enters a transition phase
China’s more price sensitive market and Chile’s shift to slower growth highlight a global cherry sector entering a broader adjustment phase.
Are diesel prices squeezing Brazil’s farm margins – and what does that mean for sugar prices?
Rabobank’s Head of Research for South America, Andy Duff, discusses the impact of rising diesel prices on sugar, grain, and soybean production.
Monthly Outlook: Waiting
As the conflict between the United States and Iran approaches its two-month mark, financial markets are still grappling with the implications.
Exclusive Another Ceasefire
Our base case now assumes an extended closure of the Strait of Hormuz, pushing any meaningful normalisation of energy flows toward late September.
Exclusive Global pork quarterly Q2 2026: Conflict in the Middle East brings limited near-term impact but potential longer-term risks
Indirect risks from Middle East tensions, rising input costs, and shifting China and EU production dynamics are reshaping margins and trade in global pork markets.
