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.
Brazilian G&O monthly update – September 2026
Read our latest report on Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.
Can Brazil’s agricultural exports surf the coming geopolitical waves?
Brazil has become an export powerhouse for agricultural commodities over the last 20 years but must now deal with concentrated destinations and geopolitical tensions.
Brazilian coffee monthly update: August 2026
Read about exports, prices, weather, stocks, and crops in our latest update about the Brazilian coffee industry.
Exclusive Brazil: The feed and protein powerhouse strengthens its competitive edge
Brazil is positioning itself as a feed and protein powerhouse, capturing more value across the supply chain through domestic processing and animal protein production.
Exclusive Global Dairy Quarterly Q3 2026 | A market in transition
Slowing milk growth, tighter producer margins and weather risks are creating a more constructive outlook for milk powders and dairy proteins into 2027.
Exclusive Table grape update 2026: Global trade continues to reshape the industry
Global table grape exports are set to reach a new record in 2025/26, supported by emerging suppliers and resilient demand across key destination markets.
Exclusive Brazil Agribusiness Quarterly Q3 2026
This quarterly presents the key trends and themes for Brazil's most important agribusiness exports during Q3 2026.
Exclusive Semiannual fertilizer outlook: Supply risks persist while affordability and weather constrain demand
Fertilizer prices have eased, but affordability remains a challenge. Meanwhile, geopolitical tensions, weather risks, and higher phosphate prices, cloud the outlook.
Monthly Outlook: Groundhog Day Economics
The danger is not that we keep reliving the same day. It is that, eventually, the script changes.
Mixed signals on economic activity
IBC-Br points to a modest acceleration in economic activity in May, but the outlook remains weak for the rest of the year. In May, the IBC-Br—a monthly proxy for Brazil
Exclusive After decades of growth, Brazil's soybean area expansion pauses
Brazil’s soybean area is expected to stabilize in 2026/27 as tighter margins and credit conditions curb expansion.
Implications of the potential EU ban on Brazilian meat and poultry
A potential EU ban on Brazilian meat would tighten supply, lift EU prices, and pressure Brazil to redirect exports elsewhere.
