South America

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.

Brazilian G&O monthly update – July 2026
Our latest report for Brazilian G&O, detailing farmgate prices, amounts sold, and exports for corn and soybeans, as well as regional weather developments.

Exclusive From crisis to competitiveness: The re-rating of Chilean salmon
The outlook for Chile's salmon industry appears constructive, with more stable growth through better biology, diversification, and regulation. Yet real risks remain.

Exclusive Global avocado update 2026: Structural supply growth and climate-driven variability reshape global avocado markets
The global avocado market continues to grow, but rising structural supply, climate-driven variability, and geopolitical turmoil bring increasing volatility.
