Commodities

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.

September 2026 WASDE signals: Black Sea risks, Chinese demand, and tighter corn stocks
In this RaboResearch podcast, Agri Commodities Markets Research analysts Andrick Payen and Carlos Mera examine the implications for agricultural commodity markets arising from revisions to wheat, soybean, and corn estimates in the September 2026 USDA WASDE report.

Exclusive Commodity snapshot - Converging risks
Our commodity snapshot report covering Wheat, Corn, Sugar & Coffee.

Exclusive East-West, in this crisis, no rest
Middle East escalation threatens key Saudi oil routes, deepens global supply risks and drives sharp upgrades to oil, diesel and gas price forecasts into 2027.

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.