Trade4go Summary
The soybean market remains heated, sustained by good export demand and competition with industries, albeit moderately. According to TF Agroeconômica, current prices in the available market offer a profit margin of 27.25%, recommending the sale of part of the availability to take advantage of the moment, especially in light of the risk of a drop if there is a trade agreement between the US and China. For the 2025/26 crop, there are already buyers paying R$ 137.00/sack in Paranaguá for May, which represents about R$ 132.00 in the interior of PR, RS, and SC, with a profit of 20.77% — sufficient to guarantee costs and justify the sale of at least 30% of the production.
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Original content
The soybean market remains heated, supported by good export demand and competition with industries, albeit moderately. According to TF Agroeconômica, current prices in the available market offer a profit margin of 27.25%, recommending selling part of the availability to take advantage of the moment, especially given the risk of a drop if there is a trade agreement between the US and China. For the 2025/26 crop, there are already buyers paying R$ 137.00/sack in Paranaguá for May, which represents about R$ 132.00 in the interior of PR, RS, and SC, with a profit of 20.77% — enough to guarantee costs and justify the sale of at least 30% of the production. Among the factors driving prices up, the positive USDA report for the week of July 25 to 31 stands out, with sales above expectations, and good Chinese demand in Brazil, which keeps prices firm even without progress in the biodiesel program. On the downside, the projections of a larger US crop, Donald Trump's tariff policy against ...