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Soybeans

Brazil's main agricultural commodity, with the country the world's largest producer and exporter, traded on the CBOT in Chicago and priced at Brazilian ports at a premium over Chicago.

7articles
11material mentions
7connections
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OrganizationSLC Agrícola5 shared articles ↗SectorBrazilian exporters3 shared articles ↗ThemeTrade tariffs2 shared articles ↗EconomyChina2 shared articles ↗EconomyUnited States2 shared articles ↗MacroInflation1 shared article ↗AssetCoffee1 shared article ↗

Last 90 days

What sources are saying

The USDA raised the US soybean crop to 123.4 million tonnes on September 11, 2026 and the November contract fell 2.7% in Chicago to US$ 12.96 a bushel, per CNN Brasil and Money Times.

Updated September 25, 2026 · 7 verified articles

Market transmission

Why it matters

Price reflects USDA reports, weather in the US and Brazilian crops, Chinese demand, tariffs and the exchange rate; it affects SLC Agrícola, traders, cooperatives and the trade balance.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

07
MACROGlobal

Trump and Xi meet at the White House and extend the US-China trade truce, while Beijing cuts soybean purchases from Brazil

Donald Trump and Xi Jinping met at the White House on September 23 and 24, the first such meeting in Washington in a decade, and extended the trade truce between the two countries, which according to Bloomberg Línea now runs until January 10, 2027. The sides discussed tariff exemptions and expanded dialogue on artificial intelligence. Ahead of the meeting, China cut purchases of Brazilian soybeans to fewer than five cargoes in two weeks, against about 20 per week in August, and reopened room for US soybeans, with a commitment of at least 25 million tonnes a year between 2026 and 2028.

4 sourcesSep 24, 2026
MACROGlobal

Bessent and He Lifeng negotiate AI, tariffs and rare earths in New York ahead of the Trump-Xi summit in Washington

US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng met on September 20 at JPMorgan Chase's Manhattan headquarters, with Trade Representative Jamieson Greer, to try to close deals on artificial intelligence, tariffs, rare earths and critical minerals ahead of the Trump-Xi summit in Washington this week. The two countries' trade truce expires on November 10, and China's Commerce Ministry said He is leading a delegation of Chinese companies to the consultations.

3 sourcesSep 20, 2026
MACROBrazil

Value of agricultural output hits a record R$ 927.2 billion in 2025, up 18.4%, led by soybeans and coffee

The IBGE Municipal Agricultural Production survey shows a record value of R$ 927.2 billion in 2025, a nominal 18.4% increase over 2024. Soybeans accounted for 34% of the total, with R$ 315.7 billion and a 165.3 million tonne crop; corn rose 38.9% in value and overtook sugarcane; coffee grew 44.7% to R$ 100 billion. Harvested area exceeded 100 million hectares for the first time and Mato Grosso led with 17.9% of the total.

4 sourcesSep 17, 2026
MACROBrazil

Conab closes the 2025/26 crop at a record 361.7 million tonnes, with soybeans at 180.4 million

The 12th and final Conab survey for the 2025/26 crop, released on September 15, estimates grain output of 361.7 million tonnes, up 2.6% from the previous cycle and 0.3% from August, on a planted area of 83.5 million hectares (+1.7%). Soybeans reach a record 180.4 million tonnes (+5.2%), cotton 4.14 million (+1.5%) and sorghum 7.35 million; corn grows 2% to 144 million, while rice (11.08 million, -13.2%), beans (2.95 million, -3.6%) and wheat (5.74 million, -27.1%) decline; soybean exports are projected at a record 116.2 million tonnes.

2 sourcesSep 15, 2026
EMPRESASBrazil

SLC Agrícola approves a R$ 515.5 million CPR-F issue at 95.5% of DI, with a bank guarantee and a dollar swap

SLC Agrícola's board approved on September 11 the issue of 515,480 financial rural product notes (CPR-F) totalling R$ 515.48 million, maturing September 15, 2033, paying 95.5% of DI, amortising in two equal instalments in 2031 and at maturity, with a Bradesco guarantee on 100% of the balance and Bradesco BBI as lead on a firm-commitment basis; proceeds, earmarked for production, trading, working capital and investment in agribusiness, will be fully swapped into dollars at a cost of currency variation plus 6.15% a year.

3 sourcesSep 11, 2026
MACROGlobal

USDA lifts the US soybean crop to 123.4 million tonnes and soybeans drop 2.7% in Chicago to US$ 12.96 a bushel

The USDA's September 11 supply and demand report raised its estimate of the US soybean crop to 4.535 billion bushels (123.4 million tonnes), at 52.8 bushels an acre, from 4.519 billion in August and against expectations of a cut to 4.501 billion; the November contract in Chicago closed down 2.68% at US$ 12.96 a bushel, and corn fell to US$ 5.30. The USDA also raised Brazilian corn output from 140 to 141 million tonnes and cut exports from 42 to 40 million.

3 sourcesSep 11, 2026