Insights
Weekly briefings on Brazilian crop progress, freight, FX and the global soy and corn balance. Written in-house — not by a wire service — and cross-referenced against public data where we cite it. Subscribe by writing to trading@fontana.trade.
Anec's September call: Brazilian soy exports track record pace; soymeal set for annual high
Brazilian soy exports at 7.74 Mt in September per the first Anec forecast; soymeal at 2.6 Mt would beat May's monthly record. Corn continues to lose ground to US and Argentine supply and to domestic ethanol.
Read →Paranaguá sugar surge tightens loading windows through October
A special operation at Paranaguá moved 127 kt of sugar in a week, with more vessels queuing. India's export suspension is redirecting global demand to Brazil. Grain loading windows are the collateral damage.
Read →Brazilian soy crush hits record May; export pace lifts FOB premiums
Crushing margins in Mato Grosso and Bahia widened as B15 biodiesel demand pulled domestic meal. Santos line-up exceeds 4 Mt for June loading.
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