Jeferson Souza
@SouzajefsIngénieur agricole @ISA_LILLE 🇫🇷 🇧🇷Brazilian Farm Inputs Analyst at @Agrinvest - Opinions are my own.
Similar User
@EduardoVanin4
@agturbobrazil
@ledpgarcia
@247dotAg
@profarmer
@siqueiradaniele
@ArmaitiMex
@rallydasafra
@GRAINSOILSEEDS
@kannbwx
@GrainStats
@CropProphet
@aledelara_
@tx_marcelo
@AgRural
Hoje fiquei muito feliz, fui citado em um dos maiores jornais do mercado financeiro o @WSJ! E olha que não sou nenhum "Faria Limer". Na verdade sou do #agro,Eng. Agrônomo e um entusiasta dos fertilizantes #fertilizer wsj.com/articles/ukrai…
Last week, #urea prices fell by nearly $20 per ton. however, in R$/ton, prices are still close to R$2,900-3,000t in Brazil’s interior.
The prices of #MOP and #MAP have reached the largest difference in history. The barter ratio for potash is excellent, while for P, it’s the complete opposite
Daily sales of soybean meal in China surged in October. This week, crushers attributed the increase to concerns over potential soybean shortages. The market is speculating about changes in ICQ procedures and impact on crushing. Board crush for Dec-Jan improved, triggering more…
Cash Market Highlights - China bot few cargoes out of the US today. However, basis are weaker, and so flta price. I would attribute to CIQ changes and higher risk of demurrage. - Brz corn program continues to lose rhythm. It is 19 Mi t behind LY. - Buyers are active for Safrinha…
Last week, urea prices dipped a bit in the Brazilian market, but they’re still higher than they were this time last year. The strong dollar is a big part of the reason why. #urea
Soybean basis in Sorriso-MT for Feb is vwry expensive. Basis at -157h vs -240h LY. The flat price is at 108 BRL per sack, same level of this year during the harvest, but CBOT more than $2/b off. The harvest is 3 months away and the replacement cost is already above CFR level.
In the last 2 weeks China bot more than 90 cargoes, 35 out of the US, 7 Brz for Nov and 46 Brz New crop. This week starts with BRL/USD moving up and interest rate spread between Brz and China increasing. #soybean #china
Brz Corn export program reached 30.2 Mi t, 15 Mi t behind LY. 1. Replacement cost Fob is oscilating between +130z and +205z vs Fob levels close to +130z. Exporters have very few opportunities to make money 2. For NC, Replacement cost is aligned to trade levels Fob. Brz is…
Lots of trades today fob and CFR. Cbot dropped 80 c Month to date and NC up only 40 c. Brz NC is 40 usd/t cheaper YoY CFR China. It seems too cheap to miss.
Cash market highlights - China bot more than 12 cargoes overnight. At least 4-5 out the US. Basis jumped more than 20 c in one week. Spread USG and Brz for Nov decreased to 10 c. For Dec is 25 c. - More Potash barter reports for 2025-26. More than 100k tons so far. - Corn…
Proportionally, MOP (KCl) is the cheapest fertilizer we have in Brazil. This has led some farmers to already purchase their volumes for the 2025/26 season.
Urea prices have risen by $30-35/ton CFR BRZ. Alongside higher nitrogen costs, many farmers are unsure about the corn planting window. These upcoming weeks will be crucial for our corn.
Cash mark highlights - Trades CFR China reported. Around 5 USG and PNW, 1 Brz Nov and 2 NC. Basis for New Crop Brz are under pressure. Market pricing a late harvest but a big. - Corn Basis Fob Arg and Brz continue to move up. Offers out Brz are drying up. UKR is expensive. -…
MOP is the most competitive fertilizer we have in Brazil. Prices in reais have even stabilized, reflecting a strong dollar. However, the price of the fertilizer remains very good. #mop #fertilizer
This week, sbean farmer selling in Brz will be the most active since July—more than 2 Mi t as of ystd. Total sales in August reached 6.5 million tons for both crops, 3.2 million less than July. Premiums for new crop down by 5-7 cents... With the FX rally above 5.75 for the new…
De 27 a 29 de agosto, estaremos presentes na Farm Progress Show, a maior feira de tecnologia agrícola do mundo! Acompanhe a cobertura em nossas redes sociais #FarmProgressShow #Agrinvest #Commodities
More Soybean trades CFR China reported out of Brz for Sep this week compared to last. The discount between USG and Brazil CFR China has narrowed... China bought around 20-24 cargoes this week... Soybean premiums at Paranaguá for the new crop hit new highs ystd for Feb and…
United States Trends
- 1. #UFC309 315 B posts
- 2. Jon Jones 194 B posts
- 3. Jon Jones 194 B posts
- 4. Jon Jones 194 B posts
- 5. Chandler 89,8 B posts
- 6. Oliveira 74,2 B posts
- 7. Kansas 23,7 B posts
- 8. #discorddown 7.039 posts
- 9. Bo Nickal 9.253 posts
- 10. Do Bronx 11,5 B posts
- 11. ARod 2.211 posts
- 12. Dana 267 B posts
- 13. Pereira 11,8 B posts
- 14. #BYUFootball 1.425 posts
- 15. Mike Johnson 47,1 B posts
- 16. Rock Chalk 1.452 posts
- 17. Alec Baldwin 8.848 posts
- 18. #MissUniverse 453 B posts
- 19. #kufball 1.164 posts
- 20. Big 12 16,9 B posts
Who to follow
-
Eduardo Vanin
@EduardoVanin4 -
kory melby
@agturbobrazil -
Luis Eduardo Paiva Garcia
@ledpgarcia -
247AG
@247dotAg -
Pro Farmer
@profarmer -
Daniele Siqueira
@siqueiradaniele -
Armaiti Mercantile Exchange
@ArmaitiMex -
Rally da Safra
@rallydasafra -
GRAINS & SOYBEANS
@GRAINSOILSEEDS -
Karen Braun
@kannbwx -
GrainStats 🌾
@GrainStats -
CropProphet
@CropProphet -
Alê Delara
@aledelara_ -
Marcelo Teixeira
@tx_marcelo -
AgRural 🇧🇷
@AgRural
Something went wrong.
Something went wrong.