The 2025/26 soybean acreage in Brazil may increase more than what was originally expected, said Pro Farmer crop consultant Michael Cordonnier in his latest weekly report.Conab will issue its first official crop estimates for the 2025/26 growing season today.
In its preliminary estimate, Conab forecast Brazil’s soybean acreage would increase 3.6% to 49.08 million hectares (121.2 million acres). “Soybean acreage is being supported by a strong domestic demand for soybeans due to the biodiesel blend in Brazil going from B14 to B15 with soybean oil being the main raw ingredient. Soybean producers in Brazil are also cautiously optimistic, given the trade war between the United States and China. After the trade war during the first Trump administration, China turned to Brazil for its soybean needs and they never looked back. The current trade war is even more proof that China views the United States as a hostile trading partner and that they will be sourcing most, if not all, their soybeans from South America,” said Cordonnier.
“As of this writing, China has not purchased any new-crop soybeans from the United States, when normally they would have booked 10-15 million tons by now.China will probably purchase some U.S. soybeans as part of the trade negotiations, but Brazilian farmers are betting that the Chinese demand for Brazilian soybeans will remain strong and continue to support soybean prices in Brazil.”
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