Podcasts about safrinha

O cenário climático está mudando para a última semana de fevereiro! No boletim de hoje, Marco Antonio (Rural Clima) e Ludmila Camparotto analisam o retorno das precipitações em quase todo o Brasil.Fique por dentro das atualizações climáticas e planeje suas operações no campo com os dados da Rural Clima em parceria com a IHARA.Assista pelos tópicos:0:18 – Panorama de chuvas para as áreas produtoras do Brasil0:45 – Recuperação hídrica no Rio Grande do Sul e alívio da estiagem1:24 – Janela de colheita da soja e plantio da safrinha no centro-norte2:15 – Risco de invernada no final de fevereiro: impactos no Mato Grosso, Goiás e Matopiba3:25 – Pressão de doenças e condições para culturas perenes (café, cana e laranja)4:55 – Temperaturas extremas no Paraguai e tendência de arrefecimento com as chuvas6:30 – Recomendações finais para a virada de fevereiro para março✅ Conheça nossas soluções:https://ihara.com.br/produtos/#IHARA #Agricultura #Agronegócio #BoletimDoClima #PrevisãoDoTempo #BoletimMeteorológico #Agro #Chuva #Soja #MilhoBem-vindo(a) ao canal da IHARA!Desde 1965, a IHARA trabalha ao lado do agricultor. Com mais de 80 produtos no portfólio para atender mais de 100 culturas diferentes, temos como propósito solucionar o dia a dia do agricultor no campo e contribuir com o progresso da agricultura brasileira. Aqui no canal, você vai encontrar muitos conteúdos de qualidade, produzidos em parceria com grandes especialistas do mercado, para ajudar você em seus desafios.Tags: IHARA, Agricultura, Agronegócio, Boletim do clima, Previsão do tempo, Boletim meteorológico, Agro, Chuva, Safra 2025/26

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

US and the World Winter is still with us but if you look really hard you might see signs of spring. It is the time of year which can be quiet on farms across the greater North American corn belt. However, as the days go by their surely will be more warmth coming over the land with visions of planters heading out into the field. At the same time in South America, harvest and planting are in full swing. That is creating all kinds of variables for market action. Then there is the USDA which chimed in with their latest WASDE report on February the 10th. As reports go the February report is often quiet because it’s sandwiched between the bigger January reports and the later Prospective Planting report in late March. This USDA report did not veer from that script. In the report US corn ending stocks were reduced 100 million bushels but they’re still the largest in seven years. Also too, world stocks outside of the US and China are still tight and there were no changes to South American corn estimates. Corn exports were increased by 100 million bushels up to 3.3 billion bushels which is a record for corn exports. Corn exports are sitting at 2.127 billion bushels. On the soybean side of the ledger US balance sheet remain unchanged from January. There was an increase in production in Brazil which had been widely expected. Brazil soybean production is now expected to be 180 MMTs which is up to 2 MMTs from last month. Simply put, it was a quiet report for soybeans. US soybean ending stocks remained at 350 million bushels. World wheat ending stocks or increased 5 million bushels from last month currently sitting at 931 million bushels. On February 13th corn, soybeans and wheat futures were higher than the last Market Trends report. March 2026 corn futures was at $4.31 a bushel. Dec 2026 corn was at $4.64 bu. The March 2026 soybean futures was at $11.33 bu. The November 2026 soybean futures were at $11.13. The March 2026 wheat futures closed at $5.48 a bushel. The Minneapolis March 2026 wheat futures closed at $5.71 a bushel with the September 2026 contract closing at $6.14 a bushel. The nearby oil futures as of February 13th closed at $62.89/barrel higher vs the nearby futures recorded in the last Market Trends report of $59.44/barrel. The average price for US ethanol in the US was $2.03/gallon, up vs the $1.97/gallon recorded in the last Market Trends Report. The Canadian dollar noon rate on February 13th, 2026, was .7345 US, up vs the .7188 US reported here in the last Market Trends report. The Bank of Canada’s lending rate remained at 2.25%. Ontario In Ontario it has been an icy cold winter leading up to February the 14th. Parts of Ontario in the snow belt north and West of London as well as toward Barrie have an inundated with snow most of the winter and relief would be welcome. Hopefully this created an environment where winter wheat could survive underneath all the snow. Producers will be looking for some respite as we go into March to facilitate grain movement and production plans for 2026. In the meantime, Agricorp released final figures on last year's crop putting Ontario corn at 191 bushels per acre and soybeans at 46 bushels per acre. Ontario basis levels have hardly changed for grains over the last 30 days since the last Market Trends report. In fact, there’s been a slight improvement in some parts of Ontario with eastern Ontario showing historical advantage on the corn basis. Very surely some of this is because of the terrible yields that were experienced in parts of eastern Ontario last year. As we move ahead it’s pretty clear in this part of Ontario and into Quebec that they will need corn to satisfy their needs. The Canadian dollar remains a significant stimulus to cash grain prices. This has happened even though the Canadian dollar did gain almost $0.02 over the last 30 days. Part of the issue has to do with the American dollar sinking and inversely the Canadian dollar gaining within that paradigm. This will likely continue because the American dollar is seeing pressure it is not seen before partly resulting from some of the political moves being made in the United States. For instance, the American President recently commented that he thought it was a good thing that the US dollar was going down. Foreign exchange markets are more complicated than that but their trade algorithms feed on those comments too. As we move ahead Ontario grain producers should be focused on the value of the Canadian dollar as always but also keep abreast of what’s happening with the US dollar. The two are highly inversely interrelated. Old crop corn basis levels are $1.35 to $2.15 over the March 2026 corn futures on Feb 13th across the province. New crop corn basis levels were $1.15 to $1.47 over Dec 2026 futures. The old crop basis levels for soybeans range from $3.10 to $3.69 over the March 2026 futures. New crop soybeans range from $2.90 to $3.06 over the November 2026 futures. Ontario SRW wheat prices are approximately $7.02. For July 2026 new crop the bid is in the $6.72 bu. range. On February 13th the US replacement price for corn was $6.28/bushel. You can access all these Ontario grain prices in the marketing section at https://gfo.ca/marketing/daily-commodity-report/ The Bottom Line We are at somewhat of a standstill in grain prices. Or is this the start of something new even to the point of kidding ourselves for a bit thinking it might be the start of a bull market. All three grains have shown a little bit of resilience in the last 10 days meaning something might be up. That might be China coming in and buying US corn and even more soybeans and it may not be. However, corn prices have recovered from the downdraft from the January USDA report and soybeans have moved much higher. Geopolitics is always a factor when it comes to grain prices and China is usually part of that equation. In fact, you might say it’s always old news. Last year they didn’t buy American soybeans until there was some type of dialogue with the American President. This year there seems to be more optimism by the Americans that the Chinese might come around. Part of that is based on their better relationship and the specter that President Trump will be visiting China in April. In many ways this is key. You've got to believe in the run up to that meeting there will be social media posts from the President about selling more soybeans and corn to China. Our trading algorithms feed on that phenomena. The only way to capture market opportunities from this is to have standing market orders ready. A weather market it continues to be if you consider South American production. The Mato Grosso Institute of Agricultural Economics recently reported that the Safrinha corn planting had reached 46% by mid-February. This is a touch behind where it usually is. At the same time keep in mind that on the Chinese Dalian corn futures exchange prices have been rising since last October. Corn is not quite like wheat; it is grown mostly in the United States but even still producers should keep an eye on market information about the Safrinha crop. Traders in China are looking at that too. As we move into March there will certainly be a shift for some producers from old crop to new crop. Keep in mind that every day of the year is an opportunity to buy and sell grain. 2025 did not offer a very long period of profitable grain pricing opportunities. Who knew we would see some of our largest price increases during harvest time? As we move ahead the March Prospective Planting report looms as a major market mover. However, in the relatively bearish environment which we find ourselves in a big change in acres might not be significant to market action until we actually see what gets planted in late June and July. Commodity Specific Comments Corn As we all know demand for US corn continues to be record setting. This is a very good thing considering that we had 17.02 billion bushels last year. Add a certain point there will be a small tussle for acres between corn and soybeans. Will corn acres be about 95 million this year compared to 99 last year? If they are that is reduction of 4 million acres of corn a fairly major move in the market environment we are in now. We will see if that happens and of course there will be estimates released in late February on the number of acres, but the big prediction will be coming at end of March USDA Prospective Plantings report. Any variation on the script like China buying US corn because there’s has quality concerns will certainly weigh on prices. Simply put, there is so much risk for price as we look ahead toward blowing off the dust on those corn planters. The March 2026 corn contract is currently priced at 10.5 cents lower than the May 2026 contract a neutral to bearish indication of old crop corn demand. Seasonally, we know that corn prices tend to peak in early June and bottom out in early October. The March 2026 corn futures contract is at the 11th percentile of the past five-year price distribution range. Soybeans There is a lot going on in soybeans, possibly increased China buying, a resilient soybean oil market not only with exports abroad but also increased domestic consumption within the United States and possible quality issues in Brazil. For instance, all of these factors are relevant, but the earlier harvested soybeans in the northern part of Mato Grosso have been affected by very rainy weather. Needless to say, with the USDA predicting 180 MMTs of soybeans being produced in Brazil surely it is a minor factor. Brazil continues to be the titan of soybean production and harvest is continuing there at this time. Keep in mind that Brazil has had 19 straight season of production expansion and 75% of their exports go to China. Also keep in mind that Chinese demand growth for soybeans has been in concert with this production increase in Brazil. There is really no sign of this changing other than the fact you have to ask yourself the question can both China and Brazil continue to boost capacity on demand in production respectively. The March 2026 soybean contract is currently priced 15.25 cents below the May contract considered bearish for soybean demand. Seasonally, soybean prices tend to peak in early July and bottom out in early October. The January 2026 soybean contract is currently at the 22nd percentile of the past five-year price distribution range. Wheat There are strong wheat crops almost everywhere. As always, these crops are ready to fill supply gaps. There is also rain in the American southwest plains which will help the wheat crop. That’s a partial list of bearish factors with wheat so why is the price been going up recently? Some might argue the law of averages but there’s been some movement up in wheat based on the other commodities. However, it is a bearish environment. Funds have been short wheat since 2022. Breaking out of that might have to be led by soybeans or corn prices catching fire in the next few weeks. In Ontario old crop wheat prices shot up above $7.00 in the last few weeks helping some producers who were tempted to store wheat from last summer. This reflected the increases in futures prices as well as the Canadian dollar still being relatively low in the $0.73 US range. With snow still inundating most of the Ontario wheat crop it is always difficult to know how and when to contract new crop wheat. Is it alive or is it not? As the snow recedes, we should get a better answer. The Bottom Line (cont.) The Canadian dollar has gained about two cents since the last Market Trends report. It is always hard to tell why but the American dollar has been dropping significantly starting about a month ago but has recently been rising getting within three points of its value on the US dollar index where it was in January. Usually, a 2 cent rise in the Canadian dollar means that basis values go down for Ontario producers. It is not as acute this time around but will likely be next time. Still, the Canadian dollar at $0.73 US will always be good for Ontario cash grain prices. As now it stands Ontario farmers need to continue to watch the markets and keep an eye on South America. There is still time for something to change in the big crop that’s coming off there. Also keep in mind that we will have another March WASDE report coming up as well as the big Prospective Plantings report at the end of the month. Then there are the Black Swans, those market events that happen which nobody sees coming. You tell me when they will happen. The challenge for Ontario producers is to balance all of these market factors. It is difficult, but the profession we chose means risk is almost part of our lifeblood. Managing that risk is a continuing experiment for all of us. Markets will continue to be fluid but so will be our ability to price our grain. Each trading session is an opportunity for us. Daily market intelligence will be key. There will be many grain marketing opportunities ahead. The post Market Trends Report – February & March 2026 appeared first on Grain Farmers of Ontario.

Headlines on today's episode include:-Tightest world corn stocks in 12 years-Safrinha corn planting delays-Grain markets search for pricing opportunities as old-crop supplies linger-Cotton Council Glad for Just in Time Dicamba Approval-Farmer backs Summit pipeline Kubota. Your compact equipment provider.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

No episódio de hoje do BBcast Agro, Leandro Milléo, assessor de agronegócios do Banco do Brasil em Presidente Prudente-SP, analisa a recuperação das cotações externas e o ritmo dos trabalhos de campo no cenário nacional.Destaques do episódio:

No episódio de hoje do BBcast Agro, Marcos Lira, assessor de agronegócios do Banco do Brasil em Campos de Holambra-SP, analisa o impacto do novo relatório do USDA e o início dos trabalhos de colheita no Brasil.Destaques do episódio:

No primeiro episódio de 2026, Danilo Teodoro, assessor de agronegócios do Banco do Brasil em Uberaba-MG, faz um balanço do mercado de milho e analisa as tendências para o novo ano.Destaques do episódio:

Verão 2025/2026 começa no domingo e deve registrar temperaturas acima da média. Redução nos preços do tomate é explicada pela maior oferta do produto, impulsionada pela maturação mais acelerada diante das temperaturas elevadas. Conab aponta queda nos preços da cenoura, com recuo de 9,68% na média ponderada. Safra de cereais de inverno encerra o ciclo com desafios para o trigo e oportunidades para a aveia e a cevada em Santa Catarina. Micronutrientes ganham protagonismo no avanço do milho safrinha; manejo adequado do boro é apontado como decisivo para a produtividade em cenários de clima irregular. Tempo: temporais ganham força nas regiões Sudeste e Nordeste.

Entre os fosfatados, atenção ao Super Simples, que caiu 30% de junho a setembro, dando chances importantes ao produtor. De outro lado, enxofre - matéria-prima básica para os fosfatados - teve alta de 175% no ano. Custos com logística deve impactar margens e decisões.

Entre 2021 e 2025, Arco Norte quase dobrou a entrada de adubos, de 3,5 para 7 milhões de t, e ampliou a fatia nas exportações de soja e milho. No Paraná, portos cresceram 6,2%, com farelo de soja e açúcar liderando; meta é superar 70 milhões de t em 2025. Milho inicia 2025/26 pressionado pela ampla oferta, enquanto etanol e ração sustentam preços. Mudanças climáticas já preocupam 86% dos produtores, e clima segue desafiador, com chuvas fortes no Matopiba e calor de 35 °C em outras regiões.

Com custos elevados e atuais patamares de preços deixam produtores cautelosos para realizar a comercialização da soja

Com o plantio da soja iniciado há apenas sete dias após melhores volumes de chuva, a cultura avança fora da janela ideal e inviabiliza o investimento no milho safrinha.

Produtores da região devem direcionar investimentos para culturas alternativas, como o milheto.

Comercialização segue lenta em função dos preços mais baixos e pouca disposição dos produtores em negociar

Regiões que registraram 200 mm de precipitações em outubro/24 tiveram apenas 69 mm em 2025

Previsões ainda indicam poucas chuvas, o que deve manter as preocupações

Produtores de Jataí enfrentam atraso no desenvolvimento da soja, infestação de cascudinhos e aumento nos custos, enquanto esperam regularização das chuvas para retomar o ritmo da safra.

Estado sofre com clima adverso para a produção agrícola já há quatro anos e não deverá se recompor nesta temporada. Clima daqui em diante, futuro das dívidas e financiamento dos produtores são as próximas batalhas.

Neste episódio do "Agro em Pauta", Lígia Pedrini recebe Nilson Caldas para uma conversa profunda sobre produtividade agrícola, estratégias de manejo e o papel do CESB no desenvolvimento da sojicultura brasileira. Nilson compartilha sua trajetória como filho de produtor rural, sua formação em agronomia e sua atuação no CESB, destacando o impacto do Desafio Nacional de Máxima Produtividade da Soja como ferramenta de inovação aberta. FICHA TÉCNICAApresentação: Lígia PedriniProdução: Agro ResenhaConvidado: Nilson CaldasEdição: Senhor A - https://editorsenhor-a.com.brSee omnystudio.com/listener for privacy information.

Neste episódio do "Agro em Pauta", Lígia Pedrini recebe Nilson Caldas para uma conversa profunda sobre produtividade agrícola, estratégias de manejo e o papel do CESB no desenvolvimento da sojicultura brasileira. Nilson compartilha sua trajetória como filho de produtor rural, sua formação em agronomia e sua atuação no CESB, destacando o impacto do Desafio Nacional de Máxima Produtividade da Soja como ferramenta de inovação aberta. FICHA TÉCNICAApresentação: Lígia PedriniProdução: Agro ResenhaConvidado: Nilson CaldasEdição: Senhor A - https://editorsenhor-a.com.brSee omnystudio.com/listener for privacy information.

Em nova projeção da produção de grãos divulgada no dia 10 de julho, a Conab fez uma nova correção positiva para o milho safrinha a ser colhido em 2025. Agora são mais de 104 milhões de toneladas previstas. O que muitos perguntam é se vai sobrar ou faltar o cereal para as negociações internas e externas. Vlamir Brandalizze explica que, ainda que haja aumento na produtividade, fatores como China e Irã recorrendo ao Brasil e aumento do etanol na gasolina devem contribuir para que toda a safra seja negociada.

Safrinha pressiona milho, que atinge menor preço do ano; colheita acelerada e baixa paridade de exportação derrubam saca abaixo de R$ 65 em Campinas e seguem puxando queda em praças produtoras. Avicultura, com mais de 2,5 milhões de toneladas exportadas e quase US$ 5 bi em receita, projeta recuperação no 2º semestre após impacto da gripe aviária. Porto de Santos terá R$ 6,45 bi em nova concessão para ampliar calado, receber navios maiores e acelerar escoamento de grãos, carnes e insumos. Turismo rural cresce e conecta campo e cidade; no Paraná, Rota da Lavanda já movimenta milhões. Tempo: frio segue no Sul e em áreas costeiras do Sudeste.

Markets with Aaron Edwards, Santos Springs; farm bill talk with Gary Schnitkey, University of Illinois ACES

A terceira semana de junho se encerrou com negociações arrastadas para o milho em todo o Brasil. Ainda não há forte desvalorização das cotações que é esperada em meio à entrada da safrinha. Afinal de contas, qual será o tamanho da queda nos preços durante o pico da colheita? O agente autônomo de investimentos João Santaella Neto explica que dois fundamentos podem segurar quedas bruscas. O primeiro é a exportação. Se a produção interna for escoada, menor será a desvalorização. Outro ponto que já tem ajudado a segurar os preços é o atraso na colheita.

Apesar de altas nesta semana em Chicago, mercado internacional também sente peso da safra dos EUA

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links-Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.0:00 Weather3:39 "Mr. NICE GUY"8:11 Export Sales9:24 Brazil Corn Harvest10:26 The Funds11:27 Flash Sales

Segundo semestre terá demanda aquecida por transporte de safras e insumos

Cotações do milho acumulam perdas no Brasil e devem seguir pressionadas durante a colheita da segunda safra

Ritmo de negócios é mais lento agora, com pressão no Brasil que vem também da baixa do dólar

Volta das chuvas salvou milho no MS, Goiás espera uma das melhores safras da história e Santa Catarina deve ter mais produção de soja, milho e arroz do que o projetado

Neste episódio do "Agro em Pauta", Lígia Pedrini conversa com Carla Borges, produtora rural e administradora apaixonada pelo setor agro, trazendo insights e experiências valiosas, especialmente sobre o cultivo de gergelim.

B3 testou altas e baixas nos últimos dias, porém, segue ainda muito descolada nos preços do físico, que refletem a escassez do grão no país. Em Chicago, mercado ansioso pelo USDA de 2ª feira.

Neste primeiro episódio do "Agro em Pauta", com apresentação de Lígia Pedrini, a convidada especial é Simone Dameto, engenheira agrônoma, produtora rural e influenciadora digital. O bate-papo traz insights valiosos sobre o cultivo de girassol e os desafios e oportunidades dessa cultura no agronegócio brasileiro. Simone compartilha sua trajetória no agro e revela como a paixão pelas flores a levou a apostar no girassol como cultura alternativa em Goiás.

Em Chicago, atenção será voltada para plantio nos EUA, que pode ter influência climática

Em Chicago, volatilidade está grande e deve seguir assim diante das incertezas com as tarifações dos EUA

Técnicas de manejo podem mitigar efeitos negativos do clima e aumentar proteção contra pragas e doenças

Why has the corn and soybean markets sold off since last week? Do you think the Acres and yield info coming out the of USDA Ag Outlook has caused the corn and soybean markets to go lower? What is the latest on tariffs? How are conditions in Argentina? How is harvest going in Brazil? What is the pace of planting like for Safrinha corn? Are there any adjustments that need to be made to our marketing plan?

Mundo está de olho agora no possível aumento de área nos EUA, que pode ser substancial. Porém, desequilíbrio entre oferta e demanda globais ainda dá suporte aos preços do cereal em todo mundo

Em MT, excesso de chuvas compromete colheita da soja e plantio da safrinha; na BA, primeiro caso de ferrugem identificado na safra 24/25

Produtores sofrerem para avançar com a comercialização diante das incertezas que ainda permeiam os campos. Logística é outro ponto de preocupação

Região sofre também com preços pressionados e dificuldade na comercialização. Safrinha de milho também está em xeque por conta do clima e dos custos

Estado teve safra bastante favorecida pelas condições climática, tem bons níveis de produtividade, porém, negócios novos estão travados.

Estoques de passagem baixos, demanda interna crescente e bom potencial de exportação devem trazer bons momentos de comercialização para o produtor brasileiro

Regiões produtoras pagam R$ 10,00 a mais por saca do que há um ano e produtor pode apostar mais no milho 2ª safra

Produtor segurando vendas e forte demanda interna estão sustentado as cotações; Chicago emenda sequência de altas com grandes exportações dos EUA

Na região de Rio Verde, somando Montividiu, Mineiros e Jataí, diretor do Sindicato Rural estima 50% das áreas semeadas

Analista destaca demanda forte no mercado interno e incertezas para plantio em 2025

Segundo produtora local, quando as chuvas vierem, plantio será generalizado, o que pode causar gargalo logístico na colheita

The CommStock Report: Wednesday, March 27th 2024.  To get the full report, please sign up using the link below:   https://commstock.com/membership-account/membership-levelsStay Connectedhttps://www.commstock.com/https://www.facebook.com/CommStockInvestments/https://www.youtube.com/channel/UClP8BeFK278ZJ05NNoFk5Fghttps://www.linkedin.com/company/commstock-investments/

2-9-24 *What did you think of the Brazilian corn and soybean production adjustments difference between CONAB and USDA? *Why are we continuing to see weakness in the corn market? *Is it too early to start trading concerns on the Safrinha corn crop? *How does the soybean market look to you? *What is it going to take to turn the corn and soybean markets higher?