RECORD SOYBEAN PRODUCTION IN 2025 CONSOLIDATES BRAZILIAN LEADERSHIP.

Soybean markets in 2025 were shaped by climate concerns in South America. Despite Brazil’s record harvest, losses in Rio Grande do Sul limited supply, while most other states posted strong yields. Argentina faced weather challenges but still produced a solid crop. Globally, production exceeded consumption, boosting stocks and capping price gains. Demand continues to grow steadily, but supply has kept pace. Trade tensions between China and the US eased in late 2025, restoring flows: China imported over 85 million tons from Brazil and is set to resume large US purchases. For 2026, outlooks remain positive, with Brazil heading toward another record crop and Argentina stable despite reduced acreage. The US cut soybean area but still expects strong output. High inventories should limit price increases, while China’s import growth is slowing amid tighter margins and weaker economic momentum.
Source: Revista Cultivar