Good Reads

(UPDATED: JANUARY 2021)
(SORTED: Newest -> Oldest)

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BRAZIL - AUSTRALIA
Exploring Opportunities in Agribusiness Sectors

Even though the BR data is from 2019,
it is still the most current I have seen in an English format.
Quite good for anyone doing a presentation. You could draw much from this.
PDF - 24 JAN 2021

KORY MELBY BRAZIL AG CONSULTANT - USDA BR AG COMPETITIVENESS

Brazil’s Agricultural Competitiveness: Recent Growth and Future Impacts Under Currency Depreciation and Changing Macroeconomic Conditions

PDF- 24 SEPT 2020

KORY MELBY AG BRAZIL: BRAZIL CORN PRODUCTION

Brazil Corn Production: Drought in the south for safrinha corn combined with high yields in the center balance production for 2019/20

PDF - 31 AUG 20

Partnership On Agriculture and Food Security

Commodity Intelligence Report

Argentina has Record Area

PDF - 30 APR 2020

Brazilian Commodity Prices Hit Record Levels

Prices for major Brazilian row crops, including soybeans, corn, rice, and wheat, all hit record highs in nominal value in recent weeks. The main reason for the domestic price increase is a steep devaluation of the Brazilian real (BRL). While the BRL has been steadily weakening over the past few years, economic turmoil driven by the coronavirus pandemic has worsened the trend in 2020. As a result, despite the deteriorating economic outlook on the whole, Brazilian grain and oilseed producers are having arguably their most profitable season to date.

Overview of Brazilian Soybean Transportation in 2019

During 2019, Brazil exported 74.1 million metric tons (mmt) of soybeans, 11 percent less than 2018’s total of 83.3 mmt (figure 1)—a decline that also reduced transportation demand.
PDF - 27 MAR 2020

KORY MELBY AG BRAZIL: FAS REPORT Oil and Products Update

Oilseeds and Products Update

In 2019/20, Brazil is forecast to reap a record soybean cop of 124.5 million metric tons (mmt). Post
raised slightly the forecast for planted area by 100 thousand hectares to 36.9 million ha. The increase
is based on marginal gains across several states. Post raised the production forecast by one mmt
based on better than initially expected yields in Mato Grosso, and improved productivity expectations
in Rio Grande do Sul and the Northeast. Soybean exports are forecast at 75 mmt for 2019/20, up from
2018/19 estimate of 74 mmt. Post maintains the crush forecast of 44 mmt for 2019/20, driven by the
domestic demand for soy oil. Soy oil exports are forecast to level off dramatically as industry ramps up
biodiesel blending rates to meet the government mandate.

PDF - POSTEDD 6 FEB 2020

Grain and Feed Update

MY 2018/19 corn production is estimated at a record 101 MMT, 23 percent higher than the previous harvest, based on record area and yields. MY 2019/20 corn production is also forecast at 101 MMT on expectations of expanded area paired with a return to normal trend yields.

PDF - 8 JAN 2020

Kory Melbly: USDA Oil and Products Update Dec 2019

Oilseeds and Products Update

Brazil is forecast to overtake the United States as the leading soybean producer in the world during the 2019/20 season.
PDF - 27 DEC 2019

China - Peoples Republic of
Oilseeds and Products Update

Reduction in China’s Swine Herd Drops Meal Consumption to 4-Year Low

PDF - SEPT 2019

Some Brazilian Soybean History

China doesn't need US soybeans, thanks to Richard Nixon
(CNN - Aug 2019)

Oilseeds and Products Update

Soybean Harvest Forecast to Set Another Record, Exports to
Rebound in 2019/20

PDF - JUN 2019

Oilseeds and Products

Current Soybean Harvest Yields Disappoint, But Swift Recovery Forecast for 2019/20
PDF- APR 2019

Grain and Feed

Livestock and Products Semi-annual
2019 Semiannual Livestock

PDF - FEB 2019

Grain and Feed

Wheat Production Hampered by Dry Conditions and Sporadic Frosts, but Corn Output Set to Soar

PDF - OCT 2018

Oilseeds and Products Update
Record Production and Trade Forecast Amid Favorable Trade
Environment
PDF - OCT 2018

Brazil - Livestock and Products
Annual Livestock 2018
Report Highlights: Post forecasts beef production in 2019 at 10.2 million metric tons, which is an increase of 3 percent. The increase is driven by solid exports, mostly to China and Hong Kong and moderate domestic demand. Posts also forecasts pork production to increase by over 3 percent and reach nearly 3.8 million metric tons, reflecting a rebound in exports, moderate domestic demand and favorable feed costs in 2019. The expected growth of the Brazilian economy in 2019, with declining inflation and unemployment rates support optimism in the animal protein sector in Brazil. Major uncertainties in the near future include the volatility of the exchange rate, end of the year elections and a new federal administration in 2019.

PDF - SEPT 2018