Core Insights - Brazil's soybean production for the 2025/26 season is projected to reach a record high of 177.6 million tons, with exports expected to hit 112.1 million tons, also a historical peak [1] - The increase in soybean crushing is anticipated to rise to 59.37 million tons in 2026, driven by higher biodiesel blending mandates and sustained demand for protein in animal feed [1] - In contrast, Brazil's corn production for the 2025/26 season is expected to decline by 1.6% to 139 million tons compared to the previous year [1] Summary by Category Soybean Production and Exports - Brazil's soybean production is forecasted at 177.6 million tons for the 2025/26 season, marking a historical high [1] - Soybean exports are also expected to reach 112.1 million tons, setting a new record [1] Crushing and Demand Factors - The soybean crushing volume is projected to increase to 59.37 million tons in 2026, influenced by the rise in biodiesel blending ratios and ongoing demand for protein in animal feed [1] Corn Production - Brazil's corn production for the 2025/26 season is estimated at 139 million tons, reflecting a decrease of 1.6% from the previous year [1]

大豆出口商则强调，禁伐令在遏制亚马孙雨林关键时期的砍伐方面发挥了作用，且有助于维护巴西农产 品在国际市场的可持续形象。与此同时，部分欧洲零售商和超市已致函巴西大型贸易商，要求其即便在 禁伐令暂停期间，仍应坚持只采购未在新近砍伐区生产的大豆。 分析人士指出，Cade的这一决定不仅将影响巴西农业生产和出口格局，还可能对巴西在国际环保和贸 易谈判中的形象产生深远影响。 （文章来源：新华财经） 新华财经圣保罗10月2日电（记者杨家和）巴西经济防卫行政委员会（Cade）近日裁定，自2026年1月1 日起恢复执行"黄豆禁伐令"，而在此之前，该措施将暂时中止。 "黄豆禁伐令"是由多家大型贸易公司和出口商自2008年起签署的自律协议，禁止收购在亚马孙法定保护 区内2008年之后开垦的土地上生产的黄豆，即便这些开垦行为符合2012年《森林法典》的规定。该协议 被视为国际市场，尤其是欧洲买家的可持续性要求的重要体现。 今年8月，Cade下属总检察署认为该禁伐协议可能涉嫌妨碍竞争，因此启动行政调查，并一度采取预防 性措施中止其效力。但在30日的表决中，Cade合议庭多数委员决定，该预防性措施将仅维持至2025年 12月31日，之后 ...