Marcelo Teixeira

#Brazil #soy harvest update

Raw #sugar futures rose 9.2% this week as some speculators started to dismantle their big short position fearing large sugar producers such as #Brazil and #India will divert sucrose to produce more #ethanol, cutting sugar output, as the #energy price crisis hits the market

@StephenGeldart Even if mills didnt want such a good crop this year, they are going to get one... You can have a lower, maybe 47% sugar mix, and total sugar output would still be around 40 mln T

Rain in Centre-South Brazilian cane regions has been above the long-term average since November...🧐

Is #coffee the new #cocoa? Some expect coffee prices to also crash reuters.com/world/americas…

Trump invites farmers, biofuels producers to White House event reuters.com/sustainability…

Brazil goes to the movies - reuters.com/lifestyle/cult…

@BClyde62937 Hydrous #ethanol currently sold by the equivalent of 17.33 cents per lb. Anhydrous ethanol better priced at 18.12 cents per lb. Raw #sugar on Tuesday trading at @ICE_Markets at 14.38 cents/lb

@tx_marcelo Sugar pays more than ethanol, do the math.

#Energy price surge to drive Brazil mills toward #ethanol, cut #sugar output reuters.com/business/energ…

#Brazil #beef lobby in the #USA Brazil beef exporters will meet U.S. clients for a dinner at The St. Regis in Washington on March 16. BZL beef exports to the U.S. are up by 52% in 2026 with 70,000 tons sold in Jan-Feb #trade #food #diplomacy

Qatar warns war will force Gulf to stop energy exports ‘within days’ giftarticle.ft.com/giftarticle/ac… via @financialtimes

@Reuters: The U.S. Treasury Dept is expected to announce measures as soon as Thursday aimed at combating rising #energy prices, including potential action involving the #oil #futures market, a senior White House official said. - wow, govt intervention in the futures market?

@Reuters - Talks to rescue Brazilian #sugar and #ethanol producer Raizen have collapsed after co-owners Cosan and Shell failed to agree to a plan to raise capital. - Shell said it could still put money in the company, while it continues to negotiate with creditors

Some analysts see #Brazil's GDP gaining as much as 1 percentage point with #oil prices up 10%. #China seen losing nearly 1 pp

Some contrasting views from U.S. government on providing security to vessels in Hormuz, after Trump said US Navy could provide security x.com/LloydsList/sta…

#Brazil's Winter Olympics gold medal @pinheiiirooo enjoying 31 C na terrinha. The South Star

@ReutersCommods: CARGILL'S SANTAREM TERMINAL WORKS TO RESUME OPERATIONS AFTER INDIGENOUS PROTESTERS LEFT THE SITE - PRESS OFFICE - The large river terminal is a transshipment hub for #soy and #corn coming from Central Brazil on the way to export markets abroad

Impressive chart on #Argentina #beef imports from #Brazil. Wondering what changed recently for that to happen. Import tariffs?

Logistics, #shipping being impacted in #Mexico. Manzanillo container port has been shut

@Cargill The Cargill terminal in Santarem moved 70% of grains passing by the port last year. It is a transshipment point where soy and corn from barges are loaded into vessels for the export market

@Cargill said its grains terminal in the port of Santarem, northern #Brazil, is not operating due to a protest by indigenous people over plans to dredge rivers. The terminal receives #soybeans and #corn arriving in barges from loading spots down the Amazon and Tapajos rivers