Falta de Oferta no Agro: O que vai acontecer com Feijão, Arroz e Trigo?

The global wheat market is entering a cycle of strong instability and upward pressure, a direct reflection of the worsening conflicts in the Black Sea, involving the world's largest exporters. While attacks on ships and terminals compromise international logistics flows, the harvests in the United States and Brazil face severe challenges in quality and productivity. With Conab revising downwards the planted area and national production, Brazil is expected to significantly increase its imports, creating a scenario of high costs for the industry and the final consumer. Vlamir Brandalizze discusses the factors shaping this year of restricted supply and the impacts on our trade balance. The rice market is sounding the alarm with the confirmation of a drastic reduction in global supply. In the United States, the planted area has reached one of its lowest levels in two decades, while in Mercosur, producers' discouragement with current prices signals a generalized drop for the next planting season. Here in Brazil, with a harvest already heading towards falling short of national consumption and a scenario of active exports, the balance between supply and demand promises to be the sector's biggest challenge. Vlamir Brandalizze now assesses how this international pressure and the retention of stocks by producers in Rio Grande do Sul may impact retail prices. The bean market is going through a strategic transition, marked by the final stretch of the second harvest and the expectation of a supply gap in the coming weeks. While retailers try to push prices down, producers of premium beans are resisting, keeping an eye on the window that opens before the arrival of the third irrigated crop in September. In the black bean scenario, the seasonal demand for winter feijoada sustains prices, keeping the grain as an accessible and indispensable partner on the Brazilian table. Vlamir Brandalizze takes stock of the price levels of premium to commercial carioca beans and how the development of irrigated crops in Central Brazil should dictate the pace of the market until the end of the season.