EP 105 - Os erros que estão destruindo a margem do produtor - Matheus da Pátria Agronegócios

In episode 105 of the Agro em Debate podcast, we welcome Matheus Pereira from Pátria Agronegócio for an in-depth conversation about the current agricultural landscape, the challenges faced by rural producers, and the outlook for soybeans, corn, the dollar, fertilizers, the second crop, and the 2026/27 harvest. Throughout this episode, we discuss how climate cycles influence commodity prices, the impacts of the oil war on oil, fertilizers, and exchange rates, the advancement of corn ethanol in Brazil, and the planning errors that have compromised the margins of many producers. Matheus Pereira is one of the leading experts in agricultural market analysis in Brazil. He works at Pátria Agronegócio, a company specializing in market intelligence for rural producers, focusing on grains, inputs, and decision-making. He holds a degree in Agronomy from UFG (Federal University of Goiás), studied Agribusiness at the University of Illinois in the United States, earned an MBA from the University of Edinburgh in Scotland, and gained significant experience in Chicago, one of the world's largest commodity market centers. Beyond his academic background, Matheus possesses practical field experience and closely follows crop development in Brazil, Argentina, Paraguay, and the United States. If you work in agriculture, this episode offers a strategic and practical perspective on management, markets, and profitability in the field. Subscribe to the channel, activate notifications, and share this episode with anyone involved in agribusiness. 00:00 Episode opening 00:02:38 How climate influences commodity prices 00:05:54 The mistake of planning with soybeans at peak prices 00:08:42 Why Brazilian producers face more challenges than American producers 00:11:49 Soybeans at R$130: is this the new market reality? 00:13:45 Brazilian harvest, excessive rain and the effects of the war on the market 00:18:22 Delayed second crop and difficulties in corn planting 00:20:08 Corn ethanol and the future of demand in Brazil 00:23:01 Tight margins: the financial reality of the rural producer 00:25:54 Industrialization of agriculture and the error of the Argentine model 00:29:28 Lack of cash, storage and the importance of consulting 00:31:46 How consulting helps the producer to buy and sell better 00:36:45 Who hires consulting in agriculture today 00:39:44 The training, international experience and life experience of Matheus Pereira 00:41:36 Crop monitoring in Brazil, Argentina, Paraguay and the United States 00:46:08 War, fertilizers and the care needed when buying in the heat of the market 00:49:58 Why the dollar is Today the main variable in the price of soybeans 00:53:42 Default in Brazil and the strength of global demand for corn 00:58:28 Opportunities in the field and the economic future of agribusiness 01:01:04 Management, financial restructuring and profitability in the field Follow us on Instagram: @joaodomingosadvogados   / joaodomingosadvogados   Website: https://www.joaodomingosadv.com/ Contact: (62) 3215-9414 | (62) 99675-6806