Escassez de Feijão Comercial: Por que será difícil encontrar produto de qualidade em julho?

The bean market in Brazil is entering a critical transition period, marked by a drastic reduction in the supply of irrigated crops and the end of the second harvest in Paraná. With projections of a crop failure that could reach 50% in the Araguaia Valley and commercial stocks practically depleted, packers face the challenge of guaranteeing a quality product in a scenario of high prices. While carioca beans maintain high levels, black beans emerge as an alternative for consumers, although the appreciation of the dollar is already beginning to make imports from Argentina more expensive. The president of IBRAFE, Marcelo Lüders, comments that, for the producer, the moment requires strategic caution and a precise analysis of the fundamentals to take advantage of the good profit margins that the current scenario offers. In a scenario of a holiday in the North American market and low liquidity in international exchanges, the Brazilian corn market ends the third week of June attentive to the volatility of the dollar and the beginning of the second crop harvest. While prices in the physical market show occasional declines due to slow demand, attention turns to the new revision of the 2025/26 crop by the consulting firm Safras & Mercado, which reduced the production expectation to just under 140 million tons. The independent investment agent, João Santaella Neto, comments that the adjustment reflects the climatic bottlenecks faced by states such as Minas Gerais, Goiás and Tocantins, and outlines a new panorama for prices and productivity in the field. The corn market on the Chicago Stock Exchange ended the third week of June marked by the strategic repositioning of investment funds and caution in the face of the long holiday weekend in the United States. Despite an appreciation during the period, the September contract suffered pressure from the fall in oil and the strengthening of the dollar, closing slightly lower. However, Joãozinho Grafista reveals a scenario of 'oversold', suggesting a potential recovery movement.