Stabilization of Agricultural Credit Risk in Brazil in 2025
Organizations reject EU regulation 2023/1115, which limits the sale of soybean and meat from deforested areas, and call for the exclusion of other ecosystems. The regulation has been postponed until 2026. (Ciara-CEC)
Santa Fe Superior Court of Justice rejected bankruptcy request of Vicentin, a cereal company with a debt of more than US$1.5 billion. (Superior Court of Justice)
SynTech Research Group nominates Mariano Battista as global seeds and traits leader (SynTech Research Group)
Agricultural exports exceeded US$ 48.37 billion in 2024, 25% up on the previous year. (FADA)
Second season soybean will be the most affected by the drought, with 80% of areas in fair to poor condition. (BCR)
Cooperativa Central de Muzambinho, in the State of Minas Gerais, unexpectedly suspended its activities, leaving farmers without access to the stored coffee sacks. (Coocem; Sindicato dos Trabalhadores Rurais de Muzambinho)
Ministry of Agriculture and Livestock created the National Program for Modernization and Support of Agricultural Production, aiming to modernize the sector, increase agriculture productivity, and reduce regional inequalities. The program will involve the donation of agricultural machines and equipment in partnership with public and private entities. (MAPA)
Raízen stocks increased 3.39% to $0.32, despite a net loss of US$ 444 million in the Q32025, a 21% drop in Ebitda, and higher-than-expected cash burn; XP, Itaú BBA, and BTG recommend buying, with target prices of US$ 0.76, US$ 0.78, and US$ 1.21, respectively, projecting gains of up to 295.5%. (XP; Itaú BBA; BTG)
Única and Bioenergia Brasil regret the inclusion of ethanol in the U.S. Reciprocal Tariff Memorandum, announced by Donald Trump on February 13th, and warn of its impact on decarbonization. (UNICA; Bioenergia Brasil)
In January 2025, beef exports to China totaled 91,180 tonnes, the lowest amount in 10 months, down 5% on the previous year. Exports to the United States were also down 10% compared to 2024. However, exports to Russia, Italy and Libya increased by 34%, 350% and 85%, respectively. (Abiec; Abrafrigo)
Banana production in the State of Paraná dropped 30% in ten years. The coastal region accounts for 59% of production, with Guaratuba leading (76.8 thousand tonnes). (Deral)
The State of Mato Grosso leads the certification of Responsible Brazilian Cotton (ABR) in the 2023/24 season, with 2.12 million tonnes (69.93% of the national total) across 284 farms in 49 municipalities. Certified production in Brazil reached 3.04 million tonnes (82.84% of the season). (Abrapa)
Tether Investments, a blockchain company, has proposed buying a majority stake in Adecoagro for $12.41 per stock, after investing U$100 million in the company in September 2024. It currently holds 19.4% of the stocks. The bioenergy multinational’s board is evaluating the offer. (Adecoagro; BTG Pactual)
Coopercitrus will invest US$ 17.6 million in an industrial complex in Araçatuba, in the State of São Paulo. The project will be completed in two years and aims to integrate solutions for farmers. The state also supports citrus farming with the Fruit Farming Credit Line from FEAP and actions against Greening. (Coopercitrus; Government of São Paulo)
MoA postponed the deadline for farmers to stamp the shells of bulk eggs with the expiration date and the farmers’ registration number from March 4th to September 4th, 2025. The change was made through Ordinance 1244, of February 18th. (MAPA)
Bank of Brasil projects stabilization in agricultural credit risk in 2025, and that, with the record harvest, it will reach 45% profit in dividends. (Bank of Brazil)
Santiago del Carril is the new General Manager of ADBlick Granos. The CEO, José Demicheli, highlighted Santiago’s importance in facing the global and local challenges of the agricultural sector and expanding the company’s operations. (ADBlick)
Method has been developed that detects fraud in native bee honey with 100% accuracy using infrared light. (Embrapa)
In January 2025, exports reached US$ 10.431 billion, a 10.4% increase compared to the previous year, with fresh fruits standing out at US$ 2.66 billion, led by cherries with US$ 2.278 billion (up 20.8%). Other sectors also recorded increases, such as processed foods (US$ 1.183 billion), organic foods (US$ 59 million, +30%), and wine (US$ 145 million, +4.4%). (Subrei; National Customs Service)
Bancolombia has opened applications for the En-Campo program for innovative agricultural projects, offering mentoring and acceleration. Since 2019, the program has invested more than US$5 billion in 230 businesses. (Bancolombia)
In January 2025, soybean exports grew by nearly 19% in volume, totaling 818,044 tonnes. Revenue increased by 10%, reaching US$ 306.7 million. Argentina remained the top buyer, with 47% of the exports, followed by Brazil, Senegal, and other markets. Cargill led with 13% of the exports. (Capeco)
Maximum alert was declared after an H5N1 avian flu case in Maipú, Chaco, Argentina, 200 km from the Paraguay border. The measure includes sanitary protocols and guidance for the public to report sick or dead birds. (Senacsa)
Corn exports in January 2025 dropped by 38%, with a decrease of US$ 10.7 million compared to the previous year. Brazil was the main destination, receiving 92% of the exports, followed by Chile and Uruguay. (Capeco)
Lemon exports in January 2025 grew by 43% in volume, totaling 7,322 tonnes, and 53% in value, reaching US$ 7.98 million. The average price was US$ 1.09 per kilogram, reflecting a 7.2% increase compared to the same period last year. (Fresh Fruit)
Uruguay increased its beef exports to Japan by 26% in 2024, totaling 10,000 tonnes. (INAC)
Prolesa, private company belonging to the National Cooperative of Milk Farmers – Conaprole, announced a division of US$ 4.3 million to Conaprole cooperative members due to price differences, relating to purchases made in 2024. (Prolesa)
President of the Cattle Consignors Association, Otto Fernández Nyström, has spoken out against the deal between Marfrig and Minerva, which would give Minerva around 40% of the country’s slaughter capacity. (ACG)
National Seed Institute conducted the National Cultivar Evaluation, analyzing the performance of corn, sorghum, and soybeans with the participation of companies and technicians. The annual event included corn trials under different irrigation conditions and productive uses, short and long-cycle sorghum, and short and long-cycle soybeans at various sowing times. (INASE)
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