Soy producers in Mato Grosso must sow 13 million hectares in this 2025/26 harvest, and the cost of agricultural production in this area reaches 54.4 billion reais. Faced with this new scenario of high interest rates, increased defaults and greater frequency of legal recoveries, credit has become more selective and restrictive for the sector.
The producer had to put more money in his pocket, contributing 23.5% of this financial volume, compared to 20.7% in 2024/25. Despite this increase, the current percentage is still far from the 33% in 2022/23. Soybeans, in 2022, had reached record values and profit margins were high.
Technicians from Imea (Mato-Grossense Institute of Agricultural Economics), the organization responsible for the data, affirm that self-financing results from the combination between the favorable income cycle, ensured by the record harvest of 2024/25, and the unfavorable financial situation of the moment.
The Institute points out that the share of federal resources fell to 5.1% of the total, below the 8.7% of the previous harvest. Resales, due to the difficulties in generating cash this year and the increase in the number of producers who have not paid their debts, have also reduced their presence in the system, financing only 5.3% of the total, well below the 11.4% of the previous period.
This was left to multinationals and the financial system, but with higher rates applied. According to Imea calculations, the financial system has increased its participation to 35.4% of farmers’ costs, the highest rate in the series presented by Imea, which begins in 2008/09.
Multinational companies in agrochemicals, fertilizers, seeds and grains provided 16.7 billion reais to the sector, or 30.7% of the capital needed for cultivation. This is the highest rate since the 2017/18 harvest. The cost for producers in Mato Grosso was estimated at R$4,181.3 per hectare by Imea, a value that exceeds that of the 2024/25 harvest by 5.3%.
The growth in soybean areas is 1.7% this year, compared to the previous year, below the expansion that the sector had maintained during recent harvests. This more contained development is due to lower profit margins, unattractive soy prices, high production costs and high interest rates, according to Imea.
It is still early, but for the 2026/27 harvest the institute predicts a cost reduction of 0.54%, mainly due to the behavior of inputs.
Innovation Tech players need to put on their boots and know the ground reality. Talk to those who live there. But those who live there must also look beyond borders and understand how technology can be an ally.
Innovation 2 The assessment is that of Mariana Beckheuser, CEO of Beckhauser, a company in the cattle confinement equipment production sector. From this perspective, the company is directing its strategy towards open innovation.
Innovation 3 Beckhauser will open BeckLab next year, a laboratory created to facilitate connections with startups, partners and institutions seeking solutions for agribusiness, Mariana says.
Orange In a new estimate, Fundecitrus predicts a harvest of 295 million boxes of oranges weighing 40.8 kg for the 2025/26 harvest. This volume is 3.9% lower than the previous forecast and 6.3% lower than the first.
Orange 2 Fundecitrus re-estimated due to lack of rain, smaller oranges and heavier fruit drop than initially expected. The presence of greening is very serious in the orange groves of the São Paulo citrus belt, the Minas Gerais triangle and southwest Minas Gerais.
Coffee Exports from January to November of differentiated coffees, those with more sustainable production and higher quality, amounted to 20% of the total for the period, according to data from Cecafé (Brazilian Council of Coffee Exporters), published Tuesday (9). In total, exports fell to 36.9 million bags, 21% less than in 2024.
Cafe 2 This drop was expected by the sector. In addition to the 50% tax imposed by the United States from August to November, the chain has lower product availability this year and is suffering from port infrastructure delays.
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