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Conab’s Second Survey Keeps Brazil’s 2025/26 Grain Outlook at 354.8 Million Tons, With Soy Leading Gains

Conab highlights yield risk from volatile weather, with reduced input use worsening susceptibility.

Overview

  • Brazil’s grain harvest is projected at 354.8 million tons, with planted area up 3.3% to 84.4 million hectares and average productivity near 4,203 kg/ha.
  • Soybeans are forecast at 177.6 million tons on a record 49.1 million hectares; planting tracks the five‑year average but lags in Goiás and Minas Gerais, and Mato Grosso faced unstable October conditions.
  • Total corn output across three crops is estimated at 138.8 million tons, down 1.6% year over year, as cold slowed early development in Rio Grande do Sul and Santa Catarina and early‑November storms hit Paraná.
  • Rice production is seen at 11.3 million tons due to reduced area, with Rio Grande do Sul planting past 78% despite rain delays, and winter wheat at 7.7 million tons as lower fertilizer and pesticide use limits yield potential.
  • Conab’s balance points to strong demand and trade flows: domestic corn use at 94.6 million tons, corn exports at 46.5 million, record soybean exports at 112.1 million, and soy crushing at 59.4 million.