Agricultural exports to the European Union grow 14.8% in revenue after agreement with Mercosur
According to Money Times, revenue from Brazilian agriculture to the European bloc rose in the period from May to September, with a volume 8.1% higher.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM MONEY TIMES · 2 MIN
Brazilian agribusiness exports to the European Union yielded 14.8% more revenue in the first five months of provisional application of the agreement between the European bloc and Mercosur. According to Money Times, the value exported between May and September 2026 reached US$12.21 billion, compared to the same period in 2025.
The data originates from the Ministry of Agriculture and Livestock (Mapa), which released them in a note based on the Agrostat system. The interval coincides with the beginning of the provisional application of the agreement, which began in May 2026, and compares the same months of the two years.
In volume, the increase was smaller, 8.1%, with exports going from 16.42 million tons in 2025 to 17.74 million in 2026. In simple terms, the difference between the two indices suggests an average value per ton that is around 6% higher. The data collected, however, does not say whether this difference comes from prices, the product mix or the exchange rate.
What is at stake is whether the agreement begins to translate into concrete business for Brazilian agriculture. There are only five months of provisional application, a short window for definitive conclusions, and the series will need more periods to confirm a trend. For those who defend commercial openness and predictable rules, the number is a positive sign, but it needs to be monitored.
The data collected also does not include a breakdown by product or country, which makes it impossible to identify which chains drove the result. This information would make it possible to separate volume gains from price gains and verify whether the growth is concentrated in a few items or whether it is widespread.
What changes for the investor
For those who follow commodities and companies linked to agriculture on the stock exchange, the data indicates that demand from the European Union could gain weight in exporters' revenues. As the value is in dollars, the conversion to reais and the exchange rate trajectory are also included in the account of those who receive the sales. An interval of five months is not enough to project prices or actions, and the most useful reading is to follow Mapa's next releases and check whether the gains are maintained in the following months.
Automatically translated from Portuguese.
