Soybean planting reaches 53% in Brazil and surpasses the pace of the last harvest
A survey by AgRural indicates that 53% of the area for the 2026/27 harvest was sown until the previous Thursday, ahead of 47% in the last cycle.
BY THE X-TRADER NEWS NEWSROOM · REPORTING FROM INFOMONEY · 2 MIN
Soybean planting in the 2026/27 harvest reached 53% of the planned area in Brazil until the previous Thursday, according to a survey by AgRural. The data was released on Monday, November 2, according to InfoMoney, with information from Reuters in São Paulo. The previous week, the index was at 40%, which means an increase of 13 percentage points in one week.
The comparison with the previous cycle is also favorable. According to the same survey cited by InfoMoney, in the same period of the last harvest, 47% of the area was already planted, that is, the current pace is six percentage points ahead.
In Mato Grosso, rains became more widespread, which reduced the fear of replanting. For those who follow the farming, this point weighs as much as the progress of planting, because it shows that the moisture arrived in a more distributed way.
In the south of the country, excess humidity reduced the pace of planting, but, according to the same source, without an effective delay. The difference between the two regions shows that the climate remains irregular and that the national average hides different scenarios.
The picture combines relief in Mato Grosso with specific slowdown in the South, and it is this combination that the market tends to cross with climate and sown area forecasts. Soybeans are closely monitored at this stage, because planting on the right calendar usually precedes the definition of the harvest.
What changes for the investor
In a market with free price formation, private surveys like AgRural help investors calibrate expectations based on recent data. The increase above last year and less concern about replanting in Mato Grosso could reduce part of the risk premium that usually appears in soybean prices and in shares linked to agribusiness. Still, the effect depends on upcoming weekly readings and weather developments, and a single number does not indicate direction for prices.
Automatically translated from Portuguese.
