https://neoseed.com.br/pt/energia/center-south-ethanol-stocks-fall NeoSeed Newspt 2026-11-13T20:38:38.262Z O etanol guardado no Centro-Sul caiu 13,3%. O anidro, que vai na gasolina, encolheu mais de 20% https://upload.wikimedia.org/wikipedia/commons/4/44/Piracicaba_10_2008_156_Ethanol_fuel_storage_tanks.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/esg/cop31-methane-summit-brazil-dairy-world-bank NeoSeed Newspt 2026-11-13T20:38:36.608Z A COP31 levantou US$ 480 milhões contra o metano. E o Banco Mundial usou o leite brasileiro como exemplo https://neoseed.com.br/pt/china-desk/china-desk-pboc-october-credit-data NeoSeed Newspt 2026-11-13T20:38:34.961Z China Desk: o crédito chinês andou devagar em outubro, e o mercado já não espera corte amplo de juros até o fim do ano https://thumb.wikimedia.org/wikipedia/commons/thumb/4/42/People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg/1920px-People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/china-desk/china-desk-mofcom-us-tariff-deal-farm-trade NeoSeed Newspt 2026-11-13T20:38:33.276Z China Desk: Pequim pediu pressa aos EUA no acordo tarifário '30 por 30'. E citou nominalmente o comércio agrícola https://thumb.wikimedia.org/wikipedia/commons/thumb/e/ea/Ministry_of_Commerce_of_China_%2820210527180200%29.jpg/1920px-Ministry_of_Commerce_of_China_%2820210527180200%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/jalles-profit-doubles-revenue-halves-ethanol-stock NeoSeed Newspt 2026-11-13T20:38:31.372Z A Jalles vendeu metade e lucrou o dobro. O segredo está em 200 mil m³ de etanol guardados no tanque https://neoseed.com.br/pt/credito/rural-credit-falls-cpr-gains-share NeoSeed Newspt 2026-11-13T20:35:03.797Z O crédito rural encolheu 19,5% no começo da safra. Quase metade do dinheiro agora vem da CPR https://thumb.wikimedia.org/wikipedia/commons/thumb/1/16/Silos_na_Barra_do_Ribeiro.JPG/1920px-Silos_na_Barra_do_Ribeiro.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/politica/rural-debt-mp-awaits-sanction-banks-pause NeoSeed Newspt 2026-11-13T20:35:02.131Z A MP das dívidas rurais passou, mas o balcão fechou: bancos e cooperativas pararam de renegociar até a sanção https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a7/2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg/1920px-2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/politica/galipolo-central-bank-yield-curve-credibility NeoSeed Newspt 2026-11-13T20:34:59.705Z Galípolo avisou: o BC não controla os juros longos. E é o juro longo que define o custo do agro https://imagens.ebc.com.br/YZNYZpQaZYdS8o0DTukGsgC_wm4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2025/04/30/galipolo-lift-day-_mcamgo_abr_30042025-6.jpg?itok=Vcbamkxs https://neoseed.com.br/pt/credito/farm-groups-push-back-banco-do-brasil-defaults NeoSeed Newspt 2026-11-13T20:34:58.493Z O agro devolveu a conta ao Banco do Brasil: 'por que os outros 52% do mercado não estão na mesma situação?' https://imagens.ebc.com.br/1nlNn9uOdRUU_Ly1nLdbpUK3Tg4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/banco-do-brasil_mcamgo_abr_280620211818-3.jpg?itok=2wwStPuz https://neoseed.com.br/pt/politica/senate-fiscal-package-tax-breaks-cut NeoSeed Newspt 2026-11-13T20:34:57.208Z O Senado aprovou o corte de 10% nos benefícios tributários. Para o agro, o detalhe está em quem ficou de fora da lista https://imagens.ebc.com.br/TvOMb2Hb5US1-3Zj1B458fNfYng=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2026/11/12/sessao_do_congresso_12-11-26-2_0.jpg?itok=-u9GH371 https://neoseed.com.br/pt/mercados/dollar-hits-565-reais-17-month-high-agro NeoSeed Newspt 2026-11-13T12:01:30.230Z O dólar foi a R$ 5,65, o maior valor em 17 meses. Para o agro, é faca de dois gumes https://upload.wikimedia.org/wikipedia/commons/5/51/Bolsa_de_Valores_%2817391295482%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/empresas/mbrf-3q26-profit-doubles-merger-synergies NeoSeed Newspt 2026-11-13T11:49:19.052Z A MBRF dobrou o lucro sem vender mais. Quem pagou a conta foi a fusão, e os juros cobraram de volta https://thumb.wikimedia.org/wikipedia/commons/thumb/8/89/Marfrig_VG.jpg/1920px-Marfrig_VG.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/agribusiness-exports-october-2026-record NeoSeed Newspt 2026-11-13T11:37:29.843Z O agro exportou US$ 16 bilhões em outubro, recorde para o mês. A soja fez o grosso do trabalho https://upload.wikimedia.org/wikipedia/commons/6/6b/Navio_cargueiro_atracado_no_Porto_de_Santos_-_2024_%2853639935936%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/mercados/cattle-price-record-cepea-november-2026 NeoSeed Newspt 2026-11-13T11:25:24.679Z A arroba do boi não para de bater recorde: R$ 394. E o mercado futuro já paga mais de R$ 400 https://upload.wikimedia.org/wikipedia/commons/b/ba/Nelore_1%C2%BA_Zurita_-_EMAPA_020307_REFON_11.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/empresas/3tentos-3q26-record-cash-ethanol-plant NeoSeed Newspt 2026-11-13T11:07:19.469Z A 3tentos vendeu 17% mais e ganhou menos por saca. Mas nunca gerou tanto caixa https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1e/Tapete_de_soja.jpg/1920px-Tapete_de_soja.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/cosan-rumo-poison-pill-cofco-bunge-stake NeoSeed Newspt 2026-11-13T10:55:36.648Z A Cosan pode abrir a porta da Rumo. E na fila de interessados já passou a chinesa COFCO https://thumb.wikimedia.org/wikipedia/commons/thumb/7/7f/Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg/1920px-Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/chicken-exports-october-2026-year-high-abpa NeoSeed Newspt 2026-11-13T10:37:25.023Z O frango brasileiro teve o melhor mês do ano lá fora, mesmo com Newcastle em Santa Catarina https://thumb.wikimedia.org/wikipedia/commons/thumb/1/18/BRF_Carambe%C3%AD_01.jpg/1920px-BRF_Carambe%C3%AD_01.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/boa-safra-3q26-profit-falls-record-backlog NeoSeed Newspt 2026-11-13T10:13:19.800Z A Boa Safra tem pedido recorde na gaveta. O problema é transformar isso em dinheiro https://thumb.wikimedia.org/wikipedia/commons/thumb/7/79/Marino_Colpo.jpg/1920px-Marino_Colpo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/china-desk/suzano-raises-pulp-prices-china-asia-november NeoSeed Newspt 2026-11-13T10:01:37.025Z China Desk: a Suzano subiu o preço da celulose para os chineses. O comprador ainda não pagou de bom grado https://upload.wikimedia.org/wikipedia/commons/7/70/Suzano_Limeira.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/mercados/arabica-coffee-swings-brazil-exports-ice-stocks NeoSeed Newspt 2026-11-13T09:49:25.300Z O café caiu ao menor nível em seis semanas e subiu 4% no dia seguinte. O que está por trás do vaivém https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f8/Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg/1920px-Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/kepler-weber-3q26-farm-silos-credit-squeeze NeoSeed Newspt 2026-11-13T09:25:20.129Z O produtor parou de comprar silo. A Kepler Weber sentiu: lucro caiu 74% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d3/Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg/1920px-Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/energia/raizen-creditors-become-shareholders-split NeoSeed Newspt 2026-11-13T09:13:37.335Z Os credores viraram donos da Raízen. A empresa vai se dividir em duas a partir de janeiro https://thumb.wikimedia.org/wikipedia/commons/thumb/c/ca/Destiv-Rzen-Ara-0020-Drone.jpg/1920px-Destiv-Rzen-Ara-0020-Drone.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/corn-price-cepea-november-2026-demand NeoSeed Newspt 2026-11-13T09:07:25.597Z O milho voltou a subir em novembro. Quem está pagando mais: ração, etanol e porto https://thumb.wikimedia.org/wikipedia/commons/thumb/6/6f/22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg/1920px-22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/bbas3-shares-drop-835-after-agro-defaults NeoSeed Newspt 2026-11-13T08:43:20.423Z O mercado leu o balanço do BB e vendeu: a ação caiu 8,35%, a maior queda do Ibovespa https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a6/Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg/1920px-Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/wheat-quality-rain-south-brazil-prices NeoSeed Newspt 2026-11-13T08:13:25.893Z A chuva parou a colheita do trigo no Sul. Agora o problema é achar trigo bom https://thumb.wikimedia.org/wikipedia/commons/thumb/0/0a/Lavouras_de_trigo.jpg/1920px-Lavouras_de_trigo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/soy-planting-668-percent-conab-crop-2026-27 NeoSeed Newspt 2026-11-13T07:37:31.235Z Dois terços da soja já estão plantados. A safra que vem é recorde, se o El Niño deixar o Sul em paz https://thumb.wikimedia.org/wikipedia/commons/thumb/4/43/Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg/1920px-Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/credito/focus-survey-selic-1375-end-2026 NeoSeed Newspt 2026-11-13T07:13:30.568Z O mercado desistiu do corte de juros em 2026: Focus já vê a Selic parada em 13,75% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d8/Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg/1920px-Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/brasilagro-1q27-profit-farm-sale-dividends NeoSeed Newspt 2026-11-13T07:01:37.651Z A BrasilAgro voltou ao lucro vendendo terra. Plantando, a margem caiu https://thumb.wikimedia.org/wikipedia/commons/thumb/9/98/Alto_Taquari.jpg/1920px-Alto_Taquari.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/urea-prices-rise-fertilizer-imports-fall-2026 NeoSeed Newspt 2026-11-13T06:13:30.900Z A ureia subiu e o Brasil importou 16% menos adubo. A conta da safrinha vem mais cara https://thumb.wikimedia.org/wikipedia/commons/thumb/4/4f/Prosser-Fertilizer.jpg/1920px-Prosser-Fertilizer.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/energia/vibra-3q26-profit-246-billion-ethanol-fuel NeoSeed Newspt 2026-11-13T05:43:37.965Z A Vibra lucrou R$ 2,46 bilhões, seis vezes mais. Mas a margem por litro já começou a cair https://upload.wikimedia.org/wikipedia/commons/0/08/Posto_BR_-_Petrobr%C3%A1s_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/credito/banco-do-brasil-3q26-agro-defaults NeoSeed Newspt 2026-11-12T21:00:16.847Z O calote no campo derrubou o lucro do Banco do Brasil em 66%. E o banco cortou dividendos https://upload.wikimedia.org/wikipedia/commons/d/d3/Presidenta_do_Banco_do_Brasil_Tarciana_Medeiros.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/analise/analysis-agribusiness-3q26-in-five-numbers NeoSeed Newspt 2026-11-12T20:18:26.669Z Análise: o 3º trimestre do agro em 5 números, e o fio que liga todos eles https://thumb.wikimedia.org/wikipedia/commons/thumb/8/88/Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG/1920px-Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/ipca-october-food-inflation-four-year-high NeoSeed Newspt 2026-11-12T19:18:21.625Z A inflação desacelerou. A comida, não: subiu 1,04% e segura os juros lá em cima https://thumb.wikimedia.org/wikipedia/commons/thumb/b/bf/Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg/1920px-Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/china-desk/china-beef-safeguard-brazil-quota-67-tariff NeoSeed Newspt 2026-11-12T17:19:06.241Z China Desk: a cota de carne bovina acabou. Até dezembro, vender pra China custa 67% de tarifa https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1c/Nelore_cattle_Brasil.jpg/1920px-Nelore_cattle_Brasil.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/jbs-3q26-profit-drops-71-percent NeoSeed Newspt 2026-11-12T17:18:18.017Z JBS: lucro cai 72% e a dívida pesa mais. O caixa ficou preso no estoque https://upload.wikimedia.org/wikipedia/commons/c/c6/Gilberto_Tomazoni_at_World_Economic_Forum_Davos_2022.png?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/china-desk/china-customs-soybean-imports-jan-oct-2026 NeoSeed Newspt 2026-11-12T16:19:06.424Z China Desk: a China já importou 93,5 milhões de t de soja no ano. O detalhe está em outubro https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9b/Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg/1920px-Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/raizen-cuts-loss-leverage-restructuring NeoSeed Newspt 2026-11-12T16:00:51.437Z Raízen melhorou no trimestre. Mas quem decide o jogo é a dívida de R$ 55,7 bi https://thumb.wikimedia.org/wikipedia/commons/thumb/c/c1/Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg/1920px-Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/analise/analysis-brazil-china-agri-energy-axis NeoSeed Newspt 2026-11-12T15:00:53.153Z Análise: a relação com a China está saindo do grão e entrando na energia https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f2/MInistries_of_Agriculture_Brazil_China.jpg/1920px-MInistries_of_Agriculture_Brazil_China.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/china-desk/china-hog-losses-soymeal-demand-dalian NeoSeed Newspt 2026-11-12T14:49:06.562Z China Desk: o porco chinês está dando prejuízo. E isso chega na nossa soja https://thumb.wikimedia.org/wikipedia/commons/thumb/3/3e/Pig_farm_Vampula_1.jpg/1920px-Pig_farm_Vampula_1.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/china-desk/china-soybean-purchases-brazil-us-tariffs NeoSeed Newspt 2026-11-12T14:00:52.516Z A China pisou no freio da soja. O Brasil ainda ganha, mas o 4º trimestre é dos EUA https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9a/Porto_de_Paranagu%C3%A1.JPG/1920px-Porto_de_Paranagu%C3%A1.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/minerva-3q26-loss-hedge-leverage NeoSeed Newspt 2026-11-12T13:18:19.454Z Minerva teve prejuízo de R$ 717 mi. Mas o boi não é o vilão: o hedge é https://thumb.wikimedia.org/wikipedia/commons/thumb/9/94/Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg/1920px-Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/empresas/slc-agricola-returns-to-profit-3q26 NeoSeed Newspt 2026-11-12T12:00:51.791Z SLC voltou a lucrar vendendo menos. E é isso que o mercado gostou https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d9/Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg/1920px-Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/energia/china-eyes-brazil-ethanol-saf-envision NeoSeed Newspt 2026-11-12T10:00:52.681Z A China quer o nosso etanol pra fazer combustível de avião. Por enquanto, é mais conversa que cheque https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b4/04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg/1920px-04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/energia/sao-martinho-profit-falls-71-harvest-cut NeoSeed Newspt 2026-11-12T09:18:20.771Z São Martinho cortou a moagem e o lucro caiu 71%. A ação apanhou mais de 9% https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b9/Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg/1920px-Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/pt/mercados/copom-holds-selic-1375-agribusiness-credit NeoSeed Newspt 2026-11-12T08:00:52.000Z O BC parou de cortar os juros. Pro agro, o dinheiro continua caro https://upload.wikimedia.org/wikipedia/commons/c/c1/Gabriel_Gal%C3%ADpolo_in_2023.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/pt/credito/cra-issuance-plunges-fiagro-cpr-gain NeoSeed Newspt 2026-11-12T03:00:52.192Z O CRA perdeu 60% do mercado. O dinheiro não sumiu: foi pro Fiagro https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b8/Sao_Paulo_Stock_Exchange.jpg/1920px-Sao_Paulo_Stock_Exchange.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/energy/center-south-ethanol-stocks-fall NeoSeed Newsen 2026-11-13T20:38:38.262Z Ethanol stored in Brazil's Center-South fell 13.3%. Anhydrous, the kind blended into gasoline, shrank over 20% https://upload.wikimedia.org/wikipedia/commons/4/44/Piracicaba_10_2008_156_Ethanol_fuel_storage_tanks.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/esg/cop31-methane-summit-brazil-dairy-world-bank NeoSeed Newsen 2026-11-13T20:38:36.608Z COP31 raised US$ 480 million against methane. And the World Bank used Brazilian dairy as its example https://neoseed.com.br/en/china-desk/china-desk-pboc-october-credit-data NeoSeed Newsen 2026-11-13T20:38:34.961Z China Desk: Chinese credit moved slowly in October, and markets no longer expect broad rate cuts this year https://thumb.wikimedia.org/wikipedia/commons/thumb/4/42/People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg/1920px-People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/china-desk/china-desk-mofcom-us-tariff-deal-farm-trade NeoSeed Newsen 2026-11-13T20:38:33.276Z China Desk: Beijing urged Washington to speed up the '30 for 30' tariff deal, and named farm trade explicitly https://thumb.wikimedia.org/wikipedia/commons/thumb/e/ea/Ministry_of_Commerce_of_China_%2820210527180200%29.jpg/1920px-Ministry_of_Commerce_of_China_%2820210527180200%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/jalles-profit-doubles-revenue-halves-ethanol-stock NeoSeed Newsen 2026-11-13T20:38:31.372Z Jalles sold half as much and doubled its profit. The secret is 200,000 m³ of ethanol sitting in its tanks https://neoseed.com.br/en/credit/rural-credit-falls-cpr-gains-share NeoSeed Newsen 2026-11-13T20:35:03.797Z Brazil's rural credit shrank 19.5% at the start of the season. Almost half the money now comes from CPRs https://thumb.wikimedia.org/wikipedia/commons/thumb/1/16/Silos_na_Barra_do_Ribeiro.JPG/1920px-Silos_na_Barra_do_Ribeiro.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/politics/rural-debt-mp-awaits-sanction-banks-pause NeoSeed Newsen 2026-11-13T20:35:02.131Z Brazil's farm debt bill passed, but the window shut: banks and co-ops stopped renegotiating until it is signed https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a7/2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg/1920px-2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/politics/galipolo-central-bank-yield-curve-credibility NeoSeed Newsen 2026-11-13T20:34:59.705Z Galípolo's warning: the central bank doesn't control long rates. And long rates set agribusiness funding costs https://imagens.ebc.com.br/YZNYZpQaZYdS8o0DTukGsgC_wm4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2025/04/30/galipolo-lift-day-_mcamgo_abr_30042025-6.jpg?itok=Vcbamkxs https://neoseed.com.br/en/credit/farm-groups-push-back-banco-do-brasil-defaults NeoSeed Newsen 2026-11-13T20:34:58.493Z Brazil's farm lobby hit back at Banco do Brasil: 'why isn't the other 52% of the market in the same spot?' https://imagens.ebc.com.br/1nlNn9uOdRUU_Ly1nLdbpUK3Tg4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/banco-do-brasil_mcamgo_abr_280620211818-3.jpg?itok=2wwStPuz https://neoseed.com.br/en/politics/senate-fiscal-package-tax-breaks-cut NeoSeed Newsen 2026-11-13T20:34:57.208Z Brazil's Senate backed a 10% cut to tax breaks. For agribusiness, the detail is who made the exemption list https://imagens.ebc.com.br/TvOMb2Hb5US1-3Zj1B458fNfYng=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2026/11/12/sessao_do_congresso_12-11-26-2_0.jpg?itok=-u9GH371 https://neoseed.com.br/en/markets/dollar-hits-565-reais-17-month-high-agro NeoSeed Newsen 2026-11-13T12:01:30.230Z The dollar hit R$5.65, a 17-month high. For agribusiness, it cuts both ways https://upload.wikimedia.org/wikipedia/commons/5/51/Bolsa_de_Valores_%2817391295482%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/companies/mbrf-3q26-profit-doubles-merger-synergies NeoSeed Newsen 2026-11-13T11:49:19.052Z MBRF doubled its profit without selling more. The merger paid the bill, and interest took a cut back https://thumb.wikimedia.org/wikipedia/commons/thumb/8/89/Marfrig_VG.jpg/1920px-Marfrig_VG.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/agribusiness-exports-october-2026-record NeoSeed Newsen 2026-11-13T11:37:29.843Z Brazilian agribusiness exported US$16bn in October, a record for the month. Soybeans did most of the work https://upload.wikimedia.org/wikipedia/commons/6/6b/Navio_cargueiro_atracado_no_Porto_de_Santos_-_2024_%2853639935936%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/markets/cattle-price-record-cepea-november-2026 NeoSeed Newsen 2026-11-13T11:25:24.679Z Brazil's cattle price keeps breaking records: R$394. Futures already pay over R$400 https://upload.wikimedia.org/wikipedia/commons/b/ba/Nelore_1%C2%BA_Zurita_-_EMAPA_020307_REFON_11.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/companies/3tentos-3q26-record-cash-ethanol-plant NeoSeed Newsen 2026-11-13T11:07:19.469Z 3tentos sold 17% more and earned less per bag. But it never generated this much cash https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1e/Tapete_de_soja.jpg/1920px-Tapete_de_soja.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/cosan-rumo-poison-pill-cofco-bunge-stake NeoSeed Newsen 2026-11-13T10:55:36.648Z Cosan may open Rumo's door. China's COFCO has already been in the line of suitors https://thumb.wikimedia.org/wikipedia/commons/thumb/7/7f/Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg/1920px-Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/chicken-exports-october-2026-year-high-abpa NeoSeed Newsen 2026-11-13T10:37:25.023Z Brazilian chicken had its best month of the year abroad, even with Newcastle in Santa Catarina https://thumb.wikimedia.org/wikipedia/commons/thumb/1/18/BRF_Carambe%C3%AD_01.jpg/1920px-BRF_Carambe%C3%AD_01.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/boa-safra-3q26-profit-falls-record-backlog NeoSeed Newsen 2026-11-13T10:13:19.800Z Boa Safra has a record order book. The problem is turning it into cash https://thumb.wikimedia.org/wikipedia/commons/thumb/7/79/Marino_Colpo.jpg/1920px-Marino_Colpo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/china-desk/suzano-raises-pulp-prices-china-asia-november NeoSeed Newsen 2026-11-13T10:01:37.025Z China Desk: Suzano raised pulp prices for Chinese buyers. They haven't paid gladly yet https://upload.wikimedia.org/wikipedia/commons/7/70/Suzano_Limeira.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/markets/arabica-coffee-swings-brazil-exports-ice-stocks NeoSeed Newsen 2026-11-13T09:49:25.300Z Coffee hit a six-week low and jumped 4% the next day. What's behind the swings https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f8/Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg/1920px-Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/kepler-weber-3q26-farm-silos-credit-squeeze NeoSeed Newsen 2026-11-13T09:25:20.129Z Farmers stopped buying silos. Kepler Weber felt it: profit fell 74% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d3/Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg/1920px-Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/energy/raizen-creditors-become-shareholders-split NeoSeed Newsen 2026-11-13T09:13:37.335Z Creditors now own Raízen. The company will split in two from January https://thumb.wikimedia.org/wikipedia/commons/thumb/c/ca/Destiv-Rzen-Ara-0020-Drone.jpg/1920px-Destiv-Rzen-Ara-0020-Drone.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/corn-price-cepea-november-2026-demand NeoSeed Newsen 2026-11-13T09:07:25.597Z Corn is rising again in November. Who is paying more: feed, ethanol and ports https://thumb.wikimedia.org/wikipedia/commons/thumb/6/6f/22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg/1920px-22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/bbas3-shares-drop-835-after-agro-defaults NeoSeed Newsen 2026-11-13T08:43:20.423Z The market read BB's earnings and sold: the stock fell 8.35%, the Ibovespa's biggest drop https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a6/Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg/1920px-Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/wheat-quality-rain-south-brazil-prices NeoSeed Newsen 2026-11-13T08:13:25.893Z Rain halted the wheat harvest in southern Brazil. Now the problem is finding good wheat https://thumb.wikimedia.org/wikipedia/commons/thumb/0/0a/Lavouras_de_trigo.jpg/1920px-Lavouras_de_trigo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/soy-planting-668-percent-conab-crop-2026-27 NeoSeed Newsen 2026-11-13T07:37:31.235Z Two-thirds of Brazil's soy is planted. The coming crop is a record, if El Niño spares the South https://thumb.wikimedia.org/wikipedia/commons/thumb/4/43/Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg/1920px-Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/credit/focus-survey-selic-1375-end-2026 NeoSeed Newsen 2026-11-13T07:13:30.568Z The market gave up on a 2026 rate cut: Focus now sees the Selic on hold at 13.75% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d8/Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg/1920px-Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/brasilagro-1q27-profit-farm-sale-dividends NeoSeed Newsen 2026-11-13T07:01:37.651Z BrasilAgro returned to profit by selling land. Farming margins fell https://thumb.wikimedia.org/wikipedia/commons/thumb/9/98/Alto_Taquari.jpg/1920px-Alto_Taquari.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/urea-prices-rise-fertilizer-imports-fall-2026 NeoSeed Newsen 2026-11-13T06:13:30.900Z Urea rose and Brazil imported 16% less fertilizer. The second-crop bill is getting pricier https://thumb.wikimedia.org/wikipedia/commons/thumb/4/4f/Prosser-Fertilizer.jpg/1920px-Prosser-Fertilizer.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/energy/vibra-3q26-profit-246-billion-ethanol-fuel NeoSeed Newsen 2026-11-13T05:43:37.965Z Vibra earned R$2.46bn, six times more. But margin per liter has started to fall https://upload.wikimedia.org/wikipedia/commons/0/08/Posto_BR_-_Petrobr%C3%A1s_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/credit/banco-do-brasil-3q26-agro-defaults NeoSeed Newsen 2026-11-12T21:00:16.847Z Farm defaults cut Banco do Brasil's profit by 66%. And the bank slashed dividends https://upload.wikimedia.org/wikipedia/commons/d/d3/Presidenta_do_Banco_do_Brasil_Tarciana_Medeiros.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/analysis/analysis-agribusiness-3q26-in-five-numbers NeoSeed Newsen 2026-11-12T20:18:26.669Z Analysis: agribusiness's third quarter in 5 numbers, and the thread linking them https://thumb.wikimedia.org/wikipedia/commons/thumb/8/88/Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG/1920px-Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/ipca-october-food-inflation-four-year-high NeoSeed Newsen 2026-11-12T19:18:21.625Z Inflation slowed. Food didn't: up 1.04%, keeping rates high https://thumb.wikimedia.org/wikipedia/commons/thumb/b/bf/Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg/1920px-Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/china-desk/china-beef-safeguard-brazil-quota-67-tariff NeoSeed Newsen 2026-11-12T17:19:06.241Z China Desk: Brazil's beef quota is gone. Until December, selling to China means a 67% tariff https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1c/Nelore_cattle_Brasil.jpg/1920px-Nelore_cattle_Brasil.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/jbs-3q26-profit-drops-71-percent NeoSeed Newsen 2026-11-12T17:18:18.017Z JBS: profit drops 72% and debt weighs more. Cash got stuck in inventory https://upload.wikimedia.org/wikipedia/commons/c/c6/Gilberto_Tomazoni_at_World_Economic_Forum_Davos_2022.png?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/china-desk/china-customs-soybean-imports-jan-oct-2026 NeoSeed Newsen 2026-11-12T16:19:06.424Z China Desk: China has imported 93.5m tons of soybeans this year. The story is in October https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9b/Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg/1920px-Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/raizen-cuts-loss-leverage-restructuring NeoSeed Newsen 2026-11-12T16:00:51.437Z Raízen had a better quarter. But the R$55.7bn debt is what really calls the shots https://thumb.wikimedia.org/wikipedia/commons/thumb/c/c1/Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg/1920px-Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/analysis/analysis-brazil-china-agri-energy-axis NeoSeed Newsen 2026-11-12T15:00:53.153Z Analysis: the relationship with China is moving from grain to energy https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f2/MInistries_of_Agriculture_Brazil_China.jpg/1920px-MInistries_of_Agriculture_Brazil_China.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/china-desk/china-hog-losses-soymeal-demand-dalian NeoSeed Newsen 2026-11-12T14:49:06.562Z China Desk: Chinese hog farms are losing money. And that reaches our soybeans https://thumb.wikimedia.org/wikipedia/commons/thumb/3/3e/Pig_farm_Vampula_1.jpg/1920px-Pig_farm_Vampula_1.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/china-desk/china-soybean-purchases-brazil-us-tariffs NeoSeed Newsen 2026-11-12T14:00:52.516Z China hit the brakes on soybeans. Brazil still wins the year, but Q4 belongs to the US https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9a/Porto_de_Paranagu%C3%A1.JPG/1920px-Porto_de_Paranagu%C3%A1.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/minerva-3q26-loss-hedge-leverage NeoSeed Newsen 2026-11-12T13:18:19.454Z Minerva lost R$717m. But cattle isn't the villain, the hedge is https://thumb.wikimedia.org/wikipedia/commons/thumb/9/94/Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg/1920px-Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/companies/slc-agricola-returns-to-profit-3q26 NeoSeed Newsen 2026-11-12T12:00:51.791Z SLC is back in the black by selling less. That's exactly what the market liked https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d9/Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg/1920px-Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/energy/china-eyes-brazil-ethanol-saf-envision NeoSeed Newsen 2026-11-12T10:00:52.681Z China wants our ethanol to make jet fuel. For now, it's more talk than checks https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b4/04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg/1920px-04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/energy/sao-martinho-profit-falls-71-harvest-cut NeoSeed Newsen 2026-11-12T09:18:20.771Z São Martinho cut its crush and profit fell 71%. The stock dropped over 9% https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b9/Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg/1920px-Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/en/markets/copom-holds-selic-1375-agribusiness-credit NeoSeed Newsen 2026-11-12T08:00:52.000Z Brazil's central bank stopped cutting rates. For agribusiness, money stays expensive https://upload.wikimedia.org/wikipedia/commons/c/c1/Gabriel_Gal%C3%ADpolo_in_2023.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/en/credit/cra-issuance-plunges-fiagro-cpr-gain NeoSeed Newsen 2026-11-12T03:00:52.192Z CRAs lost 60% of the market. The money didn't vanish, it moved to Fiagros https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b8/Sao_Paulo_Stock_Exchange.jpg/1920px-Sao_Paulo_Stock_Exchange.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/energia/center-south-ethanol-stocks-fall NeoSeed Newses 2026-11-13T20:38:38.262Z El etanol almacenado en el Centro-Sur de Brasil cayó 13,3%. El anhidro, que va en la gasolina, se redujo más de 20% https://upload.wikimedia.org/wikipedia/commons/4/44/Piracicaba_10_2008_156_Ethanol_fuel_storage_tanks.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/esg/cop31-methane-summit-brazil-dairy-world-bank NeoSeed Newses 2026-11-13T20:38:36.608Z La COP31 reunió US$ 480 millones contra el metano. Y el Banco Mundial usó la lechería brasileña como ejemplo https://neoseed.com.br/es/china-desk/china-desk-pboc-october-credit-data NeoSeed Newses 2026-11-13T20:38:34.961Z China Desk: el crédito chino avanzó lento en octubre y el mercado ya no espera un recorte amplio de tasas este año https://thumb.wikimedia.org/wikipedia/commons/thumb/4/42/People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg/1920px-People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/china-desk/china-desk-mofcom-us-tariff-deal-farm-trade NeoSeed Newses 2026-11-13T20:38:33.276Z China Desk: Pekín pidió prisa a EE.UU. con el acuerdo arancelario '30 por 30'. Y mencionó el comercio agrícola https://thumb.wikimedia.org/wikipedia/commons/thumb/e/ea/Ministry_of_Commerce_of_China_%2820210527180200%29.jpg/1920px-Ministry_of_Commerce_of_China_%2820210527180200%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/jalles-profit-doubles-revenue-halves-ethanol-stock NeoSeed Newses 2026-11-13T20:38:31.372Z Jalles vendió la mitad y ganó el doble. El secreto son 200.000 m³ de etanol guardados en el tanque https://neoseed.com.br/es/credito/rural-credit-falls-cpr-gains-share NeoSeed Newses 2026-11-13T20:35:03.797Z El crédito rural en Brasil se achicó 19,5% al inicio de la campaña. Casi la mitad del dinero ahora viene de la CPR https://thumb.wikimedia.org/wikipedia/commons/thumb/1/16/Silos_na_Barra_do_Ribeiro.JPG/1920px-Silos_na_Barra_do_Ribeiro.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/politica/rural-debt-mp-awaits-sanction-banks-pause NeoSeed Newses 2026-11-13T20:35:02.131Z La MP de deudas rurales pasó, pero la ventanilla cerró: bancos y cooperativas dejaron de renegociar hasta la sanción https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a7/2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg/1920px-2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/politica/galipolo-central-bank-yield-curve-credibility NeoSeed Newses 2026-11-13T20:34:59.705Z Galípolo avisó: el Banco Central no controla las tasas largas. Y son las tasas largas las que definen el costo del agro https://imagens.ebc.com.br/YZNYZpQaZYdS8o0DTukGsgC_wm4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2025/04/30/galipolo-lift-day-_mcamgo_abr_30042025-6.jpg?itok=Vcbamkxs https://neoseed.com.br/es/credito/farm-groups-push-back-banco-do-brasil-defaults NeoSeed Newses 2026-11-13T20:34:58.493Z El agro le devolvió la cuenta al Banco do Brasil: '¿por qué el otro 52% del mercado no está igual?' https://imagens.ebc.com.br/1nlNn9uOdRUU_Ly1nLdbpUK3Tg4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/banco-do-brasil_mcamgo_abr_280620211818-3.jpg?itok=2wwStPuz https://neoseed.com.br/es/politica/senate-fiscal-package-tax-breaks-cut NeoSeed Newses 2026-11-13T20:34:57.208Z El Senado de Brasil aprobó recortar 10% los beneficios fiscales. Para el agro, la clave es quién quedó fuera de la lista https://imagens.ebc.com.br/TvOMb2Hb5US1-3Zj1B458fNfYng=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2026/11/12/sessao_do_congresso_12-11-26-2_0.jpg?itok=-u9GH371 https://neoseed.com.br/es/mercados/dollar-hits-565-reais-17-month-high-agro NeoSeed Newses 2026-11-13T12:01:30.230Z El dólar llegó a R$ 5,65, el mayor valor en 17 meses. Para el agro, es un arma de doble filo https://upload.wikimedia.org/wikipedia/commons/5/51/Bolsa_de_Valores_%2817391295482%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/empresas/mbrf-3q26-profit-doubles-merger-synergies NeoSeed Newses 2026-11-13T11:49:19.052Z MBRF duplicó la ganancia sin vender más. La fusión pagó la cuenta, y los intereses cobraron su parte https://thumb.wikimedia.org/wikipedia/commons/thumb/8/89/Marfrig_VG.jpg/1920px-Marfrig_VG.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/agribusiness-exports-october-2026-record NeoSeed Newses 2026-11-13T11:37:29.843Z El agro exportó US$ 16.000 millones en octubre, récord para el mes. La soja hizo el grueso https://upload.wikimedia.org/wikipedia/commons/6/6b/Navio_cargueiro_atracado_no_Porto_de_Santos_-_2024_%2853639935936%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/mercados/cattle-price-record-cepea-november-2026 NeoSeed Newses 2026-11-13T11:25:24.679Z La arroba del novillo no para de batir récords: R$ 394. Y el mercado futuro ya paga más de R$ 400 https://upload.wikimedia.org/wikipedia/commons/b/ba/Nelore_1%C2%BA_Zurita_-_EMAPA_020307_REFON_11.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/empresas/3tentos-3q26-record-cash-ethanol-plant NeoSeed Newses 2026-11-13T11:07:19.469Z 3tentos vendió 17% más y ganó menos por saco. Pero nunca generó tanta caja https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1e/Tapete_de_soja.jpg/1920px-Tapete_de_soja.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/cosan-rumo-poison-pill-cofco-bunge-stake NeoSeed Newses 2026-11-13T10:55:36.648Z Cosan puede abrir la puerta de Rumo. Y en la fila de interesados ya pasó la china COFCO https://thumb.wikimedia.org/wikipedia/commons/thumb/7/7f/Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg/1920px-Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/chicken-exports-october-2026-year-high-abpa NeoSeed Newses 2026-11-13T10:37:25.023Z El pollo brasileño tuvo su mejor mes del año afuera, aun con Newcastle en Santa Catarina https://thumb.wikimedia.org/wikipedia/commons/thumb/1/18/BRF_Carambe%C3%AD_01.jpg/1920px-BRF_Carambe%C3%AD_01.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/boa-safra-3q26-profit-falls-record-backlog NeoSeed Newses 2026-11-13T10:13:19.800Z Boa Safra tiene pedidos récord en el cajón. El problema es convertirlos en dinero https://thumb.wikimedia.org/wikipedia/commons/thumb/7/79/Marino_Colpo.jpg/1920px-Marino_Colpo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/china-desk/suzano-raises-pulp-prices-china-asia-november NeoSeed Newses 2026-11-13T10:01:37.025Z China Desk: Suzano subió el precio de la celulosa para China. El comprador aún no paga con gusto https://upload.wikimedia.org/wikipedia/commons/7/70/Suzano_Limeira.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/mercados/arabica-coffee-swings-brazil-exports-ice-stocks NeoSeed Newses 2026-11-13T09:49:25.300Z El café tocó el menor nivel en seis semanas y subió 4% al día siguiente https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f8/Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg/1920px-Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/kepler-weber-3q26-farm-silos-credit-squeeze NeoSeed Newses 2026-11-13T09:25:20.129Z El productor dejó de comprar silos. Kepler Weber lo sintió: la ganancia cayó 74% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d3/Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg/1920px-Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/energia/raizen-creditors-become-shareholders-split NeoSeed Newses 2026-11-13T09:13:37.335Z Los acreedores se quedaron con Raízen. La empresa se dividirá en dos desde enero https://thumb.wikimedia.org/wikipedia/commons/thumb/c/ca/Destiv-Rzen-Ara-0020-Drone.jpg/1920px-Destiv-Rzen-Ara-0020-Drone.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/corn-price-cepea-november-2026-demand NeoSeed Newses 2026-11-13T09:07:25.597Z El maíz volvió a subir en noviembre. Quién paga más: ración, etanol y puerto https://thumb.wikimedia.org/wikipedia/commons/thumb/6/6f/22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg/1920px-22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/bbas3-shares-drop-835-after-agro-defaults NeoSeed Newses 2026-11-13T08:43:20.423Z El mercado leyó el balance del BB y vendió: la acción cayó 8,35%, la mayor baja del Ibovespa https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a6/Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg/1920px-Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/wheat-quality-rain-south-brazil-prices NeoSeed Newses 2026-11-13T08:13:25.893Z La lluvia frenó la cosecha de trigo en el Sur de Brasil. Ahora el problema es encontrar trigo bueno https://thumb.wikimedia.org/wikipedia/commons/thumb/0/0a/Lavouras_de_trigo.jpg/1920px-Lavouras_de_trigo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/soy-planting-668-percent-conab-crop-2026-27 NeoSeed Newses 2026-11-13T07:37:31.235Z Dos tercios de la soja ya están sembrados. La cosecha será récord, si El Niño deja en paz al Sur https://thumb.wikimedia.org/wikipedia/commons/thumb/4/43/Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg/1920px-Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/credito/focus-survey-selic-1375-end-2026 NeoSeed Newses 2026-11-13T07:13:30.568Z El mercado desistió del recorte de tasas en 2026: el Focus ve la Selic quieta en 13,75% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d8/Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg/1920px-Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/brasilagro-1q27-profit-farm-sale-dividends NeoSeed Newses 2026-11-13T07:01:37.651Z BrasilAgro volvió a ganar vendiendo tierra. Sembrando, el margen cayó https://thumb.wikimedia.org/wikipedia/commons/thumb/9/98/Alto_Taquari.jpg/1920px-Alto_Taquari.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/urea-prices-rise-fertilizer-imports-fall-2026 NeoSeed Newses 2026-11-13T06:13:30.900Z La urea subió y Brasil importó 16% menos fertilizante. La cuenta de la safrinha viene más cara https://thumb.wikimedia.org/wikipedia/commons/thumb/4/4f/Prosser-Fertilizer.jpg/1920px-Prosser-Fertilizer.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/energia/vibra-3q26-profit-246-billion-ethanol-fuel NeoSeed Newses 2026-11-13T05:43:37.965Z Vibra ganó R$ 2.460 millones, seis veces más. Pero el margen por litro ya empezó a caer https://upload.wikimedia.org/wikipedia/commons/0/08/Posto_BR_-_Petrobr%C3%A1s_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/credito/banco-do-brasil-3q26-agro-defaults NeoSeed Newses 2026-11-12T21:00:16.847Z El impago en el campo hundió 66% la ganancia del Banco do Brasil. Y el banco recortó dividendos https://upload.wikimedia.org/wikipedia/commons/d/d3/Presidenta_do_Banco_do_Brasil_Tarciana_Medeiros.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/analisis/analysis-agribusiness-3q26-in-five-numbers NeoSeed Newses 2026-11-12T20:18:26.669Z Análisis: el 3er trimestre del agro en 5 números, y el hilo que los une https://thumb.wikimedia.org/wikipedia/commons/thumb/8/88/Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG/1920px-Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/ipca-october-food-inflation-four-year-high NeoSeed Newses 2026-11-12T19:18:21.625Z La inflación se desaceleró. La comida no: subió 1,04% y mantiene las tasas arriba https://thumb.wikimedia.org/wikipedia/commons/thumb/b/bf/Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg/1920px-Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/china-desk/china-beef-safeguard-brazil-quota-67-tariff NeoSeed Newses 2026-11-12T17:19:06.241Z China Desk: se acabó la cuota de carne bovina. Hasta diciembre, venderle a China cuesta 67% de arancel https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1c/Nelore_cattle_Brasil.jpg/1920px-Nelore_cattle_Brasil.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/jbs-3q26-profit-drops-71-percent NeoSeed Newses 2026-11-12T17:18:18.017Z JBS: la ganancia cae 72% y la deuda pesa más. La caja quedó atrapada en inventario https://upload.wikimedia.org/wikipedia/commons/c/c6/Gilberto_Tomazoni_at_World_Economic_Forum_Davos_2022.png?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/china-desk/china-customs-soybean-imports-jan-oct-2026 NeoSeed Newses 2026-11-12T16:19:06.424Z China Desk: China ya importó 93,5 millones de t de soja en el año. El detalle está en octubre https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9b/Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg/1920px-Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/raizen-cuts-loss-leverage-restructuring NeoSeed Newses 2026-11-12T16:00:51.437Z Raízen mejoró en el trimestre. Pero quien manda es la deuda de R$ 55.700 millones https://thumb.wikimedia.org/wikipedia/commons/thumb/c/c1/Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg/1920px-Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/analisis/analysis-brazil-china-agri-energy-axis NeoSeed Newses 2026-11-12T15:00:53.153Z Análisis: la relación con China está pasando del grano a la energía https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f2/MInistries_of_Agriculture_Brazil_China.jpg/1920px-MInistries_of_Agriculture_Brazil_China.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/china-desk/china-hog-losses-soymeal-demand-dalian NeoSeed Newses 2026-11-12T14:49:06.562Z China Desk: el cerdo chino está dando pérdidas. Y eso llega a nuestra soja https://thumb.wikimedia.org/wikipedia/commons/thumb/3/3e/Pig_farm_Vampula_1.jpg/1920px-Pig_farm_Vampula_1.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/china-desk/china-soybean-purchases-brazil-us-tariffs NeoSeed Newses 2026-11-12T14:00:52.516Z China frenó la soja. Brasil gana el año, pero el 4º trimestre es de EE.UU. https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9a/Porto_de_Paranagu%C3%A1.JPG/1920px-Porto_de_Paranagu%C3%A1.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/minerva-3q26-loss-hedge-leverage NeoSeed Newses 2026-11-12T13:18:19.454Z Minerva perdió R$ 717 millones. Pero el villano no es el ganado: es el hedge https://thumb.wikimedia.org/wikipedia/commons/thumb/9/94/Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg/1920px-Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/empresas/slc-agricola-returns-to-profit-3q26 NeoSeed Newses 2026-11-12T12:00:51.791Z SLC volvió a ganar vendiendo menos. Y eso es lo que le gustó al mercado https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d9/Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg/1920px-Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/energia/china-eyes-brazil-ethanol-saf-envision NeoSeed Newses 2026-11-12T10:00:52.681Z China quiere nuestro etanol para hacer combustible de avión. Por ahora, hay más charla que cheques https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b4/04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg/1920px-04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/energia/sao-martinho-profit-falls-71-harvest-cut NeoSeed Newses 2026-11-12T09:18:20.771Z São Martinho recortó la molienda y la ganancia cayó 71%. La acción se hundió más de 9% https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b9/Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg/1920px-Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/es/mercados/copom-holds-selic-1375-agribusiness-credit NeoSeed Newses 2026-11-12T08:00:52.000Z El Banco Central de Brasil dejó de bajar las tasas. Para el agro, el dinero sigue caro https://upload.wikimedia.org/wikipedia/commons/c/c1/Gabriel_Gal%C3%ADpolo_in_2023.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/es/credito/cra-issuance-plunges-fiagro-cpr-gain NeoSeed Newses 2026-11-12T03:00:52.192Z El CRA perdió el 60% del mercado. El dinero no desapareció: se fue al Fiagro https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b8/Sao_Paulo_Stock_Exchange.jpg/1920px-Sao_Paulo_Stock_Exchange.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/energy/center-south-ethanol-stocks-fall NeoSeed Newszh-cn 2026-11-13T20:38:38.262Z 巴西中南部乙醇库存下降13.3%，掺入汽油的无水乙醇降幅超过20% https://upload.wikimedia.org/wikipedia/commons/4/44/Piracicaba_10_2008_156_Ethanol_fuel_storage_tanks.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/esg/cop31-methane-summit-brazil-dairy-world-bank NeoSeed Newszh-cn 2026-11-13T20:38:36.608Z COP31为减排甲烷筹得4.8亿美元，世界银行以巴西奶业为例 https://neoseed.com.br/zh/china-desk/china-desk-pboc-october-credit-data NeoSeed Newszh-cn 2026-11-13T20:38:34.961Z 中国观察：10月信贷增长偏慢，市场不再预期年内全面降息降准 https://thumb.wikimedia.org/wikipedia/commons/thumb/4/42/People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg/1920px-People%27s_Bank_of_China_Headquarter%2C_Beijing.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/china-desk/china-desk-mofcom-us-tariff-deal-farm-trade NeoSeed Newszh-cn 2026-11-13T20:38:33.276Z 中国观察：商务部希望中美“300亿对300亿”降税安排尽快落地，并点名农产品贸易 https://thumb.wikimedia.org/wikipedia/commons/thumb/e/ea/Ministry_of_Commerce_of_China_%2820210527180200%29.jpg/1920px-Ministry_of_Commerce_of_China_%2820210527180200%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/jalles-profit-doubles-revenue-halves-ethanol-stock NeoSeed Newszh-cn 2026-11-13T20:38:31.372Z Jalles销量减半，利润翻倍：秘密在于储罐里的20万立方米乙醇 https://neoseed.com.br/zh/credit/rural-credit-falls-cpr-gains-share NeoSeed Newszh-cn 2026-11-13T20:35:03.797Z 巴西农业信贷在新季开局萎缩19.5%，近一半资金如今来自CPR https://thumb.wikimedia.org/wikipedia/commons/thumb/1/16/Silos_na_Barra_do_Ribeiro.JPG/1920px-Silos_na_Barra_do_Ribeiro.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/politics/rural-debt-mp-awaits-sanction-banks-pause NeoSeed Newszh-cn 2026-11-13T20:35:02.131Z 巴西农业债务临时措施获通过，但窗口已关：银行和合作社在总统签署前暂停重组 https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a7/2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg/1920px-2024-11-12%2C_Senado_Federal_do_Brasil_-_399.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/politics/galipolo-central-bank-yield-curve-credibility NeoSeed Newszh-cn 2026-11-13T20:34:59.705Z 加利波洛提醒：央行控制不了长端利率，而长端利率决定巴西农业的融资成本 https://imagens.ebc.com.br/YZNYZpQaZYdS8o0DTukGsgC_wm4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2025/04/30/galipolo-lift-day-_mcamgo_abr_30042025-6.jpg?itok=Vcbamkxs https://neoseed.com.br/zh/credit/farm-groups-push-back-banco-do-brasil-defaults NeoSeed Newszh-cn 2026-11-13T20:34:58.493Z 巴西农业界反击巴西银行：“为什么另外52%的市场没有同样的问题？” https://imagens.ebc.com.br/1nlNn9uOdRUU_Ly1nLdbpUK3Tg4=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/banco-do-brasil_mcamgo_abr_280620211818-3.jpg?itok=2wwStPuz https://neoseed.com.br/zh/politics/senate-fiscal-package-tax-breaks-cut NeoSeed Newszh-cn 2026-11-13T20:34:57.208Z 巴西参议院通过税收优惠削减10%，对农业来说，关键在于豁免名单里没有谁 https://imagens.ebc.com.br/TvOMb2Hb5US1-3Zj1B458fNfYng=/1600x800/https://agenciabrasil.ebc.com.br/sites/default/files/thumbnails/image/2026/11/12/sessao_do_congresso_12-11-26-2_0.jpg?itok=-u9GH371 https://neoseed.com.br/zh/markets/dollar-hits-565-reais-17-month-high-agro NeoSeed Newszh-cn 2026-11-13T12:01:30.230Z 美元升至 5.65 雷亚尔，17 个月新高，对农业是双刃剑 https://upload.wikimedia.org/wikipedia/commons/5/51/Bolsa_de_Valores_%2817391295482%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/companies/mbrf-3q26-profit-doubles-merger-synergies NeoSeed Newszh-cn 2026-11-13T11:49:19.052Z MBRF 利润翻倍却没多卖：合并协同买单，利息又拿走一部分 https://thumb.wikimedia.org/wikipedia/commons/thumb/8/89/Marfrig_VG.jpg/1920px-Marfrig_VG.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/agribusiness-exports-october-2026-record NeoSeed Newszh-cn 2026-11-13T11:37:29.843Z 巴西农业 10 月出口 160 亿美元，创同期纪录，大豆贡献最大 https://upload.wikimedia.org/wikipedia/commons/6/6b/Navio_cargueiro_atracado_no_Porto_de_Santos_-_2024_%2853639935936%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/markets/cattle-price-record-cepea-november-2026 NeoSeed Newszh-cn 2026-11-13T11:25:24.679Z 巴西肥牛价格屡创新高：每阿罗巴 394 雷亚尔，期货已超 400 https://upload.wikimedia.org/wikipedia/commons/b/ba/Nelore_1%C2%BA_Zurita_-_EMAPA_020307_REFON_11.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/companies/3tentos-3q26-record-cash-ethanol-plant NeoSeed Newszh-cn 2026-11-13T11:07:19.469Z 3tentos 销量增 17%、每袋赚得更少，但现金流创历史新高 https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1e/Tapete_de_soja.jpg/1920px-Tapete_de_soja.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/cosan-rumo-poison-pill-cofco-bunge-stake NeoSeed Newszh-cn 2026-11-13T10:55:36.648Z Cosan 或为 Rumo 开门，中粮已在意向方之列 https://thumb.wikimedia.org/wikipedia/commons/thumb/7/7f/Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg/1920px-Trem_cargueiro_%28Rumo_Log%C3%ADstica%29%2C_Pinhais.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/chicken-exports-october-2026-year-high-abpa NeoSeed Newszh-cn 2026-11-13T10:37:25.023Z 巴西鸡肉出口创年内最佳月份，尽管圣卡塔琳娜州出现新城疫 https://thumb.wikimedia.org/wikipedia/commons/thumb/1/18/BRF_Carambe%C3%AD_01.jpg/1920px-BRF_Carambe%C3%AD_01.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/boa-safra-3q26-profit-falls-record-backlog NeoSeed Newszh-cn 2026-11-13T10:13:19.800Z Boa Safra 订单创纪录，难题是把订单变成现金 https://thumb.wikimedia.org/wikipedia/commons/thumb/7/79/Marino_Colpo.jpg/1920px-Marino_Colpo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/china-desk/suzano-raises-pulp-prices-china-asia-november NeoSeed Newszh-cn 2026-11-13T10:01:37.025Z 中国观察：Suzano 上调对华纸浆价格，买家尚未爽快接受 https://upload.wikimedia.org/wikipedia/commons/7/70/Suzano_Limeira.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/markets/arabica-coffee-swings-brazil-exports-ice-stocks NeoSeed Newszh-cn 2026-11-13T09:49:25.300Z 咖啡跌至六周低点后次日反弹 4%：背后原因 https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f8/Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg/1920px-Caf%C3%A9_cai%2C_cerrado%2C_colheita_mecanizada_de_caf%C3%A9._-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/kepler-weber-3q26-farm-silos-credit-squeeze NeoSeed Newszh-cn 2026-11-13T09:25:20.129Z 农户停止购买粮仓，Kepler Weber 利润下降 74% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d3/Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg/1920px-Ibirub%C3%A1_-_Silo_de_armazenamento_de_gr%C3%A3os_%283%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/energy/raizen-creditors-become-shareholders-split NeoSeed Newszh-cn 2026-11-13T09:13:37.335Z 债权人成为 Raízen 新主人，公司将于明年 1 月一分为二 https://thumb.wikimedia.org/wikipedia/commons/thumb/c/ca/Destiv-Rzen-Ara-0020-Drone.jpg/1920px-Destiv-Rzen-Ara-0020-Drone.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/corn-price-cepea-november-2026-demand NeoSeed Newszh-cn 2026-11-13T09:07:25.597Z 玉米 11 月再度上涨：饲料、乙醇和港口都在出价 https://thumb.wikimedia.org/wikipedia/commons/thumb/6/6f/22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg/1920px-22.01.2026_%E2%80%93_13%C2%AA_Abertura_Oficial_da_Colheita_do_Milho_-_55057333848.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/bbas3-shares-drop-835-after-agro-defaults NeoSeed Newszh-cn 2026-11-13T08:43:20.423Z 市场解读巴西银行财报后抛售：股价跌 8.35%，领跌 Ibovespa https://thumb.wikimedia.org/wikipedia/commons/thumb/a/a6/Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg/1920px-Fachada_do_edif%C3%ADcio_sede_do_Banco_do_Brasil_em_Bras%C3%ADlia.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/wheat-quality-rain-south-brazil-prices NeoSeed Newszh-cn 2026-11-13T08:13:25.893Z 降雨中断巴西南部小麦收割，难题变成找到好小麦 https://thumb.wikimedia.org/wikipedia/commons/thumb/0/0a/Lavouras_de_trigo.jpg/1920px-Lavouras_de_trigo.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/soy-planting-668-percent-conab-crop-2026-27 NeoSeed Newszh-cn 2026-11-13T07:37:31.235Z 巴西三分之二的大豆已播种：若厄尔尼诺放过南部，新一季将创纪录 https://thumb.wikimedia.org/wikipedia/commons/thumb/4/43/Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg/1920px-Chapad%C3%A3o_do_C%C3%A9u%2C_Goi%C3%A1s.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/credit/focus-survey-selic-1375-end-2026 NeoSeed Newszh-cn 2026-11-13T07:13:30.568Z 市场放弃 2026 年降息预期：Focus 预计 Selic 维持 13.75% https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d8/Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg/1920px-Edif%C3%ADcio_sede_do_Banco_Central_do_Brasil_%2816011634694%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/brasilagro-1q27-profit-farm-sale-dividends NeoSeed Newszh-cn 2026-11-13T07:01:37.651Z BrasilAgro 靠卖地扭亏，种植业务利润下降 https://thumb.wikimedia.org/wikipedia/commons/thumb/9/98/Alto_Taquari.jpg/1920px-Alto_Taquari.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/urea-prices-rise-fertilizer-imports-fall-2026 NeoSeed Newszh-cn 2026-11-13T06:13:30.900Z 尿素上涨，巴西化肥进口减少 16%：二季作物成本更高 https://thumb.wikimedia.org/wikipedia/commons/thumb/4/4f/Prosser-Fertilizer.jpg/1920px-Prosser-Fertilizer.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/energy/vibra-3q26-profit-246-billion-ethanol-fuel NeoSeed Newszh-cn 2026-11-13T05:43:37.965Z Vibra 净利 24.6 亿雷亚尔、增长六倍，但每升利润已开始下降 https://upload.wikimedia.org/wikipedia/commons/0/08/Posto_BR_-_Petrobr%C3%A1s_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/credit/banco-do-brasil-3q26-agro-defaults NeoSeed Newszh-cn 2026-11-12T21:00:16.847Z 农业违约让巴西银行利润骤降 66%，并削减分红 https://upload.wikimedia.org/wikipedia/commons/d/d3/Presidenta_do_Banco_do_Brasil_Tarciana_Medeiros.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/analysis/analysis-agribusiness-3q26-in-five-numbers NeoSeed Newszh-cn 2026-11-12T20:18:26.669Z 分析：用 5 个数字看巴西农业三季度，以及背后的主线 https://thumb.wikimedia.org/wikipedia/commons/thumb/8/88/Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG/1920px-Rondon%C3%B3polis_transporte_soja_%28Roosevelt_Pinheiro%29_28mar09.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/ipca-october-food-inflation-four-year-high NeoSeed Newszh-cn 2026-11-12T19:18:21.625Z 通胀放缓了，食品却没有：上涨 1.04%，利率难降 https://thumb.wikimedia.org/wikipedia/commons/thumb/b/bf/Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg/1920px-Supermercado_Zaffari_Lima_e_Silva_%28Porto_Alegre%2C_Brasil%29_0.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/china-desk/china-beef-safeguard-brazil-quota-67-tariff NeoSeed Newszh-cn 2026-11-12T17:19:06.241Z 中国观察：巴西牛肉配额用完，年底前对华出口要交 67% 关税 https://thumb.wikimedia.org/wikipedia/commons/thumb/1/1c/Nelore_cattle_Brasil.jpg/1920px-Nelore_cattle_Brasil.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/jbs-3q26-profit-drops-71-percent NeoSeed Newszh-cn 2026-11-12T17:18:18.017Z JBS 利润降 72%，债务压力加大：现金被库存占用 https://upload.wikimedia.org/wikipedia/commons/c/c6/Gilberto_Tomazoni_at_World_Economic_Forum_Davos_2022.png?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/china-desk/china-customs-soybean-imports-jan-oct-2026 NeoSeed Newszh-cn 2026-11-12T16:19:06.424Z 中国观察：今年中国已进口大豆 9,347.9 万吨，关键在 10 月 https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9b/Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg/1920px-Brazylia%2C_Paranagua%2C_2013-05-20%2C_za%C5%82adunek_statku%2C_Krzysztof_Syzdek%2C_00002.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/raizen-cuts-loss-leverage-restructuring NeoSeed Newszh-cn 2026-11-12T16:00:51.437Z Raízen 季度有所好转，但真正决定局面的是 557 亿雷亚尔债务 https://thumb.wikimedia.org/wikipedia/commons/thumb/c/c1/Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg/1920px-Ra%C3%ADzen_-_Destivale_-_Ara%C3%A7atuba_%28cropped%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/analysis/analysis-brazil-china-agri-energy-axis NeoSeed Newszh-cn 2026-11-12T15:00:53.153Z 分析：中巴关系正从粮食走向能源 https://thumb.wikimedia.org/wikipedia/commons/thumb/f/f2/MInistries_of_Agriculture_Brazil_China.jpg/1920px-MInistries_of_Agriculture_Brazil_China.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/china-desk/china-hog-losses-soymeal-demand-dalian NeoSeed Newszh-cn 2026-11-12T14:49:06.562Z 中国观察：中国养猪在亏钱，这会传导到巴西大豆 https://thumb.wikimedia.org/wikipedia/commons/thumb/3/3e/Pig_farm_Vampula_1.jpg/1920px-Pig_farm_Vampula_1.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/china-desk/china-soybean-purchases-brazil-us-tariffs NeoSeed Newszh-cn 2026-11-12T14:00:52.516Z 中国踩下大豆采购刹车：巴西赢下全年，但四季度属于美国 https://thumb.wikimedia.org/wikipedia/commons/thumb/9/9a/Porto_de_Paranagu%C3%A1.JPG/1920px-Porto_de_Paranagu%C3%A1.JPG?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/minerva-3q26-loss-hedge-leverage NeoSeed Newszh-cn 2026-11-12T13:18:19.454Z Minerva 亏损 7.17 亿雷亚尔，但罪魁祸首不是牛，而是对冲 https://thumb.wikimedia.org/wikipedia/commons/thumb/9/94/Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg/1920px-Criacao_de_Gado_Nelore_da_familia_Leite_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/companies/slc-agricola-returns-to-profit-3q26 NeoSeed Newszh-cn 2026-11-12T12:00:51.791Z SLC 卖得更少却重新盈利，这正是市场喜欢的 https://thumb.wikimedia.org/wikipedia/commons/thumb/d/d9/Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg/1920px-Ronodon%C3%B3polis_colheita_soja_%28Roosevelt_Pinheiro%29_28mar09.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/energy/china-eyes-brazil-ethanol-saf-envision NeoSeed Newszh-cn 2026-11-12T10:00:52.681Z 中国想用巴西乙醇做航空燃料，但目前说得多、投得少 https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b4/04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg/1920px-04-08-2023_Visita_e_Lan%C3%A7amento_da_Pedra_Fundamental_da_Be8_%E2%80%93_Usina_de_Etanol_%28investimento_de_R%24_1_bi%29_em_Passo_Fundo_RS._%2853093314121%29.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/energy/sao-martinho-profit-falls-71-harvest-cut NeoSeed Newszh-cn 2026-11-12T09:18:20.771Z São Martinho 下调压榨量，利润降 71%，股价跌逾 9% https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b9/Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg/1920px-Usina_S%C3%A3o_Martinho%2C_F%C3%A1brica_de_A%C3%A7ucar_e_Etanol_-_Prad%C3%B3polis_-_panoramio.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail https://neoseed.com.br/zh/markets/copom-holds-selic-1375-agribusiness-credit NeoSeed Newszh-cn 2026-11-12T08:00:52.000Z 巴西央行停止降息，对农业来说钱依然很贵 https://upload.wikimedia.org/wikipedia/commons/c/c1/Gabriel_Gal%C3%ADpolo_in_2023.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail_unscaled https://neoseed.com.br/zh/credit/cra-issuance-plunges-fiagro-cpr-gain NeoSeed Newszh-cn 2026-11-12T03:00:52.192Z CRA 丢了 60% 的市场，钱没有消失，而是流向了 Fiagro https://thumb.wikimedia.org/wikipedia/commons/thumb/b/b8/Sao_Paulo_Stock_Exchange.jpg/1920px-Sao_Paulo_Stock_Exchange.jpg?utm_source=commons.wikimedia.org&utm_campaign=imageinfo&utm_content=thumbnail