@tx_marcelo

A @Reuters journalist covering commodities from New York. Former Brazil correspondent. Tips? [email protected]

 New York
reuters.com
Joined July 2009
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The price of chocolate - reuters.com/business/retail-…

Lindt got chocolate price hikes wrong, chairman says after CEO's ouster

'We overestimated how much we could raise prices without hurting demand.'

reuters.com
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#Agriculture machines sales in #Brazil are down nearly 16% this year. If you look at harvesters, which are more expensive, sales are down 39%. That is massive, and a clear sign of the state of finances in Brazil's Ag sector Data and chart from Anfavea. #Economy #grains
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#Brazil #coffee. No lack of humidity, of course, but the crazy weather, with rains in winter, caused plants to develop different stages of development. You can see full size fruits, small ones, and even flower buds, all in the same branches #weather #ElNino #agriculture
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Interesting story on how #China is expanding in the global #poultry export market, threatening top players such as #Brazil and #Thailand reuters.com/world/china/this…

This Chinese export boom really has legs – and wings

Overproduction at home is pushing cheap Chinese protein onto global supermarket shelves, undercutting established producers.

reuters.com
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#Brazil #soy status, according to Conab. Chart by Terra Agro.
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Another bad 2-week period for #Brazil #sugar production in the 2nd half of Sept, says S&P Global Energy. It expects a 14% fall in sugar output in the period due to rains. #weather #ElNiño
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BTW, @UNICA_sugarcane @UNICA_cana has not resumed their normal report releases, opting to delay them, cutting frequency to monthly, and not answering press questions on why... #sugar #ethanol #Brazil
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#Brazil #soy planting was at 15% by the end of last week vs 14% at this time last year, said @AgRural. Some rains up center-west improved planting conditions, it said. On #corn, summer crop seeding rose to 44% vs 45% a year ago, so pretty much ok.
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#Brazil #beef exports to the #USA hit a monthly record in September at 48,300 tons, Brazil trade data showed. So far in 2026 Brazil exported 23,152 containers of beef to the U.S. Table from DataLiner
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Report from Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping. V positive for #ethanol as an alternative for maritime fuel. #corn #sugar #renewables #biofuels
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#Brazil's #oil exports hit all-time high in Sept at 11.7 million tons, said the govt. Local production on the rise, as well as global demand #Energy
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#Brazil #sugar exports were sharply lower in Sept compared to previous year. Only 2.7 mln T vs 3.24 mln T in Sept 2025. Rains likely hurt some port operations, but that does not explain all. #shipping #Commodities
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#Brazil #corn exports were 31% down in Sept from a year ago at 5.21 mln T, said the govt. Main destinations were #Egypt, #Iran and #Spain.
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#Brazil exported 7.36 mln T of #soybeans in Sept, said the govt, 0.2% up yoy. It was the largest volume for that month ever. Top buyer was #China with 5.32 mln T. #Trade #Commodities
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#Brazil exported 3.93 million bags of green #coffee in Sept, said the govt, up 20% yoy. The volume was the 2nd largest for a Sept, only behind 2024. #Commodities #trade #exports
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#Brazil's AgMin update on #soybean crop development. Seeding at 9.4% by Oct 2 vs 5-year avg of 8.8%. Chart by @terradtvm
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#Brazilian #farmers woke up to #sorghum potential, and exports are starting to soar with #China as the biggest market, of course. Chart and data by @AgRural
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#USA consular services in #Brazil suspended due to "security concerns". First time I see something like that. Difficult to know if real concern or only political rethoric before the general election on Sunday #politics #elections
Embaixada EUA Brasil
@EmbaixadaEUAOct 2
Consular Services in the U.S. Embassy and Consulates in Brazil will be suspended starting today, October 2 due to security concerns. U.S. citizens seeking emergency assistance during this time should not come to the Embassy, the Consulates, or other U.S. diplomatic facilities. If you need emergency assistance, please contact the appropriate Duty Officer: bit.ly/consular-services-sus…
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Nice chart, hum? 20 years of #Brazil mills production mix between #sugar and #ethanol. Data for the current crop up to early July, so I would say it moved a bit more towards sugar recently, but still pretty much still favoring the fuel.
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Weather, not price, to drive Brazil mills on sugar production reuters.com/world/americas/w…

Weather, not price, to drive Brazil mills on sugar production

Sugarcane processors in Brazil, the world's largest producer of sugar ​and second largest of ethanol, will pay more attention to the weather than to market prices to decide ‌how much sugar or fuel to...

reuters.com
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