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December 11, 2025 3 mins
No episódio de hoje do BBcast Agro, Nátaly Villa, assessora de agronegócios do Banco do Brasil em Bauru, SP, analisa o cenário da bovinocultura de corte, destacando o forte ritmo de exportação e os fatores internacionais que influenciam o mercado futuro.

Destaques do episódio:

📈 Arroba valorizada: Indicador Cepea a R$ 322,50 (0,28% de alta em dezembro). Em São Paulo, boi china a R$ 326/arroba.

💰 Exportação em alta: volume diário de carne bovina in natura subiu 59% na 1ª semana de dezembro (76,7 toneladas no total), com preço médio 13,4% superior a dez/2024.

🇨🇳 China e EUA: postergação da salvaguarda chinesa até 26/01/2026 deve antecipar compras. EUA reduzem tarifas, ampliando fluxo de importação da carne brasileira.

🇪🇺 UE-Mercosul: possível acordo este mês pode incrementar vendas ao bloco europeu.

🐂 Mercado Interno: oferta baixa e preços firmes. Escalas de abate da indústria em oito dias úteis.

🛡️ Proteção de Preço: BB oferece Opções Agro (Put na B3) para mitigação de risco, com strike em Dez/25 e Fev/26.

👉 Para mais análises do agro, acesse: https://noticias.broto.com.br.
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