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December 1, 2025 5 mins
No episódio de hoje do BBcast Agro, você confere uma análise completa sobre o cenário global do agro, incluindo compras chinesas, geopolítica, avanço do plantio nas Américas, estoques globais, café e mercado do boi.

Destaques do episódio:

🇨🇳 Geopolítica e compras chinesas (00:18)
Impactos do cenário Rússia–Ucrânia, logística do Mar Negro e estratégia da China nas compras de soja nos EUA.

🌱 Plantio no Brasil e na Argentina (00:54)
Brasil entra na reta final da semeadura; Argentina avança sob chuvas irregulares. Estimativas de produção seguem estáveis.

🇺🇸 Colheita dos EUA e estoques globais (01:36)
USDA indica 96% da área colhida; oferta americana pesa sobre as cotações no curto prazo.

🌽 Milho: ritmo de plantio e clima (02:09)
Primeira safra atinge 59,3%. Chuvas no Sudeste e tempo estável no Sul favorecem manejo e desenvolvimento.

☕ Café: chuvas no Brasil e safra global (02:42)
Regularização das chuvas nas regiões produtoras, atenção ao Vietnã e Colômbia e perspectiva de melhora dos estoques em 2026.

🐂 Boi gordo: China, EUA e consumo interno (04:00)
China posterga investigação de salvaguarda; EUA retiram tarifa adicional. Exportações aquecem e 13º reforça consumo.

🛡️ Gestão de risco (05:05)
Importância de contratos a termo, futuros e opções para proteger resultados da safra e da pecuária.

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