Cash Strategist 9-17-2025

South America prepares for new crop year

As farmers in the U.S. continue making harvest preparations and begin getting into fields, farmers on the other side of the equator in Brazil and Argentina are just getting started with planting their 2025-26 crops and have their growing season dead ahead.

Coming off a combined record production year, which has actually been getting bigger via recent reports, analysts see high prospects again for this season, with area expansions still expected and not a lot of notable big-picture weather issues to speak of at this point.

Starting with last year, while most have focused on ballooning U.S. supplies over the course of summer, the delayed crops in South America were also getting bigger.

The most recently updated data shows Brazil soybean production...