O início de ano foi marcado por tempo chuvoso e as projeções sinalizam recorde na produção de soja em Mato Grosso na temporada 2025-26. Nathalia Giannetti, colaboradora dos relatórios Argus AgriMarkets e Argus Brasil Grãos e Fertilizantes, participou de uma visita a lavouras do estado organizada por tradings, corretoras e produtoras de grãos. Ela falou dessa experiência e das condições da safra nessa conversa com a editora Renata Cardarelli.

Alguns dos tópicos discutidos:

• Resultados das amostras coletadas nas plantações

• Impacto das chuvas em cronograma e qualidade das plantas

• Planos para safra de milho

• Projeções para outros estados

The beginning of the year was marked by rainy weather, and projections indicate record soybean production in Mato Grosso for the 2025–26 season. Nathalia Giannetti, contributor to the Argus AgriMarkets and Argus Brazil Grains and Fertilizers reports, took part in a visit to farms in the state organized by trading companies, brokers, and grain producers. She spoke about this experience and the crop conditions in a conversation with editor Renata Cardarelli.

Some of the topics discussed:

• Results of collected samples

• Impact of rainfall on schedule and plant quality

• Plans for the corn crop

• Projections for other states

The US–Iran war has rattled crude markets, leaving almost a fifth of global supply effectively trapped inside the Mideast Gulf. Europe felt the impact later than Asia‑Pacific, but three weeks into the conflict, refiners across Europe are feeling the pinch.

Argus deputy crude editor, Lina Bulyk, and Mediterranean crude reporter Ellanee Kruck discuss how the war is reshaping European crude flows so far, and possible challenges in the weeks ahead.

Topics covered:

• How wide a supply gap the conflict could open in northwest Europe and the Mediterranean

• The alternative feedstock options refiners may turn to

• The broader implications for European market structure and regional refining margins