Diesel fuel and climate influence the soybean market.

The market of soy September 18th ended with attention divided between logistical costs, planting progress, weather conditions, and early sales in the country's main producing regions. According to TF Agroeconômica, the scenario varies between states, with diesel prices rising in Rio Grande do Sul, rains interfering with operations in Santa Catarina and Mato Grosso, and a more favorable planting window in Paraná.

In Rio Grande do Sul, the rise in diesel prices has begun to influence both preparations for planting and decisions regarding the maintenance of stored stocks. There are reports of the fuel price increasing from R$ 5.74 to R$ 7.18 per liter in just a few days. In the market, Rio Grande reached R$ 163 per sack, while Ijuí and Cruz Alta recorded R$ 151.

In Santa Catarina, the FOB reference price in Abelardo Luz was R$ 157 per sack. The forecast of heavy rain between September 19 and 21, with accumulations between 100 and 150 millimeters in parts of the state, increased attention to the execution of operations before the wettest period.

In Paraná, producers took advantage of the drought to accelerate planting. In the area served by Copacol, planting reached close to 35%. Paranaguá remained around R$ 163 per sack, while Cascavel recorded R$ 151.

In Mato Grosso do Sul, advance sales of the 2026/27 crop reached between 35% and 37%, above the approximately 20% observed in the same period of the previous cycle. In Mato Grosso, 1.15% of the planned area had been sown, compared to 0.55% a year earlier. However, irregular rainfall still limits progress in areas such as Lucas do Rio Verde.