Brazil registers record in fertilizer imports and expands agricultural exports in 2025.

Brazilian fertilizer imports reached 45.5 million tons last year, surpassing the 44.28 million tons recorded in 2024, setting a new record for the historical series. This is what the... Logistics Bulletin referring to January 2026, released by the National Supply Company (Conab) on Monday (26).

This strong performance reinforces a positive outlook for national agriculture, as it indicates a greater willingness among producers to expand the planted area of grains and increase the average productivity of their crops. Throughout 2025, the growing volume of acquisitions already signaled confidence from the productive sector in the harvest prospects. Mato Grosso, Paraná, and São Paulo led fertilizer consumption in the country, confirming the leading role of these states in Brazilian agricultural production.

The consolidated result of fertilizer imports through the main Brazilian port terminals reaffirms the robustness of the input supply chain and supports favorable expectations for the advancement of Brazilian agricultural production. Adding together the receipts at the Ports of Paranaguá (PR), Santos (SP) and the Northern Arc, the imported volume in 2025 was 45.50 million tons, compared to 44.28 million tons in 2024, which means an increase of 1.22 million tons (+2,68%).

The Port of Paranaguá (PR) remained the main entry point for imported fertilizers into the country, the terminal through which they were...

10.89 million tons were internalized during the period, a volume close to that recorded in the previous year, which was 11.04 million tons, representing a slight reduction of 150,000 tons (-1.36%). The ports of the Northern Arc also showed positive performance, with a movement of 8.27 million tons in 2025, above the 7.5 million tons recorded in the previous year, highlighting the strengthening of the region's logistics. The Port of Santos (SP) received 8.42 million tons, compared to 8.88 million tons in the previous year, representing a decrease of 5.18% in imports of inputs.

Exports

In 2025, Brazil expanded its shipments of corn, soybeans, and soybean meal, with growth in export volumes and a positive reconfiguration of port logistics, highlighting the advancement of the Ports of Paranaguá (PR) and the Northern Arc, in addition to the leading role of the states of Mato Grosso, Paraná, Goiás, and Rio Grande do Sul in the origin of the cargo. In total, exports of the three commodities totaled 172.3 million tons last year, an increase of 6.21% – which means 10.7 tons more than in 2024, when the result was 161.6 million tons.

Corn grain exports in December 2025 reached 40.9 million tons, up from 39.7 million tons in the same period of the previous year. Ports in the Northern Arc handled 39.31 TP4T of the volume, compared to 46.41 TP4T in the same period last year, while the Port of Santos accounted for 35.81 TP4T of the shipped volumes, compared to 421 TP4T in the previous year. The Port of Paranaguá significantly increased its share, with 12.31 TP4T of shipments, compared to 3.11 TP4T last year, and the Port of São Francisco do Sul accounted for 7.71 TP4T, compared to 61 TP4T in the previous year. The states that were most active in exports were Mato Grosso, Paraná, Goiás, and Mato Grosso do Sul.

Brazilian soybean exports, accumulated up to December 2025, totaled 108.1 million tons, exceeding the 98.8 million tons registered in the same period of the previous year. Ports in the Northern Arc handled 36.21 TP4T of national exports, above the 34.81 TP4T of the previous year, while the Port of Santos concentrated 321 TP4T of shipments, compared to 28.31 TP4T in the same period last year. The Port of Rio Grande accounted for 81 TP4T of the national total, compared to 10.91 TP4T, and the Port of São Francisco do Sul for 5.71 TP4T, compared to 71 TP4T in the previous year. The origin of the cargo was primarily in the states of Mato Grosso, Goiás, Paraná, and Rio Grande do Sul.

Soybean meal exports, from January to December 2025, reached 23.3 million tons, slightly above the

23.1 million tons were recorded in the same period of the previous year. The Port of Santos accounted for 43.21 TP4T of the national supply, compared to 44.51 TP4T in the same period of 2024, followed by Paranaguá, with 27.81 TP4T, compared to 27.21 TP4T last year, and the Port of Rio Grande, with 16.91 TP4T, compared to 15.21 TP4T. The Port of Salvador accounted for 7.41 TP4T of shipments, above the 6.61 TP4T recorded in the same period of 2024, with Mato Grosso, Rio Grande do Sul, Paraná and Goiás appearing as the main states originating the exports.

Freight Market

The road freight market showed heterogeneous behavior across regions in December, although prices were predominantly stable, with occasional adjustments upwards or downwards depending on the intensity of local demand, inventory levels, and operating costs. In several regions, the lower grain movement, typical at the end of the year, contributed to a more balanced price behavior, while the greater supply of trucks acted as a factor in containing upward pressure, even where there was an increase in the volume transported.

In Bahia and Maranhão, reduced stocks and lower grain flows kept freight rates stable, with only a few exceptions of declines on less demanded routes. In the Federal District, there was a general increase between 1% and 4%, mainly driven by diesel costs and a restrictive financial environment, despite lower agricultural demand. In Goiás and Mato Grosso do Sul, the increased movement of corn and soybeans, especially for export, supported the market, with slight price increases or stability, even with a greater supply of trucks.

In Mato Grosso, freight rates remained high compared to the previous year, supported by high inventories, a record harvest, and expectations of intensified soybean harvesting, with a prospect of gradual increases in the coming months. In Paraná and São Paulo, variations were slight, reflecting the end-of-year period, while in Piauí there was a strong contraction in demand, with an average price drop exceeding 9%.

For the beginning of 2026, the outlook is for maintaining equilibrium in the short term, with expectations of a gradual market upturn.

Freight costs will increase starting in January, with greater upward pressure expected in February, potentially leading to higher prices as the soybean harvest progresses, increased transportation demand rises, and the intensification of agricultural production outflow.

The Conab Logistics Bulletin is a monthly publication that gathers information from ten producing states, presenting analyses on the logistics of the agricultural sector, the performance of Brazilian exports, cargo movement and main crop outflow routes, as well as information on the volume of soybeans, corn and soybean meal exported, and data on fertilizer imports. The complete edition of Logistics Bulletin Regarding December 2025, it is already available in Company website