The Brazilian bean market began July maintaining the behavior observed throughout the first half of the year, marked by segmentation between different quality standards, according to the Cepea/CNA indicator. While the best quality carioca beans continue to have prices supported by restricted supply, the intermediate quality segments and black beans show regional fluctuations, reflecting differences in product availability and the pace of negotiations. Carioca beans, screen size 12 or grade 9.0 or higher – The market for the best quality carioca beans remains firm, supported by limited supply, even with the start of the irrigated harvest in the Cerrado region. Industry demand remains strong to replenish stocks, keeping prices at high levels. In June, according to Cepea/Esalq, prices fell 9.65% compared to May, after the significant increases recorded throughout the first half of the year. Despite this movement, prices have accumulated a 62.4% increase this year and remain 57% above the level recorded in June 2025. In the short term, stability is expected, with a firm bias. Although the gradual entry of the irrigated crop may limit further increases, no significant drops are expected while the supply of high-quality grains remains restricted. Carioca beans (grades 8 and 8.5) – The market for intermediate-quality carioca beans remains under pressure due to the greater availability of lots, mainly from Paraná, where the quality of production was affected by frosts and rains. In June, prices fell 13.15% compared to May. Nevertheless, prices have accumulated a 52.3% increase in the first half of the year and remain 70.3% above the levels recorded in June 2025. Last week, the Cepea indicator registered declines in the South/Southwest regions of Minas Gerais (-6.27%), East Goiás (-5.53%) and Curitiba (-3.23%), reflecting the greater selectivity of buyers. The trend is for prices to stabilize, especially in regions with greater product availability, while the price differential in relation to higher quality beans should remain high. Black beans type 1 – The black bean market remains firm, supported by the reduction in supply after the end of the second harvest in Paraná and by productivity losses caused by adverse weather conditions. In June, prices rose 1.88% compared to May, accumulating a 35.0% increase in the first half of the year and a 47.2% increase compared to June 2025. According to Deral/Seab, only 21% of the remaining crops in Paraná are classified as good, reinforcing the limited availability of high-quality lots. Negotiations remain moderate, mainly focused on restocking by the industry and the marketing needs of producers. In the short term, the expectation is for a firm market, with the possibility of further price increases if supply restrictions persist.
This text was translated by machine from Brazilian Portuguese.