Brazil's drying aquifers could have ripple effects across the world
Drying aquifers in Brazil could constrain water-dependent agricultural production and related commodity flows.
Source →The trace
How it reaches your house.
Starting from EMBRAPA — Empresa Brasileira de Pesquisa Agropecuária, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Soybean Meal (Animal Feed Protein) →Shortage riskSoybean meal is a critical input to animal feed, so Brazil-linked tightening of soymeal supply would reduce feed availability.
88% confidenceSoybean Meal (Animal Feed Protein) →Shortage riskBrazil accounts for 17% of supply on this soybean-meal node, so drought-driven production losses there would constrain that origin of supply.
80% confidenceSugar →Shortage riskSugar production depends heavily on sugarcane (critical dependency 0.8), so water stress that constrains Brazilian cane cultivation would propagate as a supply shortage in sugarcane input availability.
Where it lands
What you buy, and what you own.
Goods you buy
Animal feed · Paper and household products · Soft drinks & juices
Companies you may own
SUZB3CMPC (Empresas CMPC S.A.)Cutrale GroupBracell (RGE Group / April Group)Citrosuco (Fischer Group)Tropicana Brands GroupLouis Dreyfus Company
Tap a company to see what it told the SEC could break it.
In the MyPRIA app, this is checked against your own holdings.