Soy harvest begins in Roraima amid risk of 50% production drop بسبب drought
Drought threatens to sharply reduce soybean output in Roraima as harvest begins.
Source →The trace
How it reaches your house.
Starting from Soybean Meal (Animal Feed Protein), 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 animal-feed protein, so a drought-driven output drop should directly tighten animal feed availability.
96% confidenceSoybean Meal (Swine Feed — Primary Protein) →Shortage riskSoybean meal is a critical, high-dependency swine-feed protein, so a drought-driven supply drop should tighten pork and pork products availability.
88% confidenceSoybean Meal (Animal Feed Protein) →Prices riseCargill Animal Nutrition's 10% share and short 3-month replacement window make it exposed to higher soybean-meal input costs.
Hop 2
Archer-Daniels-Midland Company (ADM) →Shortage riskSoybeansADM
Roraima’s drought-driven soybean output drop can tighten ADM’s soybean feedstock availability, and this input has only moderate substitutability despite a short replacement lead time.
73% confidenceBrazil →Shortage riskBrazilian soy drought can leave Bunge-financed farmers short of cash and unable to repay advances, which its own filing says would hurt business and financial results.
71% confidenceBunge Global SA →Prices riseHop 3
Soy Lecithin (Food Grade Emulsifier) →Prices riseSoy lecithin is a critical emulsifier input for chocolate and cocoa products, so a soybean-driven lecithin shortage is most likely to raise their input costs.
84% confidenceBunge Global SA →Shortage riskRoraima’s drought-driven soybean output drop constrains Bunge’s soybeans supply, and this input is material enough at a 20% share with a 3-month replacement lead.
80% confidenceSoybean Oil (Biodiesel Feedstock) →Shortage riskHop 4
Chocolate and cocoa products →Prices easeIf soy lecithin shortages trim chocolate output, demand for cocoa beans softens and bean prices can ease.
48% confidenceChocolate and cocoa products →Prices easeAny reduction in chocolate production lowers purchases of cocoa butter, putting modest downward pressure on its price.
46% confidence
Where it lands
What you buy, and what you own.
Goods you buy
Animal feed · Pork and pork products · Cooking oils · Chocolate and cocoa products · Snacks & confectionery · Home heating oil
In the MyPRIA app, this is checked against your own holdings.