At Innovar 2026 in Paraguay, Marex Hedging Solutions, together with Agrinvest, shared a market outlook led by Marcos Araujo, Professor at MBA Grain Merchandising Brazil and Consultant at Agrinvest Commodities.
The session connected global macro trends with what they mean in practice for producers.
Energy and grains are more connected than ever
A key theme was the growing link between energy and agriculture.
Stronger crude oil prices are feeding into the soybean complex, starting with soybean oil and moving through to soybeans and meal. Corn and wheat are also being supported by strength in energy markets.
For producers, this means global macro trends are now directly influencing local pricing.
Costs are changing planting decisions
Input costs are another major factor.
Higher nitrogen prices are expected to reduce corn acreage in the US and increase soybean planting. That shift in supply has implications for global balances and forward pricing.
At the same time, rising fertilizer costs are putting pressure on margins and reducing purchasing power.
Managing risk, not predicting markets
The focus of the session was not on trying to predict where prices will go, but on how to manage them.
Producers are being encouraged to:
- understand their cost base and break-even levels
- use hedging tools to protect margins
- take advantage of stronger prices when they appear
As highlighted during the talk, profitability comes from discipline, not from trying to time the market perfectly.
Building momentum in Paraguay
For Marex Hedging Solutions, Innovar was an opportunity to strengthen relationships in Paraguay and continue building its presence in the region.
We would like to thank our clients for attending the event and taking the time to visit our stand. With more than seven years of presence in Paraguay, Marex Hedging Solutions continues to grow alongside the country, supporting producers and agribusinesses with tailored risk management solutions.
With more than 25,000 participants and a large share of key clients in attendance, the event highlighted the importance of combining global market insight with practical execution on the ground.
Interested in hedging your exposure in soybeans, corn or other commodities?
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