ShockAtlas

ORGANISATION · BR · NAICS 813910 Business associations

Associação Nacional dos Exportadores de Cereais (ANEC)

anec.com.br · 1 documented exposure in the atlas.

US grain shuttle freight: secondary bids deflate after a $1,100 spike while 2027 shuttles sell at twice last year's price, autumn 2026

Competitor · Financial, remote · evidenced · Demand shock, 2026-10-29

“Brazil’s national grain exporters association, ANEC, stated earlier this month that due to increased competition from the United States, Brazilian soybean exports to China are expected to decline by 10 million tons year-on-year to 77 million tons from 87 million tons in 2025.” — source, 2026-11-04

ANEC itself attributes an expected fall in Brazil's soybean exports to China to US competition, which puts Brazilian exporters on the other side of China's state buying. The forecast dates from January 2026 and is not updated here for the 2026/27 US commitments.

Series concerned: cn-soybean-commitments-t · read the edition →

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