Veja as principais notícias no MODO STORIES
Sicoob Credisul conecta empresários chineses a negócios no AC, RO e MT
Algodão: preços sobem no Brasil e exterior, mas liquidez doméstica segue restrita – News and Statistics
Ferran Torres já comunicou sua decisão de deixar o Barcelona, e pessoas envolvid…
Agente de IA invade sistema de academia para conseguir vaga, diz site
Primeira da família a falar inglês, brasileira supera concorrência de 33 mil candidatos e conquista vaga de estágio no Banco Mundial
Ex-namorado que esfaqueou jovem após ela se recusar a reatar relacionamento é preso escondido na casa da mãe em MT
Vaga aberta para Repositor / Organização da Loja em Nova Mutum – MT – JK
Colômbia relata saques após terremoto e cidade cumpre toque de recolher
NOVA MUTUM CLIMA
Publicidade Nova Mutum

Algodão: preços sobem no Brasil e exterior, mas liquidez doméstica segue restrita – News and Statistics


Aug 11, 2026

A Conab divulgou, em seu relatório semanal de conjuntura do algodão, as principais movimentações de preços e condições de mercado observadas entre os dias 3 e 7 de agosto de 2026. O boletim, publicado em 10 de agosto, traz análises sobre o comportamento das cotações no Brasil e no exterior.

Cotações domésticas e internacionais

No Mato Grosso, o preço médio recebido pelo produtor foi de R$ 130,22 por arroba, com alta de 0,4% ante a semana anterior. Na Bahia, a pluma foi comercializada a R$ 136,33 por arroba, avanço de 0,24% no mesmo comparativo. No atacado de São Paulo, sem ICMS, o preço ficou em R$ 138,90 por arroba, com ganho de 0,79% na semana.

No mercado internacional, a cotação da primeira entrega em Nova York atingiu 81,90 centavos de dólar por libra-peso, enquanto o índice Cotlook A ficou em 92,60 centavos. O preço efetivo em dólar alcançou 79,30 centavos. A valorização do petróleo e a piora das condições das lavouras norte-americanas impulsionaram os preços, que chegaram ao maior nível desde maio deste ano. A alta em outros mercados agrícolas também contribuiu para os ganhos.

Fatores de alta e demanda chinesa

Notícias de que a China tem vendido seus estoques governamentais e deverá ampliar as aquisições para repor o que foi vendido foram recebidas positivamente pelos investidores. Além disso, a redução da estimativa de produção mundial feita pelo Cotlook, que deve ficar abaixo do consumo, reforçou o movimento de alta.

O Brasil é o principal fornecedor de algodão para a China. As exportações brasileiras de pluma em julho totalizaram 154,97 milhões de toneladas, volume que representa aumento de 21,78% em relação ao mesmo mês do ano anterior, conforme dados do Ministério do Desenvolvimento, Indústria, Comércio e Serviços.

Mercado interno e safra

Apesar da valorização externa, a liquidez no mercado doméstico permanece restrita. Compradores adotam postura cautelosa e tentam pagar valores menores, enquanto vendedores dosam as ofertas. Alguns produtores, pressionados a liquidar estoques da safra anterior ou a gerar caixa, flexibilizaram preços, mas a postura firme de outros vendedores sustenta as cotações. Os negócios efetivados são pontuais e com volumes pouco expressivos, apenas para atender necessidades imediatas.

A safra 2025/2026 está com 43,7% da área colhida, conforme levantamento das equipes de campo da Conab. Até o dia 6 de agosto, 19,9% da safra já havia sido beneficiada, segundo informações da Abrapa. A paridade de importação CIF em São Paulo ficou em R$ 155,66 por arroba, enquanto a paridade de exportação FOB Santos foi de R$ 145,46 e a do produtor em Mato Grosso, de R$ 133,37. O preço mínimo da pluma é de R$ 114,58 por arroba.

Interactive table based on the Store Companies dataset for this report.


#CompanyHeadquartersFocusScaleNote
1SLC AgrícolaPorto Alegre, RSCotton, soy, cornLarge-scale grower & processorMajor Brazilian agribusiness group
2Grupo SchefferRondonópolis, MTCotton farming & ginningLarge-scale integrated producerKey player in Mato Grosso
3Grupo Bom FuturoCampo Verde, MTCotton, soy, cornLarge-scale farming groupOne of Brazil’s largest farm operators
4AmaggiCuiabá, MTCotton, soy, grainsMajor global agribusinessIntegrated production & trading
5Grupo IkedaPrimavera do Leste, MTCotton farming & processingLarge-scale producerSignificant ginning capacity
6Grupo HoritaRondonópolis, MTCotton, soy, cattleLarge-scale agricultural groupIntegrated operations
7Grupo ItamaratiSapezal, MTCotton, soy, cornLarge-scale farmingMajor producer in western Brazil
8AgrofelLuís Eduardo Magalhães, BACotton farming & ginningLarge-scale producerKey player in Bahia region
9Grupo J. M. da SilvaRondonópolis, MTCotton, soy, cornLarge-scale agricultural groupIntegrated farming operations
10Grupo G&FCampo Verde, MTCotton farming & processingLarge-scale producerSignificant ginner
11Grupo FaveroCampo Novo do Parecis, MTCotton, soy, cornLarge-scale farming groupIntegrated agricultural producer
12Grupo E. OrlandoSorriso, MTCotton, soy, cornLarge-scale agricultural producerMajor Mato Grosso grower
13Grupo TucanCampo Verde, MTCotton farming & ginningLarge-scale integrated producerSignificant processor
14Agropecuária Fazenda BrasilRondonópolis, MTCotton, soy, cattleLarge-scale farmingIntegrated agricultural operations
15Grupo CotrirosaSanta Rosa, RSCotton, soy, grainsCooperative with processingSouthern Brazil cooperative
16Grupo MorenaRondonópolis, MTCotton farmingLarge-scale growerSpecialized cotton producer
17Grupo J. A. da SilvaPrimavera do Leste, MTCotton, soy, cornLarge-scale agricultural groupIntegrated farming
18Agroindustrial ItuiutabaItuiutaba, MGCotton processing & farmingProcessor and growerOperates in Minas Gerais
19Grupo CotoniculturaCampo Verde, MTCotton farmingLarge-scale specialized growerFocus on lint production
20Fazenda PamplonaSapezal, MTCotton, soy, cornLarge-scale farming operationMajor single farm unit
21Grupo AgrisulChapadão do Sul, MSCotton, soy, cornLarge-scale agricultural groupOperates in Mato Grosso do Sul
22Grupo CotrijalNão-Me-Toque, RSCotton, soy, grainsLarge agricultural cooperativeSouthern region cooperative
23Agropecuária São MarcosCristalina, GOCotton, soy, cornLarge-scale farmingSignificant producer in Goiás
24Grupo FerticottonRondonópolis, MTCotton farming & inputsIntegrated agricultural groupFarming and input supply
25Fazenda São PauloCampos de Júlio, MTCotton, soy, cornLarge-scale farming operationMajor farm in northwestern MT
26Grupo AgrodanieliDiamantino, MTCotton, soy, cornLarge-scale agricultural groupIntegrated producer
27Agropecuária MenegottiNova Mutum, MTCotton, soy, cornLarge-scale farmingFamily-owned agricultural group
28Grupo AgrisusLucas do Rio Verde, MTCotton, soy, cornLarge-scale agricultural producerIntegrated farming operations
29Fazenda Estrela do SulSão Desidério, BACotton farmingLarge-scale specialized growerMajor producer in Bahia
30Grupo Agrícola CerradoBarreiras, BACotton, soy, cornLarge-scale farming groupKey player in western Bahia

This report provides a comprehensive view of the cotton lint industry in Brazil, tracking demand, supply, and trade flows across the national value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory standards on supply.

Beyond headline metrics, the study benchmarks prices, margins, and trade routes so you can see where value is created and how it moves between domestic suppliers and international partners. The analysis is designed to support strategic planning, market entry, portfolio prioritization, and risk management in the cotton lint landscape in Brazil.

Quick navigation

Key findings

  • Domestic demand is shaped by both household and industrial usage, with trade flows linking local supply to imports and exports.
  • Pricing dynamics reflect unit values, freight costs, exchange rates, and regulatory shifts that affect sourcing decisions.
  • Supply depends on input availability and production efficiency, creating a distinct national cost curve.
  • Market concentration varies by segment, creating different competitive landscapes and entry barriers.
  • The 2035 outlook highlights where capacity investment and demand growth are most aligned within the country.

Report scope

The report combines market sizing with trade intelligence and price analytics for Brazil. It covers both historical performance and the forward outlook to 2035, allowing you to compare cycles, structural shifts, and policy impacts.

  • Market size and growth in value and volume terms
  • Consumption structure by end-use segments
  • Production capacity, output, and cost dynamics
  • Trade flows, exporters, importers, and balances
  • Price benchmarks, unit values, and margin signals
  • Competitive context and market entry conditions

Product coverage

  • FCL 767 – Cotton Lint
  • FCL 328 – [Seed Cotton]

Country coverage

Country profile and benchmarks

This report provides a consistent view of market size, trade balance, prices, and per-capita indicators for Brazil. The profile highlights demand structure and trade position, enabling benchmarking against regional and global peers.

Methodology

The analysis is built on a multi-source framework that combines official statistics, trade records, company disclosures, and expert validation. Data are standardized, reconciled, and cross-checked to ensure consistency across time series.

  • International trade data (exports, imports, and mirror statistics)
  • National production and consumption statistics
  • Company-level information from financial filings and public releases
  • Price series and unit value benchmarks
  • Analyst review, outlier checks, and time-series validation

All data are normalized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons across time are aligned and actionable.

Forecasts to 2035

The forecast horizon extends to 2035 and is based on a structured model that links cotton lint demand and supply to macroeconomic indicators, trade patterns, and sector-specific drivers. The model captures both cyclical and structural factors and reflects known policy and technology shifts in Brazil.

  • Historical baseline: 2012-2025
  • Forecast horizon: 2026-2035
  • Scenario-based sensitivity to income growth, substitution, and regulation
  • Capacity and investment outlook for major producing companies

Each projection is built from national historical patterns and the broader regional context, allowing the report to show where growth is concentrated and where risks are elevated.

Price analysis and trade dynamics

Prices are analyzed in detail, including export and import unit values, regional spreads, and changes in trade costs. The report highlights how seasonality, freight rates, exchange rates, and supply disruptions influence pricing and margins.

  • Price benchmarks by country and sub-region
  • Export and import unit value trends
  • Seasonality and calendar effects in trade flows
  • Price outlook to 2035 under baseline assumptions

Profiles of market participants

Key producers, exporters, and distributors are profiled with a focus on their operational scale, geographic footprint, product mix, and market positioning. This helps identify competitive pressure points, partnership opportunities, and routes to differentiation.

  • Business focus and production capabilities
  • Geographic reach and distribution networks
  • Cost structure and pricing strategy indicators
  • Compliance, certification, and sustainability context

How to use this report

  • Quantify domestic demand and identify the most attractive segments
  • Evaluate export opportunities and prioritize target destinations
  • Track price dynamics and protect margins
  • Benchmark performance against leading competitors
  • Build evidence-based forecasts for investment decisions

This report is designed for manufacturers, distributors, importers, wholesalers, investors, and advisors who need a clear, data-driven picture of cotton lint dynamics in Brazil.

FAQ

What is included in the cotton lint market in Brazil?

The market size aggregates consumption and trade data, presented in both value and volume terms.

How are the forecasts to 2035 built?

The projections combine historical trends with macroeconomic indicators, trade dynamics, and sector-specific drivers.

Does the report cover prices and margins?

Yes, it includes export and import unit values, regional spreads, and a pricing outlook to 2035.

Which benchmarks are included?

The report benchmarks market size, trade balance, prices, and per-capita indicators for Brazil.

Can this report support market entry decisions?

Yes, it highlights demand hotspots, trade routes, pricing trends, and competitive context.

  1. 1. INTRODUCTION

    Report Scope and Analytical Framing

    1. Report Description
    2. Research Methodology and the Analytical Framework
    3. Data-Driven Decisions for Your Business
    4. Glossary and Product-Specific Terms
  2. 2. EXECUTIVE SUMMARY

    Concise View of Market Direction

    1. Key Findings
    2. Market Trends
    3. Strategic Implications
    4. Key Risks and Watchpoints
  3. 3. DOMESTIC MARKET SIZE AND DEVELOPMENT PATH

    Market Size, Growth and Scenario Framing

    1. Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
    2. Growth Outlook and Market Development Path to 2035
    3. Growth Driver Decomposition
    4. Scenario Framework and Sensitivities
  4. 4. CATEGORY SCOPE, DEFINITIONS AND BOUNDARIES

    Commercial and Technical Scope

    1. What Is Included and How the Market Is Defined
    2. Market Inclusion Criteria
    3. Product / Category Definition
    4. Exclusions and Boundaries
    5. Distinction From Adjacent Products and Substitute Categories
  5. 5. CATEGORY STRUCTURE, SEGMENTATION AND PRODUCT MATRIX

    How the Market Splits Into Decision-Relevant Buckets

    1. By Product Type / Configuration
    2. By Application / End Use
    3. By Customer / Buyer Type
    4. By Channel / Business Model / Technology Platform
    5. Segment Attractiveness Matrix
    6. Product Matrix and Segment Growth Logic
  6. 6. DOMESTIC DEMAND, CUSTOMER AND BUYER ARCHITECTURE

    Where Demand Comes From and How It Behaves

    1. Consumption / Demand: Historical Data (2012-2025) and Forecast (2026-2035)
    2. Demand by End-Use and Buyer Group
    3. Demand by Customer / Consumer Segment
    4. Purchase Criteria, Switching Logic and Adoption Barriers
    5. Replacement, Replenishment and Installed-Base Dynamics
    6. Future Demand Outlook
  7. 7. DOMESTIC PRODUCTION, SUPPLY AND VALUE CHAIN

    Supply Footprint and Value Capture

    1. Production in the Country
    2. Domestic Manufacturing Footprint
    3. Capacity, Bottlenecks and Supply Risks
    4. Value Chain Logic and Margin Pools
    5. Distribution and Route-to-Market Structure
  8. 8. IMPORTS, EXPORTS AND SOURCING STRUCTURE

    Trade Flows and External Dependence

    1. Exports
    2. Imports
    3. Trade Balance
    4. Import Dependence
    5. Sourcing Risks and Resilience
  9. 9. PRICING, PROMOTION AND COMMERCIAL MODEL

    Price Formation and Revenue Logic

    1. Domestic Price Levels and Corridors
    2. Pricing by Segment / Specification / Channel
    3. Cost Drivers and Margin Logic
    4. Promotion, Discounting and Procurement Patterns
    5. Revenue Quality and Commercial Levers
  10. 10. COMPETITIVE LANDSCAPE AND PORTFOLIO POWER

    Who Wins and Why

    1. Market Structure and Concentration
    2. Competitive Archetypes
    3. Segment-by-Segment Competitive Intensity
    4. Portfolio Breadth and Product Positioning
    5. Capability Matrix
    6. Strategic Moves, Partnerships and Expansion Signals
  11. 11. DOMESTIC MARKET STRUCTURE AND CHANNEL LOGIC

    How the Domestic Market Works

    1. Core Demand Centers
    2. Local Production and Distribution Roles
    3. Channel Structure
    4. Buyer and Procurement Architecture
    5. Regional Imbalances Within the Country
  12. 12. GROWTH PLAYBOOK AND MARKET ENTRY

    Commercial Entry and Scaling Priorities

    1. Where to Play
    2. How to Win
    3. Distributor / Partner / Direct Entry Options
    4. Capability Thresholds
    5. Entry Risks and Mitigation
  13. 13. WHERE TO PLAY NEXT: MOST ATTRACTIVE GROWTH OPPORTUNITIES

    Where the Best Expansion Logic Sits

    1. Most Attractive Product Niches
    2. Most Attractive Customer Segments
    3. White Spaces and Unsaturated Opportunities
    4. High-Margin and Underpenetrated Pockets
    5. Most Promising Product Adjacencies
  14. 14. PROFILES OF MAJOR COMPANIES

    Leading Players and Strategic Archetypes

    1. Leading Manufacturers and Suppliers
    2. Production Footprint and Capacities
    3. Product Portfolio and Segment Focus
    4. Pricing Positioning and Indicative Price Logic
    5. Channel / Distribution Strength
    6. Strategic Archetypes
  15. 15. METHODOLOGY, SOURCES AND DISCLAIMER

    How the Report Was Built

    1. Modeling Logic
    2. Source Register
    3. Publications, Regulatory and Industry References
    4. Analytical Notes
    5. Disclaimer

Loading News content from Store report…

SLC Agrícola

Major Brazilian agribusiness group

Grupo Scheffer

Key player in Mato Grosso

Grupo Bom Futuro

One of Brazil’s largest farm operators

Amaggi

Integrated production & trading

Grupo Ikeda

Significant ginning capacity

Grupo Horita

Integrated operations

Grupo Itamarati

Major producer in western Brazil

Agrofel

Key player in Bahia region

Grupo J. M. da Silva

Integrated farming operations

Grupo G&F

Significant ginner

Grupo Favero

Integrated agricultural producer

Grupo E. Orlando

Major Mato Grosso grower

Grupo Tucan

Significant processor

Agropecuária Fazenda Brasil

Integrated agricultural operations

Grupo Cotrirosa

Southern Brazil cooperative

Grupo Morena

Specialized cotton producer

Grupo J. A. da Silva

Integrated farming

Agroindustrial Ituiutaba

Operates in Minas Gerais

Grupo Cotonicultura

Focus on lint production

Fazenda Pamplona

Major single farm unit

Grupo Agrisul

Operates in Mato Grosso do Sul

Grupo Cotrijal

Southern region cooperative

Agropecuária São Marcos

Significant producer in Goiás

Grupo Ferticotton

Farming and input supply

Fazenda São Paulo

Major farm in northwestern MT

Grupo Agrodanieli

Integrated producer

Agropecuária Menegotti

Family-owned agricultural group

Grupo Agrisus

Integrated farming operations

Fazenda Estrela do Sul

Major producer in Bahia

Grupo Agrícola Cerrado

Key player in western Bahia

Loading Reviews content from Store report…

Loading Dashboard content from Store report…

Loading Macro Indicators content from Store report…



Source link

Publicidade Publicidade Alerta Mutum News

Related Post

Deixe um comentário

O seu endereço de e-mail não será publicado. Campos obrigatórios são marcados com *

Logo Alerta Mutum News