Fertilizer imports hit a record level in Brazil.

Brazilian fertilizer imports reached 45,5 million tons last year, surpassing the 44,28 million tons recorded in 2024, setting a new record in the historical series. This is according to the January 2026 Logistics Bulletin, released by the National Supply Company (Conab). 

This strong performance reinforces a positive outlook for national agriculture, as it indicates a greater willingness among producers to expand the planted area of ​​grains and increase the average productivity of their crops. Throughout 2025, the growing volume of acquisitions already signaled confidence from the productive sector in the harvest prospects. Mato Grosso, Paraná, and São Paulo led fertilizer consumption in the country, confirming the leading role of these states in Brazilian agricultural production.

The consolidated results of fertilizer imports through Brazil's main port terminals reaffirm the robustness of the input supply chain and support favorable expectations for the growth of Brazilian agricultural production. Adding together the receipts at the Ports of Paranaguá (PR), Santos (SP), and the Northern Arc, the imported volume in 2025 was 45,50 million tons, compared to 44,28 million tons in 2024, representing an increase of 1,22 million tons (+2,68%).

Paranaguá (PR) remained the main entry point for imported fertilizers into the country, handling 10,89 million tons during the period, a volume close to the previous year's 11,04 million tons, representing a slight reduction of 150 tons (-1,36%). The ports of the Northern Arc also showed positive performance, with a movement of 8,27 million tons in 2025, above the 7,5 million tons recorded the previous year, highlighting the strengthening of the region's logistics. The Port of Santos (SP) received 8,42 million tons, compared to 8,88 million tons the previous year, representing a 5,18% decrease in input imports.

Exports 

In 2025, Brazil expanded its shipments of corn, soybeans, and soybean meal, with growth in export volumes and a positive reconfiguration of port logistics, highlighting the advancement of the Ports of Paranaguá (PR) and the Northern Arc, in addition to the leading role of the states of Mato Grosso, Paraná, Goiás, and Rio Grande do Sul in the origin of the cargo. In total, exports of the three commodities totaled 172,3 million tons last year, an increase of 6,21% - which means 10,7 tons more than in 2024, when the result was 161,6 million tons.

Corn grain exports in December 2025 reached 40,9 million tons, up from 39,7 million tons in the same period of the previous year. Ports in the Northern Arc handled 39,3% of the volume, compared to 46,4% in the same period last year, while the Port of Santos accounted for 35,8% of the shipped volumes, compared to 42% in the previous year. The Port of Paranaguá significantly increased its share, with 12,3% of shipments, compared to 3,1% last year, and the Port of São Francisco do Sul accounted for 7,7%, compared to 6% in the previous year. The states that were most active in exports were Mato Grosso, Paraná, Goiás, and Mato Grosso do Sul.

Brazilian soybean exports, accumulated up to December 2025, totaled 108,1 million tons, surpassing the 98,8 million tons registered in the same period of the previous year. Ports in the Northern Arc handled 36,2% of national exports, up from 34,8% in the previous year, while the Port of Santos concentrated 32% of shipments, compared to 28,3% in the same period last year. The Port of Rio Grande accounted for 8% of the national total, compared to 10,9%, and the Port of São Francisco do Sul for 5,7%, compared to 7% in the previous year. The origin of the cargo was primarily in the states of Mato Grosso, Goiás, Paraná, and Rio Grande do Sul.

Soybean meal exports, from January to December 2025, reached 23,3 million tons, slightly above the 23,1 million tons recorded in the same period of the previous year. Shipments through the Port of Santos accounted for 43,2% of the national supply, compared to 44,5% in the same period of 2024, followed by Paranaguá, with 27,8%, compared to 27,2% last year, and the Port of Rio Grande, with 16,9%, compared to 15,2%. The Port of Salvador accounted for 7,4% of shipments, above the 6,6% recorded in the same period of 2024, with Mato Grosso, Rio Grande do Sul, Paraná, and Goiás appearing as the main states originating the exports.

Freight Market 

The road freight market showed heterogeneous behavior across regions in December, although prices were predominantly stable, with occasional adjustments upwards or downwards depending on the intensity of local demand, inventory levels, and operating costs. In several regions, the lower grain movement, typical at the end of the year, contributed to a more balanced price behavior, while the greater supply of trucks acted as a factor in containing upward pressure, even where there was an increase in the volume transported.

In Bahia and Maranhão, reduced stocks and lower grain flows kept freight rates stable, with only a few exceptions of declines on less demanded routes. In the Federal District, there was a general increase between 1% and 4%, mainly driven by diesel costs and a restrictive financial environment, despite lower agricultural demand. In Goiás and Mato Grosso do Sul, the increased movement of corn and soybeans, especially for export, supported the market, with slight price increases or stability, even with a greater supply of trucks.

In Mato Grosso, freight costs remained high compared to the previous year, supported by high inventories, a record harvest, and expectations of an intensified soybean harvest, with a prospect of gradual increases in the coming months. In Paraná and São Paulo, variations were slight, reflecting the end-of-year period, while in Piauí there was a strong contraction in demand, with an average price drop of more than 9%.

For the beginning of 2026, the outlook is for maintaining equilibrium in the short term, with expectations of a gradual warming of the freight market starting in January and greater upward pressure in February, with the possibility of rising prices following the progress of the soybean harvest, increased demand for transportation, and the intensification of the outflow of agricultural production.