Brazil Captures 30.5% of Global Cotton Exports in 2024-25

Brazil has surpassed the United States to become the leading global exporter of both cotton and soybeans, marking a significant shift in international agricultural trade. In the 2024-25 season, Brazil accounted for 14% of global cotton production and a record 30.5% of world cotton exports, overtaking the U.S. for the top spot. Meanwhile, escalating U.S.-China trade tensions and retaliatory tariffs have led China to prioritize Brazilian agricultural imports—particularly soy—allowing Brazil to supply over 70% of China's soy imports and potentially pocket billions in additional revenue. This realignment is not only economic but also geopolitical, as Brazil's role as China’s preferred supplier could permanently restructure global supply chains and diminish U.S. market share. As Brazil rises to meet increased demand, challenges such as infrastructure, sustainability, and climate volatility remain, but the country’s agricultural sector is positioned for significant strategic influence. These trends reflect broader consequences for American farmers and could affect global food prices and trade balances.