Overview

Brazilian crop planting is completed, with current estimations for area decrease averaging 35%, but with some opinions going from 20 to 40%.

Weather is going well so far, rain is forecasted for the next 6 days in Mogiana, followed by 4 days of sun. Similar forecast for Alta Paulista.

Bellow some pictures of the same fields published in the last report, about one month ago:

Pictures of peanut fields planted in 13/10/25, Guatapará, SP, Mogiana.

Exports

Exports of kernels are down in November, while exports of oil are up resulting in record numbers. Marketwise, Europe remains very quiet, Russia and other alternative markets are increasing appetite for current and new crop.

Argentina also decreased planted area by about 20-30%, which will help balance the offer-demand, nevertheless, with the considerable carryovers, it is tough to say if the market will go up any time soon.

 

Exports

Peanuts

Total

Peanut exports in 2025 x 2024.

Brazilian exports of peanuts, NCM 12024200, Ministry of Agriculture.

Exports of kernels are down, during November, Brazil exported about 30 thousand tons, 9% less vis-à-vis Ocotber. And up 6% when compared to November 24.

The November figure adds to a total of 271 thousand tons exported year to date, and 236 thousand tons crop year (April – now) so far. Updating the comparison from the last report, this year is now top 3 for Brazil all time kernel exports, and with one more month to go.

 

Destination

Exported volumes to main destinations.

Brazilian exports of peanuts, NCM 12024200, Ministry of Agriculture.

China exports went down once more, this time for about 4 thousand tons. On the other hand, Algeria imported 2,5 thousand tons more than last month. EU decreased 1,5 thousand tons, to about 3,7. And Russia decreased about 2 thousand tons, from 7,5 to 5,7 thousand tons, being the highest amongst the usual importers in November.

 

Peanut Oil

Peanut oil exports in 2025 x 2024

Brazilian exports of peanut oil, NCM 15081000, Ministry of Agriculture.

Brazil exports of peanut oil figure came with back-to-back increasing months, now with 16,3 thousand tons, this is a 20% increase vis-à-vis October and 460% increase compared to October 2024.

This number adds to a total of about 137 thousand tons of peanut oil exported this year, 192% more than last year. With this addition, 2025 has officially the highest volume of exports of peanut oil from Brazil, surpassing 2022.

 

Destination

Exported volumes to main destinations.

Brazilian exports of peanut oil, NCM 15081000, Ministry of Agriculture.

This time, both of the destinations increased volumes together, while China increased 2 thousand tons, Italy increase about 1 thousand tons.

Disclaimer: All the information published is checked with many processors and farmers in Brazil, there are no personal opinions but an average of the market’s main players thoughts. December 15th, 2025.