Slide in Crop Values to Halt Brazil Land Price Rally

January 16, 2015

Low commodity prices, particularly for soybeans, which have attributed to the flat-lining or decline of farmland values in other Western countries, will also have a negative effect upon farmland prices in Brazil according to Sao Paulo-based bank, Itau BBA, which has cut its share rating for Brazilian farming company SLC Agricola. Over the past five years, Brazil has seen a yearly average appreciation of land values of 8% on top of the rate of inflation, however Itau BBA foresees flat agricultural land prices for 2015 because of the modest outlook for crop prices. Over the past year, land values in the U.S, the UK, and in New Zealand, where low dairy commodity prices have been hurting producers, have all seen a slowdown. However, during that time the land market in Brazil remained strong, with SLC Agricola reporting appreciation of 17.4% in the 13 months to the end of July 2014. This strong run may be at an end however, as Itau BBA warns that 2015 will be a challenging year for Brazilian farming related companies.

 

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