Sunday, 4 October 2026
Sunday, 4 October 2026
- In brief
- 1Brazil votes on Sunday in a near-tie between Lula and Flavio Bolsonaro. The winner sets the rules on clearing the Amazon for cattle and soy
- 2China's 55% beef tax hits Brazil
- 3Wet cane holds back Brazil's sugar
- 4US corn stores 35% fuller than last year
- 5US farm costs rise as farm prices fall
- 6Midwest diesel jumps as the harvest starts
- 7England lets farmers refill reservoirs in October
- 8MPs survey farmers after a fund shut in hours
- 9A flat fee threatens farmers' clean-water credits
- 10US ocean monitors go back into the sea
- 11The FAO asks for money for dryland forests
- 12Atmonia plans fertiliser made on the farm
- TruthThe truth, across the day
4 Oct · Food · In brief
Food · Sunday, 4 October 2026
Food, in brief
12 stories · 18 sources
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What is moving · 1 of 4
Too much rain, or too little
Parts of Brazil's sugar-growing region had their wettest winter in more than 100 years, so the cane holds less sugar.
What is moving · 2 of 4
Diesel and other farm costs
Diesel in four US Midwest states cost more than $3 a gallon above a year ago in September, as the harvest began.
What is moving · 3 of 4
Paying farmers to protect land
Brazil's big soy and beef exporters defend the rule that Amazon landowners keep 80% of their forest, because buyers abroad avoid cleared land.
What is moving · 4 of 4
Taxes on farm trade
China began charging an extra 55% on Brazilian beef above Brazil's yearly allowance on 1 October.
Part of the day's signal
One pressure seen across the day runs through Food too.
10 sources
Food, in brief
- 1Future of Amazon rainforest policies at stake in Brazilian presidential election
- 6Brazilians will vote in a highly polarized presidential race on Sunday. Here's what to know
- 7China adds 55% tariff to Brazil beef imports
- 8Weather, not price, to drive Brazil mills on sugar production
- 10Agricultural Prices 09/29/2026
- 11Soaring diesel prices take their toll on US farmers in midwest corn belt
- 12English farmers gain out-of-season reservoir access
- 13Drought in East of England could continue into 2027
- 14MPs probe SFI shambles as farmers left in the lurch
- 15First EDP criticised for impact on nutrient mitigation market
Brazil votes on Sunday in a near-tie between Lula and Flavio Bolsonaro. The winner sets the rules on clearing the Amazon for cattle and soy
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Brazil chooses its president on Sunday 4 October, and almost 159 million people can vote.
Who is involved
Luiz Inacio Lula da Silva
Brazil's president, 80, on the left; seeking a fourth term, and his government cut Amazon clearing
Who is involved
Flavio Bolsonaro
a senator, 45, on the right and son of Jair Bolsonaro; promises fewer rules for farmers
Why it matters
Brazil counts its electronic votes within hours, so Sunday night shows whether there is a run-off.
Why it matters
If there is, watch whether Flavio Bolsonaro says before 25 October if he would keep fines for clearing seen by satellite.
What's really going on
Brazil's vote on Sunday decides who enforces the rules on clearing the Amazon.
What's really going on
Brazil's big soy and beef exporters have defended those rules, because buyers abroad are wary of food from cleared land.
What's really going on
Smaller producers with no buyers abroad still push for more clearing.
Why it works on people
A promise to end illegal clearing sounds strict. But a Brazilian president who makes it also helps write the law that decides which clearing is illegal.
Who gains
Brazil's big soy and beef exporters
Strict rules on clearing protect their standing with buyers abroad, which is why they helped stop a 2019 bill to scrap the 80% rule.
Nobody knows yet
Who wins, and whether there is a run-off.
Polls put both men near 40%, and about 9% of voters were undecided or not planning a valid vote at the end of September.
Nobody knows yet
Whether Flavio Bolsonaro would keep fines for clearing seen only by satellite.
Lula restored the fines in 2023, and the farm caucus backs a bill to weaken them.
Good news
Satellite data show that the area of the Amazon cleared in the first half of 2026 was the smallest in ten years.
Part of a signal
Votes deciding homes and forests
Seen in 3 of the 12 beats
Also seen in World and Money.
The whole signal →The short version
That's the story in short.
The whole story has 13 more parts.
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The whole story, in 13 parts ↓
Part 1 of 13 · Who else is involved
Tereza Cristina
a senator and a leading voice of Brazil's farm business; her party stopped her becoming Bolsonaro's running mate
Part 1 of 13 · Who else is involved
Brazil's farm caucus
the farm-business group in Brazil's Congress; it backs a bill to weaken fines for clearing seen by satellite
Part 2 of 13 · How it unfolded
4 Oct
First round of voting
25 Oct
Run-off, if nobody wins more than 50% of the valid votes
Part 3 of 13
The front-runners are President Luiz Inacio Lula da Silva, 80, on the left, and Senator Flavio Bolsonaro, 45, on the right.
Part 4 of 13
Flavio is the eldest son of Jair Bolsonaro, the former president now serving a 27-year sentence for a failed coup plot.
Part 5 of 13
Polls put both men at about 40%, with Lula slightly ahead, so a run-off on 25 October is likely.
Part 6 of 13
Brazil holds about 60% of the Amazon, the world's largest rainforest.
Part 7 of 13
Clearing of the Amazon rose about 60% under Jair Bolsonaro, from 2019 to 2022, and more than 45,000 square kilometres were cut.
Part 8 of 13
Under Lula it has fallen 45%, to its lowest level in more than a decade.
Part 9 of 13
Flavio Bolsonaro promises to end illegal clearing by 2029.
Part 9 of 13
Lula aims for zero net clearing by 2030, so any forest cut would have to be grown back elsewhere.
Part 10 of 13
Experts warn he could keep that promise while making more clearing legal.
Part 10 of 13
At a rally in June he promised easier licences for farming, cattle ranching and mining.
Part 11 of 13
He has courted farmers and says he will cut rules to get the state off farmers' backs.
Part 12 of 13
In 2019 Flavio Bolsonaro co-sponsored a bill to end the rule that Amazon landowners keep 80% of their native plants.
Part 12 of 13
Farm business leaders opposed it, fearing buyers abroad would turn away from Brazilian soy and beef, and it was dropped.
Part 13 of 13
Brazil also elects all 513 members of its lower house and 54 of its 81 senators.
Part 13 of 13
Farm business holds much sway in that Congress.
5 sources
Brazil votes on Sunday in a near-tie between Lula and Flavio Bolsonaro. The winner sets the rules on clearing the Amazon for cattle and soy
- 1Future of Amazon rainforest policies at stake in Brazilian presidential election
- 2Brazil presidential vote pits Trump ally against Lula, who is seeking 4th nonconsecutive term
- 3What to know about Brazil's election pitting Lula against Flavio Bolsonaro
- 4In run for Brazil's presidency, Flavio Bolsonaro tests staying power of his father's legacy
- 5Brazil's big political rematch: What to know
The full story
Brazil votes on Sunday in a near-tie between Lula and Flavio Bolsonaro. The winner sets the rules on clearing the Amazon for cattle and soy
Brazil chooses its president on Sunday 4 October, and almost 159 million people can vote.
The front-runners are President Luiz Inacio Lula da Silva, 80, on the left, and Senator Flavio Bolsonaro, 45, on the right.
Flavio is the eldest son of Jair Bolsonaro, the former president now serving a 27-year sentence for a failed coup plot.
Polls put both men at about 40%, with Lula slightly ahead, so a run-off on 25 October is likely.
Brazil holds about 60% of the Amazon, the world's largest rainforest.
Clearing of the Amazon rose about 60% under Jair Bolsonaro, from 2019 to 2022, and more than 45,000 square kilometres were cut.
Under Lula it has fallen 45%, to its lowest level in more than a decade.
Flavio Bolsonaro promises to end illegal clearing by 2029.
Experts warn he could keep that promise while making more clearing legal.
He has courted farmers and says he will cut rules to get the state off farmers' backs.
In 2019 Flavio Bolsonaro co-sponsored a bill to end the rule that Amazon landowners keep 80% of their native plants.
Brazil also elects all 513 members of its lower house and 54 of its 81 senators.
Why it matters. Brazil counts its electronic votes within hours, so Sunday night shows whether there is a run-off.
China's 55% beef tax hits Brazil
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From 1 October, China charges an extra 55% tariff on Brazilian beef, on top of its usual rate, its commerce ministry said.
In January China gave each big supplier a yearly allowance and set the 55% charge on beef above it.
Brazil's allowance was 1.1 million tonnes, and China is the biggest buyer of its beef.
Why it matters
Abiec, the group for Brazil's beef exporters, expects Brazil's beef exports to fall 10% this year.
Why it matters
Whoever wins Sunday's vote inherits the wait to see whether China renews the allowances for 2027.
Who pays
Brazil's beef exporters
Beef sent to China above Brazil's allowance now pays an extra 55%, and Brazil's beef exports are expected to fall 10% this year.
Nobody knows yet
Whether China renews its beef allowances for 2027.
Industry insiders say China has not agreed to let Brazil use Uruguay's unused share, and China's commerce ministry has not commented on Brazil's requests.
The full story
China's 55% beef tax hits Brazil
From 1 October, China charges an extra 55% tariff on Brazilian beef, on top of its usual rate, its commerce ministry said.
Why it matters. Abiec, the group for Brazil's beef exporters, expects Brazil's beef exports to fall 10% this year.
Wet cane holds back Brazil's sugar
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Brazil's sugar mills will let the weather, not the price, decide how much sugar they make until the harvest ends in December, analysts told Reuters.
Brazil is the world's largest sugar producer, and its mills can turn cane into sugar or into ethanol, a fuel.
Sugar prices rose more than 21% in August, and sugar now pays about 20% more than ethanol.
But parts of the sugar belt had the wettest winter in more than 100 years, and wet cane holds less sugar.
Why it matters
Each extra percentage point of cane sent to sugar adds about 750,000 tonnes to world supply, so buyers everywhere watch the choice.
Why it matters
StoneX, a broker, now expects Brazil's main region to make no more than 38 million tonnes, below the 40 million first expected.
How it works
Why a higher price does not always bring more sugar
How it works
A higher price brings more sugar, water or diesel only when the missing thing is for sale, and dry fields, full rivers and a sea port are not.
How it works · step 1 of 5
Something runs short, and its price goes up
How it works · step 2 of 5
Usually a higher price brings more: mills switch, traders ship more in
How it works · step 3 of 5
But sometimes the missing piece cannot be bought: sugar in wet cane, water in a low river, a way to ship fuel in
How it works · step 4 of 5
Then the supply stays low and the price stays high
How it works · step 5 of 5
It eases only when the weather turns or something new is built
The twist
A higher price brings more of something only if what is missing can be bought, and the weather cannot be bought.
The picture
How full three of England's reservoirs are, against about 74% in a usual early October. They fill with rain, and six months of this year have had less rain than usual.
Seen the same day
Sugar pays about 20% more than ethanol, but wet cane holds too little sugar, so the mills keep making ethanol.
Seen the same day
Diesel costs $3 a gallon more, but the Midwest cannot easily bring fuel in by tanker, so extra fuel cannot be shipped in quickly.
Seen the same day
Farmers may now fill reservoirs in October, but only where rivers still run, and Anglian Water cannot take water from some of its low rivers.
The catch
Over years, a high price can pay for the missing piece, such as the two new reservoirs Anglian Water plans.
The whole
A sugar buyer waits for Brazil's cane fields to dry out.
The whole
A farmer in Indiana waits on two refineries in Illinois and Indiana, and a family under a hosepipe ban in eastern England waits on a wet winter.
The whole
Each of them sees only their own bill.
Who gains
Ethanol buyers in Brazil
Wet cane is better suited to ethanol, so mills keep sending more cane to the fuel even though sugar pays more.
Who pays
Sugar buyers
Sugar rose more than 21% in August.
Nobody knows yet
How much sugar Brazil's main region will make this season.
StoneX now sees no more than 38 million tonnes, below the 40 million expected at the start, and more rain is forecast.
1 source
Wet cane holds back Brazil's sugar
The full story
Wet cane holds back Brazil's sugar
Brazil's sugar mills will let the weather, not the price, decide how much sugar they make until the harvest ends in December, analysts told Reuters.
Why it matters. Each extra percentage point of cane sent to sugar adds about 750,000 tonnes to world supply, so buyers everywhere watch the choice.
US corn stores 35% fuller than last year
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The US held 2.10 billion bushels of last year's corn on 1 September, 35% more than a year earlier, the US agriculture department's statistics service said on 30 September.
Corn stored off farms rose 44%.
All wheat in store fell 14%, and wheat held on farms fell 21%.
Why it matters
The count lands as US Midwest farmers start harvesting an estimated 20 billion bushels of corn and soybeans by the end of November.
Why it matters
So the new corn arrives on top of a bigger pile of old corn, while wheat is the crop in shorter supply.
2 sources
US corn stores 35% fuller than last year
The full story
US corn stores 35% fuller than last year
The US held 2.10 billion bushels of last year's corn on 1 September, 35% more than a year earlier, the US agriculture department's statistics service said on 30 September.
Why it matters. The count lands as US Midwest farmers start harvesting an estimated 20 billion bushels of corn and soybeans by the end of November.
US farm costs rise as farm prices fall
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In August, US farmers were paid 2.0% less for what they sold than a year earlier, the statistics service said on 29 September.
What they paid for supplies, interest, taxes and wages was 5.3% higher.
From July to August, diesel, hay and animal feed got dearer, while nitrogen fertiliser and young cattle got cheaper.
The ratio between the two measures fell to 85, from 91 a year before.
Why it matters
Livestock prices were 8.5% lower than a year ago, while crop prices were 6.2% higher.
Why it matters
So the fall in income lands on cattle, pig and dairy farms more than on grain farms.
Who pays
US livestock farmers
Livestock prices were 8.5% lower in August than a year earlier, while the costs of running a farm were 5.3% higher.
The full story
US farm costs rise as farm prices fall
In August, US farmers were paid 2.0% less for what they sold than a year earlier, the statistics service said on 29 September.
Why it matters. Livestock prices were 8.5% lower than a year ago, while crop prices were 6.2% higher.
Midwest diesel jumps as the harvest starts
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In September, four of the five US states where diesel rose most were in the Midwest: Illinois, Michigan, Ohio and Indiana.
There it cost more than $3 a gallon above a year ago.
A six-month union dispute also continues at BP's Whiting refinery in Indiana.
The Midwest has few refineries and cannot easily bring in fuel by tanker, so it struggles to replace what is lost.
Why it matters
Estimates say the dearer fuel adds about $12,500 to the cost of harvesting every 1,000 acres.
Why it matters
Joe Hamilton, who farms 2,500 acres in Indiana, expects to burn about 9,000 gallons of diesel in this harvest.
How it works
Diesel costs $3 a gallon more, but the Midwest cannot easily bring fuel in by tanker, so extra fuel cannot be shipped in quickly.
The idea, in story 3: Why a higher price does not always bring more sugar →Who pays
Corn and soybean farmers in the US Midwest
Dearer diesel adds about 12,500 dollars to the cost of harvesting every 1,000 acres, as two refineries in the region are disrupted.
1 source
Midwest diesel jumps as the harvest starts
The full story
Midwest diesel jumps as the harvest starts
In September, four of the five US states where diesel rose most were in the Midwest: Illinois, Michigan, Ohio and Indiana.
Why it matters. Estimates say the dearer fuel adds about $12,500 to the cost of harvesting every 1,000 acres.
England lets farmers refill reservoirs in October
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England's Environment Agency, which licenses who may take water from rivers, will let farmers with winter licences refill their reservoirs from 1 to 31 October.
Reservoirs in England are usually about 74% full now, but Ardingly in West Sussex is at 23% and Wimbleball in Somerset at 21%.
The window does not cover the main salmon rivers or places where spray irrigation is already restricted.
Why it matters
Anglian Water, which supplies about seven million people in the East of England, warned on 2 October that the drought could last into 2027.
Why it matters
Its Grafham Water reservoir is 60% full, and some rivers it pumps from are too low to use.
How it works
Farmers may now fill reservoirs in October, but only where rivers still run, and Anglian Water cannot take water from some of its low rivers.
The idea, in story 3: Why a higher price does not always bring more sugar →Who gains
Farmers in England with winter water licences
They may refill their reservoirs throughout October, outside their usual season.
Nobody knows yet
How long England's drought lasts.
Anglian Water says it is hard to tell, and that it may run into next year.
Good news
Farmers in England with winter water licences may refill their reservoirs throughout October, and applying for a longer licence no longer needs long environmental and economic reports.
2 sources
England lets farmers refill reservoirs in October
The full story
England lets farmers refill reservoirs in October
England's Environment Agency, which licenses who may take water from rivers, will let farmers with winter licences refill their reservoirs from 1 to 31 October.
Why it matters. Anglian Water, which supplies about seven million people in the East of England, warned on 2 October that the drought could last into 2027.
MPs survey farmers after a fund shut in hours
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A committee of British MPs has opened a survey of farmers about the Sustainable Farming Incentive, England's scheme that pays farmers for work such as caring for hedges and soil.
Its second round of applications closed in less than six hours, on a first come, first served basis.
About 12,200 applications went in, worth about 20,700 pounds each on average, from a pot of 253 million pounds.
Why it matters
About 21,300 farm businesses have nature agreements ending by February 2027, but only about 8,800 of them applied, the consultancy GSC Grays says.
Why it matters
It warns that land now kept for wildlife and soil could go back to more intensive farming.
Who pays
English farms whose nature agreements are ending
About 12,500 of them did not apply before the scheme shut, so their payments for wildlife and soil work end when those agreements run out.
Nobody knows yet
What replaces first come, first served in England's farm nature scheme.
Defra, England's farm ministry, says it is exploring other ways to run the scheme in 2027, but has not said which.
1 source
MPs survey farmers after a fund shut in hours
The full story
MPs survey farmers after a fund shut in hours
A committee of British MPs has opened a survey of farmers about the Sustainable Farming Incentive, England's scheme that pays farmers for work such as caring for hedges and soil.
Why it matters. About 21,300 farm businesses have nature agreements ending by February 2027, but only about 8,800 of them applied, the consultancy GSC Grays says.
A flat fee threatens farmers' clean-water credits
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England's first Environmental Delivery Plan, proposed for Norfolk, would let house builders pay a flat fee instead of offsetting the water pollution new homes add.
Natural England, the English government's nature agency, would charge about 2,675 pounds a home and spend the money on conservation.
Today builders mostly buy credits from farmers, who change how they use land so less nitrate and phosphate reach rivers.
Why it matters
The Environmental Farmers Group, which has more than 650 farmers, says private credits cost 3,500 to 9,000 pounds a home, so the fee could undercut them.
Why it matters
Why it matters
The head of the ecologists' professional body says only about a third of the plan's measures directly cut pollution.
Who gains
House builders in Norfolk
The proposed flat fee is about 2,675 pounds a home.
Who pays
Farmers who sell clean-water credits in England
A flat government fee could undercut the private credits they built, the Environmental Farmers Group says.
Nobody knows yet
Whether the flat fee in Norfolk pays for enough to stop the pollution.
A planning lawyer says Natural England must budget accurately or the plan could run short of money.
1 source
A flat fee threatens farmers' clean-water credits
The full story
A flat fee threatens farmers' clean-water credits
England's first Environmental Delivery Plan, proposed for Norfolk, would let house builders pay a flat fee instead of offsetting the water pollution new homes add.
Why it matters. The Environmental Farmers Group, which has more than 650 farmers, says private credits cost 3,500 to 9,000 pounds a home, so the fee could undercut them.
US ocean monitors go back into the sea
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A 238-foot ship set sail on Saturday to put back the first of a network of deep-sea monitors that the US government had begun removing.
The 368 million dollar network of about 900 instruments sat off Oregon, Washington, Alaska and North Carolina, and between Greenland and Iceland.
Its data serves weather forecasters, climate scientists and the fishing industry.
The National Science Foundation began taking it out in late 2025, though it was built to run 15 more years.
Why it matters
Scientists, fishermen and Congress all pushed back, and Congress forced the restoration.
Why it matters
The data matters more as a powerful El Nino, a warming of the Pacific that shifts weather, builds and affects fisheries.
Who gains
Fishing fleets and weather forecasters
The deep-sea monitors that feed them data on currents and the coming El Nino are going back into the Pacific.
Good news
A ship set sail on Saturday to put back deep-sea monitors off the US Pacific coast, after scientists, fishermen and Congress fought the US government's plan to remove them.
1 source
US ocean monitors go back into the sea
The full story
US ocean monitors go back into the sea
A 238-foot ship set sail on Saturday to put back the first of a network of deep-sea monitors that the US government had begun removing.
Why it matters. Scientists, fishermen and Congress all pushed back, and Congress forced the restoration.
The FAO asks for money for dryland forests
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The FAO, the UN's food and farming agency, launched a call to action on dryland forests during World Forest Week in Rome.
Forests and trees in dry regions support the food and income of more than two billion people, it says.
Drylands cover about 41% of Earth's land and hold 27% of its forests.
About a quarter of dryland forest is already damaged, mostly as land is turned into farms and towns or over-used.
Why it matters
These trees feed herders' animals and give the poorest families fuel, wild food and income when crops fail.
Why it matters
The FAO proposes a new support scheme to help countries find long-term money and plan for these forests.
1 source
The FAO asks for money for dryland forests
The full story
The FAO asks for money for dryland forests
The FAO, the UN's food and farming agency, launched a call to action on dryland forests during World Forest Week in Rome.
Why it matters. These trees feed herders' animals and give the poorest families fuel, wild food and income when crops fail.
Atmonia plans fertiliser made on the farm
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Atmonia, an Icelandic company, is scaling up a way to make ammonia, which farms use as nitrogen fertiliser, from nitrogen and water in one step.
The usual method first makes hydrogen and runs in huge plants that give off a lot of carbon.
Atmonia aims for a unit the size of a shipping container that makes about 150 tonnes of ammonia a year.
Its catalysts are made of common materials, its chief executive says.
Why it matters
The company wants to sell to a small-scale market that brings fertiliser making to the farmer.
Why it matters
Its process has not yet been run at this size, and the next step is a cell 40 times larger.
1 source
Atmonia plans fertiliser made on the farm
The full story
Atmonia plans fertiliser made on the farm
Atmonia, an Icelandic company, is scaling up a way to make ammonia, which farms use as nitrogen fertiliser, from nitrogen and water in one step.
Why it matters. The company wants to sell to a small-scale market that brings fertiliser making to the farmer.
The truth, across the day
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Nobody knows yet
How long US diesel stays this dear.
The US emergency oil store is at its lowest in 43 years, and a lecturer quoted by the Guardian says refilling it will slow any fall in prices.
1 source
The truth, across the day
That's the whole Food day.
12 stories, 18 sources.