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Almost USD 1 billion in Europe-bound Brazilian soy exposed to river port disruption annually by mid-century
The report finds that by mid-century, between USD 300 million and almost USD 1 billion in annual soy trade bound for Europe could be exposed to disruption due to critically low river levels at the ports of Manaus and Santarém. This risk is driven by a combination of climate change and Amazon deforestation, which reduces rainfall and moisture cycling. The analysis highlights that major commodity traders like Cargill, Amaggi, and Bunge face significant financial exposure, and that EU importers are particularly vulnerable given their reliance on Brazilian soy for livestock feed. The document argues that protecting the Amazon forest is essential for maintaining the physical river infrastructure that compliant, deforestation-free supply chains depend on.
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Document type: Report