Signal Detail

Soja

Resposta Rapida IA

Soja (ZS) 30-day outlook: Neutro. 6/6 of 4 Crews agree. Key evidence: Weather alert: DROUGHT_RISK in brazil_mt threatens ZS supply.. Confidence 68%. (As of 2026-08-14)

ZS
NeutroADJUST
Preço Atual
$1,191.25
+1.97%
Consenso
51%
Confiança
68%
Confiança da decisão68%
Main report time
-
Market snapshot time
15/08/2026, 07:06 (UTC)
Quant basis
7D bearish · -0.76%

Soja ainda não mostra uma vantagem direcional clara.

Enquanto a convicção não sobe, observar é a escolha mais limpa.

Summary

Leitura em linguagem simples

Leia direção, evidência e risco antes de decidir como executar.

Leitura rápida

Soja ainda não mostra uma vantagem direcional clara. Enquanto a convicção não sobe, observar é a escolha mais limpa.

Judgment basis
Adopted moderator evidence is unavailable, so this section currently shows supporting crew evidence instead.
Main report time
-
Market snapshot time
15/08/2026, 07:06 (UTC)
Quant basis
7D bearish · -0.76%
Evidence basis
Oferta
[Supply Crew / ZS] Weather alert: DROUGHT_RISK in brazil_mt threatens ZS supply. Heat stress risk in brazil_mt: avg max temp 36.0C. Quant 7d forecast: bearish (-0.8%), supply pressure easing. Seasonal: month 8 is typically a tight-supply period for ZS
Demanda
[Demand Crew / ZS] HE at 52w 12%: unprofitable feeding reduces ZS demand. Korean seasonal demand: Chuseok prep (추석 준비). Price at 77.0th percentile of 52w range — moderately elevated, beginning to pressure downstream margins. Quant 7d: bearish (-0.8%), consistent with demand softness
Macro
[Macro Crew / ZS] Natural gas at 52w 4%: fertilizer costs low. Broad momentum: 7 golden crosses across commodities. Intelligence sentiment: 4 bullish vs 0 bearish. EXTREME crisis level: flight-to-real-assets, commodity hoarding likely. Quant 7d: bearish (-0.8%), macro alignment
Por que essa leitura
i

Primary evidence is still being structured. Use the base scenario and confidence first.

Por que esperar pode ser melhor
i

Enquanto a convicção não sobe, observar é a escolha mais limpa.

O que observar a seguir
i

Watch the next data refresh and debate update.

Need more context?
i

When evidence is thin or event uncertainty is high, the next intelligence refresh and swarm scenario become the extra validation layer.

Agent views
Primary evidence is still being structured. Use the base scenario and confidence first.
Market regime

Event-wait / neutral regime

Event context
Watch the next data refresh and debate update.
Disagreement diagnosis
Crews were mostly aligned without major conflict.
Moderator log

Crews were mostly aligned without major conflict.

Adopted evidence
Deferred evidence
Crews were mostly aligned without major conflict.
Cenário base

Soja ainda não mostra uma vantagem direcional clara.

Risco
Não há grande divergência no momento.
ZS swarm simulation under high: double_down bias with 6 active signals.
Chart

Gráfico de Mercado

O gráfico é apenas referência visual; a chamada real vem da evidência e do debate abaixo.

Dados com atraso. Combine o gráfico com evidência e scorecard.
Quant

Quant Forecast

Compare 7D, 14D e 30D na mesma estrutura.

7d
$1,182.16
-0.76%
$1150.65 ~ $1213.97
14d
$1,195.38
+0.35%
$1162.32 ~ $1230.45
30d
$1,195.30
+0.34%
$1162.04 ~ $1228.61
TA

Technical Analysis

Debate

4-Crew Debate

Aqui o sistema confirma, ajusta ou substitui a tese base do quant.

Decision
ADJUST
Direction
Neutro
Consensus
51%
Score
+0.023
Swarm

Recent Swarm Scenario

Em crise, a simulação vira uma camada extra de decisão.

Run
swarm_20260714_211003_zs
Direction
Baixa
Confidence
81.2%

ZS swarm simulation under high: double_down bias with 6 active signals.

가뭄 경고 (1개)폭염 경고ENSO EL_NINO
Track Record

Prediction History

Recent prediction track record for ZS

ZS
ZS
ZS
73%
Hit rate
AI Debate

Consenso Multi-IA

Análise cruzada de agentes de IA independentes

Veredicto IA

Neutro

Confiança

34%

Acordo

35%

Agents

12/12

Votação

Alta
32%
Neutro
35%
Baixa
34%

Fatores-chave

  • 1Enso El Nino Supply Side
  • 2ZS ZC Relative Weakness
  • 3Conflicting Quant Horizon Signals
  • 4Seasonal August Bearish Bias
  • 5Negative Macd

Riscos-chave

  • !Golden Cross Uptrend Could Reassert If Export Demand Surprises
  • !Black Sea Or South America Logistics Shock Could Reverse Supply Narrative Quickly
  • !Bullish Moving Average Structure
  • !Tight Physical Market Proxy

Resumo por Equipe

Globalsonnet-4.6

El Nino conditions favor US soybean yields into a period of already-ample South American supply, and the ZS/ZC divergence (soy lagging corn by 6pp) reads as relative weakness in bean demand/crush...

Globalgpt-5.4

Near-term momentum and the 7-day quant forecast favor modest downside, while soybean underperformance versus corn reinforces relative weakness.

Demandsonnet-4.6

Weak hog margins (HE at just 12th percentile of its 52w range) directly compress soymeal feed demand, the primary channel through which ZS demand softens, and this aligns with the quant model's 7d...

Demandgpt-5.4

Weak livestock-feed economics and a price at the 77th percentile of its 52-week range point to demand rationing, supporting modest near-term downside.

Regras vs IAagree
Execution

Evidence → Validation → TradingView

Remova o comportamento de compra e mantenha a página focada em evidência, scorecard e execução no gráfico.

Path

30-Day Forecast Path

DateForecastLowHigh
2026-08-15$1145.16$1112.64$1178.19
2026-08-16$1147.42$1116.47$1177.77
2026-08-17$1172.14$1138.80$1206.13
2026-08-18$1174.55$1143.07$1205.76
2026-08-19$1176.79$1146.27$1209.18
2026-08-20$1179.20$1146.98$1212.83
2026-08-21$1182.16$1150.65$1213.97
2026-08-22$1161.51$1130.07$1195.70
2026-08-23$1163.66$1127.89$1196.97
2026-08-24$1188.06$1155.84$1219.96
2026-08-25$1189.98$1156.61$1224.05
2026-08-26$1191.58$1160.41$1223.37
2026-08-27$1193.24$1159.63$1227.03
2026-08-28$1195.38$1162.32$1230.45
E-E-A-T

Fontes de Dados

Metodologia: Quant Engine (Prophet) + 4 Specialist Crews + Pattern Matcher → Debate Moderator. Learn more

Ultima atualizacao:

CropCast v2.0 — Motor de Previsão de Preços de Commodities com IA