Global Scans · Brazil · Weekly Summary

WHAT'S NEXT?: A recession in Brazil is expected to bottom out with growth turning positive starting in 2017. Its economy is expected to require a long period of fiscal and monetary adjustment after the political turmoil and public discontent of the last two years.

• [New] With a projected annual grain export capacity of 4 million tonnes by 2026, TESC is not merely a logistics node but a catalyst for Brazil's integration into global agribusiness supply chains. Ainvest
• [New] Brazil's relationship with China will almost certainly grow stronger. Foreign Affairs Magazine
• [New] Brazil's equity rebound in Q2 2025 was supported by easing inflation but could reverse if global commodity prices dip. Ainvest
• [New] The additional cost, which raises the total visa fee for entering the U.S. to approximately $442, will create a significant barrier for travelers from non-visa waiver countries such as Mexico, Brazil, and India. Disney Dining
• [New] Despite the modest increase in planted area, Brazil could still harvest a record 175 million tonnes of soybeans, assuming average productivity trends hold. ADM Investor Services
• [New] The Brazil Country Lead will be the driving force behind re-establishing and expanding GRI's presence in one of the world's most strategic sustainability markets. Global Reporting Initiative
• [New] In coffee, Nespresso is boosting demand for regenerative beans, with 97% of its 900 Brazilian suppliers already under its AAA program and a target of 95% regenerative sourcing by 2030. Brazil AgTech Report
• [New] Brazil's annual production growth is estimated at 160,000 bpd in 2026, while the U.S. increase is seen at 130,000 bpd. investing.com
• [New] Other measures announced by the Brazilian government include postponing tax charges for companies affected by US tariffs, providing 5 billion reais ($926,000) in tax credits to small and medium-sized companies until the end of 2026 and expanding access to insurance against cancelled orders. Al Jazeera
• [New] Despite higher OPEC + production, non-OPEC producers will continue to lead supply growth in 2025 and 2026 owing to rising output in the U.S., Canada, Brazil and Guyana. Yahoo Finance
• [New] Brazil stands at a historic moment that will forever mark its democratic system. teleSURenglish
• [New] Trump's tariffs could cost Brazil's economy £3.5bn over the next two years. The Guardian
• The total value of Brazil's development aid to other countries, broadly defined, could have already reached $4 billion per year. Global Sherpa
• Importantly, both Brazil and South Africa support India's longstanding demand for a permanent seat on the UN Security Council, signalling how BRICS could align around institutional reform even amidst differences. Modern Diplomacy
• Biodiesel and HVO output could climb more than 30%, mainly in Brazil, India and ASEAN countries. IEA
• Ethanol production could grow by more than 20%, with Brazil, China and the United States making the greatest contributions. IEA
• In Brazil, the integration of Agroforte with RumiCash and Agrolend's BRL 100 million ($18.4 million) partnership with UPL is embedding financial tools directly into supply chains, mitigating credit risk and unlocking scale. AgFunderNews
• The growing middle class in emerging markets such as China, India, and Brazil presents significant potential for international brands. The Wall Street Times
• Despite Brazil's coffee harvest progressing strongly with 84% of the overall crop and 96% of Robusta completed, low rainfall in Minas Gerais poses risks to future Arabica yields. CoffeeBI | Coffee Business Intelligence
• The Jackson Hole Symposium could introduce volatility with potential U.S. policy signals, affecting the Brazilian real and investor confidence. The Rio Times

Last updated: 09 September 2025