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] For countries like Brazil and the UK, where the GDP impact is disproportionately high, the opportunity for AI-driven efficiency gains is enormous. Financial IT
• [New] Brazil's GHG profile and flood risks highlighted, prompting green investment pushes. The Rio Times
• [New] The climate agenda, a traditionally important item for South Africa, will certainly take priority on the overall Summit agenda, especially given that Brazil is holding COP 30 at the end of 2025. What Africa expects from BRICS Summit in Brazil
• [New] At the UN COP 30 climate summit taking place in Brazil in November, Latin America has the opportunity to take the lead on key emerging sustainable finance themes - not least nature finance. Environmental Finance
• [New] Other innovative finance mechanisms like the Tropical Forest Forever Facility, that will be launched by the Brazil Government at COP 30, will mobilize public, private and philanthropy resources to increase finance flows towards developing countries. United Nations Environment Programme
• [New] Coffee prices remain underpinned by concern that excessive dry conditions in Brazil during the critical flowering period for coffee trees will threaten the 2026/27 coffee crop. Nasdaq
• [New] Brazil's soybean acreage is projected to grow by 2.8%, reaching 117 million acres. American Ag Network
• [New] Brazil's soybean output has surged from 95.7 million tonnes in 2015-16 to an estimated record 175 mt in 2025-26, while U.S. production stagnated near 116-117 mt. Ag Bull Trading
• [New] Brazil is projected to reach a record 3.9 billion bushels in soybean exports by the end of 2025, with shipments expected to surpass 4 billion bushels in 2026. Farmdoc daily
• [New] Brazil's soybean acreage will increase by 3.5%, reaching 121 million acres - the largest area on record. Farmdoc daily
• [New] Despite the optimistic outlook for exports, Brazilian farmers are planting a soybean crop that is expected to be financially challenging, with 4% higher production costs and lower international prices. Farmdoc daily
• [New] The looming threat of a La Nina weather pattern, with its potential for irregular rainfall and drought in southern Brazil, casts a shadow of uncertainty over the otherwise optimistic outlook, highlighting the inherent volatility of agricultural markets. The Chronicle-Journal
• [New] Brazil joined the United Nations Commission on International Trade Law in 2010, and its membership will expire in 2028. United States Department of State
• [New] The Board of the Fund for Responding to Loss and Damage will launch its first call for project proposals to provide financial support to vulnerable countries hardest hit by climate impact during COP 30 in Belem, Brazil. Food Tank
• [New] The opening day will focus on forests, including a Brazilian initiative, supported by the UK and other European governments, to establish a Tropical Forests Forever Facility that aims to raise $125bn (£93bn) to support standing forests. The Guardian
• [New] Brazil's election is less than a year away, and US influence might backfire just like it did in Canada earlier in 2025, benefiting Lula. GZERO Media
• [New] Brazilian law stipulates a gradual increase in the biodiesel blend of one percentage point per year, potentially reaching 20% by 2030. ADM Investor Services
• [New] Turning the PNM and PROSUB into structural and permanent programs will not only guarantee Brazil's strategic autonomy but also its international projection as a modern and technologically sovereign maritime power. Zona Militar
• [New] The Brazilian nuclear submarine, more than a weapon system with high deterrent power, embodies a state policy designed to project sovereignty, knowledge, and industrial capability. Zona Militar
• [New] PROSUB envisions the local production of four conventional Riachuelo-class submarines, derived from the French Scorpene design but adapted to Brazilian needs. Zona Militar
• [New] Bioenergy production has the potential to compete with food production for land, meaning Brazil has to balance needs for conservation and agricultural expansion. Bizclik Media Ltd

Last updated: 04 November 2025