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] Brazilian farmers are holding back sales amid logistics issues and storage advantages, despite a forecasted record crop and expected surplus by 2026-27. The Straits Times
• [New] UN awards new World Restoration Flagships in Brazil, Saudi Arabia and the Sahel, recognizing efforts to restore nearly 5 million hectares by 2030, boost food security, create jobs, strengthen climate resilience and combat land degradation. UNEP - UN Environment Programme
• [New] Brazil is projected to account for around 28% of the Latin America carsharing industry in 2026, supported by its large urban population, high vehicle concentration, and growing preference for shared and app-based mobility. MarkNtel Advisors
• [New] The governor of the Central Bank of Brazil has said it will examine macro-prudential measures to address rising household debt amid a widening government budget deficit. Central Banking
• [New] Organizations such as the World Health Organization and the World Organisation for Animal Health have highlighted the risks of antimicrobial resistance, prompting countries like China and Brazil to implement stricter feed additive regulations. Persistence Market Research
• [New] Nitrogen and phosphate production could be resumed at idled industrial plants, whereas potash currently depends on a single conventional mine in production in Brazil, with gradually depleting reserves, covering only about 3% of domestic consumption. World Fertilizer
• [New] Brazil is expected to record 7.0% CAGR through 2036, driven by steel and mining-linked repair work. FactMr
• [New] Should there be any hint of weather or production problems in Brazil or Argentina, then the perception of an ample global soybean production and ending stock surplus could shift quickly. Farm Progress
• [New] Brazil's two main presidential candidates have inaugurated their campaigns by mustering supporters in their political strongholds ahead of what is expected to be a fierce October election. Al Jazeera
• [New] Recent investments in indigenous medical device production in India and Brazil highlight growing opportunities for regional players and multinational collaborations focused on affordable, scalable ventilator solutions. HTF MI
• [New] We expect China to continue gaining share, especially because of persistent trade frictions between Beijing and Washington, which favor alternative suppliers such as Brazil. valorinternational
• [New] For the first time in the history of Brazilian foreign trade, in 2026 two products, soybeans and crude oil, could each exceed $50 billion in exports and will be competing with each other to become Brazil's largest export, a position that should go to oil. valorinternational
• [New] Brazil's trade surplus is expected to exceed last year's result in 2026, providing a stronger contribution from the external sector. valorinternational
• [New] The Brazilian meteorological agency has released a forecast that the unusually strong El Nino will delay the onset of the Amazonian rainy season, raise temperatures, deplete rivers and intensify fire risks. The Guardian
• [New] El Nino will impact Brazilian cattle farming by causing heat stress in animals, reducing pasture quality, and leading to 'water scarcity'. The Guardian
• [New] Brazil is aiming for zero deforestation by 2030, a target that campaigners increasingly believe is within reach. Positive News
• [New] Brazil has not yet decided whether it will proceed with retaliatory measures, but has committed to defending its position. Al Jazeera
• [New] Brazil is forecast to post 17.2% CAGR as manufacturers and service providers expand digital operations. FactMr
• [New] A concerted effort will be made to electrify the South Korean, U.S., Chinese, and European markets by 2030; developing markets like India and Brazil will have 2035 as the equivalent target. Hyundai Motor Group
• [New] Brazil Hit with New Tariffs - A new 25% U.S. tariff will hit a range of Brazilian goods, including farm machinery, wood products, ethanol, and apparel. ICR
• [New] SAF will be produced from both traditional feedstocks such as soybean oil, tallow and used cooking oil, as well as macauba, a native Brazilian crop. GreenAir News
• [New] Brazil's Pix processed 6 billion monthly transactions in 2025, with projections that 58% of e-commerce spend will use Pix within five years. Innovative AI Solutions
• More supply was rising outside OPEC and American shale: Brazil's offshore fields, Guyana's expanding projects and Argentina's Vaca Muerta were expected to provide roughly half of the projected 800,000-barrel-a-day increase in global crude production in 2026. www.feedlotmagazine.com

Last updated: 01 September 2026