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] Brazil and Mexico are expected to account for the majority of regional demand. Dimension Market Research
• [New] Brazil's opportunity is linked to nature tourism, coastal routes, agritourism, and overlanding communities, while import costs, taxation, and uneven service coverage can limit accessibility. Yahoo! Finance Canada
• [New] One of the conference co-organizers, ABIA recently published a study showing that Brazil could manufacture lenacapavir domestically for approximately $75 per patient per year. UN News
• [New] One of the greatest risks is the impact on the Parana and Uruguay river basins, where rains in southern Brazil could increase flows and cause seasonal rises until March or April, even after El Nino begins to weaken. Noticias Ambientales
• [New] For 2026, the current account deficit is forecast to narrow (moderation of domestic demand, increase in oil exports) but will likely remain above its historical average (USD 42.5 bn between 2016-2025). / Brazil economic-research.bnpparibas.com
• [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
• 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
• 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
• Brazil's trade surplus is expected to exceed last year's result in 2026, providing a stronger contribution from the external sector. valorinternational
• 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
• El Nino will impact Brazilian cattle farming by causing heat stress in animals, reducing pasture quality, and leading to 'water scarcity'. The Guardian
• Brazil is aiming for zero deforestation by 2030, a target that campaigners increasingly believe is within reach. Positive News

Last updated: 08 September 2026