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] 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
• [New] Drilling should last ~ five months; if commercial, production could start within ~ seven years, offsetting a future pre-salt decline. / Brazil The Rio Times
• [New] The United States remains the largest biofuel producer and consumer to 2030, followed by Brazil, Europe, Indonesia and India. IEA
• [New] Gasoline and diesel demand in Brazil and Indonesia are expected to climb more quickly than was previously projected, raising ethanol and biodiesel demand at fixed blending rates. IEA
• [New] Brazilian agricultural giants, benefiting from record soybean harvests, could see increased export volumes and revenues. The Chronicle-Journal
• [New] Soybeans are expected to stabilize between $12 and $13 per bushel, though ample supply and declining Chinese demand have led to lower lows throughout 2025, even as Brazil anticipates a record harvest of 177.64 million tonnes for 2025/26. The Chronicle-Journal
• [New] By emulating successful electronic-payment platforms in emerging markets like Brazil and India, policymakers could foster financial inclusion, boost government revenues, and stabilize public finances. Project Syndicate
• [New] The record 2025/26 crop will once again test Brazil's transportation and storage networks, potentially impacting export efficiency and domestic prices, and highlighting the enduring need for sustained investment in agricultural infrastructure. The Chronicle-Journal
• [New] Brazil is expected to solidify its position as the world's largest soybean exporter, with Conab forecasting exports exceeding 112 million tons, potentially benefiting from shifts in global trade dynamics. The Chronicle-Journal
• [New] Currency fluctuations of the Brazilian Real will influence export competitiveness and foreign investment. The Chronicle-Journal
• [New] A long-term trend towards vertical integration and increased domestic processing of soybeans, driven by the expanding biodiesel mandate and livestock feed demand, will enhance Brazil's position in both internal and international markets. The Chronicle-Journal
• [New] Non-OPEC + supply is expected to expand twice as fast, rising 1.2 million barrels per day in 2026, led by the US, Brazil, Canada, Guyana, and Argentina. Stock Market Update
• [New] Brazil, with Japan, Italy, and India seeks a COP 30 pledge to quadruple sustainable fuels by 2035 (biofuels, biogas, green hydrogen, e-fuels). International Organization of Motor Vehicle Manufacture
• [New] Brazil's Digital Transformation Strategy aims to digitize all public services by 2030, while Mexico's National Digital Strategy focuses on connectivity, digital skills, and government innovation. Top CNN Featured Futurist Keynote Speaker on AI, Tech L
• [New] Brazil's Nubank has become the world's largest digital bank outside Asia, while Mexico's clip and Argentina's Uala demonstrate the regional spread of financial technology disruption. Top CNN Featured Futurist Keynote Speaker on AI, Tech L
• [New] The Brazilian economy is expected to grow 2.4% in 2025, above the Latin American and Caribbean average of 2.3%. Agencia Brasil
• Brazil is the best example of the growth potential of biostimulants in more extensive crops, such as soybeans, but which could expand to others. Grainews

Last updated: 28 October 2025