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] Under Brazil's energy roadmap, biodiesel content in diesel is meant to increase by one percentage point annually, reaching 20% by 2030. Seneca ESG
• [New] A potential postponement of Brazil's biodiesel mandate increase to B16 could add some supply to global markets. Vesper
• [New] Brazil is currently rebalancing public procurement and concession regimes (often state specific) and introducing more robust local content and ESG-related compliance requirements, which could delay projects, prompt contractual renegotiations, and/or increase State scrutiny. JD Supra
• [New] Trump's 10% tariff will not affect Brazil's competitiveness on trade. financialpost
• [New] Export anxiety intensified, especially for soybeans: more producers expect exports to decline over the next five years, and 80% are concerned about U.S. soybean competitiveness versus Brazil. AGDAILY
• [New] If the favorable weather conditions in Brazil continue, and coffee deliveries remain strong, the downward pressure on coffee futures could lead to lower prices for consumers on platforms like Amazon in the coming months. National Today
• [New] If La Nina turns out to be stronger or more persistent than expected, it could bring hotter and drier-than-normal conditions to key agricultural regions - including Argentina, southern Brazil, and the U.S. Gulf Coast. World Bank Group
• [New] Weather contrasts in Brazil are creating risks for the upcoming soybean crop and slowing the pace of harvesting. UkrAgroConsult
• [New] Brazil is still expected to reap a record of nearly 178 million metric tons in the 2025/26 marketing year. ADMISI
• [New] The additional quota applies only to lean beef, and more lean beef is already expected from other sources, including Brazil, Australia, New Zealand and Paraguay. Meatingplace
• [New] GOL Linhas Aereas will expand its footprint in northern Brazil with new nonstop routes linking Manaus to Fortaleza and Boa Vista, while boosting capacity from Boa Vista to Brasilia. Aviation Week Network
• [New] While the S&P 500 remains at historically high valuation premiums, a CAPE-based analysis suggests superior expected returns in cheap EM markets like Brazil and Turkey, particularly as EM earnings are projected to finally break out of a 14-year plateau in 2026. The Emerging Markets Investor
• [New] In 2026, STEM for All will be expanded in 2026 to countries including the Czech Republic, Poland, Greece, Romania, Italy, Germany, the Netherlands, Brazil and South Korea. BusinessGhana
• [New] Blockchain infrastructure projects in India and Brazil could yield high returns as adoption grows. Interactive Crypto
• [New] As per Beijing's announcement, Brazil's import quota will be 1.106 million tons in 2026, 1.128 million tons in 2027 and 1.151 million tons in 2028. Archer Financial Services
• [New] Brazil's government could back a plan that would allow individual beef exporters to each ship at least 8,000 metric tons of products to China per year. Archer Financial Services
• [New] Even with stable global growth, idiosyncratic risks that could dampen global growth are rising - from Japan's fiscal trajectory and China hard-landing risks to elections in Brazil and Colombia as well as USMCA negotiations for Canada and Mexico. FXStreet
• [New] Banco do Brasil and Fundacao Dom Cabral, the Brazilian economy is expected to grow between 1.7% and 2.2% in 2026. hEDGEpoint Global Markets
• [New] In 2026, there will be various elections in about 60 countries around the world - some of them being general elections, as in Brazil and New Zealand, and others more specific, like in Colombia and the United States. Greenpeace International
• [New] Countries such as India, Mexico, Nigeria, South Africa, Brazil, and Ethiopia are expected to add the most total beverage alcohol volumes between 2024 and 2029. Vinetur

Last updated: 03 March 2026