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 will have access to the input from other sources. valorinternational
• [New] With Brazil's record output contributing to oversupply and shifting trade patterns, Argentina's success will rely on competitive pricing and favorable weather in the coming weeks. Bitget
• [New] Four more countries - China, Brazil, Italy and Belgium - have signed up to the goal of at least tripling global nuclear energy capacity by 2050. World Nuclear News
• [New] Brazil crop areas are expected to be up by 3.0% in 2025/26. AgriBusiness Global
• [New] 2026/27 corn exports will decline to 3.1 billion bushels, a decrease of 200 million bushels, as competition from Brazil and Argentina increases. The FreightFA Brief
• [New] Brazil's record 66.2 million bag harvest forecast and Rabobank's projected 7-10 million bag global surplus are pushing arabica futures toward six-month lows. CNS Media
• [New] Brazil is the world's largest soybean exporter and a major corn supplier, making any disruption to farm operations significant for global grain markets. ADM Investor Services
• [New] A spike in diesel prices is emerging as the most immediate threat to Brazil's farm sector from the U.S.-Israeli attacks on Iran, raising costs for producers harvesting a record soybean crop amid an imbalance between domestic and external fuel prices. ADM Investor Services
• [New] Imports are expected to recover in the coming months as more U.S. shipments reach Chinese ports and Brazil's record crop comes on stream. ADM Investor Services
• [New] Among the other countries in the IMF's top 10 list, the USA is expected to contribute 9.9% to the world's real GDP growth, followed by Indonesia with 3.8%, Turkey 2.2%, Saudi Arabia 1.7%, Vietnam 1.6%, while both Nigeria and Brazil are expected to contribute 1.5% each. @mathrubhumi
• [New] Patents for semaglutide are due to expire starting later this month in India, China, Canada, Brazil, and Turkey, along with three other countries later in 2026, which is expected to spark distribution of generic versions. STAT
• [New] Brazil's meteorological agency INMET warned of continued great danger from heavy rains in Minas Gerais, Rio de Janeiro, and Sao Paulo. The Rio Times
• [New] If the current trend is maintained, Brazil could see the lowest deforestation rate in history in 2026. Food Tank
• [New] Brazil leads Latin America with a projected CAGR of 6.9% till 2035, driven by industrial environmental compliance requirements, and rising adoption of portable analyzers for field testing in remote mining and agricultural areas. Global Market Insights Inc.
• [New] Brazil will increase production to 24.02 million tons (from 23.28 million tons). UkrAgroConsult
• [New] Brazilian exports to China are forecast to fall due to the safeguard tariff-rate quota of 1.1 million tonnes, leading to greater shipments to the US, southeast Asia and the Middle East. Beef Central
• [New] Rapid crop expansion in Brazil could impact U.S. soybean prices in 2026. Sioux County Radio
• [New] Brazil is aggressively positioning itself as a global leader in renewable energy, backed by projected investments exceeding R$ 100 billion (~ $18 billion) by 2026. The Rio Times
• UBS analysts expect the ongoing global expansion to continue positively influencing Brazil's GDP in 2026. valorinternational
• Inflation readings from Australia to the euro area to Brazil and GDP numbers from India to Canada will be in focus. financialpost
• Generally, less monetary easing is expected in 2026 with the exception of Brazil, which is expected to cut rates as much as 3% in 2026. AAFMAA Wealth Management & Trust LLC
• While increasing biodiesel content can help lower emissions and support Brazil's renewable energy goals, moving too quickly without proper technical backing could risk fuel quality issues or supply chain disruptions. Seneca ESG
• The overall 2025-26 crop is still expected to reach around 180 million tonnes - in line with the USDA's February estimate of 182 million tonnes, and a new record, driven by acreage expansion in central and northern Brazil rather than higher yields. Kpler

Last updated: 17 March 2026