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] The new multipolar, competitive order is creating new geoeconomic booms and with them, wholly new job opportunities: from defence industries in South Korea, Turkey, and Poland, and chipmaking in Malaysia; to critical minerals in Australia and food and agriculture in Brazil. Time
• [New] We are planning to begin the transformation of Riograndense into Brazil's first biorefinery in the second half of the year, which will produce 100% bio-based products. ADM Investor Services
• [New] New Brazil-U.S. route planned - V.tal's Synapse cable will span roughly 9,700 km with 16 fiber pairs, adding a new transatlantic path between Sao Paulo and New Jersey. RCR Wireless News
• [New] While reduced production might limit global beef price declines - especially with strong demand in markets like the U.S. - Brazil's exporters face squeezed margins if they must divert beef to alternative markets at lower prices. DMA Delivers
• [New] The official launch of Butantan-DV in Brazil begins this month with an expected 30 million doses this year. NIH Record
• [New] In partnership with Boston Consulting Group, electrified vehicles (hybrids and fully electric) could account for more than 90% of new car sales in Brazil by 2040. valorinternational
• [New] Countries and formal regional blocs with significant economic scale and diplomatic capacity, such as the EU, India, Japan and Brazil, will make measurable, if uneven, progress. GIS Reports
• [New] Brazil stands at the absolute forefront, having launched its ambitious PBIA 2024-2028 plan with an estimated investment of $4 billion. MEXC Blog
• [New] Why Brazil's Supreme Court And Congress Are Heading For A Bigger Clash In 2026 - > Over amendments transparency (R$7 B 2026 proposals halted), risking fiscal credibility, local disruptions, and volatility from governance tensions. The Rio Times
• [New] Brazil Tops Latin America's Billionaire Count as Oxfam Warns of a New Oligarchy - > 66 billionaires hold $253 B, leading region amid 16% global wealth rise, but risks oligarchy via politics / media influence and regressive taxes. The Rio Times
• [New] Latin America's agricultural giants like Brazil gain access to 450 million affluent consumers, but risk deindustrialization from tariff removals on EU manufactures, potentially hollowing out sectors like automotive. GeopoliticsUnplugged Substack
• [New] Regional Payment Ecosystems: Regional payment systems like India's UPI and Brazil's PIX are being replicated across BRICS + markets, creating opportunities for fintechs specializing in low-cost, high-volume transactions. Ainvest
• [New] The economic pressure that affected Brazil's auto industry in Q4 will negatively shape the start of 2026 as well. Automotive World
• [New] Brazilian pre-salt production acceleration potential represents another significant alternative source. Discovery Alert
• [New] Brazil's growth will mainly be driven by new offshore pre-salt projects coming online, including the start-up of Equinor's Bacalhau field in October as well as the start-up of two additional FPSOs by Petrobras in December. oilprice.com
• [New] Brazil, India, Indonesia, South Africa, Turkey, and potentially Mexico will formalize what's already happening informally: a Movement of Strategic Autonomy that refuses the new Cold War framing. Tomorrow Is Possible
• [New] Modelling confirms that by mid-century, global growing areas for Arabica could drop by half, especially in Ethiopia, Brazil, Mesoamerica, and East Africa. Worth
• [New] Equally important is the rightward shift of the electorate, which is accelerating in several Latin American countries and threatens to continue in Brazil and Colombia, where elections will be held in 2026. Latinoamerica 21
• [New] Brazil has shown it will intervene when AI-related data practices collide with privacy standards, including action involving Meta. The Rio Times
• [New] Archer Daniels Midland continues to benefit from its strategic hedging and deep presence in alternative markets like Brazil, which China is increasingly favoring to offset Black Sea risk. Valley City Times-Record
• [New] New instruments, including catastrophe bonds and insurance risk letters, especially in Mexico and Brazil, are expanding risk management options and attracting international capital. Artemis.bm - The Catastrophe Bond, Insurance Linked Sec

Last updated: 27 January 2026