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China

Chinese economy and its role in global trade, industry and demand.

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ThemeTrade tariffs7 shared articles ↗EconomyUnited States4 shared articles ↗SectorBrazilian exporters4 shared articles ↗OrganizationJBS2 shared articles ↗OrganizationVale2 shared articles ↗AssetSoybeans2 shared articles ↗OrganizationMinerva2 shared articles ↗AssetOil1 shared article ↗ThemeGeopolitical risk1 shared article ↗AssetIVVB111 shared article ↗SectorAnimal protein1 shared article ↗OrganizationSuzano1 shared article ↗

Last 90 days

What sources are saying

China requested to join consultations opened by Brazil and cited a commercial interest in the measures under discussion.

Updated September 25, 2026 · 14 verified articles

Market transmission

Why it matters

Chinese demand, industrial policy, trade and currencies affect commodities, exporters and global supply chains.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

14
MACROGlobal

Trump and Xi meet at the White House and extend the US-China trade truce, while Beijing cuts soybean purchases from Brazil

Donald Trump and Xi Jinping met at the White House on September 23 and 24, the first such meeting in Washington in a decade, and extended the trade truce between the two countries, which according to Bloomberg Línea now runs until January 10, 2027. The sides discussed tariff exemptions and expanded dialogue on artificial intelligence. Ahead of the meeting, China cut purchases of Brazilian soybeans to fewer than five cargoes in two weeks, against about 20 per week in August, and reopened room for US soybeans, with a commitment of at least 25 million tonnes a year between 2026 and 2028.

4 sourcesSep 24, 2026
CORPORATEBrazil

Suzano confirms a US$ 20 per tonne pulp price increase for China and US$ 50 for the Americas and Europe from October

Suzano, the largest hardwood pulp producer in the world, told customers on September 22 of a US$ 20 per tonne increase in Asia from October, taking the China range to US$ 590 to 600, and of US$ 50 per tonne in the Americas and Europe, with the European reference price at US$ 1,360. The company cited international price tracking and supply and demand conditions. The Americas and Europe increase comes five months after the previous US$ 50 rise in May; the Asian one comes a month after the last. SUZB3 rose 2.81% to R$ 48.58.

2 sourcesSep 22, 2026
MACROBrazil

Lula says Uruguay authorized Brazil to use the surplus of its beef quota for China, but Beijing has yet to confirm

After a bilateral meeting with Uruguayan president Yamandú Orsi in New York on September 21, Lula thanked the authorization for Brazil to use the surplus of the Uruguayan beef export quota to China. Brazil 2026 quota of 1.106 million tonnes ran out in less than seven months, and shipments above it pay a 55% safeguard; Uruguay is said to have about 80,000 tonnes available. Abiec sees limited effect in 2026 given negotiation and transport lead times, and China, which manages the quotas, has not commented; CNN Brasil reports that a swap involving the Brazilian quota in the European Union is being considered, without confirmation.

5 sourcesSep 21, 2026
MACROGlobal

Bessent and He Lifeng negotiate AI, tariffs and rare earths in New York ahead of the Trump-Xi summit in Washington

US Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng met on September 20 at JPMorgan Chase's Manhattan headquarters, with Trade Representative Jamieson Greer, to try to close deals on artificial intelligence, tariffs, rare earths and critical minerals ahead of the Trump-Xi summit in Washington this week. The two countries' trade truce expires on November 10, and China's Commerce Ministry said He is leading a delegation of Chinese companies to the consultations.

3 sourcesSep 20, 2026
MACROGlobal

Trump signs Russia sanctions law authorizing tariffs of up to 100% on the largest buyers of Russian oil

President Donald Trump signed on September 18 the Russia sanctions law named after Senator Lindsey Graham, passed by the House on September 16 by 262 votes to 159 and by the Senate 86 to 11. The law imposes mandatory sanctions on Putin, senior officials, oligarchs, state companies and the shadow tanker fleet, and gives the government the power to apply tariffs of up to 100% on the five largest buyers of Russian oil and gas, including China and India, at the White House's discretion.

5 sourcesSep 18, 2026
CORPORATEBrazil

Renault and Geely announce R$ 2 billion more in Brazil through 2027 and lift the cycle to R$ 5.8 billion with electrified cars in Paraná

Renault and Geely announced on September 15 an additional R$ 2 billion investment in Brazil through the end of 2027, lifting the group investment cycle in the country to R$ 5.8 billion, with funds for the production of a new electrified Renault model at the São José dos Pinhais (PR) complex from 2027; Money Times details that assembly of the Geely EX2 electric hatch starts in December 2026 and the EX5 hybrid SUV entered production in September, and that the platform now supports combustion, flex hybrid and electric cars.

2 sourcesSep 15, 2026
MACROGlobal

China injects US$ 54 billion into state banks and insurers to shore up capital

China's Ministry of Finance led a coordinated injection of 360 billion yuan, about US$ 54 billion, into state-owned banks and insurers, per CNN Brasil and CNBC. Per CNN Brasil, China Life receives 35 billion yuan, China Taiping 7 billion and PICC plans to raise up to 15 billion in a private placement to the Treasury; ICBC and Agricultural Bank of China also benefit. CNBC links the measure to pressure on net interest margins and insurers' solvency.

2 sourcesSep 06, 2026
MACROBrazil

Beef exports fall 27% in August as China's quota runs out and shipments to China plunge 90%

Brazilian beef exports fell 27.1% in volume in August from August 2025, per Agência Brasil citing MDIC data, after China's 1.106 million tonne import quota hit 90% use on August 10 and additional volumes became subject to a 55% tariff. Shipments to China fell 89.8%, from 158 thousand to 16 thousand tonnes, the worst result since December 2021, per CNN Brasil; O Globo records a 19.7% drop in value.

3 sourcesSep 04, 2026
MACROBrazil

Trade balance posts US$ 7.4 billion surplus in August, with exports to the US rising despite tariffs

Brazil's trade balance posted a US$ 7.394 billion surplus in August, the third largest for the month, per Secex/MDIC data released on September 4 and covered by Agência Brasil, g1, Correio Braziliense, InfoMoney and Money Times. Exports to the United States rose 12.1% from August 2025 to US$ 3.19 billion, supported by prices 8.6% higher, while sales to China fell 10.9% and sales to the European Union grew 46.4%.

11 sourcesSep 04, 2026
MACROBrazil

Senate passes critical minerals policy with R$ 2 billion fund; bill goes to president

September 4 update: the text creates a council with power to approve or reject changes of control at critical-mineral miners, per Bloomberg Línea and Poder360. The Senate approved on September 2 bill PL 2,780/2024, creating the National Policy for Critical and Strategic Minerals, with a R$ 2 billion Mineral Activity Guarantee Fund from the Union and R$ 5 billion in tax credits over five years for domestic processing, per Agência Senado, Poder360 and Money Times. The text, reported by Eduardo Braga, goes to presidential signature without returning to the Chamber.

7 sourcesSep 02, 2026