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Brazilian exporters

Group of Brazilian companies with material revenue from foreign trade.

31articles
42material mentions
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ThemeTrade tariffs12 shared articles ↗EconomyUnited States5 shared articles ↗SectorAnimal protein4 shared articles ↗EconomyChina4 shared articles ↗OrganizationJBS4 shared articles ↗OrganizationSLC Agrícola4 shared articles ↗OrganizationBNDES3 shared articles ↗AssetSoybeans3 shared articles ↗OrganizationEmbraer3 shared articles ↗MacroPublic Debt3 shared articles ↗AssetOil2 shared articles ↗ThemeIndustrial policy2 shared articles ↗

Last 90 days

What sources are saying

MP 1,386/2026 extended drawback tax suspensions by up to one year for exporters hit by US tariffs, easing cash for those who imported inputs counting on sales the tariffs froze. The Lula-Trump call reopened negotiations, still without an act on the tariffs in force.

Updated September 26, 2026 · 29 verified articles

Market transmission

Why it matters

Tariffs, foreign demand, currencies, margins and the ability to redirect sales change the exposure.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

31
MACROBrazil

Lula enacts the Mercosur-EFTA free trade agreement, which takes effect on October 1

President Lula enacted by decree the free trade agreement between Mercosur and the European Free Trade Association, formed by Iceland, Liechtenstein, Norway and Switzerland, which takes effect for Brazil on October 1. The agreement, negotiated since 2017, signed in September 2025 and approved by Congress in June, reduces tariffs and technical and sanitary barriers, eases customs procedures and expands access to government procurement.

3 sourcesSep 25, 2026
MACROBrazil

BNDES receives R$ 8.2 billion in Brasil Soberano 3 requests in two days and has already approved R$ 1.7 billion

BNDES received R$ 8.2 billion in credit requests under the third stage of the Brasil Soberano plan in 138 operations filed on September 17 and 18. R$ 1.7 billion has already been approved: R$ 794 million for group 2 (industrial sectors such as textiles, chemicals, pharmaceuticals, strategic minerals and fertilizers), R$ 680 million for group 1 and suppliers hit by US tariffs and R$ 251 million for exporters to the Persian Gulf. Fertilizers account for R$ 683 million. The plan has a R$ 22.6 billion budget, R$ 13.5 billion from the Treasury and R$ 9.1 billion from BNDES.

2 sourcesSep 19, 2026
MACROBrazil

BNDES opens enrolment for the third phase of Brasil Soberano with R$ 22.6 billion for companies hit by tariffs and the war

BNDES opened on September 17 the enrolment protocol for the third stage of the Brasil Soberano plan, with R$ 22.6 billion, of which R$ 13.5 billion from the Treasury and R$ 9.1 billion from the bank. Exporters hit by US tariffs and their suppliers, strategic industrial sectors and exporters to the Persian Gulf affected by the war can apply, with interest of 4.3% to 17.5% a year and a requirement that at least 1% of revenue come from those markets.

3 sourcesSep 17, 2026
MACROBrazil

Lula signs the critical minerals law without vetoes, with a guarantee fund and R$ 5 billion in tax credits

The law creating the National Policy for Critical and Strategic Minerals was signed without vetoes on September 16 and published in the Official Gazette. It authorises a R$ 5 billion guarantee fund with a federal contribution of up to R$ 2 billion, creates tax credits of R$ 1 billion a year between 2030 and 2034 and a national council for the industrialisation of the sector.

7 sourcesSep 16, 2026
MACROBrazil

EU accepts Brazilian sanitary protocols after audit and opens the way for chicken exports to return to the bloc

The Brazilian government received on September 14 official communication from the European Union reporting internal agreement on the sanitary protocols presented after the August and September audit, said on September 16 the executive secretary of the Agriculture Ministry, Cleber Soares. The acceptance opens the way to resume chicken exports, suspended since September 3, but still depends on the detailed protocol from the bloc.

3 sourcesSep 16, 2026
MACROBrazil

Conab closes the 2025/26 crop at a record 361.7 million tonnes, with soybeans at 180.4 million

The 12th and final Conab survey for the 2025/26 crop, released on September 15, estimates grain output of 361.7 million tonnes, up 2.6% from the previous cycle and 0.3% from August, on a planted area of 83.5 million hectares (+1.7%). Soybeans reach a record 180.4 million tonnes (+5.2%), cotton 4.14 million (+1.5%) and sorghum 7.35 million; corn grows 2% to 144 million, while rice (11.08 million, -13.2%), beans (2.95 million, -3.6%) and wheat (5.74 million, -27.1%) decline; soybean exports are projected at a record 116.2 million tonnes.

2 sourcesSep 15, 2026
MACROBrazil

Brazil and the US set an in-person meeting on the tariffs on the sidelines of the G20 in Milwaukee on September 30

Development, Industry, Trade and Services Minister Márcio Elias Rosa said on September 14 that Brazil and the United States should hold the first in-person meeting since talks on the tariffs resumed, on the sidelines of the G20 trade ministers meeting between September 30 and October 1 in Milwaukee, with US Trade Representative Jamieson Greer and Foreign Minister Mauro Vieira present. On the table are the 25% surcharge imposed in July on steel, apparel, footwear, sugar, ethanol, pharmaceuticals and farm machinery and the additional 12.5% tariff tied to forced labour allegations, plus the investigations on deforestation and digital payments; the last virtual meeting was on August 31, after the Lula-Trump call on August 21.

3 sourcesSep 14, 2026
MACROGlobal

USDA lifts the US soybean crop to 123.4 million tonnes and soybeans drop 2.7% in Chicago to US$ 12.96 a bushel

The USDA's September 11 supply and demand report raised its estimate of the US soybean crop to 4.535 billion bushels (123.4 million tonnes), at 52.8 bushels an acre, from 4.519 billion in August and against expectations of a cut to 4.501 billion; the November contract in Chicago closed down 2.68% at US$ 12.96 a bushel, and corn fell to US$ 5.30. The USDA also raised Brazilian corn output from 140 to 141 million tonnes and cut exports from 42 to 40 million.

3 sourcesSep 11, 2026
MACROBrazil

Law 15,501 lets BNDES create subsidiaries as Lula vetoes the Export Credit Fund

Law 15,501, dated September 9 and announced September 10, allows BNDES to create subsidiaries to widen its operations, subject to the Fiscal Responsibility Law; the president vetoed ten of the bill's thirteen provisions, including the creation of the Export Credit Fund, which the bank would run, and changes to risk-sharing rules among guarantee funds, arguing the fund's goals are already met by existing policies and its creation breaches the 2026 budget guidelines law. The text came from bill 5,961/2025 by then-senator Fernando Farias.

3 sourcesSep 11, 2026
MACROBrazil

Coffee exports set an August record at 4.15 million bags, up 31%, with US$ 1.33 billion in revenue

Brazil exported 4.15 million 60-kg bags of coffee in August, the best August on record, up 31% from August 2025, with revenue of US$ 1.33 billion (+19.8%) despite an 8.6% lower average price, per Cecafé; the late arrival of new-crop arabica, delayed by July rains, and a jump in conilon explain the volume. Year to date, shipments total 25.07 million bags (-1.2%), with a 21.6% drop to the United States.

2 sourcesSep 10, 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
EMPRESASBrazil

Federal court suspends licenses and halts Sigma's lithium mine in the Jequitinhonha Valley over proximity to a quilombo

The federal court in Teófilo Otoni suspended on September 4 the environmental licenses and halted Sigma Lithium's mining at the Grota do Cirilo complex, between Itinga and Araçuaí (MG), until Incra approves an impact study and prior consultation with the Baú quilombo, per Estado de Minas and Bloomberg Línea. The ruling accepted a quilombola federation's challenge over the mine's distance to the territory, 2.7 to 3 kilometers per the expert report, against 8 kilometers claimed by the company, per Estado de Minas.

2 sourcesSep 04, 2026
EMPRESASBrazil

CSN changes command: Schvartsman takes over as CEO, Steinbruch returns to board

September 4 update: CSNA3 rose as much as 16.22% on the morning of September 3 and closed up 6.69%, per InfoMoney and Bloomberg Línea. Fabio Schvartsman, former Vale chief, takes over on September 3 as CSN's CEO, replacing Benjamin Steinbruch, who leaves after 24 years and returns to chair the board, per NeoFeed, Brazil Journal, Poder360 and Money Times. The change comes with the company carrying R$ 42 billion in debt and 3.49x leverage, per NeoFeed.

7 sourcesSep 02, 2026