SectorsSector

Animal protein

Production and processing chain for meat and animal-protein foods.

9articles

13material mentions

10connections

Last 90 days

What sources are saying

The external squeeze on Brazilian protein doubled in a week: the EU suspends Brazilian beef and poultry imports from Thursday (removal from the antibiotics compliance list), while the US presses the price front — a widened import quota and measures in preparation against large meatpackers, including Brazilian groups. Independent arcs, same sector under pressure.

Updated September 16, 2026 · 7 verified articles

Market transmission

Why it matters

Grains, livestock cycles, health controls, foreign trade, currencies and industrial capacity affect the sector.

Explanatory mechanism, not a forecast or recommendation.

Articles in chronological order

CORPORATEBrazil

JBS and Viva sign an agreement to create JBS Viva, a leather joint venture with 50/50 control

JBS and Viva Holding signed on September 15 the definitive agreement to create JBS Viva, a leather joint venture with a 50% stake for each partner, announced in November 2025: JBS contributes its leather production assets in Brazil and international subsidiaries and supplies raw hides from its plants, and Viva contributes its leather operations and the manufacture of tanning chemicals; excluded are the Cactus (Texas), Germany, Uruguay and Mexico units, JBS collagen and gelatin operations and unused Viva assets. The board will have six seats split equally, with JBS naming the chair and CFO and Viva the CEO and operations director; closing depends on conditions precedent with no set date.

3 sourcesSep 15, 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

EU audit approves Brazil's sanitary controls for poultry and honey, and the government expects a quick export resumption

The inspection by European sanitary authorities from August 24 to September 4 deemed Brazil's poultry and honey controls satisfactory, according to Agriculture Minister André de Paula; resuming exports to the European Union still depends on the official report and administrative steps.

2 sourcesSep 04, 2026

EMPRESASBrazil

Minerva tells CVM leverage stands at 2.9x and keeps 25% minimum dividend

Responding to CVM about executives' remarks on debt and cash generation in 2026, Minerva said leverage stood at 2.9x at the end of Q2, that it has repurchased and cancelled more than R$ 1.2 billion in bonds this year and that it will keep the 25% minimum dividend on adjusted profit while leverage stays above 2.5x, per CNN Brasil and Money Times.

2 sourcesSep 03, 2026

EMPRESASBrazil

JBS unit Mantiqueira to invest R$ 565 million to expand egg output by 50%

Mantiqueira, JBS's egg company, will invest R$ 565 million to lift output by 50%, from about 4 billion to 6 billion eggs a year, per Poder360 and Money Times.

2 sourcesSep 03, 2026

MACROBrazil

EU suspends Brazilian meat imports starting Thursday

September 4 update: the embargo took effect on September 3 and the Brazilian government voiced deep concern in a note, per Agência Brasil, Estado de Minas, Poder360 and O Globo. The EU suspended imports of Brazilian beef and poultry after removing the country from the list of those meeting the bloc's requirements on antibiotic use in livestock; the suspension also covers eggs and honey.

9 sourcesSep 01, 2026

MACROGlobal

Trump widens beef imports and targets meatpackers to curb US prices

On two fronts against rising US beef prices, Trump signed a decree temporarily widening beef imports at reduced tariffs — up to 100,000 tonnes per month for 90 days from September 1 — and announced on August 28 that he is preparing measures against large meatpackers, including Brazilian groups operating in the US.

4 sourcesAug 29, 2026

EMPRESASGlobal

JBS proposes acquiring all of Pilgrim's Pride in a share swap

JBS submitted a non-binding proposal to acquire, via share swap, all Pilgrim's Pride shares it does not yet own, at a ratio of 2.086 JBS Class A shares per share of the subsidiary. The documents were filed with the SEC on August 18.

4 sourcesAug 18, 2026

EMPRESASBrazil

JBS names Wesley Batista Filho as its next global CEO

Wesley Batista Filho will take over as JBS global chief executive in January 2027 following a transition led by Gilberto Tomazoni. The current CEO will become vice chairman of the board and remain connected to the company as a senior adviser.

4 sourcesAug 10, 2026

Map connections

What sources are saying

Why it matters

Articles in chronological order

JBS and Viva sign an agreement to create JBS Viva, a leather joint venture with 50/50 control

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

EU audit approves Brazil's sanitary controls for poultry and honey, and the government expects a quick export resumption

Minerva tells CVM leverage stands at 2.9x and keeps 25% minimum dividend

JBS unit Mantiqueira to invest R$ 565 million to expand egg output by 50%

EU suspends Brazilian meat imports starting Thursday

Trump widens beef imports and targets meatpackers to curb US prices

JBS proposes acquiring all of Pilgrim's Pride in a share swap

JBS names Wesley Batista Filho as its next global CEO