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] 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
• [New] Steel consumption in Brazil is expected to increase in 2026. FastMarkets
• [New] Production outside the broader OPEC + alliance will increase by 610,000 barrels a day in 2027, led by Brazil, Canada, Qatar and Argentina, a marginal dip from 2026's expected gains. Baton Rouge Business Report
• [New] The reintroduction of TRQs is expected to primarily affect non-FTA suppliers, including Brazil, as in quota volumes retain preferential treatment while out of quota imports face duties. Meatex
• [New] In the Southern Hemisphere, Brazilian farmers are just beginning to harvest their soybean crop, which the USDA estimates will be a record-high 178 million metric tons. Morningstar, Inc.
• [New] Production expansion is expected from Peru and Brazil, although they currently account for a relatively low percentage of global cocoa production. CNS Media
• [New] Starting in 2026, failing to assess and address psychosocial risk could result in fines or mandatory corrective actions during labour audits. / Brazil Morningstar, Inc.
• [New] Among Latin America's seven largest economies: Argentina, Brazil, Chile, Colombia, Ecuador, Mexico, and Peru, sensitivity to global disruptions is influenced by trade exposure, commodity prices, remittances, and global financial liquidity. Mexico Business
• [New] While passenger car autonomy remains in the early stages due to infrastructure challenges, the Brazilian government's recent focus on Route 2030 incentives for vehicle safety and efficiency is slowly increasing the demand for basic ADAS features in locally manufactured vehicles. Knowledge Sourcing Intelligence (KSI)
• [New] Sovereign adoption is expected to accelerate as well in 2026 as Brazil and Kyrgyzstan have passed legislation enabling Bitcoin purchases for national reserves. MEXC
• [New] Brazil's transition will not be driven by novelty; it will be driven by climate necessity. Agritecture LLC
• [New] The International Energy Agency forecasts a potential surplus of up to 3.8 million bpd for 2026, driven by rising production in the U.S., Brazil, and Guyana. Vindobona
• [New] Global forecasts for 2026 are cooler, and Brazil's economy is currently predicted to grow by 1.8% over the next year. Canning House
• Brazil's ABC Plus Plan aims to restore twelve million hectares of degraded pasture by 2030 using biological inputs, including humic substances and microbial biostimulants. Market Data Forecast
• The BRICS group, including Brazil, Russia, India, China, South Africa, and several newer member states, has expressed concerns about the risks of the dollar-dominated financial system, particularly after sanctions froze Russian assets following its invasion of Ukraine. The Cool Down
• Brazil's model of bioinput agriculture could serve as a blueprint for countries transitioning toward regenerative agriculture. AgriTech Insights
• Brazil is expected to surpass Canada as the world's third-largest pork exporter. ADM Investor Services

Last updated: 20 January 2026