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] Discussions will span AI, critical minerals, digital infrastructure, agribusiness and clean energy as Brazil looks to convert promise into performance. Brazil Summit
• [New] A new R&D center near Rio de Janeiro will receive 300 million Brazilian reais ($56.9 million) in investment, with construction starting in 2026 and an opening planned for 2028. EV
• [New] Even major exporters like Brazil may face production impacts, which could ripple through global markets. fundsforNGOs News - Grants and Resources for Sustainabi
• [New] Brazil's banks will be required to verify official satellite deforestation data before approving rural credit beginning on Wednesday in the South American country. FDD
• [New] How global coffee prices have fallen sharply from the highs in early 2025, as Brazil's national supply agency forecasted a record 66.2 million bag harvest and Rabobank projected the first significant global production surplus in five years. CNS Media
• [New] The second corn crop in Brazil will pollinate in early April, and traders will be monitoring that closely. Successful Farming
• [New] Warm / dry conditions ahead for Central-West Brazil will increase drought risks to 2nd crop corn, while rains to the east will be favorable for coffee/sugarcane. ADM Investor Services
• [New] Disruption and soaring fertilizer costs are hitting just as farmers in the US, Brazil and India are making critical purchasing decisions. BeverageDaily.com
• [New] Common Mistake: Relying only on clearing more land for agricultural growth ignores Brazil's potential for yield gains from better farm management and precision technologies, while risking environmental damage. Farmonaut
• [New] Brazil's second corn crop is expected to reach 114.5 million tons in the current season, down 7.6% from the previous harvest. ADM Investor Services
• [New] By the end of 2026, Brazil will show an approximate 8% reduction in total GHG emissions compared to the average level of the post-2020 years. Climate Scorecard
• [New] The 2027 FIFA Women's World Cup in Brazil represents the next major commercial and participation catalyst. Sporting Goods Intelligence
• [New] Brazil's government stats agency CONAB forecast the 2026/27 Brazil coffee crop to be up 17.1% from a year earlier, reaching 66.2M bags - with arabica production at 44.1M bags (up 20.0%). Market Vision, Inc.
• [New] Soybean supply: Brazil is expected to harvest a new record and increase exports The 2025/26 Brazilian harvest is expected to reach a new record, estimated by Hedgepoint at 179.5 million tons. hEDGEpoint Global Markets
• [New] Given unchanged U.S. ending stocks, record-high Brazilian production, and only localized weather issues, upside potential in the very near term appears moderate rather than explosive. Commodity Board Europe is an independent commodity mark
• [New] Given that Brazil accounts for nearly 60% of global soybean exports and is a major exporter of corn and sugar, a sustained fertilizer shortage or price surge could compel farmers to reduce usage, causing a drop in crop yields with significant implications for global food security. Wikimedia Foundation, Inc.
• [New] To strengthen conservation efforts, Brazil and other countries are proposing a Multi-species Action Plan for Amazonian Migratory Catfish (2026-2036), developed through regional cooperation. ScienceDaily
• [New] Based on SEEG data, Brazil could reduce its total emissions by about 8% by 2026, mainly due to a decline in deforestation. Climate Scorecard
• [New] The EU-Mercosur trade agreement would give Brazilian soy preferential European access, but a legal challenge could delay implementation (Council of the European Union, 2026). Southern Ag Today
• [New] Investors monitor fiscal adjustments, trade dynamics, and corporate resilience as Brazil's economy faces growing vulnerability to external shocks and geopolitical tensions. Ainvest
• [New] A drought in Brazil can affect global meat prices from reduced soy supply, while policy changes in Russia could quickly tighten wheat supply across multiple continents. FoodNavigator.com

Last updated: 07 April 2026