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Trust Brazil News
This section highlights developments currently in emphasis within Brazil, based on what is being actively discussed across local media, markets, and institutional environments.
The objective is to capture relevant domestic signals, filter noise, and organize information into structured insights that may support analysis and decision-making.
Content reflects what is effectively gaining attention inside Brazil, with focus on relevance, consistency, and practical implications.
EU–Mercosur Agreement: Import Tariffs on European Sparkling Wine Reduced to Zero in Brazil from May 1, 2026
Date: May 2026
As part of the European Union–Mercosur Agreement, import tariffs on European wines entering Brazil will begin to decline starting May 1, 2026.
However, tariff elimination follows different timelines depending on the product category. For still wines (non-sparkling), the reduction will be gradual, with tariffs reaching zero only by 2034.
For sparkling wines, the schedule is more accelerated. Products priced above US$ 8 per liter will have import tariffs reduced to zero immediately as of May 1, 2026.
MARKET IMPACT
The tariff reduction is expected to lower retail prices and expand the availability of European labels in the Brazilian market, particularly from major producing countries such as Italy, France, and Spain.
BRAZILIAN WINE MARKET OVERVIEW
The Brazilian wine and sparkling wine market generated approximately R$ 21.1 billion (~US$ 4.2 billion) in revenue in 2025, representing growth of nearly 10% compared to 2024.
This expansion was primarily driven by increased consumption of higher value-added products.
Within this context, the sparkling wine segment stood out as one of the main drivers of growth in the market, with more than 40 million liters commercialized during the year.
Agricultural Machinery: Brazil Expands Credit to Accelerate Sector Modernization
Date: May 2026
On April 24, 2026, Brazil’s Vice President Geraldo Alckmin announced, during Agrishow 2026, the largest agricultural technology fair in the country, a new program aimed at reducing financing costs for agricultural machinery.
The initiative provides approximately R$ 10 billion (~US$ 2 billion) in credit for tractors, implements, harvesters, and other farm equipment.
Although this represents only around 2% of the Plano Safra 2025/2026, the federal government’s main annual rural credit program, estimated at approximately R$ 516.2 billion (~US$ 100 billion), the measure reinforces the strategic importance of the agricultural sector within Brazil’s economic policy.
This initiative adds to other recent federal programs, such as “Move Brasil”, launched in January 2026 with a similar volume of approximately R$ 10 billion (~US$ 2 billion), focused on financing new and used trucks, with allocated resources reportedly absorbed within a few months.
According to Alckmin, the new credit line is expected to be available within approximately three weeks and is intended to support the continued modernization of the agricultural sector, particularly in terms of mechanization and technological adoption.
In parallel, the Minister of Agriculture André de Paula highlighted that the sector may also benefit from external developments, including the expected implementation of the European Union–Mercosur agreement, scheduled for May 1, which may lead to tariff reductions for agricultural products.
Rare Earths: Brazil at the Center of a High-Growth Strategic Market
Date: April 2026
GLOBAL CONTEXT
Rare earth elements are strategic minerals essential for sectors such as electric vehicles, defense systems, semiconductors, and artificial intelligence.
Production — especially processing — is highly concentrated. China accounts for ~70% of global output and dominates separation, refining, and magnet manufacturing — the highest value-added stages.
BRAZILIAN CONTEXT
Brazil holds one of the largest rare earth reserves globally, estimated at ~21 million tonnes (≈23% of global reserves).
However, the country still has limited industrial capacity, particularly in processing and refining. Recent initiatives indicate early-stage development.
MARKET MOVEMENT IN BRAZIL
The sector is attracting growing international interest, even as the regulatory framework remains under development.
Foreign companies are positioning to access reserves and develop projects, aligned with global efforts to diversify supply chains beyond Asia.
REGULATORY CONTEXT
According to Márcio Elias Rosa (Ministry of Development, Industry, Trade and Services), as of April 24, 2026, international mineral agreements fall under federal jurisdiction.
The government signals priority for domestic industrialization, focusing on value-added production rather than raw exports.
The sector remains in a regulatory structuring phase, with rules for exploration and operation still being defined — creating a window for early positioning.
RECENT DEVELOPMENTS
Despite the evolving regulatory framework, key movements indicate acceleration:
• USA Rare Earth announced the acquisition of Serra Verde for ~US$ 2.8 billion — part of a broader strategy to reduce dependence on China and build an integrated supply chain outside Asia
• In December 2025, a pilot processing lab began operations in Poços de Caldas (MG), under the Caldeira Project led by Meteoric Resources
• Origen Resources signed an LOI to acquire a rare earth project in Piauí (~4,000 hectares), with high-grade initial samples
BRAZIL BACK ON THE GLOBAL RADAR AT THE IMF SPRING MEETINGS
Date: April 2026
During the Spring Meetings of the International Monetary Fund (IMF), held in Washington between April 15–20, 2026, Brazil emerged as a key focus for international investors.
KEY SIGNALS OBSERVED:
• Strong appreciation of the real (Brazilian currency) over the year
• Ibovespa (Brazil’s main stock market index) reaching nominal highs, supported by consistent foreign inflows
• High demand for Brazil-focused panels and investor meetings during the event
• Increased allocation to emerging markets, with Brazil standing out
Institutions such as J.P. Morgan and Bank of America indicate that Brazil has moved into a relevant — in some cases, near-consensus — position in global investment strategies.
KEY DRIVERS BEHIND THIS SHIFT:
• Historically low investor exposure to Brazil and Latin America
• Commodity-export profile
• Weaker global dollar environment
Market data suggests Brazil is currently a leading allocation among emerging market funds, ahead of countries such as China, South Korea, and Hong Kong.
DESPITE THE POSITIVE MOMENTUM, THE SCENARIO REMAINS CONDITIONAL:
• Fiscal risk remains a key concern
• Interest rate trajectory depends on inflation dynamics
• Changes in the global dollar cycle can quickly reverse flows
BRAZIL | BUSINESS WINDOW CLOSING: GALEÃO INTERNATIONAL AIRPORT (RJ) AUCTION
Date: February 2026
Brazil’s aviation sector is presenting a major — and time-sensitive — opportunity.
The repactuation and sale process for the concession of Rio de Janeiro–Galeão International Airport (SBGL), one of the country’s most strategic aviation assets, is officially underway — and the window for participation is closing quickly.
Brazil’s Civil Aviation Authority (ANAC) has approved Auction No. 01/2025, with the public auction scheduled for March 30, 2026, at B3 (São Paulo).
KEY HIGHLIGHTS:
Minimum bid: BRL 932 million (~USD 185 million)
Competitive simplified process validated by Brazil’s Federal Court of Accounts (TCU)
Full operational transition, including Infraero’s exit from management
Foreign companies and investment funds may participate (individually or via consortium)
Strategic infrastructure asset with strong recovery momentum and growth trajectory
RECENT PERFORMANCE REINFORCES MARKET INTEREST:
Approximately 17.5 million passengers in 2025 (historical record)
Strong recovery and consistent growth trend
Expected interest from major international operators such as Vinci Airports, Aena, Zurich Airport and others.
CRITICAL DEADLINES:
March 24, 2026 — Deadline for submission of preliminary declarations, representation documents and bid guarantee.
March 30, 2026 — Public auction session at B3.
For international companies evaluating entry into Brazil’s infrastructure and aviation ecosystem, this represents a rare opportunity to access a large-scale concession aligned with recent regulatory improvements.
However, participation requires immediate preparation — especially for foreign bidders, who must comply with specific documentation requirements, local legal representation rules and regulatory procedures described in the tender.
OFFICIAL TENDER DOCUMENT (DIRECT LINK IN PORTUGUESE):
Brazil Insights: EU–Mercosur Agreement Moves Forward – Australia to Invest in Two Rare Earth Projects in Brazil
Date: January 2026
🇪🇺 MERCOSUR – EUROPEAN UNION
European Union member states have given the green light for the signing of the trade agreement with Mercosur, following more than 25 years of negotiations. While further steps remain, this is a significant advance toward one of the largest free trade agreements in the world, connecting markets representing over 700 million consumers.
Mercosur (Southern Common Market) is an economic bloc formed by Brazil, Argentina, Paraguay, and Uruguay, with Bolivia in the accession process.
For Brazil, the agreement goes beyond trade liberalization:
• diversification of markets amid global trade realignment;
• access to a sophisticated market with greater institutional predictability;
• opportunities for value chains such as beef, coffee, soybeans, ethanol, pulp, and orange juice — under strict environmental and safeguard rules.
RARE EARTHS AND CRITICAL MINERALS
Almost simultaneously, the Australian government announced support for two rare earth projects in Minas Gerais, with potential financing of up to US$ 100 million, also drawing strategic interest from the United States, France, and Canada.
The rationale is clear:
• reducing global dependence on China;
• strengthening mineral security for energy, mobility, defense, and high-tech sectors;
• investing in projects with advanced environmental licensing.
THE COMMON THREAD
Trade and critical minerals point to the same trend: Brazil is assuming a strategic role in global supply chains.
Opportunity alone, however, does not guarantee execution.
BRAZIL: TWO STRATEGIC BUSINESS WINDOWS OPENING: 1 - PUBLIC TENDER – GALEÃO INTERNATIONAL AIRPORT (RIO DE JANEIRO); 2 - RARE EARTH PROCESSING – A MARKET AT ITS INFANCY (AND MOVING FAST)
Date: December 2025
Here are two concrete paths currently on the table for foreign companies and investment funds:
1️⃣ PUBLIC TENDER – GALEÃO INTERNATIONAL AIRPORT (RIO DE JANEIRO)
Brazil’s civil aviation authority (ANAC) has officially launched Auction No. 1/2025 for the repactuation of the concession of Rio de Janeiro–Galeão International Airport (SBGL) — one of the country’s most strategic aviation hubs.
• ~14.5 million passengers in 2024, with ~25% growth in 2025
• Record cargo volumes (~60,000 tonnes in 2024)
• Two long runways, intercontinental capability
• Minimum bid: BRL 932 million (~USD 185 million)
• Foreign companies and investment funds may participate individually or via consortium
• Infraero (Brazilian Airport Infrastructure Company) divests its 49% stake, transferring full operational responsibility
2️⃣ RARE EARTH PROCESSING – A MARKET AT ITS INFANCY (AND MOVING FAST)
Brazil holds ~23% of global rare earth reserves, according to the Brazilian Geological Survey (SGB), placing the country among the world’s top reserve holders.
• Brazil inaugurated its first rare earth extraction and processing laboratory (Poços de Caldas – MG, December 2025)
• Transition from geological potential to industrial validation
• Foreign companies are already positioning themselves
• Ion Adsorption Clay Deposits (IACD) with high strategic value and lower environmental impact
• Regulatory framework still evolving = first-mover advantage
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