Gulf supply disruptions tighten market, while Brazil’s reliance on alternative suppliers may soften local effects 03/11/2026 The war in the Middle East has pushed liquefied natural gas (LNG) prices up by more than 70%, driven by two main factors: the halt in supply from Qatar, one of the world’s largest exporters, and the closure […]
McKinsey says Brazil, like Latin America, needs productivity gains to deliver sustainable growth and avoid losing investment to other countries in the region 03/11/2026 Brazil, like Latin America more broadly, is running short on time to lift income levels before an aging population becomes a bigger drag on growth, and risks losing […]
Public spending watchdog questions CVM decision that spared company from tender offer benefiting Banco Master 03/02/2026 The decisive meeting that upheld the controversial ruling by the Securities and Exchange Commission of Brazil (CVM) exempting Ambipar from launching a mandatory takeover bid—a decision that ultimately benefited Banco Master—was held behind closed doors and included the participation […]
Company seeks international partners to fund processing complex 02/03/2026 Cabo Verde Mineração, a Brazilian company based in Belo Horizonte, has identified a new target area for rare earth extraction. The site, known as Alvo Botelhos, lies on the edge of the Poços de Caldas Alkaline Complex in southern Minas Gerais and has potential […]
Analysts warn of higher freight costs and risks to exports to the Gulf as carriers halt transits 03/02/2026 The war by the United States and Israel against Iran, launched on Saturday (28), is rippling across multiple parts of the economy, with implications for Brazil as well. Beyond higher oil prices, pressure on […]
NEWSLETTER February 2026 02/05/2026 CABO VERDE MINERAÇÃO FINDS NEW RARE EARTHS AREA IN MINAS GERAIS Company seeks international partners to fund processing complex Cabo Verde Mineração, a Brazilian company based in Belo Horizonte, has identified a new target area for rare earth extraction. The site, known as Alvo Botelhos, lies on the […]
Braskem control deal boosts 2025 volumes to R$50.1bn as IPO window remains shut 02/25/2026 Driven by the transaction that transferred control of Braskem to restructuring-focused asset manager IG4, private equity funds increased allocations in 2025, even as exit routes remained weak with another year of a virtually closed IPO market on Brazil’s stock […]
Court likely to uphold Justice Dino ruling suspending benefits, with deadline adjustments after Chief Justice Fachin meets with congressional leaders 02/25/2026 The full bench of Brazil’s Supreme Court is set to review on Wednesday (25) a decision by Justice Flávio Dino limiting the payment of indemnity allowances not expressly provided for by law, […]
Nearly a fifth of employer-sponsored plans show shortfall as bond-heavy portfolios face test 02/20/2026 Billion-real deficits at Brazilian pension funds are drawing scrutiny and raising concern as interest rates are expected to decline this year. Data from the Ministry of Social Security show that 233 of the country’s 1,129 pension plans had […]