Washington proposes tailored framework with price floor and financing as Brasília remains divided over openness 03/17/2026 The Trump administration is awaiting a “clear political signal” from Brazil to move forward with a bilateral agreement on critical minerals, according to a spokesperson for the U.S. Embassy. The proposal is to establish a tailored cooperation framework between […]
Trend reflects global portfolio reallocation and shifting geopolitical dynamics 03/17/2026 The share of foreign investors in competitive bids for Brazilian companies has risen again as a direct result of the global portfolio reallocation trend and a new geopolitical dynamic, partly driven by uncertainty under Donald Trump’s administration, which has favored emerging markets. As […]
Support from regional leaders contrasts with Lula’s stance as Washington seeks broader coalition against organized crime 03/17/2026 Bolivian President Rodrigo Paz expressed support for a U.S. proposal to designate Brazil’s Comando Vermelho (CV) and Primeiro Comando da Capital (PCC) as terrorist groups, arguing that criminal organizations are part of a wider “cycle” of terrorism. “The […]
Provider of school kits, Army goods and water cisterns took an unusual loan and transferred R$385 million to a fund managed by asset manager Reag 03/16/2026 Banco Master used a company linked to a public procurement cartel to divert R$385 million raised from depositors to funds managed by asset manager Reag, Valor has found based on […]
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 […]