ANALYSIS: How Brazil’s Beef Trade Adjusts to US Tariffs So Far

Contrary to expectations that US tariffs on Brazilian goods implemented in early August would sharply curb trade, Brazil’s beef exports posted only a modest contraction last month. According to data from the Ministry of Development, Industry, Trade, and Services, fresh beef shipments totaled 268,563 mt in August, down 2.8% from the record 276,879 mt in July but still 23.5% higher YOY.

As anticipated, exports to the United States halved MOM to 6,500 mt, representing an even steeper YOY decline of 57.4%. Despite the sharp...

ANALYSIS: EU Lifts Avian Influenza Ban on Brazilian Poultry

Following Brazil’s submission of detailed epidemiological data, the European Commission (EC) stated that the information was sufficient to confirm the country’s disease-free status. As a result, the EC, in coordination with EU Member States, will begin lifting bans and progressively reinstate access for all previously authorized export regions.

Trade data highlights the importance of this decision for both sides. Between January and June 2025, the EU imported 125,300 tons of chicken meat from Brazil, up by 20.8% year-on-year...

Tariff Talks 2025: Expana's Weekly Rundown #25

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #25."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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In the States, a federal appeals court ruled that US President Trump’s use of global tariffs exceeded presidential authority, but they remain active until at least October 14, 2025...

NCBA Testifies at Trade Hearing Investigation on Brazil

Urges US Trade Officials to Hold Brazil Accountable for Unfair Practices

National Cattlemen’s Beef Association (NCBA) Executive Director of Government Affairs Kent Bacus testified at a Section 301 investigation hearing regarding Brazil’s trade practices. The hearing, convened by the Office of the U.S. Trade Representative and held at the U.S. International Trade Commission, examined the Brazilian government’s trade policies and actions for unreasonable, discriminatory harm to U.S. commerce. NCBA focused attention on Brazil’s restrictions on U.S. beef and our long-standing concerns with the...

Tariff Talks 2025: Expana's Weekly Rundown #24

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #24."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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On August 22, Canadian Prime Minister Carney dropped most retaliatory tariffs on US products, beginning September 1, reported Expana in an article that suggested the move may help soothe trade relations...

Tariff Talks 2025: Expana's Weekly Rundown #23

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #23."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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This week, tariff news took a bit of a backseat to US President Trump’s dealings with Russian President Putin in Alaska—along with President Trump’s meeting with many European leaders...

Tariff Talks 2025: Expana's Weekly Rundown #22

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #22."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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The timeline for tariff negotiations between the US and China trade teams has been extended for another 90 days—moving the deadline to November 10, according to a White House fact sheet...

Brazil Seeks Increasing Agricultural Exports To Central America and The Caribbean

Brazil has started a diplomatic mission to Central America and the Caribbean with the objective of strengthening Brazilian agricultural trade, the Ministry of Agriculture and Livestock (Mapa) said on Wednesday.

The meetings across the region will try to increase technical collaboration and expand Brazilian agricultural trade. Mapa also stated these meetings will serve to coordinate with the countries of the region to participate in the 23rd Inter-American Board of Agriculture (IABA), which Brazil will host in Brasília in November...

Tariff Talks 2025: Expana's Weekly Rundown #21 

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #21."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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On August 6, US President Trump issued an executive order that imposes a new 25% additional ad valorem tariff on imports from India into the States, effective 21 days after the White House announcement...

China Extends Antidumping Investigation on Imported Beef to November 2025 

China’s antidumping investigation into imported beef will be extended until November 26, 2025, the latest announcement by China’s Ministry of Commerce (MOFCOM) stated.  

Originally set to conclude in August, it will now be extended by three months “due to the large workload and complex case,” as per Announcement No. 38. 

The MOFCOM began the investigation on December 27, 2024, following a request from China’s Animal Agriculture Association and nine industry associations representing major beef-producing areas on behalf of the domestic beef sector...

Tariff Talks 2025: Expana's Weekly Rundown #20

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #20."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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As of July 27, the United States and the European Union reached a trade agreement: The US will charge a 15% tariff on all imports across-the-board from the coalition of countries...

White House Unveils 40% Additional Tariffs on Brazilian Imports; Orange Juice, Nuts Spared

On the afternoon of July 30, Brazil was assigned an additional 40% tariff rate, according to a White House statement. US President Trump invoked the International Emergency Economic Powers Act (IEEPA) which will add to the current baseline 10% tariff on foreign good imported to the US. However, Trump teased upping that rate for ~200 countries where a trade deal would not make sense to negotiate. For now, it’s clear that 40% is in addition to any currently applicable US tariff...

Tariff Talks 2025: Expana's Weekly Rundown #19 

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #19."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.

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ANALYSIS: China’s Meat Imports Pull Back 2.8% YOY to 3.20M mt in 1H 2025

China imported 3,201,497 metric tons (mt) of meat, including variety meats, in the first half of 2025, down 2.84% (93,721 mt) from the same period last year, according to preliminary data from the General Administration of Customs (GACC).

China’s uneven economic recovery kept pressure on consumer spending, with sluggish demand in the dining sector continuing to weigh on import growth. Rising domestic production also contributed to limiting import volumes.

Government efforts to rein in extravagant official spending have cast a shadow over premium dining...

The New "Coke of America”? 

Call it bipartisan, call it good taste... US President Donald Trump’s latest truth may be exciting nostalgic beverage enthusiasts from left, to center, and right. The President is calling for cane sugar in US Coke cans and bottles going forward. 

“I have been speaking to Coca-Cola about using REAL Cane Sugar in Coke in the United States, and they have agreed to do so,” wrote Trump. “I’d like to thank all of those in authority at Coca-Cola. This will be a very good move by them — You’ll see. It’s just better!” 

Letters to Brazil: Trump Cites "Witch Hunt" While Charging 50% Tariff

US President Trump has charged 50% tariffs on Brazilian imports to the States, according to a letter to Brazilian President Lula.

This week, reciprocal tariffs were re-announced in the form of letters from the US Trump administration to trading partners who could not reach a deal within the previously granted 90-day pause. And what a fun week it's been for tariffs' "watchers on the wall."

Letters to 22 trading partners were sent with new tariff rates that will be implemented on August 1...

ADM to Close Animal Nutrition Plant in Minas Gerais, Brazil

ADM is planning to close an animal nutrition plant in Três Corações, Minas Gerais, Brazil, in the next 90 days. The plant mainly produces pet food.

At least 780 people could be made redundant, said the President of the Municipal Council of Três Corações, Wesley Dardaque in an official letter.

Workers were informed of the closure on July 15.

ADM shared the following statement with Expana: "ADM is always assessing its portfolio as we focus globally on strategic simplification to ensure we’re operating the right assets to meet customer

US Tariffs on Brazilian Imports Spark Cross-Commodity Concerns

On July 9, US President Donald Trump moved to raise tariffs on Brazilian imports to 50% starting August 1—up sharply from the 10% rate imposed in early April—sparking concerns in global markets, with potential ripple effects across commodities like orange juice, beef, coffee, sugar, and seafood.

These trade measures are raising alarms in export-dependent sectors and among US importers, with market participants saying the implications could be wide-ranging.

Brazilian President Luiz Inácio Lula da Silva said the country would respond to the newly announced tariff...

JBS Invests More Than US $7 Million in Traceability and Support for Small Producers in Pará

JBS has invested more than US$ 7 million in cattle traceability and support for small producers in Pará, as part of a pioneering state program that aims to trace the entire herd of cattle and buffaloes in the region by the end of 2026. The results of JBS's initiatives were presented during the "Expedition to the Sustainable Meat and Leather Market of Pará," an event promoted by the Nature Conservancy (TNC) Brazil.

The initiative is part of a broader collation involving...

Tariff Talks 2025: Expana's Weekly Rundown #17

Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.

Click to read "Tariff Talks 2025: Expana's Weekly Rundown #17."

This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text...

This week, reciprocal tariffs were re-announced in the form of letters from the US Trump administration to trading partners who could not reach a trade deal within the previously granted 90-day pause...

Trump Tariff Letters Continue to Roll Out; Philippines Faces 20% Tariff

President Trump has sent a new batch of letters to several countries, including the Philippines, notifying them of new US tariff rates set to take effect on August 1, giving them a short window to renegotiate trade terms before the deadline.

On July 8, Trump stated that a minimum of seven countries would be released, with an additional group to be released in the afternoon.

Despite multiple tariff implementation delays already, Trump was steadfast and set August 1 as a hard deadline in a social media...

JBS Ships First Beef Cargo to Vietnam

JBS has exported 27 tons of beef to Vietnam, the Brazilian company said. This is the first shipment to the country by JBS. The beef originated from JBS’ Mozarlândia plant, one of the two plants recently authorized for beef exports to Vietnam. The other approved facility was JBS’ Goiânia processing plant.

Vietnam’s Prime Minister Pham Minh Chinh met with Brazil’s Minister of Agriculture Carlos Fávaro earlier this week as part of the prime minister’s visit to Rio de Janeiro for the BRICS Summit. During the visit, the prime minister attended...