Overview

• Brazil posted a monthly record for in natura beef exports in September at 314.7 thousand tonnes, with flows sustained even after Washington’s tariff hike, as sales pivoted toward China and newer buyers like Mexico.
• Anec projects soy exports will reach about 102.2 million tonnes by October and around 110 million tonnes for 2025, with China taking 93% of September shipments and roughly 80% year to date.
• Broiler exports totaled 482.3 thousand tonnes in September, the best month of 2025, as South Africa led monthly purchases for the first time; pork shipments hit a record 151.6 thousand tonnes.
• Vehicle exports totaled 430.8 thousand units in January–September, up 51.6% from a year earlier and already above all of 2024, though the lapse of Brazil’s zero‑tariff pact with Colombia removes a key preference.
• Brazil produced 243.4 thousand vehicles in September, up 5.8% year on year but down 1.5% from August, with third‑quarter output off 0.8% on weaker trucks; the Carro Sustentável program lifted qualifying sales by 24% and vehicle financing reached a 14‑year high, tempering the drag from a 15% Selic.