Overview

• From the UN rostrum, Trump lauded Lula after a short backstage greeting and said they agreed to speak again next week.
• Brazil’s foreign minister Mauro Vieira said the conversation should occur by phone or video next week and noted the request came from Lula.
• The U.S. measures remain unchanged, including 50% tariffs on selected Brazilian exports and Magnitsky-style sanctions that cover STF minister Alexandre de Moraes and his wife.
• Diplomats see a possible inflection point but urge careful groundwork, highlighting that Trump did not name Bolsonaro in his speech and recalling past awkward meetings with Zelensky and Ramaphosa.
• Political reactions diverged as Bolsonaro-aligned figures voiced concern about potential easing of penalties, Tarcísio de Freitas and Fernando Haddad backed dialogue on trade and critical minerals, and Macron praised Lula as a “great warrior,” with the UN releasing a photo of Trump watching Lula’s address.