Search
111 results for “BEEF”
Norway Ban Spotlights Wider EU Threat to Brazil’s Beef Exports Over Antibiotic Use
Norway's restriction on Brazilian meat, following new EU rules on antimicrobials, signals a growing trade barrier for Brazil's massive livestock sector.
Severe El Niño Forecast Threatens Brazil’s Northeast With Extended Drought, Compromising Agriculture and Water Security
The Northeast region faces severe drought and extreme heat through November due to a strong El Niño, threatening crops, livestock, and power supply.
Brazilian Q2 Earnings Season Closes With JBS and Embraer in Focus
Brazil's Q2 earnings season wraps up with reports from meatpacker JBS, aerospace manufacturer Embraer, and holding company Itaúsa in focus.
Price Collapse Squeezes Brazilian Agribusiness GDP Share Despite Record Harvests
Brazil's agribusiness share of national GDP is projected to fall to 22.8% from 25.2% as lower commodity prices annul volume gains, signaling margin pressure.
Brazil’s Beef Sector Faces Headwinds as 2026 Cattle Slaughter Projected to Fall 5% Amid Export Barriers
A forecast drop in cattle slaughter and new export restrictions create a complex pricing dynamic for Brazilian meatpackers like JBS and Minerva.
Brazil’s Beef Contraction Expected to Fuel Record Growth for Poultry, Pork Producers
Brazil’s cattle cycle reversion, dropping beef output by 3.5% in 2026, is set to accelerate the shift to cheaper proteins, boosting major processors JBS and MBRF.
EU Meat Veto Threatens Premium Market Access, Puts $1B In Brazilian Exports at Risk
EU ban on Brazilian meat and honey over antimicrobial use takes effect Sept 3, threatening $1B in high-value exports from companies like JBS and Minerva.
EU Ban on Brazilian Beef, Poultry, and Honey Takes Effect Sept 3rd Over Antimicrobial Controls
The EU will prohibit imports of key Brazilian animal products starting Sept 3rd, citing insufficient controls over antimicrobial use.
EU Ban on Brazilian Meat, Honey Takes Effect Sept. 3, Putting Premium $1.8 Billion Exports at Risk
EU ban over antimicrobial concerns starts Sept. 3, impacting premium beef and poultry; JBS and Minerva face redirected volume.
EU $1.8 Billion Protein Embargo Looms, Pressuring Brazilian Meatpackers and Domestic Supply
EU's Sept 3 ban on Brazilian animal products over antimicrobial concerns jeopardizes $1.8B in trade, forcing displacement onto the domestic market.
EU Ban on Brazilian Animal Protein Starts September 3, Halting $1.8 Billion in Exports
Brazil's meat sector faces a two-year market vacuum as the EU ban on beef, poultry, and honey over antimicrobial use takes effect.
Brazilian Beef Outlook Darkens as EU Veto and China Quotas Force Production Cut
Brazil's beef industry faces major headwinds in 2026 as an EU import ban and China's new import quotas are expected to cut national production.
Brazilian Beef Production Seen Dropping 4.8% as China Quotas, EU Bans Tighten Meatpacker Outlook
Brazilian Beef Production is forecast to fall to 40 million head in 2026, driven by protectionist tariffs in China and new EU sanitary restrictions.
EU Ban on Brazilian Meat Threatens $1.8 Billion Export Market Over Antimicrobial Concerns
EU confirmed a ban on Brazilian beef, chicken, and honey exports starting Sept. 3, jeopardizing a US$1.8B market.
EU Ban on Premium Beef Exports Forces Brazil’s Protein Giants to Fast-Track Diversification
Brazil's meatpackers, led by Minerva, scramble to re-route high-value beef cuts after the EU confirmed a ban starting Sept 3, 2026.
EU Veto on Brazilian Protein Starts Sept. 3, Putting US$2 Billion in Exports at Risk; Two-Year Recovery Seen for Beef
The EU formalized a ban on Brazilian animal proteins effective September 3rd, threatening up to $2 billion in annual exports.
EU Ban on Brazilian Animal Products Slams High-Value Beef Exports with Two-Year Bottleneck
EU's regulatory ban over antimicrobial use will disproportionately impact Brazil’s beef sector (BEEF3, MBRV3) for up to two years.
EU Ban on Brazilian Meat Imports Threatens $2 Billion in Exporter Revenue
EU's September 3 ban on Brazilian beef, poultry, and honey over antimicrobial use puts up to $2 billion in annual exports at risk.
EU Veto on Brazilian Beef Takes Effect September 3, Threatening High-Margin Protein Sales
EU ban on Brazilian animal protein over antimicrobial use is set for Sept 3, risking a 50% price premium market for meatpackers.
EU Ban on Brazilian Meat Due September 3 Forces Exporters to Divert Volume; Recovery Could Take Two Years
Brazil's meat and animal product exports face EU ban on Sept 3 over antimicrobial controls, forcing packers to divert premium volume.
EU Beef Ban Forces Brazilian Meatpackers to Divert High-Premium Cuts to Asia, US Markets
Brazilian meatpackers like Minerva and JBS face margin pressure as the EU ban takes effect, losing a market that paid a 50% price premium.
Brazil Fed Cattle Futures Jump 1.81% on Supply Squeeze, Pressuring Meatpacker Margins
Short-term scarcity of finished cattle pushed Boi Gordo futures to R$348.85/arroba, pressuring margins for JBSF3, MRFG3, and BEEF3.
Brazil Cattle Prices Cool as Confinement Supply Arrives
Brazil's July boi gordo price spike is set to ease in August as feedlot cattle supply enters the market, relieving pressure on major beef processor margins.
JBS (JBSS32) Named Preferred Protein Stock Pick by BTG Pactual and Itaú BBA Ahead of Q2 Earnings
Brazilian meatpacker JBS (JBSS32) received a positive outlook from major banks, citing global diversification ahead of its Q2 earnings.
JBS (JBSS32) Receives High Ratings from Investment Banks Despite U.S. Beef Headwinds
Investment banks BTG Pactual and Itaú BBA rate JBS highly, betting on its diversification to offset U.S. beef market weakness.
Itaú BBA Lowers Minerva (BEEF3) Recommendation, Cites Stronger Real and Operational Outlook Concerns
Itaú BBA lowered its investment recommendation and valuation for Minerva, citing macroeconomic headwinds and reduced operational visibility.
Tight Supply and Seasonal Demand Push Brazil’s Boi Gordo Prices Up 4.48%
Brazilian fat cattle prices rose sharply in July, hitting R$350/@, driven by restricted supply and strong seasonal domestic demand.
Brazil Weighs WTO Challenge Over EU’s Looming $1.8 Billion Meat Import Ban
Brazil is considering a WTO dispute to challenge the EU’s September 3 ban on Brazilian meat over antimicrobial control, risking major market disruption for exporters like JBS and Minerva.
Brazil Eyes WTO Challenge as EU’s $2.4 Billion Meat Export Ban Looms in September
Brazil is preparing a WTO challenge against the EU's ban on animal products over antimicrobial use, threatening $2.4B in annual exports.
JBS Bolsters Asian Footprint with South Korea Deal as Bilateral Trade Ties Deepen
Brazilian meatpacker JBS signed a long-term cooperation agreement with Highland Foods to expand its presence in South Korea.