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50 results for “BEEF3

EU Embargo Threatens Brazil Agribusiness and Premium Beef Exports
PROAgroJul 28

EU Embargo Threatens Brazil Agribusiness and Premium Beef Exports

A pending EU embargo on Brazilian beef over antimicrobial monitoring could cost exporters over $1 billion, impacting major B3 stocks and EWZ.

Brazil Fat Cattle Futures Surge: October Contract Jumps Over 3.5%
AgroJul 28

Brazil Fat Cattle Futures Surge: October Contract Jumps Over 3.5%

Strong upward movement in B3 fat cattle futures signals rising input costs and profit margin pressure for meatpackers amid a strengthening beef cycle.

Brazil Cattle Prices Rise on Tight Supply, Export Optimism
AgroJul 28

Brazil Cattle Prices Rise on Tight Supply, Export Optimism

Brazilian finished cattle prices are firming up amid tight physical supply and hopes for new export markets, presenting a margin challenge for major meatpackers.

EU Embargo Threatens $500M in Brazilian Agribusiness Exports
AgroJul 28

EU Embargo Threatens $500M in Brazilian Agribusiness Exports

A looming European Union embargo on Brazilian beef, honey, and fish over antimicrobial rules threatens over $500 million in trade, impacting major meatpackers.

Brazil’s Fat Cattle Price Holds R$344/Arroba Level on Tight Supply, Pressuring Meatpacker Margins
AgroJul 28

Brazil’s Fat Cattle Price Holds R$344/Arroba Level on Tight Supply, Pressuring Meatpacker Margins

Persistent high "boi gordo" prices in São Paulo signal restricted supply, supporting producers but acting as a headwind for Minerva (BEEF3).

EU Ban Threatens Over US$500 Million in Brazilian Beef, Protein Exports by September Deadline
PROAgroJul 28

EU Ban Threatens Over US$500 Million in Brazilian Beef, Protein Exports by September Deadline

EU's September 3 embargo on Brazilian animal products risks high-value trade, hitting the beef and protein sector.

Brazil Cattle Supply Squeeze Drives Up Beef Prices
AgroJul 24

Brazil Cattle Supply Squeeze Drives Up Beef Prices

A structural reduction in cattle herds is squeezing meatpacker margins, pushing Brazil's boi gordo prices back toward historic nominal highs.

Brazil Beef Escapes New US Tariffs, Securing Export Edge
AgroJul 24

Brazil Beef Escapes New US Tariffs, Securing Export Edge

The USTR officially excluded Brazilian beef and leather from its new 12.5% tariff, preserving a high-margin trade route amid tight US beef supplies.

China Food Autonomy Plan Threatens Brazil Soy and Beef Dominance
PROAgroJul 23

China Food Autonomy Plan Threatens Brazil Soy and Beef Dominance

Beijing's 15th Five-Year Plan targets a 25% cut in soy imports by 2030, presenting a long-term structural risk for Brazil agribusiness and key exporters.

US 25% Tariff Takes Effect but Brazil Agro Secures Key Exemptions
AgroJul 23

US 25% Tariff Takes Effect but Brazil Agro Secures Key Exemptions

The new US 25% tariff on Brazilian imports took effect July 22, but key agricultural exports secured exemptions, protecting 63% of Brazil's agro trade.

Brazil Cattle Prices Rebound Past R$ 337 on Tight Supply
AgroJul 22

Brazil Cattle Prices Rebound Past R$ 337 on Tight Supply

Brazil's Cepea/Esalq boi gordo index recovered to R$ 337.10 per arroba as shorter slaughter schedules squeeze meatpacker margins and boost B3 futures.

Brazil Cattle Futures Hit Record Highs on Tight Supply
AgroJul 22

Brazil Cattle Futures Hit Record Highs on Tight Supply

Tightening cattle supplies push Brazil's live cattle physical index and B3 futures to record nominal highs for July, signaling a cyclical turn.

US Tariffs Take Effect on Brazil but Spare Key Beef and Coffee
AgroJul 22

US Tariffs Take Effect on Brazil but Spare Key Beef and Coffee

New 25% US Section 301 tariffs on Brazilian goods take effect today, but strategic carve-outs for beef and coffee protect major agricultural exporters.

US Imposes 25% Tariff on Brazil, Spares Beef and Orange Juice
AgroJul 17

US Imposes 25% Tariff on Brazil, Spares Beef and Orange Juice

The U.S. Trade Representative finalized a 25% Section 301 tariff on Brazilian imports starting July 22, 2026, while exempting key beef and orange juice sectors.

Brazil Beef Surcharge Hits as China Low-Tariff Quota Fills
PROAgroJul 13

Brazil Beef Surcharge Hits as China Low-Tariff Quota Fills

Brazil fully exhausted its 1.1 million-ton low-tariff beef quota to China by early July 2026, triggering a steep 55% tariff surcharge on additional volumes.

Brazil beef exports to China hit quota cap, forcing slaughter cuts
PROAgroJul 08

Brazil beef exports to China hit quota cap, forcing slaughter cuts

Brazilian meatpackers slash slaughter rates and issue collective vacations as 98.5% of the tariff-free beef export quota to China is filled, triggering a 55% surcharge.

Brazil Fills 98.5% of China Beef Quota, Forcing Slaughter Cuts
PROAgroJul 07

Brazil Fills 98.5% of China Beef Quota, Forcing Slaughter Cuts

Brazilian meatpackers are slashing slaughters and initiating collective vacations as the country exhausts its tariff-free beef quota to China.

BRL Cattle Prices Fall as China Export Quota Nears Exhaustion
PROAgroJun 30

BRL Cattle Prices Fall as China Export Quota Nears Exhaustion

Brazilian domestic cattle prices drop as the imminent exhaustion of China's annual beef import quota forces meatpackers to scale back livestock purchases.

Analysts Project Cattle Prices Could Reach R$ 360/Arroba in Q4
AgroJun 29

Analysts Project Cattle Prices Could Reach R$ 360/Arroba in Q4

Brazilian physical cattle prices are projected to rise in Q4 2026 as a Chinese export quota freeze and El Niño weather patterns trigger a severe supply squeeze.

Brazil Meatpackers Race to Deploy Protocols Ahead of September EU Ban
AgroJun 28

Brazil Meatpackers Race to Deploy Protocols Ahead of September EU Ban

Brazilian beef exporters scramble to implement private-sector antimicrobial and traceability protocols to protect $1 billion in high-margin EU trade.