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Brazil Retail Draws Global Interest, but Macro Uncertainty Caps Conviction
BTG Pactual says foreign investors remain engaged in retail sector, but capital is narrowing to a few liquid names.
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Brazil, São Paulo state and city press regulator over Enel contract
Coordinated move seeks to accelerate regulatory process after repeated blackouts in Brazil’s largest city.
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Axia, Espírito Santo Study Green Hydrogen Plant
State agreement supports Axia’s net-zero strategy and green hydrogen studies
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ONS Plans R$28 Billion Grid Investment Through 2030
Brazil’s system operator outlines major transmission expansion to meet rising power demand.
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Brazil Steel Industry Cuts 5,100 Jobs as Chinese Imports Surge
Investment suspensions reach R$2.5 billion amid weaker domestic demand.
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Brazil Embraces TCU Conditions, Sends Tecon Santos 10 for Technical Adjustments Ahead of 2026 Auction
Restrictions on shipping lines and current operators aim to curb concentration as R$6.4 billion terminal moves toward March 2026 bidding.
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Hedgepoint Sees Brazil Coffee Crop Rebounding to Up to 74.4 Million Bags in 2026/27
Arabica recovery and still-strong conilon output point to global stock rebuilding, with weather risks lingering.
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Klabin completes final capital inflows for Plateau Project
Klabin SA (KLBN11) reached a Triple A rating from CDP, earning top scores in climate change, forests and water security disclosures.
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Raízen Cut to BBB- by S&P, Sliding to Edge of Investment Grade
Rating agency cites delayed deleveraging and cash burn as Moody’s already treats credit as high yield.
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The city that never left
From crack dens to Isay Weinfeld penthouses, Brazil is rediscovering the heart of its cities — and institutional capital has followed.
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BNDES Approves $210M Energy Grid Investment in Brazil
Financing will support Energisa’s power distribution upgrades and expansion across Acre, Tocantins and Mato Grosso.
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High Oil Prices May Offset Export Tax Impact on PRIO and Brava
Rising Brent prices are prompting investors to reassess the real impact of Brazil’s new export tax on independent oil producers.
Behind the Lines
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3Q25: The Cycle Turns, Slowly
Lower rates may bring relief — but discipline, not hope, will drive 2026. Read more
