-

Brazil Scraps Queue System, Overhauls Power Grid Access to Unlock Renewables and Data Centers
New policy replaces first-come access with competitive cycles and reshapes transmission planning.
-

Klabin Unlocks R$1.1 Billion Dividend and R$800 Million Bonus Share Issue
Brazil’s largest paper producer accelerates cash returns ahead of new dividend taxation rules while expanding capital via a 1% bonus share issue.
-

Casas Bahia–Assaí Deal Gives Itaú Full Control of Retail Finance Arm in R$ 260 Million Structure
Two-stage transaction transfers Financeira Itaú CBD fully to Itaú as retailers monetize non-core assets.
-

Brazil Bets on Pre-Salt as Gas Output Nears Doubling by 2035
PDE projects sharp rise in domestic supply, falling Bolivia imports and LNG dominance in new energy balance.
-

XP Lifts Raia Drogasil to Buy as GLP-1 Drives New Growth Cycle
Obesity and diabetes drugs, coming generics and HPC overhaul push price target to $6.30 by 2026.
-

ANS Confirms SulAmérica Will Drop Einstein From 234 Health Plans
Regulator blocks 12 exclusions for lack of equivalent replacement; changes take effect on Dec. 31.






