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Santos Port to Deepen Channel in $114 Million Dredging Plan
By Brazil Stock Guide – Brazil’s Santos Port authority signed a 617.9 million-real contract to deepen its navigation channel, seeking to accommodate larger cargo vessels…
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JICA Lends R$ 764 Million to Neoenergia to Upgrade Bahia’s Power Grid
The Japanese agency’s financing supports Iberdrola’s broader plan to invest R$ 25 billion in electricity infrastructure in the Brazilian state by 2030.
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JBS to close two U.S. plants as beef margins remain under pressure
BTG says the move removes about 8% of the company’s U.S. beef capacity and signals a tougher cycle rather than an imminent recovery.
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Rural Debt Squeezes Brazil’s Farmers as Land Auctions Rise
Higher defaults, elevated interest rates and climate shocks are pressuring indebted growers, while better-capitalized players may gain scale as the cycle starts to stabilize in…
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Brazil’s New Transit Law Rewrites the Urban Mobility Playbook
The new framework gives cities clearer rules for contracts, fares, data, ticketing and alternative revenue. The presidential vetoes, however, removed the parts that could have…
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Axia Starts PNC Redemption and Tests New Phase of Capital Simplification
The first transaction is tiny — just R$30 million — but it launches the mechanism that will gradually turn Axia’s Class C preferred shares into…
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Avenida Paulista’s cultural revenge
The banks abandoned São Paulo’s most famous address; now they are coming back, in the form of museums.
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Brazil launches credit line for delivery riders
Move Brasil will finance motorcycles and electric bikes for app-based couriers, drivers and formal motorcycle workers.
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Orizon Closes Vital Merger to Build Latam Waste Platform
Orizon closes its Vital merger, expanding to 30 eco-parks, 15 states and more than 14 million tons of waste treated annually.
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JBS Cuts Capex as It Tries to Convince Wall Street the Worst Is Behind It
The company reduced its 2026 investment plan by $400 million, targeted margin gains in U.S. beef and pointed to Seara and Australia as levers for a potential re-rating.
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Moll Family Has Firepower to Ease GIC Pressure on Rede D’Or, BTG Says
Bank estimates controlling shareholders still have R$ 4.6 billion in net unreinvested proceeds; with leverage, that could come close to the size of GIC’s remaining…
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Perfin Passes 20% at Copasa and Gains Clout in Privatized Utility
The firm founded by Ralph Rosenberg strengthens its position in the Minas Gerais water company, where Equatorial will serve as anchor investor.
Behind the Lines
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El Niño, the Inflation That Falls From the Sky
With the inflation target tight and models under strain, the weather event turns inflation into a risk-management problem and may prolong the Central Bank’s caution. Read more
