# Tag: Beef

- [China Reopens the Door to U.S. Farm Goods, but Leaves Soybeans Out – Preserving Brazil’s Biggest Edge](https://brazilstockguide.com/insights/china-us-tariff-cuts-brazil-agriculture-soybeans/) (2026-09-28): Tariff cuts will improve U.S. access for beef, corn, sorghum, cotton and other products that compete directly with Brazilian exports. But soybeans were left out of the deal.
- [China’s beef pullback hits Brazil exports, but other markets step in](https://brazilstockguide.com/insights/chinas-beef-pullback-hits-brazil-exports-but-other-markets-step-in/) (2026-09-18): Brazil’s beef exports fell to their lowest monthly level of 2026 in August after shipments to China collapsed nearly 90%.
- [Indonesia Clears 21 More Brazilian Beef Plants as Brazil Diversifies Export Markets](https://brazilstockguide.com/insights/indonesia-clears-21-more-brazilian-beef-plants-as-brazil-diversifies-export-markets/) (2026-09-05): JBS is among the meatpackers gaining additional access to Southeast Asia’s largest economy, as the number of approved Brazilian facilities more than triples since 2025.
- [JBS may benefit from US move to expand beef imports after Batista-Trump meeting](https://brazilstockguide.com/insights/jbs-us-beef-imports-trump-batista/) (2026-09-01): Brazilian meatpacker could gain from greater access to US market as Washington seeks to curb record beef prices.
- [Minerva Profit Drops 57% as Beef Costs Hit Margins](https://brazilstockguide.com/insights/minerva-profit-drops-57-as-beef-costs-hit-margins/) (2026-08-12): Net revenue rose to 14.1 billion reais, while EBITDA and free cash flow weakened amid higher cattle prices and working-capital needs
- [JBS Swings to R$485 Million Loss as Margins Shrink](https://brazilstockguide.com/insights/jbs-swings-to-r485-million-loss-as-margins-shrink/) (2026-08-10): Revenue rises 1.4%, but adjusted EBITDA falls 27% as improved U.S. beef results fail to offset weaker profitability at Seara, Pilgrim’s Pride, U.S. pork and Australia.
- [JBS Commits $150 Million to Halal Protein Hub in the Middle East](https://brazilstockguide.com/insights/jbs-halal-protein-hub-oman-investment/) (2026-02-08): Brazilian meat giant forms joint venture in Oman to supply poultry, beef and lamb, targeting food security and regional exports.
- [China Set to Impose Beef Quotas and Possible Antidumping on Brazil as Safeguard Probe Ends](https://brazilstockguide.com/insights/china-set-to-impose-beef-quotas-and-possible-antidumping-on-brazil-as-safeguard-probe-ends/) (2025-11-23): Beijing prepares restrictions as its investigation concludes; the US removes Brazil from its 40% tariff list, but China remains the dominant risk for JBS, Marfrig and Minerva.
- [Minerva: Smoke, not steak](https://brazilstockguide.com/behind-the-lines/minerva-smoke-not-steak/) (2025-11-06): Minerva’s record cash flow came from melting U.S. inventories — not from lasting strength. Investors saw through the sizzle.
- [Minerva Results Show R$120 Million Profit and Record Free Cash Flow](https://brazilstockguide.com/insights/minerva-results-3q25/) (2025-11-05): Exports to Asia and early plant integration lift margins and reinforce balance sheet strength