# Tag: Geopolitics

- [Brazil’s reserves are becoming less American](https://brazilstockguide.com/behind-the-lines/brazils-reserves-are-becoming-less-american/) (2026-09-17): The decline in US Treasury holdings attributed to Brazilian residents coincides with a faster diversification of the central bank’s reserve portfolio.
- [China Could Overtake Brazil as Argentina’s Top Supplier](https://brazilstockguide.com/behind-the-lines/china-brazil-argentina-top-supplier/) (2026-06-17): The industrial advantage Mercosur gave Brazil three decades ago is being eroded by China’s scale, pricing power and export machine.
- [Trump Jr. Woos Brazil’s Elite](https://brazilstockguide.com/behind-the-lines/trump-jr-woos-brazils-elite/) (2026-05-12): In New York, Brazilian business leaders flirt with Washington as the U.S.-China rivalry reshapes the global commodity map.
- [Geopolitical plastic: impact on Braskem](https://brazilstockguide.com/behind-the-lines/braskem-geopolitical-impact-oil-shock/) (2026-04-06): Oil shock tightens supply, lifts prices and gives Brazil’s petrochemical group a fragile reprieve.
- [Gas, Grain and Geopolitics: Impact on Brazil’s Agro](https://brazilstockguide.com/behind-the-lines/gas-grain-and-geopolitics/) (2026-03-02): The Hormuz corridor may account for a fraction of global gas consumption — but it helps set the marginal price of fertilizers that anchor Brazil’s farm economy.
- [Is India the new China for Brazil?](https://brazilstockguide.com/behind-the-lines/is-india-the-new-china-for-brazil/) (2026-02-17): Brazil weighs India as a growth hedge as China matures and geopolitics harden.
- [Is India the new China for Brazil?](https://brazilstockguide.com/behind-the-lines/is-india-the-new-china-brazil/) (2026-01-26): Brazil weighs India as a growth hedge as China matures and geopolitics harden.
- [Brazil House Pitches Brazil as a Strategic Haven at Davos Amid Global Fractures](https://brazilstockguide.com/insights/brazil-house-davos-2026-geopolitics/) (2026-01-19): With Trump attending and U.S.-Europe tensions over Greenland in focus, Brazilian companies sell scale, stability and low-carbon credentials.
- [Brazil’s Sovereignty Reframed](https://brazilstockguide.com/behind-the-lines/brazils-sovereignty-reframed/) (2025-11-26): The country shifts from borders to infrastructure as the core of its defense strategy — and bets on a multipolar world.
- [ESG²: A Formula for a New World](https://brazilstockguide.com/behind-the-lines/esg%c2%b2-a-formula-for-a-new-world/) (2025-11-09): As COP30 opens in Belém, a new vision emerges: ESG² — a framework linking climate, economics, security and geopolitics.