# Tag: Minerva

- [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 Pauses Some China-Bound Beef Output as Quota System Starts to Bite](https://brazilstockguide.com/insights/jbs-brazil-china-beef-quota/) (2026-06-21): Brazilian meatpackers are adjusting shipments before Beijing’s 55% tariff is triggered.
- [Minerva’s EBITDA Grinder](https://brazilstockguide.com/behind-the-lines/minervas-ebitda-grinder/) (2026-06-01): Global demand is not the problem for Brazil’s beef exporter. Turning scale into shareholder value is.
- [Food security, weak margins](https://brazilstockguide.com/behind-the-lines/brazil-protein-margins/) (2026-04-09): As global demand for protein strengthens, Brazilian processors gain pricing influence — but struggle to turn it into sustained profitability.
- [China Targets Brazilian Beef With Import Quotas](https://brazilstockguide.com/insights/china-beef-quotas-brazil-impact-2026/) (2025-12-31): Safeguard cuts 370,000 tons from 2026 demand, reshaping trade flows and pushing Chinese prices higher.
- [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.
- [US Removes Brazilian Beef, Coffee and Orange Juice From 40% Tariff List](https://brazilstockguide.com/insights/us-removes-brazilian-beef-coffee-and-orange-juice-from-40-tariff-list/) (2025-11-20): Tariff relief offers immediate breathing room to Brazil’s farm exporters as Washington narrows the scope of Trump’s emergency trade action.
- [Beef Ban: China readies quotas and anti-dumping probe](https://brazilstockguide.com/behind-the-lines/beef-ban-china-readies-quotas-and-anti-dumping-probe/) (2025-11-11): After lifting its poultry ban, Beijing now targets Brazilian beef — a “technical adjustment” with political flavor.
- [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.

Next page: https://brazilstockguide.com/tag/minerva/page/2/?format=markdown