I hope that most of our readers recall that I am one of the newest consultants to join the Brakke Consulting team and that I am in Brazil. So, sometimes I see things from a different hemisphere.
I am also an individual who frequently engages in sports, which benefits both my body and mind. One morning this week, I went for a run in a nearby park and listened to a morning news radio program. An interview with an agribusiness opinion leader caught my attention. He shared his outlook for the coming years, considering the recent surge in exchange rates in Brazil, with a 3% currency depreciation last week and around 20% in 2024.
Brazilian agribusiness will once again benefit from growing international demand for proteins produced here. With increasing protectionism in the U.S. starting in January under the new administration and potential tariffs on Chinese imports, a possible Chinese reaction to U.S. food imports may occur. This dynamic reinforces the positive effect on Brazilian agribusiness: both from a stronger dollar, as Brazil’s exports are sold in local currency, and new demand for Brazil’s proteins from the Chinese market.
Brazil’s agribusiness will continue to be the growth engine of the country’s economy. Changes in the northern hemisphere will likely benefit Brazil from this new market dynamic. If you see an opportunity for growth in your business here in the southern hemisphere, we can help.
Mauri Ronan Moreira
English (United States) 
Portuguese