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Non-Tech
The Brazil Board
An SI Board Since September 2010
Posts SubjectMarks Bans
2508 84 0
Emcee:  elmatador Type:  Unmoderated
Introduction Compact
Food, Agriculturals, Mining, Oil, Retail, Ethanol
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2508copied from elsewhere: Depending upon the deflation China is exporting, low 40snicewatch-November 21
2507Leaving aside the tariffs' situation: At macro level is this: As incomes riselmatador-November 21
2506Always enjoyed good Brazilian and Argentinian beef! :-) Do you have any fundamnicewatch-November 21
2505Trump remove tariffs from Brazilian beef, coffee SummaryTariff removal may lead elmatador1November 21
2504Easier said than done because it involves much more than just REE. As I'm sunicewatch-October 25
2503Trump Says He Expects to Meet Lula, Could Consider Tariff Cut By Josh Wingroveelmatador-October 25
2502Scott Bessent warns: US will decouple from China. [graphic]elmatador-October 16
2501You are generally right although course correction is still many years away on anicewatch-October 11
2500My view is pretty much yours. There is no shortage of REE. The difficulty liescarranza22October 11
2499Hi Carranza What we are seeing is US and Brazil repositioning in the new geopolelmatador-October 11
2498Brazil’s Long Game: Morgan Stanley’s Case for a 20–30 Year Industrial Strategy elmatador-October 9
2497They have the historic data to help decide. The US - Brazil variation of the prelmatador-October 3
2496Elmat, In my view, the Chinese refusal to buy soybeans from the US and instead carranza22October 2
2495Maybe he should report the entire story, in historical context, instead of only Selectric II-September 30
2494Understanding Trump’s Shift on Brazil By Brian Winter September 29, 2025 Afteelmatador-September 29
2493Trump's change of heart on Lula may be thanks to Brazilian beef tycoon By elmatador-September 26
2492China Bought $12.6 Billion in U.S. Soybeans Last Year. Now, It’s $0. Trump - Lelmatador-September 26
2491Cost to turn degraded pasture into soybean farmland tops R$480bn Estimate from Ielmatador-September 25
2490Trump to meet Brazil's Lula next week after 'excellent chemistry' atelmatador-September 23
2489Brazil Defies Trump’s Demands by Convicting Bolsonaro - The New York Timeskidl-September 13
2488Correct. India will be next. It's GDP is growing 7% a year. At that rate, inelmatador-September 11
2487Looks like this exploitation of U.S./China trade tensions is an extension of an Selectric II1September 10
2486Farmer says ‘we’re in a very dire situation’ ahead of harvest—with zero soybean elmatador-September 10
2485In Tariff Standoff With Trump, China Boycotts American Soybeans U.S. farmers neeelmatador-September 5
2484Brazil Wanted America’s Help Mining Rare Earths. Then Came Tariffs. Tensions betelmatador1August 29
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