In partnership with Farmnews, LIKE Inteligência monitors Brazilian agribusiness in the media, and one of the highlights between August 11 and 15 was the record number of defaults!
LIKE Inteligência’s monitoring of agribusiness aims to highlight to our readers the most important events and their positive and negative repercussions in the media. Every week, we will highlight the main discussions involving agribusiness in the country’s political and economic perspective!
🚨 General Overview
🔴 Negative Narratives:
⚠️ In addition to pressuring China to quadruple its soybean purchases from the U.S.—a direct threat to Brazil—Trump once again attacked the country, calling it a “terrible trade partner” and signaling an escalation of his offensive.
⚠️ The Brazil Sovereign Plan (R$30 billion in credit) sparked division, with criticism over fiscal risks (exclusion of R$9.5 billion from the target), “creative accounting”, and uncertainties regarding execution, interest rates, and coverage.
⚠️ Agribusiness delinquency reached record levels at Banco do Brasil (over 20,000 clients in arrears), affecting the bank’s financial results.
🟢 Positive Narratives:
✅ Agribusiness posted a record trade surplus of US$14 billion in July, demonstrating resilience and strength in overcoming adversity. Coffee, meat, honey, and fruit were among the highlights.
✅ CNA (Brazilian Confederation of Agriculture and Livestock) filed its defense in the U.S. trade investigation, taking a leading role in the dispute.
✅ Market diversification efforts gained momentum: the Philippines opened to Brazilian beef, confirmation is expected for beef in Japan by November, sales to Mexico rose +420% in the first half, and progress was noted in Mercosur agreements (EU, Canada, EFTA).
📊 Key Indicators
📈 Mentions of Agribusiness: 148,080 (-7% vs. previous period)
📈 Mentions of U.S.–Trump–Bolsonaro Crisis: 335,900 (-15%), of which about 22,000 directly referenced agribusiness
📉 Overall Sentiment: Negative (48%), Neutral (42%), Positive (10%)
📍 Peaks in Repercussion:
- Aug 14 – Trump’s criticism of Brazil, followed by Bolsonaro’s defense (128k mentions)
- Aug 11 – Trump pressures China over U.S. soybean purchases (118k mentions)
📎 Dominant Channels:
📰 G1, CNN, Metrópoles, Valor, Gazeta do Povo, Folha
📱 Instagram: @LulaOficial; @BolsonaroSP; @MidiaNinja; @portalG1; @GreenpeaceBrasil
🐦 X (Twitter): @TerezaCrisMS; @Metropoles; @PedroRonchi2; @NewsLiberdade
🌿 Agribusiness: Globo Rural, AgroEstadão, Canal Rural
🗣️ Key Stakeholders in the Spotlight
Positive:
🟢 Dr. João Martins (CNA): honored at São Paulo State Assembly and announced partnership with Hospital Albert Einstein for producer healthcare.
🟢 Sueme Mori (CNA): prominent voice in defending against U.S. accusations.
🟢 Roberto Perosa (Abiec): criticized government performance but advocated for individualized negotiations and market diversification.
Critical or Polarizing:
⚠️ Eduardo Bolsonaro: continues lobbying in the U.S. for sanctions, predicting “even more tariffs” and prioritizing “freedom” over the economy.
⚠️ Donald Trump: called Brazil a “terrible partner” and escalated pressure on China for soybeans.
⚠️ De Olho nos Ruralistas: critical outlet publishing near-daily attacks on agribusiness lawmakers.
📌 Relevant Posts of the Week
1️⃣ Lula – Video announcing the Brazil Sovereign Plan
1.2 million interactions
🔗 Watch here
2️⃣ Eduardo Bolsonaro – Video presenting Trump and Bolsonaro’s letter, warning: “Authorities must act before it’s too late.”
327k interactions
🔗 Watch here
3️⃣ Choquei – Report on Trump’s statement calling Brazil one of the “worst countries”
250k interactions
🔗 See here
4️⃣ Gazeta do Povo – Story on Trump aide detained in Brazil claiming he would go “to the last consequences” for Bolsonaro’s freedom
78k interactions
🔗 See here
5️⃣ Portal G1 – Report that Congressman Hugo Motta requested the Ethics Council to open proceedings against Eduardo Bolsonaro
67k interactions
🔗 See here
in addition to the main news about Brazilian agribusiness in the media, Brazilian beef exports reached a new high in July 2025, driven by increased demand from China. Brazilian beef exports reached a new high in July 2025, driven by increased demand from China. Brazilian beef sales in July 2025 totaled 276,880 metric tons, up 16.7% from the previous year Click here and check it out!
Fabrício Peres also discuss about the invisible cost of a wek reputation in agribusiness. Access to read it
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