
Soy and oil boost foreign sales, while analysts point out the need to add value to exported products
AI-generated summary
Brazil has been diversifying consumer markets for its exports, with emphasis on commodities such as soybeans and oil. The agreement between Mercosur and the European Union and record oil extraction contribute to the positive result of the trade balance.
A Brazilian product that sells well abroad: soy. An exporting company does not complain. He says that even the calendar helps, because Brazilian grain is shipped at a different time than American grain, the main competitor in production. The Chinese are the ones who buy the most soy from us: they keep almost 70%. But the world is big.
That's what the numbers show. Putting it on balance, Brazil is selling more to almost everyone. From January to October, Brazil exported US$321 billion, an increase of 11% compared to the same period in 2025. Thirteen of the 14 countries that import the most Brazilian products increased their purchases in 2026 compared to 2025. Including the United States, even with the tariffs imposed by President Donald Trump.
Highlight for India, which almost doubled the value imported from Brazil, due to oil contracts. The Netherlands, Italy and Türkiye also bought much more from Brazil, mainly oil and soy. In other words, Brazil found a market for record oil extraction and the agreement signed between Mercosur and the European Union also weighed on the result.
“If that population loses purchasing power, and Argentina is also one of Brazil's major economic partners, we will probably have problems when it comes to placing our products in that market”, says Miriam Vale, professor of International Business / Fecap.
According to analysts, the positive balance of trade shows that Brazil has in fact been diversifying its consumer markets. Mainly in the case of commodities, which are basic raw materials around the world. What remains now is to expand the list of exported products.
"Even though we sell more and to more countries, and this is a reason for the country to celebrate, the fact is that we continue to sell the same things. Brazil's big issue here now is not simply to sell more products that the international market needs - as in the case of oil due to the war in Iran and the increase in price. But to sell more products with more added value. It is not to stop selling what we already sell, but to diversify products and include products with greater value in your export portfolio", says Allan Gallo.
AI outlook — possibilities, not facts
Brazil will continue to diversify export markets and expand products with greater added value
Possible · Within months

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