With Donald Trump’s return to the Presidency of the United States, Brazilian agribusiness faces a new phase of uncertainty, trade disputes, and geopolitical fragmentation. The imposition of broad tariffs on imports, the weakening of multilateral institutions, and the strategic use of trade as a political weapon place the agricultural sector at the center of this new international dynamic. The trade war between the United States and China, reignited with even greater intensity, is likely to reshape global flows of agricultural products, creating both risks and opportunities for Brazil.
In this new context, Brazilian agribusiness — deeply integrated into the global market — must understand the potential impacts of the “New Trump Era” on exports of soybeans, meat, pulp, coffee, orange juice, ethanol, and other strategic commodities. Beyond that, it will be essential to assess the risks of cross-retaliations, the growing use of tariff and non-tariff barriers, market instability, and the possible global recession stemming from the slowdown in trade.
This event brings together experts in international trade, agricultural policy, and geopolitics to analyze the main impacts of the new U.S. trade policy on Brazilian agribusiness. Discussions will address the sectoral and geographical effects of the new tariffs, the vulnerability of Brazil’s relationship with China, the potential indirect impacts on markets in the European Union, Canada, and Mexico, and the challenges of maintaining competitiveness in a less predictable world.
The initiative also proposes a reflection on the strategies Brazil should adopt in the face of this scenario, reinforcing its role as a reliable global supplier and seeking to expand its market diversification. In the face of rising protectionism, the national agricultural sector must combine trade intelligence, strategic diplomacy, and resilience to navigate the turbulence of the new geopolitical landscape.
Check the program:
6:00 PM – 6:15 PM | Institutional Opening
Marcos Jank (Coordinator, Insper Agro Global)
6:15 PM – 6:30 PM | Geopolitics and Macroeconomic Impacts
Roberto Dumas Damas (Professor of International Economics, Insper)
Analysis of the new geopolitical landscape in light of Donald Trump’s return, its implications for the international order, and potential effects on inflation, global interest rates, currencies, and trade instability.
6:30 PM – 6:45 PM | Agribusiness in the New Geopolitical Context
Marcos Jank (Insper Agro Global)
Brazil’s positioning as an agricultural export powerhouse amid rising protectionism and global fragmentation.
6:45 PM – 7:00 PM | International Trade and Brazilian Agribusiness
Leandro Gilio (Insper Agro Global)
Impacts of the new U.S. trade policy on Brazilian agribusiness exports, tariff risks, and challenges at the WTO and in bilateral agreements.
7:00 PM – 7:50 PM | Open Debate – Moderated by Marcos Jank
Moderator: Marcos Jank
Panelists: Roberto Dumas, Fernanda Magnotta, Leandro Gilio, and Marcos Jank.
7:50 PM – 8:00 PM | Closing Remarks
Marcos Jank
Register here.
With Donald Trump’s return to the Presidency of the United States, Brazilian agribusiness faces a new phase of uncertainty, trade disputes, and geopolitical fragmentation. The imposition of broad tariffs on imports, the weakening of multilateral institutions, and the strategic use of trade as a political weapon place the agricultural sector at the center of this new international dynamic. The trade war between the United States and China, reignited with even greater intensity, is likely to reshape global flows of agricultural products, creating both risks and opportunities for Brazil.
In this new context, Brazilian agribusiness — deeply integrated into the global market — must understand the potential impacts of the “New Trump Era” on exports of soybeans, meat, pulp, coffee, orange juice, ethanol, and other strategic commodities. Beyond that, it will be essential to assess the risks of cross-retaliations, the growing use of tariff and non-tariff barriers, market instability, and the possible global recession stemming from the slowdown in trade.
This event brings together experts in international trade, agricultural policy, and geopolitics to analyze the main impacts of the new U.S. trade policy on Brazilian agribusiness. Discussions will address the sectoral and geographical effects of the new tariffs, the vulnerability of Brazil’s relationship with China, the potential indirect impacts on markets in the European Union, Canada, and Mexico, and the challenges of maintaining competitiveness in a less predictable world.
The initiative also proposes a reflection on the strategies Brazil should adopt in the face of this scenario, reinforcing its role as a reliable global supplier and seeking to expand its market diversification. In the face of rising protectionism, the national agricultural sector must combine trade intelligence, strategic diplomacy, and resilience to navigate the turbulence of the new geopolitical landscape.
Check the program:
6:00 PM – 6:15 PM | Institutional Opening
Marcos Jank (Coordinator, Insper Agro Global)
6:15 PM – 6:30 PM | Geopolitics and Macroeconomic Impacts
Roberto Dumas Damas (Professor of International Economics, Insper)
Analysis of the new geopolitical landscape in light of Donald Trump’s return, its implications for the international order, and potential effects on inflation, global interest rates, currencies, and trade instability.
6:30 PM – 6:45 PM | Agribusiness in the New Geopolitical Context
Marcos Jank (Insper Agro Global)
Brazil’s positioning as an agricultural export powerhouse amid rising protectionism and global fragmentation.
6:45 PM – 7:00 PM | International Trade and Brazilian Agribusiness
Leandro Gilio (Insper Agro Global)
Impacts of the new U.S. trade policy on Brazilian agribusiness exports, tariff risks, and challenges at the WTO and in bilateral agreements.
7:00 PM – 7:50 PM | Open Debate – Moderated by Marcos Jank
Moderator: Marcos Jank
Panelists: Roberto Dumas, Fernanda Magnotta, Leandro Gilio, and Marcos Jank.
7:50 PM – 8:00 PM | Closing Remarks
Marcos Jank