Raphael Carmo · Managing Partner, 4D World America's beef paradox: record prices, record imports Key Takeaways ▸ US Q1 2026 beef imports hit 1.7 billion pounds, up 15.3% ▸ US beef exports slid 17.8%; shipments to China fell 95% ▸ Brazil shipped 394 million pounds in Q1, up 8%, despite a 26.4% dut... Brazil Food Prices & Markets United States 11 mai 2026
Raphael Carmo · Managing Partner, 4D World EUDR gets a haircut: cheaper, simpler — but still coming Key Takeaways ▸ Large and medium companies must comply with EUDR from 30 December 2026 ▸ The simplification package claims a ~75% cut in annual compliance costs ▸ A draft act would remove hides and le... Brazil Europe Regulation Sustainability 9 mai 2026
Raphael Carmo · Managing Partner, 4D World Five numbers that set the table for May Key Takeaways ▸ US cattle herd fell to 86.2 million head, the smallest since 1951 ▸ US live cattle topped $250/cwt in April, an all-time high ▸ China's 2026 tariff-free quota gives Brazil 1.106 Mt, ve... Brazil China Food Prices & Markets United States 4 mai 2026
Raphael Carmo · Managing Partner, 4D World The EU-Mercosur deal walked in through the side door Key Takeaways ▸ The EU-Mercosur interim trade deal entered provisional application on 1 May 2026 ▸ Beef quota: 99,000 tonnes at a 7.5% duty, versus today's 20%-plus rates ▸ A new 180,000-tonne duty-fr... Brazil Europe Food Trade Policy 2 mai 2026
