Brazil uncertain if in-transit beef counts toward China's new quotas

Brazilian officials lack clarity on whether beef shipments en route to China will count against Beijing's new import quotas announced last week. The volume is small relative to 2025 exports, but the industry fears sales disruptions amid the broader safeguard measures affecting major exporters like Argentina and Australia.

Brazil's Ministry of Commerce stated there is no clarity yet on whether beef in transit to China will be included in the quotas. Herlon Brandão, head of the ministry's statistics department, noted these volumes are a "small" share compared to the 1.5 million metric tons exported to China in 2025, when the country absorbed about half of Brazil's record over 3 million tons of total beef exports.

The quotas are part of China's three-year safeguard measures with 55% tariffs on excess volumes. Brazil's allocation is 1.106 million tons in 2026, rising to 1.128 million in 2027 and 1.151 million in 2028.

Brazil's beef sector expressed concerns. Sindifrigo-Mato Grosso stated: "Chinese authorities have made it clear that the volume will be calculated based on actual entries into the country from January 1, 2026, regardless of previously signed contracts, in-transit shipments, or already shipped products."

Under this rule, Brazil could lose about 350,000 tons from its 2026 quota due to shipments in ports, on ships, or stored. In 2025, China accounted for 53% of exports, generating $8.8 billion. The Ministry of Agriculture provided no immediate comment.

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Argentine and US officials shake hands sealing trade deal expanding beef exports to 100,000 tons.
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Argentina signs trade agreement with the United States

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Foreign Minister Pablo Quirno announced a trade agreement between Argentina and the United States that expands the beef export quota to 100,000 tons and removes tariff barriers in key sectors. The deal aims to strengthen bilateral economic ties and could boost exports by up to $1,013 million. The agricultural sector, particularly meat exporters, hailed the pact as a major step forward.

브라질의 2026년 1월 중국으로의 쇠고기 수출이 급증하며 9월까지 연간 쿼터 소진 위기. 정부는 통제되지 않은 선적 시 국내 가격 붕괴와 축산업 일자리 손실을 경고. 중국, 쿼터 초과 수입품에 55% 관세 부과.

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The People's Republic of China announced safeguard measures for beef imports starting January 1, 2026, with country-specific quotas and 55% tariffs on excess volumes. These will affect Argentina, with limits of 511,000 tons in 2026, 521,000 in 2027, and 532,000 in 2028. Experts estimate the initial impact will be limited but could encourage market diversification.

US President Donald Trump has announced tariffs of up to 25% on countries maintaining commercial ties with Iran, in response to the violent suppression of protests there. The decision puts Brazil on alert, risking exports of meats and other agribusiness products. Experts warn of potential trade tensions and significant economic impacts.

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Brazil's Senate approved the EU-Mercosul free trade agreement on Wednesday (4), completing congressional proceedings and sending the text for presidential sanction. The treaty is expected to take provisional effect in May after notification to the EU. Negotiated since 1999, it links markets with a combined GDP of $22 trillion and will eliminate tariffs on 91% of bilateral trade.

Argentina's agroexport sector commended the progress made in 2025 under President Javier Milei's government, highlighting macroeconomic stabilization, predictability in exchange rates and inflation, and reductions in grain export duties. Gustavo Idígoras, head of CIARA and CEC, foresaw a more stable policy for 2026 benefiting agriculture. These steps produced positive signs amid a year of intense changes.

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중국은 2025년 12월 멕시코가 중국산을 포함한 1,400개 이상의 아시아산 품목에 관세를 부과한 이후, 2026년 3월 26일 잠재적 무역 보복 가능성을 경고했다. 이번 사태는 미국과의 USMCA 재협상을 앞둔 멕시코에 복잡한 변수로 작용할 전망이다. 마르셀로 에브라르드 경제부 장관은 중국 기업들의 정부 보조금을 통한 덤핑 행위를 지적하며 베이징의 불만을 일축했다.

 

 

 

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