Skip to content

Latin America Supply Chain

Analysis

Brazil’s Northeast exports rise 4.8% to $22.3B on agri, mining

Brazil's Northeast exported $22.3 billion between January and October 2026, up 4.8% year on year, as agriculture rose 13.9% and the extractive industry 8.6%, according to Sudene. Imports grew faster at 14.7% to $26.2 billion, leaving a $3.9 billion trade deficit. Bahia and Maranhão accounted for 68.4% of regional sales, with soybeans leading both states. China bought $6.1 billion, up 13.2%, while U.S. purchases fell 4.9% to $2.5 billion. Manufacturing slipped 0.7% overall but led October exports at about $1.4 billion.

Original source: movimentoeconomico.com.br

Brazil’s Northeast exports rise 4.8% to $22.3B on agri, mining

Ask SCI.AI about this story

📋 本文要点

Brazil's Northeast exported $22.3 billion between January and October 2026, up 4.8% year on year, as agriculture rose 13.9% and the extractive industry 8.6%, according to Sudene. Imports grew faster at 14.7% to $26.2 billion, leaving a $3.9 billion trade deficit. Bahia and Maranhão accounted for 68.4% of regional sales, with soybeans leading both states. China bought $6.1 billion, up 13.2%, while U.S. purchases fell 4.9% to $2.5 billion. Manufacturing slipped 0.7% overall but led October exports at about $1.4 billion.

According to movimentoeconomico.com.br, agricultural and extractive exports drove Brazil’s Northeast region to $22.3 billion in foreign sales between January and October 2026, a 4.8% increase over the same period in 2025, data from the Northeast Development Superintendency (Sudene) showed.

Agriculture and mining lead gains as manufacturing slips

Farm sales rose 13.9% and extractive industry exports — which cover mineral and petroleum extraction — climbed 8.6%, according to the Sudene figures released on the Data Nordeste platform. The manufacturing sector, by contrast, contracted about 0.7%.

Imports outpaced exports, growing 14.7% to $26.2 billion. That left the region with a trade deficit of roughly $3.9 billion for the ten-month period, the source states.

Total trade flows — the combined value of the Northeast’s exports and imports — reached $48.5 billion, up 9.9% year on year, according to Sudene.

Bahia and Maranhão concentrate regional sales

Bahia and Maranhão together accounted for 68.4% of the Northeast’s overseas sales. Bahia exported $11 billion, or 49.1% of the regional total, while Maranhão shipped $4.3 billion, or 19.3%.

Soybeans topped the export list in both states, at $2.6 billion in Bahia and $2.1 billion in Maranhão. In Bahia, fuel oils followed at $1.4 billion and gold at $1.1 billion, with manufacturing contributing $6.2 billion, or 56.4% of state exports.

Maranhão’s calcined alumina, the raw material for aluminum, totaled $855.1 million, and chemical wood pulp used in papermaking reached $614.1 million. Agriculture and manufacturing held near-equal shares of the Maranhão list, at $2.2 billion and $2.1 billion respectively.

China remains top partner as U.S. purchases decline

China bought $6.1 billion of Northeast goods in the year to date, up 13.2%, while sales to the United States fell 4.9% to $2.5 billion. The Netherlands received $1.4 billion, a 52.4% increase.

The three countries are the region’s main trading partners when exports and imports are combined, according to Sudene.

Piauí leans on soybeans; Ceará and Pernambuco rely on factories

Piauí, fifth in the regional ranking, exported $1.3 billion, or 5.6% of the total. Soybeans made up $1.1 billion, or 84.6% of state sales, and agriculture overall accounted for $1.2 billion, or 92.3%.

Ceará ranked third with $1.98 billion, or 8.9% of the Northeast total. Semi-finished iron and steel products reached $1 billion, and manufacturing supplied $1.7 billion, or 85% of state sales.

Pernambuco, fourth, exported $1.7 billion, or 7.7% of the regional total. Fuel oil led at $289.9 million, followed by automobiles at $226.5 million and petroleum coke at $203 million; factories accounted for $1.4 billion, or 82.3% of state exports.

Smaller states: copper, oil and footwear shape the list

Rio Grande do Norte exported $1.2 billion, or 5.3% of regional sales, led by fuel oil at $407.9 million and gold at $291.6 million. Manufacturing contributed $912.4 million, or 78.4% of the state total.

Alagoas, seventh, sold $520 million abroad, or 2.3% of the regional total. Copper ore reached $234.4 million — matching the state’s extractive industry total — and cane sugar brought in $207.1 million, while manufacturing exported $276.8 million.

Sergipe, eighth, recorded $292.9 million in exports, or 1.3% of the total. Crude petroleum led at $189.7 million, followed by orange juice at $52.5 million; the extractive industry accounted for $191.6 million and manufacturing for $99.9 million.

Paraíba closed the ranking with $119.6 million, or 0.5% of the total. Footwear totaled $57 million and pineapple juice $10.6 million, with manufacturing supplying $101.2 million of state sales.

October: soybeans, cotton and mangoes stand out

In October alone, manufacturing led Northeast exports at about $1.4 billion. Agriculture sold $938.3 million abroad during the month, and the extractive industry $162.7 million.

Within agriculture, soybeans contributed $514.8 million of the sector’s October total. Cotton followed at $141.9 million and mangoes at $62.5 million.

In the extractive industry, copper ore sulfides represented 53.3% of monthly sales at $86.7 million, with nickel ores next at $46.6 million.

The Sudene survey does not include state-by-state export variation against 2025, nor does it report sector-level export values for the regional year-to-date total — only growth rates.

Source: movimentoeconomico.com.br

Compiled from international media by the SCI.AI editorial team.

Ask SCI.AI Finished reading? Continue with SCI.AI. Explore the related policy, route, company and historical context. Continue asking
Stay ahead of supply chain shifts

One email a week: the stories that matter and new risk events — in English, free.

Prefer RSS? Articles Risk events

Brazil’s CNI cuts 2026 GDP forecast to 1.6% as industry slows
Latin America Supply Chain

Brazil’s CNI cuts 2026 GDP forecast to 1.6% as industry slows

Brazil's National Confederation of Industry (CNI) cut its 2026 GDP growth forecast from 2% to 1.6%, according to its third-quarter Conjunctural Report released Wednesday. The revision reflects weaker expected performance in manufacturing, now seen contracting 0.7%, and services, revised down to 1.6% growth. Industry growth was lowered to 1.3% from 2.1%, while agriculture was raised to 2.5%. The CNI projects inflation at 5.15%, a Selic rate ending 2026 at 13.25%, a primary deficit of R$ 54.6 billion and a trade surplus of US$ 77.3 billion.

Colombia 12.5% tax keeps nearshoring math viable: Tulum
Latin America Supply Chain

Colombia 12.5% tax keeps nearshoring math viable: Tulum

Colombia's 12.5% tax does not overturn the case for US apparel nearshoring, but the math only works when brands read the fine print, according to José Olarte, founder of Colombia-based manufacturer Tulum Fashions. Writing for Just Style on October 26, 2026, Olarte addresses brands with existing Colombian programmes and those considering a move from Asia, arguing that the tax is a quantifiable input rather than a dealbreaker. The commentary appears in Just Style's premium analysis section, which covers apparel sourcing, supply chain and trade.

Brazil chases critical minerals lead as S&P Global flags 17-year mine lag
Latin America Supply Chain

Brazil chases critical minerals lead as S&P Global flags 17-year mine lag

S&P Global's Patricia says Brazil must convert mineral wealth into competitive projects to lead global critical minerals supply chains. Mining stocks have surged 134% since the start of 2025, nearly four times the S&P 500's 39% gain, as trade tensions and technology demand reshape flows. Yet investment commitments from the 30 largest AI firms and data center operators exceed US$ 2.1 trillion — about five times those of the 30 biggest miners — while the average deposit-to-production timeline is 17 years. China refines around 85% of rare earths, and for copper roughly 94% of chain value sits in mining and concentrate.

Welcome Back!

Login to your account below

Create New Account!

Fill the forms below to register

Retrieve your password

Please enter your username or email address to reset your password.

Scan to share via WeChat

Open WeChat and scan the QR code to share

QR Code

Add New Playlist