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Without Chinese buying, Brazil's beef exports drop sharply in August

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Brazilian beef exports fell sharply in August after purchases from China, the main destination for the product, nearly stopped and the European Union began suspending imports of Brazilian animal protein. According to the commodities column of Folha de S.Paulo, shipments dropped to 225,000 tonnes in August, 23% below the same month of 2025. Trade balance data from the Ministry of Development, Industry, Trade and Services (MDIC), released on September 4, show a 27.1% drop in volume, with revenue of US$ 1.2 billion, 19.7% below a year earlier.

China is the core of the problem. The country caps at 1.106 million tonnes a year the beef that can enter without an additional 55% tariff, and China's Ministry of Commerce told Brazil on August 10 that 90% of the quota had already been used. "Exporters tend to reduce the volumes shipped when there is a greater risk of the additional tariff applying," Herlon Brandão, head of the foreign trade statistics department at MDIC, told state news agency Agência Brasil. The result showed up in the monthly numbers: only 16,100 tonnes went to China in August, against a record 158,000 tonnes in June, according to Folha.

Purchases pulled forward, and a closed Europe

The August slump mirrors a first half in which buyers pulled purchases forward. Folha reports that June set an all-time record of 317,000 tonnes, as buyers wanted their beef to arrive before the Chinese quota without the extra tariff ran out and before EU restrictions on Brazilian animal protein, set for September, took effect. The European Union began suspending animal-origin products from Brazil on September 3 across its 27 member states: beef, chicken and pork, plus honey, fish and eggs. State news agency Agência Brasil puts the potential impact at up to US$ 2 billion a year; beef alone accounted for about US$ 1.7 billion of sales to the bloc in 2025.

The European decision rests on controls over antimicrobial use in livestock, which the bloc deems insufficient. It did not follow any contamination or sanitary irregularity found in Brazilian batches. For industry group Abiec, the European market buys higher-value cuts and has no automatic replacement, because each destination demands specific products. The association says all of its member companies cleared to export to the EU have joined a private traceability protocol, but Agência Brasil estimates a beef comeback may take longer: full-lifecycle tracking is required, and cattle take 24 to 36 months to reach slaughter.

The year still runs in the black

Despite the August slump, 2026 remains positive for the sector. From January to August, exports of chilled and frozen beef rose 4.7% in volume and 22.3% in value against the same period of 2025, according to MDIC. In August, revenue fell less than volume, which points to a higher average price per tonne than a year before.

For meatpackers and ranchers, September brings fewer buyers at once: the Chinese quota is nearly exhausted and the European market is shut. For consumers, Agência Brasil notes the European block is not a food-safety verdict, as no contamination was identified and Brazilian beef was not deemed unfit for consumption.

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