Brazilian Beef Is Leaving Europe and Turning Up in Chile

Brazilian beef exports are being redirected as the European Union closes, China slows purchases and the United States opens a 90-day quota. Larissa Alvarez, StoneX Senior Market Intelligence Analyst, breaks down where Brazilian beef goes next and who gains from every door that opens or shuts. The European Union restriction rests on traceability documentation rather than any finding of prohibited substances, leaving Argentina, Paraguay and Uruguay eligible for the share Brazil leaves behind. China's quota exhaustion pauses Brazilian shipments until the 2027 reset, and in the United States a near record low cattle herd opened room for frozen lean beef imports. Discover Actionable Meats and Livestock Insights with StoneX Market Intelligence: https://shop.stonex.com/es-py/collections/meats-livestock?utm_source=youtube&utm_medium=social&utm_campaign=sxtv_guest_larissa_alvarez&utm_content=share 00:00 - Brazil's Beef Map Redrawn 00:33 - China Leans on New Suppliers 02:05 - Chile and Israel Absorb Beef 02:49 - Europe's Ban Turns on Records 04:41 - Packers Sit on the Savings 06:25 - U.S. Herd Near Decade Lows 08:59 - The Quota Math Falls Short 11:42 - What the August Data Shows Like and subscribe for more financial market insights. #StoneX #Cattle #LarissaAlvarez #Beef