The beginning of 2026 reveals notable growth in Brazilian exports, reflecting the strength of foreign trade and a significant surplus.
This positive performance generates an environment of economic confidence, highlighting the importance of the export sector for the country.
The results point to a sustained increase in international commercial activity, which aims to reinforce Brazil's economic stability.
Performance and key export figures in January 2026
Brazil began 2026 with strong exports that totaled US$20 billion in January, along with imports of US$16,179 million.
These figures resulted in a trade surplus of US$3,836 million, highlighting the strength of Brazilian foreign trade.
In the fourth week alone, exports reached US$5,202 million, while imports totaled US$4,950 million.
Growth of 8.4% in the daily average of exports and record trade surplus
The daily average of exports grew by 8.4% year-on-year, reflecting an average trade flow of US$ 2.26 billion daily.
This growth supports an average daily surplus of US$239.77 million, the best start to the year in several years for Brazil.
Favorable global demand and competitive commodity prices drive this sustained export expansion.
Weekly and monthly comparison of exports and imports with previous years
Compared to January 2025, exports grew by 8.4%, while imports fell in key sectors.
Agriculture, extractive and processing industries present drops in imports of 24.6%, 12.1% and 2.6%, respectively.
These movements reflect improvements in the trade balance and less Brazilian dependence on imports in certain sectors.
Sectoral analysis of Brazilian foreign trade
Brazil's foreign trade showed varied dynamics in January 2026, with key sectors boosting exports.
Agriculture and mining stand out for their high contribution to the total increase in Brazilian foreign trade.
Movements in imports reflect strategic adjustments in the face of the evolution of internal and external demand.
Outstanding performance in agriculture and mining sectors, with a focus on soybeans and oil
The agricultural sector maintained a solid yield, with soybeans as the main product that increased the sector's exports.
Mining, especially oil, also contributed significantly to the increase in the trade surplus in January.
These sectors benefiting from globally competitive prices strengthen the Brazilian export position.
Falls in imports due to agriculture, extractive and processing industries
Agricultural imports fell by 24.6%, reflecting less dependence on external inputs in the sector.
The extractive industry showed a 12.1% reduction in imports, accompanied by a moderate drop in the processing industry.
These declines allow for a better trade balance and greater productive self-sufficiency for Brazil in 2026.
General economic context and influential factors
Brazil's export performance in January 2026 occurs in a context of positive expectations for the country's economic growth.
A dynamic labor market is observed that provides stability to the economy, along with contained inflation that favors consumption.
The Selic rate remains at high levels, reflecting monetary policy aimed at controlling inflationary pressures.
Projections of GDP, inflation, and Selic rate in a dynamic labor market
For 2026, moderate GDP growth is projected, driven mainly by external demand and private investment.
Inflation remains under control, allowing an environment of trust for consumers and producers in Brazil.
The Selic rate, although high, balances the growth stimulus with the aim of avoiding inflationary acceleration.
Impact of the surplus on Brazil's economic position and external competitiveness
The trade surplus strengthens Brazil's external financial position, improving investment capacity and reserves.
With greater resources, Brazil gains competitiveness in global markets, especially in key agricultural and mineral products.
This condition favors trade negotiations and positions the country as a solid player in international trade.
Economic and commercial prospects for the year 2026
The year 2026 presents a promising scenario for Brazil, driven by its trade surplus and a solid-based economy.
Economic growth is anticipated to remain stable, supported by the consolidation of exports and external demand.
The macroeconomic environment, although challenging, offers opportunities to diversify markets and strengthen the trade balance.
Opportunities and risks for investments, including fiscal stress and high interest rates
Investments in Brazil face opportunities linked to the increase in exports, but also challenges such as fiscal pressure.
High interest rates could limit access to credit and slow the pace of investment in key sectors.
Efficient management of public spending will be vital to mitigate fiscal risks and sustain investor confidence.
Projections of the Ministry of Commerce on exports and global market
The Ministry projects sustained growth in Brazilian exports, supported by international demand.
Opportunities are anticipated in emerging and traditional markets, with a focus on agricultural and mineral products.
The government strategy seeks to take advantage of current competitiveness to expand Brazil's participation in global trade.
