Geopolitical events have specific impacts on each sector of the economy. The sectors covered by our analysis are:
Agribusiness
Sanitary barriers, quotas, climate, and competitiveness of Brazilian origin.
Energy and Mining
Routes, sanctions, energy transition, and market access.
Industry and Trade
Tariffs, regional agreements, compliance, and supply chain reconfiguration.
Infrastructure and Logistics
War risk premiums, rerouting, and freight costs.
Financial Services
Sovereign risk, foreign exchange, sanctions, and cross-border exposure.
Industry Associations
Institutional engagement and positioning on regulatory agendas.
Who we work with: Companies and financial institutions · Industry associations · Governments · Diplomatic missions.
