
Gerdau emerges as BTG’s defensive pick as Brazil commodities face weak 2Q earnings
BTG Pactual expects a soft earnings season for 17 companies under coverage, with cost inflation, freight…

BTG Pactual expects a soft earnings season for 17 companies under coverage, with cost inflation, freight…

Imports surge as much as 78% from ex-China sources, blunting early antidumping impact and raising concerns…

Importações sobem até 78% fora do país asiático, antidumping ainda não surte efeito e empresa vê…

Anti-dumping measures boost pricing and margins, but volumes and revenue remain under pressure.

Brazil erects a “Chinese wall” of steel — shielding flat-rolled markets while remaining bound to China…

Two Gecex resolutions impose five-year duties on coated and cold-rolled flat steel, reinforcing protection sought by…

Brazilian steelmaker posts R$129m net income in 4Q25, reversing prior-year loss, while adjusted EBITDA declines amid…

Board decision aligns accounting with export profile and dollar-linked revenues, while financial statements will continue to…

Why resilient demand was not enough to save Brazil’s steelmakers in 2025.
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