Brazil Archives - Juncture Policy

The Brazil 301: USTR’s 25 Percent Tariff on Digital Trade, Ethanol, and Deforestation Findings

August 3, 2026 by Walter Guevara

Brazil Section 301 policy map showing six USTR investigation categories connected to a 25 percent tariff on imports of Brazil, with specified exemptions in the operative annexes.

On July 15, 2026, USTR imposed a 25 percent tariff on imports of Brazil, with specified exemptions under Section 301, following a yearlong investigation into digital trade and electronic payment services, preferential tariffs, anti-corruption enforcement, intellectual property, ethanol market access, and illegal deforestation. USTR’s findings are U.S. determinations, not uncontested facts about Brazil.

BNDES Eco Invest Brasil: The Deep Tech Pivot

June 10, 2026 by Walter Guevara

BNDES’s 5th Auction pivots to SAF, green fertilizers, and AI automation. Here is how Brazil’s R blended finance structure works and why it matters for emerging markets.

Argentina’s Preferential Treatment: When Leadership Chemistry Shapes Financial Diplomacy

May 30, 2026October 6, 2025 by Walter Guevara

Policy Brief | Reading Time: 7 minutes Author: Walter Guevara Update (November 12, 2025) Since this analysis was published, events have validated rather than contradicted our framework. The IMF approved Argentina’s $20 billion Extended Fund Facility in April 2025 with $12 billion immediate disbursement. Mid-year reviews documented “rapid disinflation, solid economic recovery, and incipient improvements … Read more