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Brazil Draws a Line on Strategic Minerals 🇧🇷⚒️
https://www.linkedin.com/posts/pieter-borsje-28156185_brazil-draws-a-line-on-strategic-minerals-activity-7360524933493362689-GO9t?utm_source=share&utm_medium=member_desktop&rcm=ACoAACqICfIBDnVCtKiuX6gsoBWZSJ9pAt341yg

President Lula has unveiled a new national policy on strategic minerals, framing it as a matter of national sovereignty.

The core idea: no more exporting raw ore without adding value in Brazil — a bid to avoid the historic trap of selling resources cheap and buying back finished products at a premium.

The timing is striking. A 50% U.S. tariff on Brazilian imports is now in force, tied to political tensions over the Bolsonaro investigation. This puts Brazil’s miners in a tight spot — but also gives Brasília leverage to:
• Pivot trade flows toward new premium buyers.
• Accelerate domestic processing capacity.
• Map and monetize untapped mineral wealth via a new national council on mineral materials.

Brazil’s mineral endowment is vast — from rare earths to battery metals. If Lula’s government can align policy, infrastructure, and investment, the country could become a kingmaker in the global energy transition.

The question is execution. Will Brazil seize the moment, or let it slip?