Gustavo Ribeiro

Founder of @BrazilianReport, not the Portuguese skateboarder. Master's in Political Science at @SorbonneParis1. 📬 [email protected]

[Gustavo Ribeiro @gnribeiro]

The @BrazilianReport will participate in Web Summit Rio for the fourth straight year, with yours truly hosting three panels. If you’re going to be there, come say hello!

https://t.co/cWj37NmYAj

[Carlos Góes @goescarlos]

O Bruno Guimarães gritando com o Marquinhos perguntando se ele deu a loca…. 🤪

[Institut Montaigne @i_montaigne]

🇧🇷 Brésil : face à la Chine, aux États-Unis et à l’UE, un pays entre les puissances

Découvrez l'analyse de @gnribeiro ici ⬇️
https://t.co/861tvxXZVY

[Gustavo Ribeiro @gnribeiro]

But if the US’s idea is to help far-right Senator Flávio Bolsonaro, who pledges his allegiance to Trump, the plan could backfire.

Read the full story: https://t.co/8NG6VwqYqw

[Gustavo Ribeiro @gnribeiro]

As Brasília was still gauging the fallout from the US Trade Representative's call for 25% tariffs on many Brazilian exports — over what Washington calls “unfair trade practices” — the office dropped another bombshell:

[Gustavo Ribeiro @gnribeiro]

held a positive meeting with Donald Trump only weeks ago.

Brasília fears that one of its long-standing anxieties has become a reality: that Washington intends to influence the result of October’s presidential election.

[Gustavo Ribeiro @gnribeiro]

https://t.co/1BgKSHUwms

[Gustavo Ribeiro @gnribeiro]

Quel honneur de voir mes analyses publiées par l'Institut Montaigne (@i_montaigne).

En France, l'Institut Montaigne est une référence de la production d'intelligence : un lieu où l'analyse rigoureuse éclaire le débat public et où les idées se confrontent aux faits.

[Gustavo Ribeiro @gnribeiro]

Mon sujet : le Brésil au cœur de plusieurs grandes questions géopolitiques. Des terres rares qui redessinent les chaînes d'approvisionnement mondiales aux ingérences de Donald Trump en Amérique latine, comprendre le Brésil, c'est lire une partie du monde qui s'écrit aujourd'hui.

[Gustavo Ribeiro @gnribeiro]

It is the slow-burning, lawyerly version of the blunt 50% tariff Trump imposed in July 2025 (many exceptions were added afterward, and the US Supreme Court ruled against many of Trump's tariffs in February 2026).

Read the full story: https://t.co/m3OJ9IRdph

[Gustavo Ribeiro @gnribeiro]

Last Thursday, the US govt designated Brazil's largest crime syndicates as terrorist organizations, in a move that has unsettled the Brazilian financial system. Four days later, the other shoe dropped: the US Trade Representative proposed a 25% tariff on most Brazilian exports.

[Gustavo Ribeiro @gnribeiro]

👉 Why it matters. The 25% tariff recommendation comes as part of a Section 301 investigation into allegedly unfair trade practices.

[Gustavo Ribeiro @gnribeiro]

...8% to 12%, while trucking insurance increased by up to 30% as firms re-audited entire supply chains.

Read the full story: https://t.co/eaHwVTEMq4

[Gustavo Ribeiro @gnribeiro]

For more than a year, one scenario sat near the top of the Lula government's risk map: that Washington would brand Brazil's two largest crime syndicates as terrorists. On May 28, it materialized.

[Gustavo Ribeiro @gnribeiro]

Mexico is a cautionary tale. Corporate Compliance Insights reports that, after Washington designated its cartels as terrorist groups early last year, a June order pushed three Mexican financial institutions out of business; logistics costs rose an estimated...