## Company Profile FGL GLOBAL LOGISTICA LTDA — Brazil-based freight forwarder (website: http://www.fglglobal.com). Offers international freight forwarding and logistics services (ocean/air forwarding, customs clearance, project cargo and supply‑chain coordination). Operates in Brazil’s major export corridors and ports (Santos, Paranaguá, Rio Grande) and handles agricultural and processed food shipments among other cargoes. Mid‑market regional player serving exporters that move commodities and value‑added agri‑products to Asia and Europe. ## Pain Points 1) Compliance and inspection risk: New MAPA frameworks (SINFITO) and tightened China inspection protocols in late‑2025/early‑2026 have increased documentation, registration and pre‑shipment inspection work for exporters. FGL’s clients risk port holds, licence suspensions and last‑minute rejections without tighter buyer pre‑qualification and document pre‑validation. 2) Freight volatility & schedule risk: Carriers’ blank sailings and rolled cargo strategies in 2026 introduce short‑term space risk and rate spikes on east–west services. FGL’s shippers—especially for containerised value‑added agri products—need better demand locking and coordinated execution to avoid booking failures and rolled cargo. 3) Market diversification & demand matching: Record soybean/soymeal volumes and shifting destination mixes (China for beans; EU for meal) create opportunities but also expose exporters to changing buyer requirements. FGL’s customers may lack fast access to vetted buyers in alternative markets or for processed forms; they need a channel that brings qualified buyers and manages compliance requirements. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] === Brazil agricultural soy/corn export volumes and trade flow shifts; routes to China & Europe; Santos & Paranaguá 2026 port throughput & congestion **Brazil soybean & corn export volumes / trade-flow shifts (2025 → early 2026)** - Brazil’s soybean exports reached a record **108.7 million tonnes in 2025**, +11.8% vs 2024 (97.3 M t). ([forumchinaplp.org.mo]) - Shipping insurer Gard similarly reports **108 M t of soybeans exported in 2025**, with **~85 M t (≈68%) shipped to China**. ([ofimagazine.com]) - USDA projections for the **2025/26** marketing year put Brazilian soybean production at roughly **160–165 M t** and exports around **114 M t**, implying further growth in export availability in calendar 2026. ([breakwaveadvisors.com]) - S&P Global cites Brazil’s soybean meal exports at **23.3 M t in 2025** (record), with **11.7 M t (50.2%) to the EU** and projects **24.5 M t in 2026** (+5.2% YoY). ([spglobal.com]) - USDA’s Brazil Grain & Feed update (May 2026) confirms heavy soybean and corn export programs in 2024/25 and 2025/26, with Santos and Paranaguá among dominant grain ports. ([apps.fas.usda.gov]) **Port-level flows & routes to China and Europe** - Santos: top Brazilian soybean export port with **32.8 M t** (Jan–Oct 2025); Paranaguá: **12.9 M t** in same period. ([hellenicshippingnews.com]) - ANEC Jan 2026 stats: Santos ~0.91 M t soybeans in Jan 2026; Paranaguá ~0.48 M t. ([anec.com.br]) - Paranaguá: >13 M t soybeans exported Jan–Oct 2025; **91% destined for China**; handles 28% of Brazil’s soybean meal exports. ([folhadolitoral.com.br],[spglobal.com]) **Infrastructure and route evolution (China vs Europe)** - Brazil has shifted soy flows strongly toward China over the last decade; in 2025 ~80% of China’s soybean imports came from Brazil. ([reddit.com]) - Santos, Paranaguá, Rio Grande remain dominant ports; northern ports gaining some share. (USDA transportation report Q2 2025/Apr 2026) - For Europe, soybean meal (not beans) is the growth product; EU took 50.2% of Brazil’s soybean meal exports in 2025. ([spglobal.com]) **Santos & Paranaguá 2026 congestion and throughput** - Portcast tracker (late Apr–May 2026) shows Santos median waiting time ~0.67 days (low congestion). ([portcast.io]) - Gard reported stricter phytosanitary controls on soy for China in early 2026 caused temporary export licence suspensions and delays; subsequent regulatory adjustments stabilised flows. ([ofimagazine.com]) - Paranaguá ‘Moegão’ rail intake project construction started Jan 2026 to raise throughput (24 M t/year design). ([folhadolitoral.com.br]) **Take-aways for 2026 (so far)** - Brazil has record soybean export capacity (108–114 M t) and robust corn availability; **China absorbs ~two‑thirds of soybeans**, EU takes ~half soybean meal. Santos & Paranaguá critical. ([spglobal.com],[breakwaveadvisors.com]) === 2. [DEMAND SIGNALS] === Container freight rates Latin America → Asia 2026; Santos–Shanghai; capacity & blank sailings affecting Brazilian exporters **Spot container rate levels & trends (Latin America–Asia, 2026)** - Breakwave: ECSA→Far East dry‑bulk ~US$33.4/tonne in Jan 2026; Brazil remains competitive on bulk freight. ([breakwaveadvisors.com]) - Freightos Baltic Index (FBX) early‑2026: Asia–USWC ~US$2,757/FEU in mid‑Jan 2026; Asia–Europe ~US$3,000–4,850/FEU. No specific public Santos–Shanghai FBX series but global carrier behaviour affects Latin America lanes. ([reddit.com]) - Carriers are using blank sailings and rolled cargo to manage utilisation—this creates short‑term space risk and rate volatility rather than chronic shortages. ([reddit.com]) **Implications for Brazilian agri‑exporters using containers** - Bulk grains to China move on bulk tonnage; containers matter more for processed/higher‑value agri exports (meat, coffee, sugar in bags, processed soy/meal in bags, fruit juice). Exporters should plan for rate spikes around global events and book earlier to mitigate blanking/rolling. ([breakwaveadvisors.com],[reddit.com]) === 3. [PROBLEM FRAMING] === Brazil export compliance & phytosanitary policy changes 2026; customs/sanitary measures affecting agricultural exports **A. SINFITO – National System of Phytosanitary Certification of Origin (Mar 2026)** - MAPA Portaria SDA/MAPA No. 1.578/2026 created SINFITO: unifies phytosanitary certification rules nationally, requires registration/habilitation, training, and standardises traceability and risk management. (mondaq.com) - Impact: raises compliance workload and requires system/process changes for exporters, cooperatives and facilities. **B. Updated Esquema Exportação China (Mar 2026)** - MAPA maintains updated China export scheme which specifies pre‑shipment inspection, fumigation, documentation and approved facility lists; renewed/confirmed in Mar 2026. (gov.br) - Impact: exporters must align with China‑specific inspection/documentation flows on top of Vigiagro controls. **C. Soybean‑to‑China tightening and partial relaxation (late 2025–early 2026)** - China tightened scrutiny in late 2025 focusing on contamination; MAPA responded with stricter domestic controls and temporary export licence suspensions at some facilities, causing early‑2026 congestion and delays; subsequent flexibilisation eased bottlenecks but compliance remains elevated. (ofimagazine.com, canalrural.com.br) **D. Vigiagro and related controls** - Vigiagro remains the operating agro‑sanitary system; existing legal instruments (IN 39/2017, Portaria 514/2022) are being applied in a higher‑volume and higher‑scrutiny context; Portaria 872/2025 consolidated baggage controls (Feb 2026). (gov.br, canalrural.com.br) **E. External regulatory risk: EU AMR rules (May 2026)** - EU announced in May 2026 Brazil excluded from authorised list for certain animal products under new AMR rules (effective Sep 2026) — a major sanitary risk for meat exports. (cnnbrasil.com.br) **F. Summary problem framing for 2026** - Brazil is centralising and tightening phytosanitary governance (SINFITO, China scheme, Vigiagro) while balancing trade facilitation. Exporters face higher compliance costs, registration and documentation burdens, and event‑driven disruption risk (notably China and EU measures). (gov.br, ofimagazine.com, spglobal.com) Sources: forumchinaplp.org.mo; ofimagazine.com; breakwaveadvisors.com; spglobal.com; apps.fas.usda.gov; hellenicshippingnews.com; anec.com.br; folhadolitoral.com.br; portcast.io; mondaq.com; gov.br; canalrural.com.br; reddit.com; cnnbrasil.com.br