## Company Profile OCT LINE USA LOGISTICA LTDA (listed as Octans Logística) — Brazil-based freight forwarder (website: http://www.octanslogistica.com.br; contact: Jose Ricardo Lazzarotto, Manager). Public listings identify it as an international freight forwarding and logistics agent serving Brazilian shippers (company scale not published). Given its location and market, primary client cargoes are likely agricultural exports and general containerized/refrigerated shipments that move through key Brazilian gateways (Santos, Paranaguá and northern river ports). ## Pain Points 1) Port congestion at Santos/Paranaguá raising laycan, demurrage and diversion risk for ag exporters (vessel wait times 5–15+ days; April 2026 reports). 2) Ocean capacity volatility (blank sailings, carrier capacity discipline) and tight reefer availability causing spot-rate spikes and booking rollovers—threatening exporters who need guaranteed slots during harvest peaks. 3) Regulatory & inland-cost shocks: ANTT’s CIOT enforcement increases inland trucking costs and contract‑invalidity risk; OEA/AEO reforms raise compliance burden and favor certified operators, leaving mid‑tier exporters exposed to slower clearance and higher friction. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – BRAZIL EXPORTS 2026 (SOY, CORN, SUGAR, COFFEE) & PORT / SHIPPING DISRUPTIONS === **Coffee export volumes & dynamics (2025/26)** - CEPEA reports that in Brazil’s 2025/26 coffee season (Jul 2025–Jun 2026), exports from Jul 2025 to Mar 2026 reached **35.0 million bags**, down from 36.3 million a year earlier (‑3.6% y/y). Revenue in the same period was **USD 11.43 bn**, up **2.9% y/y** due to higher prices. Shipments for the full 2025/26 season are projected at about **35 million bags**, the *lowest* volume since 2017/18. ([cepea.org.br](https://cepea.org.br/en/partial-exports-in-2025-26-hit-lowest-level-since-2022-23.aspx?utm_source=openai)) - The slowdown is attributed to stronger domestic consumption, lower availability of arabica in some regions, and tighter farmer selling at current price levels, despite a generally strong production outlook into 2026. **Soybean export context / ports used (latest structured data)** - USDA’s Brazil soybean transportation update (Q2 2025, but still the freshest detailed logistics report) shows: - **64.9 MMT** of soybeans exported in the first six months of 2025, **22 MMT more** than the same period of 2024. ([ams.usda.gov](https://www.ams.usda.gov/sites/default/files/media/Brazil_Quarter2_2025.pdf?utm_source=openai)) - Southern ports **Santos, Paranaguá, Rio Grande, São Francisco do Sul** “continued dominating” soybean exports. Santos remains a key outlet for China-bound cargoes. ([ams.usda.gov](https://www.ams.usda.gov/sites/default/files/media/Brazil_Quarter2_2025.pdf?utm_source=openai)) - A 2026 Brazil safrinha corn report notes that **Paranaguá is the single most important port for corn exports**, while **Santos remains Brazil’s largest general cargo port**, handling roughly **60–65% of Brazil’s containerized/general cargo volume** (including major shares of soy complex, sugar and coffee exports). ([k2-capital.co](https://k2-capital.co/wp-content/uploads/2026/03/K2Capital_Brazil_Safrinha_Corn_Report.pdf?utm_source=openai)) **Sugar & grains: current waiting times / congestion (late Apr 2026)** - A weekly report on Brazilian sugar and grain terminals (29 April 2026) highlights: ([sugaronline.com](https://www.sugaronline.com/report/weekly-report-of-waiting-times-at-port-terminals-sugar-and-grains-29th-april-2026/?utm_source=openai)) - At **Santos** sugar terminals, typical **waiting times for vessels** are in the range of **7–15 days**, varying by terminal and shipping window. - **Paranaguá** grain berths show waiting times typically **5–12 days**, with peaks above two weeks during bunching of soy and corn export programs. - Northern arc ports (e.g., Barcarena/Vila do Conde, Itaqui) are reported as experiencing intermittent truck and barge queues during the peak soy export push, but with somewhat shorter average vessel waiting times than Santos/Paranaguá. - These delays are broadly consistent with live congestion trackers for **Santos**, which in early April 2026 show **vessel turnaround times materially above global averages** and “moderate to high” congestion, with queuing and longer dwell especially at bulk berths. ([portcast.io](https://www.portcast.io/port-congestion/santos?utm_source=openai)) **Brazil coffee export logistics & Santos role** - The Port of Santos remains the key outlet for Brazilian coffee: it handles a large share of global coffee exports; top export products from Santos are **soybeans, sugar, corn and pulp**, with coffee also highlighted as a core flow. ([en.wikipedia.org](https://en.wikipedia.org/wiki/Santos%2C_S%C3%A3o_Paulo?utm_source=openai)) - Any congestion at Santos in 2026 therefore directly impacts coffee shipment programs, particularly for main-destination Europe and North America, and can force some diversion to secondary ports (e.g., Rio de Janeiro) or rescheduling along the season curve. **Disruptions and structural stress points (2026)** - **Northern corridor grain stress:** Commentary in early 2026 notes **truck backlogs and slow loading** at Brazil’s northern river ports moving soybeans via barge (e.g. Santarém, Miritituba), with reports of trucks backing up and export flows temporarily slowed at the height of harvest. ([reddit.com](https://www.reddit.com/r/farming/comments/1rdh76h/brazil_soybean_terminal_seized_by_protesters_in/?utm_source=openai)) - **Container congestion & landside bottlenecks:** ANTAQ/World Bank‑referenced analysis (2026 study on demurrage and logistics competitiveness) points out Brazil remains “average” in logistics performance with persistent issues around: - starting customs clearance, - delays in container return, - congestion in port access corridors. ([gov.br](https://www.gov.br/antaq/pt-br/central-de-conteudos/estudos-e-pesquisas-da-antaq-1/Estudo_1986535__rev_Melina__Relatorio_Final_do_Estudo_Regulacao_da_Sobre_Estadia_ing_ultima_versao___Copia.pdf/%40%40download/file?utm_source=openai)) **Implications for 2026 export programs** - For **soy and corn**, 2026 export volumes are expected to stay very high (large 2025/26 crops and strong Chinese demand), putting ongoing pressure on capacity at **Santos and Paranaguá**, especially March–August (soy + early safrinha corn) and again Q4 (corn + sugar). - For **sugar**, high global prices and Brazil’s strong cane crush keep export programs heavy; terminal waiting time data suggest allocation risk for prompt laycans, particularly in Santos. ([sugaronline.com](https://www.sugaronline.com/report/weekly-report-of-waiting-times-at-port-terminals-sugar-and-grains-29th-april-2026/?utm_source=openai)) - For **coffee**, the 2025/26 export volume is modestly lower, but expected record production forecasts for the **2026 harvest (~66.2 M bags)** imply that from late 2026 onward, export volumes and associated logistics needs could ramp significantly again, raising the importance of port fluidity and container availability. ([cepea.org.br](https://cepea.org.br/en/partial-exports-in-2025-26-hit-lowest-level-since-2022-23.aspx?utm_source=openai)) === 2. [DEMAND SIGNALS] – OCEAN FREIGHT RATES & DEMAND (SOUTH AMERICA → NA / EU / ASIA, 2026) === **Global container rate backdrop (early–mid 2026)** - A global 2026 container shipping outlook (AlixPartners, May 2026) shows: ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - Asia–North America and Asia–Europe spot rates are well below the crisis highs of 2021–22, but **still above pre‑COVID averages** due to residual supply chain disruption (e.g. Strait of Hormuz closure) and carrier capacity management. - Industry demand growth for 2026 is projected to be **modest positive**, while fleet capacity continues to expand, keeping structural overcapacity risks in place. **Carrier capacity discipline & blank sailings (2026)** - Freightos weekly updates and market commentary through Q1–Q2 2026 emphasize that carriers are: - **Using blank sailings aggressively** across main East–West trades to “artificially tighten space and prevent rates from sliding,” despite relatively weak underlying volume. ([reddit.com](https://www.reddit.com/r/FreightRight/comments/1sm7dvh/space_tightens_on_chinaus_routes_despite_weak/?utm_source=openai)) - Implementing general rate increases (GRIs) supported by pre‑Lunar New Year demand and then tapering, but still maintaining higher-than-expected rate floors via capacity withdrawals. ([reddit.com](https://www.reddit.com/r/zim/comments/1qby5r8/freightos_weekly_update_january_13_2026_excerpts/?utm_source=openai)) **South America trade-lane implications (inferred from global signals)** While most recent granular rate quotes are for Asia–NA/EU, the same carriers and alliances operate **South America–NA/EU/Asia** services. Given: - continued **global overcapacity**, - high bunker costs from **Hormuz and other geopolitical routing issues**, and - explicit use of blank sailings to hold up FAK rates, ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) it is highly likely that 2026 Brazil‑origin trades (both **dry and reefer**) are seeing: 1. **Volatile but elevated spot rates vs 2018–19 baselines** - Even as global averages have come down from pandemic peaks, carriers seek to preserve yield on **South America–Europe and South America–Asia** by selectively cancelling sailings and managing reefer plug allocation. - Historical pattern (noted in prior years and consistent with current carrier behavior) is that **South America exports often see disproportionate blank sailings** when carriers redeploy vessels to higher‑paying Asia lanes, tightening space for Brazilian exporters without a matching demand surge. 2. **Space tightening episodes despite soft demand** - Reports in April 2026 for China–US show space tightening “despite weak underlying volume,” driven by carrier strategies rather than demand. ([reddit.com](https://www.reddit.com/r/FreightRight/comments/1sm7dvh/space_tightens_on_chinaus_routes_despite_weak/?utm_source=openai)) - By analogy, **Brazil–NA/EU** exporters (especially ag shippers reliant on fixed windows for harvest programs) can expect similar space squeezes and higher premium surcharges for guaranteed loading or reefer priority. 3. **Reefer demand and capacity balance** - Strong Brazilian exports of meat, poultry, fruit and some high‑value ag products into **North America, Europe and Asia** keep **reefer utilization high**. - With containers re‑positioned globally and carriers cautious on refrigerated capacity investments, reefer shippers in 2026 are likely facing: - **Higher premium surcharges** for guaranteed power/space, - Occasional **rolling of non‑premium reefer bookings**, - Pressure to accept longer transit times or alternative routings to secure equipment—especially during southern‑hemisphere peak seasons (citrus, meat peak, etc.). 4. **Direction‑specific rate dynamics (inferred)** - South America → **Europe**: likely relatively stronger demand (soy products, meat, coffee, sugar) and **higher utilization**, potentially closer to Asia–EU rate trajectories noted in Freightos reports (e.g. $2,700–3,000/FEU on Asia–EU as of Feb 2026). ([reddit.com](https://www.reddit.com/r/zim/comments/1r17vzw/freightos_weekly_update_february_10_2026_excerpts/?utm_source=openai)) - South America → **North America**: more fragmented, but still subject to capacity swings, especially on East Coast calls where congestion and US policy risks (tariffs) are relevant. ([reddit.com](https://www.reddit.com/r/zim/comments/1r17vzw/freightos_weekly_update_february_10_2026_excerpts/?utm_source=openai)) - South America → **Asia**: structurally important for soy, corn, sugar flows; dry bulk dominates for these commodities, but containerized by‑products and high‑value foods will still feel reefer and box‑rate volatility. **Key demand signals for Brazil-origin exporters (2026)** - **Underlying cargo demand** (especially for grains, sugar, coffee, meat) remains robust, supported by: - large Brazilian harvests (soy, corn, sugarcane, coffee), ([cepea.org.br](https://cepea.org.br/en/partial-exports-in-2025-26-hit-lowest-level-since-2022-23.aspx?utm_source=openai)) - diversified buyer base across **China, EU, Middle East, North Africa, and North America**. - **Freight cost risk** is driven less by “volume overheating” and more by: - carrier **capacity management (blank sailings, slow steaming)**, - higher bunker/fuel costs, - routing adjustments around conflict areas. ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) - For Brazilian exporters planning 2026–27 programs, this points to: - Need to **lock in contracts** or volume commitments where possible on key trades (e.g., Brazil–EU coffee/sugar; Brazil–NA meat/fruit) to reduce exposure to spot volatility; - Building more **lead time and flexibility** into shipment windows to cope with blank sailings and occasional equipment shortages, especially at peak export months (Mar–Jun soy; Jul–Nov corn/sugar; Oct–Mar coffee peak). === 3. [PROBLEM FRAMING] – BRAZIL CUSTOMS, ANTAQ / CABOTAGE, TAX & REGULATORY CHANGES AFFECTING EXPORTERS (2026) === **Customs clearance & OEA (AEO) reforms – 2026** - In **March 2026**, Brazil’s Federal Revenue Service issued **Normative Instruction No. 2,318/2026** and **Coana Portaria No. 187/2026**, overhauling the **Authorized Economic Operator (OEA/AEO) Program**: ([soutocorrea.com.br](https://www.soutocorrea.com.br/client-alerts/portaria-coana-no-187-2026-e-instrucao-normativa-rfb-no-2-318-2026-reformulam-o-programa-brasileiro-de-operador-economico-autorizado-oea/?utm_source=openai)) - Expanded list of eligible participants: importers, **exporters**, carriers, freight forwarders, maritime agencies, bonded terminal operators, port and airport operators, REDEx operators. - Introduced a new **OEA-INTERMEDIÁRIO** level focused on export intermediaries, with requirements on customs risk management, tariff classification, valuation and origin compliance. ([trenchrossi.com](https://www.trenchrossi.com/en/legal-alerts/brazilian-federal-revenue-service-issues-new-rules-applicable-to-the-authorized-economic-operator-aeo-program-in-brief/?utm_source=openai)) - Stricter eligibility: taxpayers classified as **“habitual defaulters”** under Supplementary Law No. 225/2026 cannot join or remain in the program. ([trenchrossi.com](https://www.trenchrossi.com/en/legal-alerts/brazilian-federal-revenue-service-issues-new-rules-applicable-to-the-authorized-economic-operator-aeo-program-in-brief/?utm_source=openai)) - For compliant exporters, OEA status offers **faster customs clearance**, fewer inspections and better risk channeling, but the stricter criteria increase the **compliance burden** and may exclude some mid‑tier players. **International customs cooperation impacting exporters** - **Brazil–Mexico customs cooperation agreement** (Decree No. 12.862, 3 March 2026) entered into force, enabling: ([visahq.com](https://www.visahq.com/news/2026-03-03/br/brazil-mexico-customs-cooperation-pact-promises-faster-border-clearance-for-supply-chain-travellers/?utm_source=openai)) - Digital cargo manifests **24 hours before loading** and a **“green channel”** for AEO‑certified exporters, speeding up border crossings and terminal clearance in Mexico. - “Customs Escort IDs” to fast‑track logistics staff, engineers and couriers moving between Brazilian and Mexican industrial hubs. - This reduces clearance times and uncertainty for Brazil–Mexico trade, but **non‑AEO exporters** will not fully benefit and could become relatively less competitive. **Tax reform & implications for logistics costs** - Brazil’s ongoing **tax reform** (Complementary Laws 214/2025 and 227/2026) introduces the new **Imposto sobre Bens e Serviços (IBS)** and reorganizes indirect taxation, with transition starting in 2026 and extending to 2033. ([abti.org.br](https://www.abti.org.br/informacao/noticias/4663-lei-complementar-n-227-2026-esclarecimentos-sobre-impactos-no-transporte-rodoviario-internacional?utm_source=openai)) - Complementary Law 227/2026 (13 Jan 2026) sets up the IBS management committee (CGIBS) and adjusts rules applicable to transport and logistics services in cross‑border operations. ([abti.org.br](https://www.abti.org.br/informacao/noticias/4663-lei-complementar-n-227-2026-esclarecimentos-sobre-impactos-no-transporte-rodoviario-internacional?utm_source=openai)) - Exporters face **regime uncertainty** in the short run (e.g., how credits and rebates will work for inland freight and port services), although the end‑state is intended to reduce tax cascading and improve competitiveness. **Domestic freight regulation & minimum freight price enforcement (2026)** - In **March–April 2026**, ANTT published new rules to **tighten enforcement of Brazil’s minimum road freight table**: ([gov.br](https://www.gov.br/secom/pt-br/acompanhe-a-secom/noticias/2026/03/antt-publica-regras-para-endurecer-fiscalizacao-do-preco-minimo-do-frete?utm_source=openai)) - Portaria SUROC No. 6/2026 makes the **CIOT (electronic freight contract code)** a mandatory “filter”: if a contracted freight rate is **below the legal minimum**, the CIOT is **blocked** and the transport operation “does not exist” from a regulatory standpoint. ([gov.br](https://www.gov.br/antt/pt-br/assuntos/ultimas-noticias/frete-irregular-e-barrado-antes-de-existir-antt-transforma-ciot-em-filtro-obrigatorio-e-reforca-o-cumprimento-do-piso-minimo?utm_source=openai)) - Additional March 25, 2026 rules strengthen supervision and penalties for non‑compliance with minimum freight prices. ([gov.br](https://www.gov.br/secom/pt-br/acompanhe-a-secom/noticias/2026/03/antt-publica-regras-para-endurecer-fiscalizacao-do-preco-minimo-do-frete?utm_source=openai)) - For exporters, this means: - Upward pressure on **inland trucking costs** from farm to port, especially on long‑haul corridors feeding Santos and Paranaguá. - Reduced flexibility to negotiate opportunistic low‑season freight rates; greater risk of **load cancellation** if contracted rates fall under the regulated floor. **ANTAQ port oversight & cabotage framework evolution (2026)** - As of 2026, ANTAQ has implemented a revised oversight model (PAF 2026) to **enforce port lease contracts and performance obligations** more actively: ([mayerbrown.com](https://www.mayerbrown.com/en/insights/publications/2026/01/antaq-expands-oversight-to-include-enforcement-of-port-lease-contracts-paf-2026?utm_source=openai)) - Stronger monitoring of terminal service levels, investment commitments and tariff practices. - Part of a broader regulatory quality program aligned with new guidelines in port and waterways regulation. ([regulacaoemnumeros-direitorio.fgv.br](https://regulacaoemnumeros-direitorio.fgv.br/sites/regulacaoemnumeros-direitorio.fgv.br/files/relatorios/30th_regulatory_bulletin_0.pdf?utm_source=openai)) - A March 2026 “Brazil Brief” for investors notes that regulatory initiatives around **cabotage shipping** (“BR do Mar” reforms and follow‑up rules) aim to: ([vieirarezende.com.br](https://www.vieirarezende.com.br/wp-content/uploads/2026/03/Brazil-Brief-Mar-2026_ING.pdf?utm_source=openai)) - Encourage **domestic coastal shipping** as an alternative to road transport, - Support consolidation and modernization of port infrastructure, - Use tax and regulatory instruments to **boost logistics efficiency** and attract private investment. - For exporters, this is a mixed picture: - In the medium term, better‑regulated ports and expanded cabotage could reduce congestion and provide additional options (e.g., moving cargo by cabotage to less congested export ports). - In the short run, compliance with evolving ANTAQ rules and port performance benchmarks may raise **documentation and operational requirements** and potentially **terminal tariffs**. **Customs clearance delays & pain points (recent and structural)** - A 2026 ANTAQ‑commissioned study on demurrage and logistics competitiveness identifies several persistent **bottlenecks**: ([gov.br](https://www.gov.br/antaq/pt-br/central-de-conteudos/estudos-e-pesquisas-da-antaq-1/Estudo_1986535__rev_Melina__Relatorio_Final_do_Estudo_Regulacao_da_Sobre_Estadia_ing_ultima_versao___Copia.pdf/%40%40download/file?utm_source=openai)) - Delays at the **start of customs clearance**, - Insufficient alignment of **“free time”** for containers and infrastructure capacity, causing demurrage/dispute issues, - Queues and accidents in access corridors leading to increased truck dwell and missed vessel slots. - Earlier (2025) disruptions – such as national tax audit actions that reportedly led to parcels stuck **>2 weeks** in export clearance – show the system’s vulnerability to administrative shocks. ([reddit.com](https://www.reddit.com/r/Acbuyofficial/comments/1kxa7r1?utm_source=openai)) - Although 2026 reforms (AEO modernization, international cooperation) are intended to **reduce clearance times** for trusted operators, non‑AEO exporters still experience: - Unpredictable red‑channel assignments, - Limited digitalization in some customs posts, - Exposure to human‑resource constraints at Receita Federal and customs brokers. **Mercosur–EU quotas & trade regime clarity (2026)** - In **May 2026**, Brazil’s Ministry of Development, Industry, Commerce and Services (MDIC) issued Portaria Secex No. 490/2026, defining rules for implementing **Mercosur–EU trade agreement quotas**: ([gov.br](https://www.gov.br/mdic/pt-br/assuntos/noticias/2026/maio/governo-define-regras-para-cotas-e-garante-aplicacao-do-acordo-mercosul-uniao-europeia?utm_source=openai)) - Objectives: increase predictability, **reduce bureaucracy**, and align Brazil with international best practices in quota administration. - For ag‑exporters (meat, sugar, ethanol, grains within TRQs), clearer allocation and management rules could reduce regulatory uncertainty around quota access and associated documentation. **Overall 2026 exporter logistics “pain points” in Brazil** Combining the above, key framed problems for Brazil‑based ag exporters in 2026 are: 1. **Cost inflation and rigidity in inland logistics** - Stricter **minimum road freight enforcement** removes flexibility to bargain down rates, increasing delivered‑at‑port costs and creating risk of non‑valid transport contracts when below the floor. ([gov.br](https://www.gov.br/secom/pt-br/acompanhe-a-secom/noticias/2026/03/antt-publica-regras-para-endurecer-fiscalizacao-do-preco-minimo-do-frete?utm_source=openai)) 2. **Port congestion and wait‑time risk at main gateways (Santos, Paranaguá)** - High export volumes of soy, corn, sugar and coffee create sustained congestion with **multi‑day to multi‑week vessel waiting times**, directly impacting laycan performance and demurrage exposure. ([portcast.io](https://www.portcast.io/port-congestion/santos?utm_source=openai)) 3. **Uneven customs clearance performance** - While OEA‑certified operators gain faster clearance, the majority still face **bureaucratic delays**, inconsistent risk management and exposure to systemic disruptions (e.g., audits, staff shortages). ([soutocorrea.com.br](https://www.soutocorrea.com.br/client-alerts/portaria-coana-no-187-2026-e-instrucao-normativa-rfb-no-2-318-2026-reformulam-o-programa-brasileiro-de-operador-economico-autorizado-oea/?utm_source=openai)) 4. **Regulatory transition uncertainty (tax reform, cabotage, ANTAQ oversight)** - Transition to IBS and evolving port/cabotage regulations create **planning uncertainty** for taxes on logistics services, port tariffs, and modal choices—complicating long‑term contract structures with overseas buyers. ([abti.org.br](https://www.abti.org.br/informacao/noticias/4663-lei-complementar-n-227-2026-esclarecimentos-sobre-impactos-no-transporte-rodoviario-internacional?utm_source=openai)) 5. **Freight market volatility and capacity management by carriers** - Even with modest demand, carriers’ use of **blank sailings and surcharges** leads to volatile ocean freight costs and intermittent space constraints on Brazil–NA/EU/Asia routes, especially for reefer cargoes. ([alixpartners.com](https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai)) These factors together define the 2026 operating environment for Brazil’s soy, corn, sugar and coffee exporters: structurally strong demand and high volumes, but constrained by inland cost inflation, port capacity stress, and evolving—but still complex—customs and regulatory regimes. Sources: • Partial exports in 2025/26 hit lowest level since 2022/23 - Center for Advanced Studies on Applied Economics https://cepea.org.br/en/partial-exports-in-2025-26-hit-lowest-level-since-2022-23.aspx?utm_source=openai • Brazil Soybean Transportation https://www.ams.usda.gov/sites/default/files/media/Brazil_Quarter2_2025.pdf?utm_source=openai • Brazil Soybean Transportation https://www.ams.usda.gov/sites/default/files/media/Brazil_Quarter2_2025.pdf?utm_source=openai • K2 CAPITAL | COMMODITY RESEARCH https://k2-capital.co/wp-content/uploads/2026/03/K2Capital_Brazil_Safrinha_Corn_Report.pdf?utm_source=openai • WEEKLY REPORT OF WAITING TIMES AT PORT TERMINALS SUGAR AND GRAINS – 29th April, 2026 - Sugaronline https://www.sugaronline.com/report/weekly-report-of-waiting-times-at-port-terminals-sugar-and-grains-29th-april-2026/?utm_source=openai • Port congestion at Santos | Live Delays & Vessel Wait Times https://www.portcast.io/port-congestion/santos?utm_source=openai • Santos, São Paulo https://en.wikipedia.org/wiki/Santos%2C_S%C3%A3o_Paulo?utm_source=openai • Brazil Soybean Terminal Seized by Protesters in Harvest Season https://www.reddit.com/r/farming/comments/1rdh76h/brazil_soybean_terminal_seized_by_protesters_in/?utm_source=openai • Brazilian National https://www.gov.br/antaq/pt-br/central-de-conteudos/estudos-e-pesquisas-da-antaq-1/Estudo_1986535__rev_Melina__Relatorio_Final_do_Estudo_Regulacao_da_Sobre_Estadia_ing_ultima_versao___Copia.pdf/%40%40download/file?utm_source=openai • WEEKLY REPORT OF WAITING TIMES AT PORT TERMINALS SUGAR AND GRAINS – 29th April, 2026 - Sugaronline https://www.sugaronline.com/report/weekly-report-of-waiting-times-at-port-terminals-sugar-and-grains-29th-april-2026/?utm_source=openai • Partial exports in 2025/26 hit lowest level since 2022/23 - Center for Advanced Studies on Applied Economics https://cepea.org.br/en/partial-exports-in-2025-26-hit-lowest-level-since-2022-23.aspx?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Space Tightens on China-US Routes Despite Weak Underlying Volume https://www.reddit.com/r/FreightRight/comments/1sm7dvh/space_tightens_on_chinaus_routes_despite_weak/?utm_source=openai • Freightos Weekly Update - January 13, 2026 | Excerpts: “Asia-US West Coast prices (FBX01 Weekly) increased 5% to $2,757/FEU.” | “Asia-US East Coast prices (FBX03 Weekly) increased 7% to $4,033/FEU.” https://www.reddit.com/r/zim/comments/1qby5r8/freightos_weekly_update_january_13_2026_excerpts/?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Space Tightens on China-US Routes Despite Weak Underlying Volume https://www.reddit.com/r/FreightRight/comments/1sm7dvh/space_tightens_on_chinaus_routes_despite_weak/?utm_source=openai • FREIGHTOS WEEKLY UPDATE - February 10, 2026 | Excerpts: ”Asia-US West Coast prices (FBX01 Weekly) decreased 21%.” | “Asia-US East Coast prices (FBX03 Weekly) decreased 10%.” https://www.reddit.com/r/zim/comments/1r17vzw/freightos_weekly_update_february_10_2026_excerpts/?utm_source=openai • FREIGHTOS WEEKLY UPDATE - February 10, 2026 | Excerpts: ”Asia-US West Coast prices (FBX01 Weekly) decreased 21%.” | “Asia-US East Coast prices (FBX03 Weekly) decreased 10%.” https://www.reddit.com/r/zim/comments/1r17vzw/freightos_weekly_update_february_10_2026_excerpts/?utm_source=openai • Partial exports in 2025/26 hit lowest level since 2022/23 - Center for Advanced Studies on Applied Economics https://cepea.org.br/en/partial-exports-in-2025-26-hit-lowest-level-since-2022-23.aspx?utm_source=openai • 2026 Container https://www.alixpartners.com/media/s12pyi2i/2026-container-shipping-outlook-sli01sig2026.pdf?utm_source=openai • Portaria Coana nº 187/2026 e Instrução Normativa RFB nº 2.318/2026 reformulam o Programa Brasileiro de Operador Econômico Autorizado (OEA) - Souto Correa Advogados https://www.soutocorrea.com.br/client-alerts/portaria-coana-no-187-2026-e-instrucao-normativa-rfb-no-2-318-2026-reformulam-o-programa-brasileiro-de-operador-economico-autorizado-oea/?utm_source=openai • Brazilian Federal Revenue Service issues new rules applicable to the Authorized Economic Operator (AEO) Program - Trench Rossi Watanabe https://www.trenchrossi.com/en/legal-alerts/brazilian-federal-revenue-service-issues-new-rules-applicable-to-the-authorized-economic-operator-aeo-program-in-brief/?utm_source=openai • Brazilian Federal Revenue Service issues new rules applicable to the Authorized Economic Operator (AEO) Program - Trench Rossi Watanabe https://www.trenchrossi.com/en/legal-alerts/brazilian-federal-revenue-service-issues-new-rules-applicable-to-the-authorized-economic-operator-aeo-program-in-brief/?utm_source=openai • Brazil–Mexico customs-cooperation pact promises faster border clearance for supply-chain travellers https://www.visahq.com/news/2026-03-03/br/brazil-mexico-customs-cooperation-pact-promises-faster-border-clearance-for-supply-chain-travellers/?utm_source=openai • ABTI - Lei Complementar nº 227/2026: esclarecimentos sobre impactos no transporte rodoviário internacional https://www.abti.org.br/informacao/noticias/4663-lei-complementar-n-227-2026-esclarecimentos-sobre-impactos-no-transporte-rodoviario-internacional?utm_source=openai • ABTI - Lei Complementar nº 227/2026: esclarecimentos sobre impactos no transporte rodoviario internacional https://www.abti.org.br/informacao/noticias/4663-lei-complementar-n-227-2026-esclarecimentos-sobre-impactos-no-transporte-rodovario-internacional?utm_source=openai • ANTT publica regras para endurecer fiscalização do preço mínimo do frete — Secretaria de Comunicação Social https://www.gov.br/secom/pt-br/acompanhe-a-secom/noticias/2026/03/antt-publica-regras-para-endurecer-fiscalizacao-do-preco-minimo-do-frete?utm_source=openai • Frete irregular é barrado antes de existir: ANTT transforma CIOT em filtro obrigatório e reforca o cumprimento do piso minimo — Agencia Nacional de Transportes Terrestres - ANTT https://www.gov.br/antt/pt-br/assuntos/ultimas-noticias/frete-irregular-e-barrado-antes-de-existir-antt-transforma-ciot-em-filtro-obrigatorio-e-reforca-o-cumprimento-do-piso-minimo?utm_source=openai • ANTAQ Expands Oversight to Include Enforcement of Port Lease Contracts (PAF 2026) | Insights | Mayer Brown https://www.mayerbrown.com/en/insights/publications/2026/01/antaq-expands-oversight-to-include-enforcement-of-port-lease-contracts-paf-2026?utm_source=openai • 30th Edition - 2026/Jan. https://regulacaoemnumeros-direitorio.fgv.br/sites/regulacaoemnumeros-direitorio.fgv.br/files/relatorios/30th_regulatory_bulletin_0.pdf?utm_source=openai • Brazil Brief https://www.vieirarezende.com.br/wp-content/uploads/2026/03/Brazil-Brief-Mar-2026_ING.pdf?utm_source=openai • Brazilian National https://www.gov.br/antaq/pt-br/central-de-conteudos/estudos-e-pesquisas-da-antaq-1/Estudo_1986535__rev_Melina__Relatorio_Final_do_Estudo_Regulacao_da_Sobre_Estadia_ing_ultima_versao___Copia.pdf/%40%40download/file?utm_source=openai • Notice: Temporary Suspension of Brazil Shipping Routes https://www.reddit.com/r/Acbuyofficial/comments/1kxa7r1?utm_source=openai • Governo define regras para cotas e garante aplicacao do Acordo Mercosul–Uniao Europeia — Ministerio do Desenvolvimento, Industria, Comercio e Servicos https://www.gov.br/mdic/pt-br/assuntos/noticias/2026/maio/governo-define-regras-para-cotas-e-garante-aplicacao-do-acordo-mercosul-uniao-europeia?utm_source=openai • ANTT publica regras para endurecer fiscalizacao do preco minimo do frete — Secretaria de Comunicacao Social https://www.gov.br/secom/pt-br/acompanhe-a-secom/noticias/2026/03/antt-publica-regras-para-endurecer-fiscalizacao-do-preco-minimo-do-frete?utm_source=openai