China-Brazil Business Is Booming
China is facing serious headwinds across much of Latin America as the United States ramps up pressure to curb Beijing's engagement in the region. The Chinese have encountered major setbacks in Panama, Mexico, Chile, and potentially in Honduras, where the new government is actively considering switching diplomatic ties back to Taiwan. But that is not the case in Brazil. Chinese businesses are investing record amounts in South America's largest economy and buying up more of the country's vast reserves of natural resources, including oil, soybeans, and critical minerals. Tulio Cariello, research and content director at the China-Brazil Business Council, joins Eric from Rio de Janeiro to discuss his latest report on Chinese investment trends in Brazil and explains why the country is now the top destination in the world for Chinese FDI. 📌 Topics Covered in this Episode Why Brazil became China’s top investment destination BYD, EVs, and China’s growing auto dominance Chinese investments in Brazil’s energy and mining sectors How U.S.-China tensions are reshaping Latin America Brazil’s role in China’s Global South strategy The future of China-Brazil trade and industrial ties Join the Discussion: X: @ChinaGSProject | @eric_olander Facebook: www.facebook.com/ChinaAfricaProject YouTube: / @chinaglobalsouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish: French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth Chapters 00:00 China Faces Pressure Across Latin America 00:56 Why Brazil Is the Exception 02:20 Chinese Investment in Brazil Hits Record High 03:28 Introducing the Guest - Tulio Cariello 03:45 Why Brazil Is Attracting Chinese FDI 07:50 China’s Big Bet on Brazil’s Power Sector 09:45 State-Owned vs. Private Chinese Investors 12:21 BYD, EVs, and China’s Auto Boom in Brazil 18:20 Can U.S. Pressure Slow China in Brazil? 21:26 How Brazilians View Chinese Investment 24:38 An Assessment of Chinese Adaptation in Brazil 28:06 Derailing this Relationship and the Future of China-Brazil Ties 29:55 Conclusion

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