Core Insights - The Brazilian Ministry of Finance reported that high tariffs imposed by the U.S. on Brazilian exports are expected to reduce Brazil's GDP by 0.2 percentage points from the baseline scenario between August 2025 and December 2026 [1] - Without policy intervention, the tariff impact is projected to result in the loss of approximately 138,000 jobs, primarily in the industrial and service sectors [1] - Inflation is expected to rise slightly, adding pressure to the overall economic performance [1] Economic Measures - The Brazilian government plans to mitigate external shocks through a series of measures under the "Brazil Sovereignty Plan," including export credit support, tax deferral, and expanded public procurement [1] - These measures are anticipated to reduce the GDP loss to 0.1 percentage points and stabilize employment and inflation expectations [1] Tariff Details - In April, the U.S. imposed a 10% tariff on Brazilian steel and aluminum products, followed by an additional 40% tariff in August, resulting in total tax rates of up to 50% on certain goods [1] - The tariffs affect non-metallic minerals, metal products, machinery, electronics, furniture, and agricultural products [1] Export Impact - Brazil's total exports to the U.S. are projected to be $40.3 billion in 2024, accounting for 12% of total exports, with approximately $16.4 billion of goods subject to the 50% tariff [1] - Many affected products are primarily exported to the U.S. market, indicating significant potential impacts on related industries [1]

Group 1 - The Ministry of Natural Resources has approved the release of 30 industry standards, including "Evaluation of Hot Dry Rock Resources," which will be implemented on October 1, 2025, providing strong support for the standardized development of related industries [1] - The standards cover various fields such as mineral resource exploration and development, hydrogeological geology, geological exploration techniques, and geological testing, aiming to facilitate the transition and upgrading of China's energy structure [1] - The "Uranium Geological Exploration Specification" aims to scientifically guide uranium exploration work, clarifying the objectives and tasks of geological exploration for both in-situ and non-in-situ uranium deposits, aligning with the national solid mineral resource reserve reform [1] Group 2 - The "Coastal Geological Environment Survey and Evaluation Specification (1:50000)" outlines the content, methods, and quality requirements for coastal geological environment surveys, providing technical and data support for resource utilization and ecological protection [2] - The "Hydrogeological Stratified Exploration Well Construction Specification" specifies technical requirements for well design, drilling, and logging, supporting high-precision hydrogeological parameter acquisition and long-term groundwater observation [2] - The "Geochemical Monitoring Technical Specification for Arable Land" sets technical requirements for monitoring point layout, sample collection, and data evaluation, aimed at objectively reflecting geochemical changes in arable land for resource protection and sustainable use [2] Group 3 - Six industry standards, including "Chemical Analysis Method for Antimony Ore," have been established to meet the experimental testing needs for strategic mineral resource exploration and development, ensuring the accuracy and comparability of analytical data [3] - The "Non-Metallic Mineral Performance Testing Methods (Parts 1-18)" aims to ensure the accuracy and reliability of non-metallic mineral performance analysis results, providing technical support for basic geological research and non-metallic mineral development [3]