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Strong FAI is bullish for commodities demand as increased industrial activity and construction gobbles up more cement, iron ore, crude oil and copper.
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Although Brazil enjoys a big overall trade surplus with China, most of its exports are of commodities (mainly iron ore, soya beans and crude oil).
ECONOMIST: Brazil��s trade policy
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While iron ore, metallurgical coal, copper, and crude oil faced temporary supply side disruptions that boosted prices excessively, the longer-term, commodity super cycle remains intact.
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The rising cost of imports added significantly to the overall figures, as iron ore imports were up 83 percent in value during the quarter, with soybeans up 25 percent, crude oil up 39 percent, and metal-cutting machinery up 72 percent in value.
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