How new US tariffs will affect Brazil’s exports

Home Business How new US tariffs will affect Brazil’s exports
How new US tariffs will affect Brazil’s exports

The additional tariff that USA announced Wednesday about part of the products from Brazil will affect exports Brazilians for about US$11.2 billionaccording to calculations released this Thursday by the American Chamber of Commerce for Brazil (Amcham Brazil).

The value represents about 29.7% of the US$37,700 million in Brazilian exports to USA last year.

According to the employers’ association that groups the large Brazilian companies and Americans with businesses in both countries, taking into account the exceptions, the measure affects nearly 3,000 products exported by Brazil.

The United States announced on Wednesday that it will impose a 25% additional tariff on a large part of the imports from Brazil as a sanction for different unfair Brazilian trade practices that affect its exports to the South American country.

Amcham described the measure as “very negative” for the bilateral relationship and said that the sanction places Brazil among the countries with the most restrictive conditions in the world to access the US market.

“This treatment contracts with the growing trade surplus of United States with Brazilof US$41.8 billion in goods and services in 2025, and with the low level of tariffs effectively applied by Brazil on US products,” Amcham said in a statement.

According to the Brazilian Government, 76% of imports from USA in 2025 they entered the country without paying import tariffs, and the average tax actually applied to American products was just 3.1%.

The director of Public Policies at Amcham, Fabrizio Panzini, stated that, thanks to the exceptions that were announced on Wednesday, the value of exports impacted by the sanction was reduced from the 13.4 billion dollars initially calculated to US$11.2 billion.

Amcham initially anticipated that around 56% of exportss would be excluded from the sanctionbut that percentage, due to the new calculations, reached almost 62%.

The list of exceptions includes important products exported by Brazil to USA as meat, coffee, oil and airplanes.

But the list does not include products from Brazilian sectors that, according to Panzini, are very dependent on their sales to the United States, such as wood and machines and equipment.

“Amcham Brazil “considers positive the definition of an expressive list of products excluded from additional tariffs, which contributed to mitigating part of their impacts, and requests the creation of a mechanism to evaluate new exclusions for products whose rates could generate disproportionate economic impacts for companies and consumers,” the employer’s association said.

According to Amcham, the increase in tariffs tends to deepen the decline in exports toward USAwhich fell 13% in the first half of the year, and to sink the participation of USA in Brazilian sales to their lowest historical level.

The exports of Brazil towards its second largest trading partner fell from US$20 billion in the first half of last year up to US$17.4 billion in the same period of 2026 due to the increase in US tariffs.

According to data from the Brazilian Government, the exports that fell the most in the first half were oil, with a reduction of 30%, semi-manufactured iron and steel (-21.7%) and coffee (-34%).

The participation of USA in exports brazilianwhich was 27.5% in 2002, fell from 12.1% in 2025 to 9.4% in the first half of this year.

In addition to harming Brazilian producersthe additional tariff tends to raise costs for companies and consumers of USAto reduce the competitiveness of their industries that use Brazilian inputs and to expand its dependence on Asian suppliers, according to the employers’ association.

“It can also negatively affect bilateral investments, which have a close relationship with the dynamism of exchanges between the two countries,” the organization added.

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