What are the 10 most exported Brazilian products for the US and the impacts of the 50%tariff?

Measure announced by Trump begins to apply on August 1 and can affect Brazilian exports of products such as coffee, meat, orange juice, machines and oil. Reciprocity Law: Understand Lula’s text to respond to Trump’s tariff the imposition of a 50% rate on Brazilian products from August 1, announced by US President Donald Trump, has the potential to cause a drastic drop in Brazil’s exports. The US market is the second main destination of Brazilian exports, behind only China, with oil leading in revenue among products sold to Americans. In addition, the US is one of the main markets for most added Brazilian manufactured goods, such as aircraft, auto parts and machines. According to analysts, the measure announced by Trump may cause a billion dollar reduction in Brazilian exports, even without considering possible sectoral concessions. According to BTG Pactual Bank analysis, the new fare will not be cumulative at 25% already applied to cars and auto parts, nor 50% on steel and aluminum. Products under investigation of Section 232 – such as semiconductors, critical minerals and pharmaceutical products – will remain exempt. The exemption also extends to oil and its derivatives. See below the total exported by Brazil to the US in 2024: ☕ Coffee 🥩 Meat 🍊 Orange juice 🛢️ Petroleum ✈️ Aircrows ⚙️ Semimanitated iron or steel 🧱 Building and Engineering Materials 🪵 Wood 🛠️ Machines and Electronics 📱 Electronics – Understand 50% rate announced by Trump to Brazil and the economic relationship with the US. Art/G1 50% tariff to Brazilian products has the potential to result in a drastic cut in exports in Brazil Reuters Café, Brazil, the world’s largest exporter, has the United States as a traditional destination of the grain produced in the country. In 2024, exports totaled almost $ 2 billion, which corresponds to 16.7% of the total shipped. According to Cogo Intelligence in Agribusiness Consulting, the 50% rate would result in compression of sector margins and increased price for US consumers. The Brazilian Coffee Exporters Council (Cecafé) also evaluates that US consumer will be directly impacted by the product. Meat The US is the second largest market for Brazilian beef. In 2024, according to Abrafrigo, the US accounted for 16.7% of the exported volume, totaling 532,653 tons and generating US $ 1.637 billion in revenue. Minerva estimated a potential impact of up to 5% on its net revenue, considering shipments subject to the new tariff. Other companies in the sector, such as JBS and Marfrig, have much of their US operations, which can mitigate some of the effects. Orange juice in the 2024/25 crop, closed on June 30, the US accounted for 41.7% of Brazilian orange juice exports, generating US $ 1.31 billion in revenue, according to Citrusbr. The new 50% rate represents a 533% increase over the $ 415 per ton already charged. “This is an unsustainable condition for the sector, which has no room to absorb this type of impact,” said Citrusbr, noting that other markets could not absorb the surplus. Cogo consultancy foresees a “drastic” drop in Brazilian competitiveness and warns of “risk to citrus chain” as the US is the second largest destination of the product. Petroleum Brazilian oil exports to the US totaled US $ 5.8 billion in 2024, equivalent to 13% of the total export of commodity, according to the consultancy Stonex. Even if oil is included in the 50%rate, the impact would be considered “modest”, according to BTG, due to the commercial flexibility and logistics capacity of the sector to redirect shipments. In the first quarter, the US was 4% of the oil exported by Petrobras, compared to 9% in the same period last year. Already among the derivatives, the US was the second main destination, with 37% participation. Aircraft aircraft exports to the US yielded US $ 2.4 billion to Brazil, representing about 63% of the total exported in this segment, according to BTG. Embraer is the Brazilian company with the highest exposure in this market. Iron or Steel Semifatuated Exports of Iron or Steel Semifatured Products to the US added US $ 2.8 billion, with Americans accounting for over 70% of total sales, according to BTG. Construction and Engineering Materials Brazil exported US $ 2.2 billion in construction and engineering materials to the US, which represented about 58% of the total exported in this segment. Madeira Brazilian exports of wood products to the US added US $ 1.6 billion in 2024, with Americans accounting for over 40% of the total. According to the intelligence in agribusiness, Brazilian forest products would lose competitiveness against countries such as Canada, Chile and members of the European Union. Suzano, a pulp industry leader, with about 15% of its revenue from the US, could face short -term difficulties. However, the company benefits from low costs, logistics flexibility and global presence, according to CITI report. Machines and Engines The Brazilian industry of engines, machines and generators exported US $ 1.3 billion to the United States in 2024. This manufactured segment represented more than 60% of the total exported by Brazil, according to BTG data. The measure is considered negative for the Brazilian company Weg, as evaluated by UBS BB. Electronics in the electronics sector, Brazil exported US $ 1.1 billion to the US alone in the first half of 2024. The US market was the main destination for Brazilian exports in the sector, according to the Brazilian Association of Electric and Electronic Industry (Abinee). Trump determines commercial investigation against Brazil; Understand what is

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