The Brazilian government estimates that new U.S. tariffs will affect 18% [1] of the country's exports to the United States.
This projection follows the announcement of a 25% tariff on Brazilian products, creating significant economic uncertainty for exporters and industrial sectors in Brazil. The move threatens trade stability between the two largest economies in the Americas.
Marcio Elias Rosa, the minister of Development, Industry, Commerce, and Services, said the calculations were provided Thursday [3]. According to the government's data, 57% [4] of the export portfolio will remain exempt from the new tariffs. Another 24% [4] of exports fall under a separate tariff regime involving investigations into steel and aluminum.
The Brazilian administration is currently assessing how to support businesses impacted by the measure. The calculation provides a baseline for the government to determine which sectors require the most urgent intervention to maintain competitiveness in the U.S. market [2].
Some Brazilian officials have discussed the possibility of reciprocity in response to the U.S. move. The government said it continues to analyze the specific product categories affected to refine its economic response strategy [3].
“The Brazilian government estimates that new U.S. tariffs will affect 18% of the country's exports to the United States.”
The disparity between the affected 18% and the exempt 57% suggests that while the overall trade volume may not collapse, specific high-value industrial sectors could face severe disruptions. By identifying the 24% of exports already under steel and aluminum investigations, Brazil is highlighting a compounding layer of trade barriers that could lead to a broader diplomatic and economic confrontation regarding reciprocity.
