The announcements of the president of the United States, Donald Trumpabout the application of new tariffs raised questions about their Impacts on the Brazilian Economy.
-citing Brazilian ethanol as an example -an order signed on Monday (10) confirmed a.
With this, one of the doubts that arises is: if tariffs lead to less exports to Americans, the accumulation of products here can do Prices in Brazil fall?
Experts point to the real impacts of these measures and say that it is necessary to carefully analyze the next steps.
For MB Chief economist Associados, Sergio Vale, the measures do not necessarily bring changes at this time.
“Part of the production will still be exported there and part can be diverted to other places, or eventually decrease production. As the increase should happen later, there would be time for companies to adjust to produce less. I find it difficult to have some relevant price impact, ”he said.
Austin Rating’s chief economist Alex Agostini, on the other hand, ponders that, at first, only aluminum, steel and ethanol would be affected, and that the impacts would be felt if Brazil had a mass production.
Agostini explains that a.
“Basically, the internal demand will fall for these products as well. And with that, of course, there is a price trend also slowing internally. So, not only for the highest price outside, but also for the lower demand here, the price tends to fall, ”he said.
However, Agostini points out that the possible compensation with the exchange movement.
Nomos’s director of investments, Beto Saadia, states that there is a certain skepticism regarding the real impacts of measures in Brazil.
Saadia also pointed out that A is very favorable for the US and a.
“We believe it has little impact and these ads are very widespread, but when you will put a magnifying glass in Brazil, it is obviously difficult to understand at what extent the United States will benefit more than they already benefit, so we see Little impact on this tariff, specifically for Brazil, ”he said.
Understand Trump’s measures
The memorandum signed by Trump provides that foreign products be taxed at the same levels applied to American products in home countries.
As an example, saying that the US import tariff is low, while American ethanol faces a high rate in Brazil.
The measure, according to the White House, seeks to balance the business relationship, but still does not define which products will be directly affected.
Separately, including those from Brazil.
The decree, according to the US government, aims to strengthen the American steel industry and reduce import dependency.
The decision is based on the argument that excessive imports impairs internal production and.
As one of the main steel exporters for the United States, Brazil can be directly affected by this change, both in sales volume and product pricing.
The scenario still depends on the implementation of tariffs and the reactions of the global market. National industry can look for alternatives to maintain its exports and mitigate impacts on the domestic market.
Although there is a possibility of falling prices due to the lowest internal demand, the effect is not guaranteed and will depend on the behavior of companies and the international market.
