Orange juices association says that the American market is “irreplaceable”
The 50% United States rate on Brazilian exports should impact some products, especially orange juice. A (National Association of Citrus Exporters) said the US market “irreplaceable”. The US country accounts for 40% of all juice exports made by Brazilian companies to the world.
Data forwarded by the Association to Poder360 They show that from 2002 to 2025, the export of orange juice in Brazil rose 308.1% worldwide. In the same period, the sale of the product to the United States increased by 1,239%.
The numbers show that the total exported rose from R $ 97.7 million in the beginning of the century to R $ 1.3 billion in the most recent data. The US slice in the market rose from 12% to 39.5%.
Citrusbr lamented the surcharge of Brazilian products in the US. According to the note, the additional cost can reach US $ 100 million per year, which corresponds to R $ 555 million if considered a quotation of R $ 5.55.
“The sector regrets […] that the measure has been adopted without considering the history of complementarity between Brazilian production and the Florida industry, in addition to the long -term relationship with bottled companies operating in the United States”Said the note. Here’s the statement (PDF – 532 KB).
The state of São Paulo is the great producer of orange juices exported by Brazil. It holds about 98% of the market.
The Minister of Agriculture and Livestock, Carlos Fávaro, said on Thursday (10.Jul.2025) that the government action (Republican Party). He said he talked to the main sectors that will be harmed, especially orange juice. He said he will reinforce actions to expand markets, reduce commercial barriers and give growth opportunity for Brazilian agriculture.
MERCADO “IRREPLACEABLE”
The executive director of, Ibiapaba Netto, said in an interview with Poder360who talked to the Brazilian authorities. Stated that the difficulties of the sector are “in the radar of the federal government ”.
Netto argued that there is “Calm, cold blood and diplomacy”For negotiation that reverses Trump’s decision.
“The American market is irreplaceable. It has 40% of our production. Obviously, we were able to allocate a little more of our product for one market or another, but nothing that solves ”said the executive director.
The sale of orange juice is made in bulk, which is the transport of products in large quantities, without individual packaging, usually by weight or volume.
“You need to have production lines and structure that the investment is high. You can’t absorb a 3 billion liters market overnight. It’s a work of years. For our industry, it’s a very complicated thing.”said clearly.
Former Finance Minister and economist Mailson da Nobrega said, in an interview with Poder360which is a “Full crazy”US taxation to Brazilian products, especially those consumed by Americans.
“Products will be more expensive and this will mean inflation [nos EUA]. In other cases, the high fare may make trade between the reached country unfeasible”He said, exemplifying that orange juice can be one of these damaged markets.
“Brazil is the world’s largest exporter of orange juice and accounts for 70% of the demand for orange juice in the American territory. With 50% fare, it will be unfeasible to export this product. And, as you know, orange juice is an essential part of Americans breakfast and will be without orange juice.”said Nobrega.
Competitors of Brazil
Brazil’s exports represent 70% of all orange juice that is purchased by the United States. Mexico is an important supplier, but will not supply all the need, according to the director of Citrusbr. Egypt is another country that can gain space with the taxation of Brazil.
“The truth is that if Brazil leaves this market, American companies will also suffer, especially companies that are brand owners there. […] They will not have enough volume to handle the demand. Ends up causing some problems ”said clearly.
The main problems for US companies in the sector are:
- damage – The company does not pay the investment because it is necessary to be a higher scale;
- inflation – The price rises because, without the main supplier, the dependence on local juices in Florida or imported from Mexico or Egypt will not be sufficient to meet the demand.
Exploration of new markets
Brazil must probably send part of the production to the European Union, which is the main destination for Brazilian orange juice, with more than half of exports. Netto stated that the sector should “micar”With products at hand and entrepreneurs would be subject to price depreciation in Europe.
“To be able to replace the US market, it needs a country with the same population density, income and consumption habit. It’s very difficult”said the executive director of Citrusbr.
For Netto, it is not simple to redirect products to another market. He stated that there is doubts if there are open opportunities for the juice of Brazil.
“The international market is not made of scout, there are no many good people. The international market is hostile, and not only the United States. We have tariff discussions with China who have been dragging on for years. We have discussions with India […]with South Korea. Each country is doing yours ”these. “We cannot have this ingenuity of thinking that there is an international market that is open to Brazil”He added.
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