According to USP’s Center for Advanced Applied Economics (CEPEA) Studies (CEPEA), exports to the US exceeded 40,000 tons per month, reaching historical records in March and April
US entrepreneurs increased the purchase of of Brazil in record volumes in March and April, in an anticipation of the “tariff” announced by . The information is from a survey of USP’s Center for Advanced Applied Economics (Cepea), which points to concern for the new tariff policy as the main reason for creating stocks. THEs exported volumes for exceeded 40,000 tons per month in the period, a historical record. The anticipation movement was so significant that, in June, after massive purchases, the export volume for the country registered the lowest level since December 2023.
Trump’s measure, which foresees a 50% rate on Brazilian products and is expected to take effect in early August, already generates reactions in both countries. While American importers have rushed to store, Brazilian refrigerators evaluate suspend new shipments to the US, which are currently the second largest destination of national beef, accounting for 12% of exports. First place is occupied by China, with 49%.
CEPEA study also warns of impact on other sectors of agribusiness. Orange juice is considered the most vulnerable product to new taxation, as it already had a fixed fare of over $ 400 per ton. Given the risk of increased costs, Brazilian industries have already suspended product exports to the US. The coffee sector is also seriously compromised. The United States is the largest consumer market in the Brazilian grain, absorbing about 25% of exported production. Surve’s can compromise the economic viability of operations to the US market.
*With information from Beatriz Manfredini
*Report produced with the aid of AI
