A survey by CNI (National Confederation of Industry) shows that 77.8% of Brazil’s exports to the US are subject to Donald Trump’s tariffs. The number refers to the three tariff fronts imposed by the US government since the beginning of the year.
The analysis considered the overall rate of 10% and the additional rate of 40 percentage points, applying 50% surcharge to sectors such as steel, vehicles and auto parts.
According to CNI, more than half of the Brazilian exporting agenda to the US, and 45.8% of the total is directly subject to exclusive surcharge to Brazil.
Tariffs mainly affect the transformation industry, which responded for US $ 12.3 billion in exports impacted by 2024, or 69.9% of the total under maximum tariff.
The hardest affected sectors include clothing, machinery and equipment, textiles, food, chemicals, leather and shoes. In addition, products such as steel, aluminum and copper – affected by section 232 – represent 9.3% of the export agenda and also.
On the other hand, 22.2% of exports remain exempt from additional tariffs, especially the extractive industry, especially light and heavy oil. Within the transformation industry, automotive fuels and heavy fuel oils without biodiesel concentrate relevant part of exempt values.
The 40% rate imposed in July provides conditional exemption for products intended for civil aviation, which may benefit segments such as non -military aircraft and transportation equipment. If this exception is confirmed, 577 products may only be subject to the 10%tariff, which would reduce part of the pressure on the Brazilian aeronautical sector.
In addition to the rates already in force, the US government maintains investigations open under section 232 that may affect new sectors, including aircraft and engines, trucks, wood, critical minerals, semiconductors and pharmaceutical products.
To mitigate the effects of barriers, CNI has presented to the Brazilian government a list of eight emergency measures, including a special BNDES credit line with reduced interest rates; Extension of deadlines for exchange contracts and export financing; deferral of federal taxes; Immediate payment of reimbursement of tax credits; expansion of the reintegration and reactivation of the safety-unemployment program.
“The survey shows the size of the problem and the urgency of articulation between government and productive sector. We need to preserve our export capacity and quickly respond to this protectionist climb,” said Ricardo Alban, president of CNI, in a statement.
*This content was prepared with the aid of artificial intelligence tools and revised by the editorial team of Estadão/Broadcast.
