Marcos Jank, coordinator of Insper Agro Global, urgently sees the need for the
Brazil adapt to what has called a new geopolitical game-a world in which the institutions created in the postwar were broken-and that has direct effects on agribusiness.
“How will the world be? It’s not just about selling coffee, meat or fruit to the United States, but about dozens of agreements made in the White House and that will move access to markets in the most important countries for us. There are no more organizations where you can complain,” Jank said during Agro Summit, an event promoted by Bradesco BBI on Thursday (11) in Sao Paulo.
For the researcher, this new global moment adds more volatility to the global scenario, a point with which agribusiness is already used to, by the sector’s own dynamics, but also adds uncertainty.
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“We are in a moment of good production, growth, but the change in the rules of the game to something we do not know can still be very disruptive. There is a lot of uncertainty ahead,” said Jank.
In the list of factors still uninviated, it is, for example, the application of tariffs to countries that have trade relations with Russia – such as a sanction applied to India and that eventually can also be applied to Brazil.
“This way of operating is very crazy. Tariff was not made for this, but to ensure that the supply chains work in the world. If you change all the time, you turn the chaos. And what we are seeing is a little,” explained Jank.
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Looking at bilateral trade with the United States, this effect is mainly clear in coffee and mango export, which were left out of Donald Trump’s list of exceptions.
“Our competitors will have exemption and we, a gigantic rate. This forces us to go there and negotiate this new modus operandi, which is a bargaining thing, reciprocity, taking there. It is no longer formalized as it was before,” he said.
Today, the United States buy approximately 7% of the total volume exported by Brazil, $ 164 billion.
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