The United States is considering taxing different Brazilian products by 25%, with the exception of those considered strategic by the Trump administration
A survey of the (American Chamber of Commerce) published this Tuesday (June 2, 2026) indicates that if the United States confirms the ban on Brazilian products, the impact could be up to US$ 15 billion annually in exports to the North American market. Read (PDF – 326 kB).
The estimate, however, considers the worst case scenario. The amount of US$15 billion represents the totality of exports that could be affected. So, pFor the damage to reach this value, exports would have to be stopped completely. If North American demand falls in proportion to the price increase caused by the tariff, the total value of Brazilian exports affected could fall to US$12 billion.
The estimate is based in the preliminary report of the (Office of the United States Trade Representative), which proposed the surcharge. Amcham takes the annual values for 2024 as a reference, before .
The survey iindicates that the most impacted sectors would be basic industry: machinery and equipment, agribusiness, forestry products and processed foods. According to Amcham, the amount represents around 35% of everything the USA currently imports from Brazil.
Among the 15 main Brazilian products that are at risk of being overtaxed, pig iron alone leads the way in potential losses: in 2024 alone, trade in this input generated US$1.53 billion.
Read the list:
- Ferro-worm – US$ 1.536,4 million;
- Front self-propelled loaders – US$470.6 million;
- Cane sugar – US$439.6 million;
- Standard pine wood frames – US$350.5 million;
- Animal fats – US$345.9 million;
- Self-propelled graders and graders – US$321.7 million;
- Tractors for installing tracks, suitable for agricultural use – US$ 247.4 million;
- Tobacco – US$246.1 million;
- Granite – US$234.6 million;
- Plywood made of wooden sheets, 6 mm thick each – US$ 214.5 million;
- Undenatured ethyl alcohol – US$ 202.4 million;
- Instant coffee – US$171.6 million;
- Liquid electrical transformers with a power not exceeding 650 KVA – US$ 155.1 million;
- Peptones and their derivatives; protein substances and their derivatives – US$ 152.0 million;
- Empty cartridges and cartridges – US$ 148.6 million.
Despite the warning scenario, Amcham highlights that the USTR report is preliminary. The body itself recognized the existence of progress in the ongoing bilateral negotiations between the governments of Brazil and the USA.
This opens up a diplomatic opportunity for countries to seek alternative solutions that avoid the application of tariff barriers. The deadline for negotiations and making a final decision is set for July 15th.
surcharge free products
According to the initial proposal of the USTR, some Brazilian products, considered strategic for the United States, would be free from the surcharge.
Read the list below:
