Strong Dependence on the U.S., Which Buys 78% of Our Pulp, Forced the White House to Remove the 10% Tariff on Brazilian Product

Written by Carla Teles

Published on 10/09/2025 at 20:44

A Casa Branca zerou a tarifa de 10% da celulose brasileira. Entenda por que a dependência dos EUA motivou a decisão e qual o impacto real para o mercado.

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Measure Reflects The Strong Dependence Of The US On Brazilian Product And Benefits Customers, But CFO Of Giant Suzano Sees Limited Effect For The Company.

The White House decided to remove the 10% import tariff on Brazilian pulp. The measure, which went into effect last Monday (8), includes the product on the list of exemptions, easing costs for customers in the American market. Despite the good news, the impact on giants of the sector, such as Suzano, may be limited.

The Decision Of The White House And The End Of The Tariff

The United States government updated its policy on “reciprocal tariffs” last Friday (5). With the change, pulp was added to Annex II of the order, which eliminates the additional 10% that had been applied since April. It is worth noting that the product had already been spared from additional tariffs of 40% that went into effect in August against other Brazilian items.

The Weight Of Brazil In The American Pulp Market

The decision by the White House is linked to the American market’s dependence on Brazilian raw material. In 2024, Brazil exported 2.8 million tons of short fiber pulp to the United States. This volume represents an impressive 78% of total American consumption of the product, according to data from Goldman Sachs. With the new update, the categories of exempt products correspond to 90% of the total that Brazil sold to the US last year.

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Impact Of The Measure For The Giant Suzano

Despite the American market accounting for about 15% of Suzano’s business, the effect of the exemption is seen as limited by the company. “We had already told the market that we were negotiating with our clients to pass this additional cost onto them,” said Marcos Assumpção, CFO of Suzano. “So it changes very little, but for our customers, it may have some advantage,” he added.

Price Scenario And Other Tariffs Maintained

While pulp was exempt, other products remain taxed. Paper in general and wood panels continue to have tariffs of 50% and 40%, respectively. Suzano had already announced price adjustments following the application of the original 10% tariff. The most recent increase, by US$ 80 per ton, took effect this month in the United States and Europe, raising the price in North America to about US$ 1,320 per ton.

Market Reaction To Suzano’s Actions

In the week of the decision, Suzano’s stock fell by just over 2%, being quoted at R$ 50.80. Currently, the company’s market value is R$ 64.22 billion.

Strong Dependence on the U.S., Which Buys 78% of Our Pulp, Forced the White House to Remove the 10% Tariff on Brazilian Product

Measure Reflects The Strong Dependence Of The US On Brazilian Product And Benefits Customers, But CFO Of Giant Suzano Sees Limited Effect For The Company.

The Decision Of The White House And The End Of The Tariff

The Weight Of Brazil In The American Pulp Market

Impact Of The Measure For The Giant Suzano

Price Scenario And Other Tariffs Maintained

Market Reaction To Suzano’s Actions

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Strong Dependence on the U.S., Which Buys 78% of Our Pulp, Forced the White House to Remove the 10% Tariff on Brazilian Product

Measure Reflects The Strong Dependence Of The US On Brazilian Product And Benefits Customers, But CFO Of Giant Suzano Sees Limited Effect For The Company.

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The Weight Of Brazil In The American Pulp Market

Impact Of The Measure For The Giant Suzano

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Market Reaction To Suzano’s Actions

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