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.

8 people reacted to this.

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.

ARTICLE CONTINUES BELOW

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.

0 Comments

most recent

older Most voted

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

Mother and daughter build a 70 m² house with more than 8,000 discarded glass bottles and impress with their creativity; known as the Casa de Sal, the property is located on Itamaracá Island, in Pernambuco.

Workers were opening a new road connection near the Marginal Tietê when they found, in the underground of the construction site, remnants of locomotives, wagons, and boilers from the 19th century linked to the forgotten history of Lapa.

Instead of burning or burying old tires, an American city is transforming about 2,000 of them into the street itself, paving its first sections with a quieter and more durable rubber asphalt.

He transformed an abandoned plastic water tank into an underground house in the “hobbit hole” style, using only repurposed pallet wood, without heavy machinery or expensive labor.

China transforms desert-devastated area into the world’s largest artificial forest, planting trees for 60 years, blocking sand that reached Beijing, and creating a “green lung” of 92,000 hectares in a region once considered lost.

The river that “dies” in the desert never reaches the sea and yet gives life to one of Africa’s largest natural refuges in a truly impressive way.

Greek island offers free housing for volunteers, but there’s a condition: you need to take care of rescued cats.

With a wingspan of 56.4 meters, the B-52H Stratofortress carries up to 31.5 tons of armaments and remains one of the main strategic bombers of the United States.

Ana Castela presents new horses, attempts a 360-degree spin for the first time, and impresses fans with track-worthy technique.

Water can carry pesticides invisible to common treatment, but nanosensors developed by Brazilian researchers promise to speed up the alert before the risk reaches the tap.

Gases created to save the ozone layer have become a new global warning: substitutes for CFCs have already released more than 335,000 tons of a “forever chemical” onto the Earth as invisible rain, contaminating everything from tap water to Arctic ice.

When an asteroid appears without warning, ESA switches from emails to voice calls and speeds up alerts that can determine the response on Earth.

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

Mother and daughter build a 70 m² house with more than 8,000 discarded glass bottles and impress with their creativity; known as the Casa de Sal, the property is located on Itamaracá Island, in Pernambuco.

Workers were opening a new road connection near the Marginal Tietê when they found, in the underground of the construction site, remnants of locomotives, wagons, and boilers from the 19th century linked to the forgotten history of Lapa.

Instead of burning or burying old tires, an American city is transforming about 2,000 of them into the street itself, paving its first sections with a quieter and more durable rubber asphalt.

He transformed an abandoned plastic water tank into an underground house in the “hobbit hole” style, using only repurposed pallet wood, without heavy machinery or expensive labor.

China transforms desert-devastated area into the world’s largest artificial forest, planting trees for 60 years, blocking sand that reached Beijing, and creating a “green lung” of 92,000 hectares in a region once considered lost.

The river that “dies” in the desert never reaches the sea and yet gives life to one of Africa’s largest natural refuges in a truly impressive way.

Greek island offers free housing for volunteers, but there’s a condition: you need to take care of rescued cats.

With declining production and exports at their limit, Argentina cuts vehicle tax to try to regain competitiveness and protect its pickups from the Chinese offensive.

With 80.9% of families in debt, the state creates a new law against over-indebtedness to guide consumers, combat abusive practices, and encourage debt renegotiation.

Itaú holds an auction of 200 properties in June with prices starting at R$ 43,000 and discounts of up to 63%.

Brazil refuses to support the G7 text on critical minerals and rare earths, enters the heavy game of strategic inputs, and tries to escape the old trap of exporting raw wealth while rich countries keep the most profitable part.

São Paulo accelerates basic sanitation with R$ 70 billion until 2029, expands treated water, sewage, and promises to advance universalization four years ahead of the national deadline.

With a wingspan of 56.4 meters, the B-52H Stratofortress carries up to 31.5 tons of armaments and remains one of the main strategic bombers of the United States.

Ana Castela presents new horses, attempts a 360-degree spin for the first time, and impresses fans with track-worthy technique.

Water can carry pesticides invisible to common treatment, but nanosensors developed by Brazilian researchers promise to speed up the alert before the risk reaches the tap.

Gases created to save the ozone layer have become a new global warning: substitutes for CFCs have already released more than 335,000 tons of a “forever chemical” onto the Earth as invisible rain, contaminating everything from tap water to Arctic ice.

When an asteroid appears without warning, ESA switches from emails to voice calls and speeds up alerts that can determine the response on Earth.