JBS Indicates That Trump's 50% Tariffs Will Reduce Exports to the U.S., but Create Opportunity for Brazil to Expand Presence in Strategic Secondary Markets

JBS Indicates That Trump’s 50% Tariffs Will Reduce Exports to the U.S., but Create Opportunity for Brazil to Expand Presence in Strategic Secondary Markets

Written by Maria Heloisa Barbosa Borges

Published on 26/08/2025 at 19:43

JBS alerta que tarifas de Trump de 50% afetam milhões em receita, mas defende que Brasil use crise para liderar novos acordos comerciais internacionais

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JBS Sees Opportunity for Brazil to Enter New Markets Amid Trump Tariffs. JBS sees an opportunity for Brazil to enter new markets in light of the tariffs imposed by the United States, which are expected to reorganize the global animal protein trade.

The 50% tariff imposed by the Donald Trump administration on Brazilian products has stirred the meat industry but has also opened avenues for new opportunities. According to Gilberto Tomazoni, JBS Global CEO, this change could lead Brazil to occupy spaces left by other countries in international trade. This assessment was made during a Fiesp conference in São Paulo that discussed the effects of tariffs on bilateral relations.

For the executive, even though the initial impact is negative, the measure may stimulate a reconfiguration of trade routes, creating space for Brazil to expand exports to alternative markets and consolidate its position as the largest meat processor in the world.

The Direct Impact of US Tariffs

According to Tomazoni, trade between Brazil and the United States amounted to 200,000 tons of meat in the first half of this year alone. With the maintenance of tariffs, this volume is likely to drop drastically. To balance domestic demand, Americans will need to redirect part of their production for domestic consumption or seek alternative suppliers, such as Australia.

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JBS Strategy Amid the Crisis

JBS, listed on stock exchanges in Brazil and the United States, bets on diversification as its main shield against crises. The company operates across different geographies and proteins, which allows it to adapt production flows according to political and trade fluctuations.

Tomazoni highlighted that the IPO in the US is expected to reinforce the company’s value and attract international investors. “We did not build the platform for this tariff scenario, but it serves to protect the business and maintain growth even in times of instability,” he stated.

View of the Brazilian Government

The Executive Secretary of the Ministry of Finance, Dario Durigan, stressed that market diversification has been key to protecting the economy. According to him, this policy has helped preserve foreign exchange reserves and acted as a “stability cushion” in times of crisis.

The Minister of Foreign Affairs, Mauro Vieira, argued that Brazil should lead a “refoundation” of the World Trade Organization (WTO), given the organization’s inability to resolve disputes. The Lula government has formally notified the United States at the WTO in response to Trump’s tariffs. Although the action has limited practical effect, it was considered an important symbolic gesture in defending the multilateral system.

JBS sees an opportunity for Brazil to enter new markets even in the face of an adverse scenario imposed by American tariffs. For the company, the reconfiguration of international trade may open strategic doors that reinforce Brazil’s position in the global animal protein chain.

Do you believe that Brazil will be able to turn this crisis into an opportunity? Which markets could be more advantageous for Brazilian meat? Share your opinion in the comments — we want to hear from those closely following this sector.

JBS Indicates That Trump’s 50% Tariffs Will Reduce Exports to the U.S., but Create Opportunity for Brazil to Expand Presence in Strategic Secondary Markets

JBS Sees Opportunity for Brazil to Enter New Markets Amid Trump Tariffs. JBS sees an opportunity for Brazil to enter new markets in light of the tariffs imposed by the United States, which are expected to reorganize the global animal protein trade.

The Direct Impact of US Tariffs

JBS Strategy Amid the Crisis

View of the Brazilian Government

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JBS Indicates That Trump’s 50% Tariffs Will Reduce Exports to the U.S., but Create Opportunity for Brazil to Expand Presence in Strategic Secondary Markets

JBS Sees Opportunity for Brazil to Enter New Markets Amid Trump Tariffs. JBS sees an opportunity for Brazil to enter new markets in light of the tariffs imposed by the United States, which are expected to reorganize the global animal protein trade.

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