From Coffee and Meat to Embraer Planes, Learn About the Most Exported Brazilian Products to the U.S. That Will Be Most Affected by the New Tariff Announced by the American President, Which Could Generate a Billion-Dollar Impact.
A new and drastic trade measure announced by the President of the United States, Donald Trump, promises to shake the Brazilian economy. The imposition of a 50% tariff on Brazilian products, which takes effect on August 1st, has the potential to cause a billion-dollar drop in the most exported Brazilian products to the U.S. and directly affect some of the country’s most important sectors.
According to the news agency Reuters, the North American market is the second main destination for Brazilian exports, behind only China. The new tariff threatens the competitiveness of a wide range of products, from agricultural commodities to high-value-added manufactured goods.
What Is the New Tariff and When Does It Take Effect?
The measure announced by Trump imposes a 50% tax on the value of Brazilian products entering the United States. The new rule takes effect on August 1, 2025.
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Larger than entire cities in Brazil: BYD is building a 4.6 km² complex in Bahia with a capacity for 600,000 vehicles per year, but the discovery of 163 workers in conditions analogous to slavery has shaken the entire project.
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With an investment of R$ 612 million, a capacity to process 1.2 million liters of milk per day, Piracanjuba inaugurates a mega cheese factory that increases national production, reduces dependence on imports, and repositions Brazil on the global dairy map.
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Brazilian city gains industrial hub for 85 companies that is equivalent to 55 football fields.
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Peugeot and Citroën factory in Argentina cuts production by half and opens a layoff program for more than 2,000 employees after Brazil drastically reduced purchases of Argentine vehicles.
However, there are some important exemptions. According to an analysis by BTG Pactual bank, the new tariff will not be cumulative with the 25% already applied to automobiles and the 50% on steel and aluminum. In addition, strategic products such as oil, semiconductors, and pharmaceuticals are also excluded from the measure.
The 10 Most Exported Brazilian Products to the U.S. and the Impact of the Tariff

Below, we list the main affected products, based on export data for 2024.
1. Coffee
- Exports to the U.S. in 2024: Almost US$ 2 billion (16.7% of total).
- Impact: According to the consulting firm Cogo Agribusiness Intelligence, the tariff will result in margin compression for producers and increased prices for American consumers.
2. Beef
- Exports to the U.S. in 2024: US$ 1.63 billion (532,653 tons).
- Impact: Minerva, one of the giants in the sector, estimated a potential impact of up to 5% on its net revenue.
3. Orange Juice
- Exports to the U.S. in the 2024/25 harvest: US$ 1.31 billion (41.7% of total).
- Impact: CitrusBR classified the condition as “unsustainable,” as the new tariff represents a 533% increase over the existing rate.
4. Aircraft
- Exports to the U.S. in 2024: US$ 2.4 billion (63% of total).
- Impact: Embraer is the Brazilian company with the greatest exposure in this market and will be directly affected.
5. Semi-Manufactured Iron or Steel
- Exports to the U.S. in 2024: US$ 2.8 billion.
- Impact: This is one of the most vulnerable sectors, as the U.S. accounts for over 70% of total sales of these products.
6. Construction and Engineering Materials
- Exports to the U.S. in 2024: US$ 2.2 billion (58% of total).
- Impact: The strong dependence on the American market makes this sector highly exposed to the new tariff.
7. Wood
- Exports to the U.S. in 2024: US$ 1.6 billion (over 40% of total).
- Impact: Brazilian forest products will lose competitiveness to countries like Canada and Chile. Companies like Suzano may face difficulties.
8. Machines and Engines
- Exports to the U.S. in 2024: US$ 1.3 billion (over 60% of total).
- Impact: The measure is considered negative for companies like WEG, according to an assessment by UBS BB.
9. Electronics
- Exports to the U.S. in the first half of 2024: US$ 1.1 billion.
- Impact: According to Abinee (the sector’s association), the American market is the main destination for Brazilian electronics exports.
10. Oil
- Exports to the U.S. in 2024: US$ 5.8 billion.
- Impact: Fortunately for Brazil, this is one of the most exported Brazilian products to the U.S. that is exempt from the new tariff, which represents a significant relief for the trade balance.
In your opinion, which sector will be the most affected by this new tariff? Leave your comment.

O consumidor no Brasil, vai perceber a **** que fez colocando a esquerda no poder…