Trump's Tariff on Brazil Affects Everything From Oil to Aviation — See the Brazilian Cities That Export the Most to the U.S. and May Be Harmed

Trump’s Tariff on Brazil Affects Everything From Oil to Aviation — See the Brazilian Cities That Export the Most to the U.S. and May Be Harmed

Written by Fabio Lucas Carvalho

Published on 09/07/2025 at 19:11

Updated on 09/07/2025 at 19:24

Nova tarifa de Trump atinge em cheio cidades que mais exportam para os EUA — veja as cidades brasileiras que mais serão prejudicadas

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Donald Trump’s Decision to Impose a 50% Tariff on Products from Brazil Will Generate Immediate Impact on the Trade Balance Between the Two Countries. Brazilian Cities That Export the Most to the United States Could Be Directly Affected, Putting Strategic Sectors of the National Economy at Risk.

In a statement published on the Truth Social platform, President Donald Trump declared that the United States will impose a 50% tariff on all products imported from Brazil starting on August 1.

The measure, according to the Republican, is a direct response to what he called “trade injustices” and “attacks on free speech”, attributing criticism to the Brazilian Supreme Court (STF) for decisions against U.S. digital platforms and for how it has been conducting cases against former President Jair Bolsonaro.

“I met and had contact with former President Jair Bolsonaro, and I deeply respected him,” Trump wrote. Trump classified the trials as “witch hunts” and used the incident to justify the economic sanction.

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Rio de Janeiro and São José dos Campos on the Front Line

With the new scenario, Brazilian cities that export the most to the United States are expected to feel the direct impact of the decision. Information released by VALOR.

Rio de Janeiro leads Brazilian exports to the U.S., with about US$ 4.9 billion in products shipped in the last year, most linked to the oil sector.

With the new tariff, crude and refined oil exported from the Fluminense capital is expected to face a sharp drop in competitiveness, which could affect jobs and investments in the state.

Another vulnerable municipality is São José dos Campos, in São Paulo, a hub for the national aerospace industry. The city exported approximately US$ 1.7 billion in aircraft and parts — mainly due to Embraer’s activity.

With the 50% tariff, profit margins may be squeezed, and the company will find it more difficult to compete with manufacturers in the United States.

Duque de Caxias and Piracicaba Are Also Expected to Feel Effects

Duque de Caxias, also in the state of Rio, is another important export center, especially for refined oil.

Piracicaba, in the interior of São Paulo, stands out for selling heavy machinery to Americans. These exports involve strategic industrial sectors that support extensive production chains.

Even smaller cities that do not directly appear on the lists of top exporters can also suffer.

Many integrate the production chain of sectors such as aviation, oil, and manufacturing, supplying parts, inputs, and logistics services.

Cities That Sell the Most to the U.S.

Municipality	State	Value, in US$ billions
Rio de Janeiro	RJ	4.9
São José dos Campos	SP	1.9
Duque de Caxias	RJ	1.6
Piracicaba	SP	1.3
Serra	ES	1.3
São João da Barra	RJ	0.9
Santos	SP	0.8
Ilhabela	SP	0.6
Guarulhos	SP	0.6
Gavião Peixoto	SP	0.6

Agriculture Could Be the Next Target

Although the taxation initially targets industrial products, Brazilian agriculture remains an important player in trade with the U.S.

Sectors such as meat, juices, and forest products also have a presence in the U.S. market and could face barriers in the future if commercial tensions increase.

The Measure Could Affect Investments and Jobs

Besides the pressure on exporting companies, taxation may create uncertainties in the business environment, deterring foreign investments and delaying expansion plans of large domestic industries.

Trade with the United States is one of the engines of the Brazilian economy, moving billions of dollars each year.

The effects of the 50% tariff could be felt both in large industrial centers and in peripheral regions that depend on these activities to maintain jobs and income.

Trump’s Tariff on Brazil Affects Everything From Oil to Aviation — See the Brazilian Cities That Export the Most to the U.S. and May Be Harmed

Donald Trump’s Decision to Impose a 50% Tariff on Products from Brazil Will Generate Immediate Impact on the Trade Balance Between the Two Countries. Brazilian Cities That Export the Most to the United States Could Be Directly Affected, Putting Strategic Sectors of the National Economy at Risk.

Rio de Janeiro and São José dos Campos on the Front Line

Duque de Caxias and Piracicaba Are Also Expected to Feel Effects

Agriculture Could Be the Next Target

The Measure Could Affect Investments and Jobs

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Trump’s Tariff on Brazil Affects Everything From Oil to Aviation — See the Brazilian Cities That Export the Most to the U.S. and May Be Harmed

Donald Trump’s Decision to Impose a 50% Tariff on Products from Brazil Will Generate Immediate Impact on the Trade Balance Between the Two Countries. Brazilian Cities That Export the Most to the United States Could Be Directly Affected, Putting Strategic Sectors of the National Economy at Risk.

Rio de Janeiro and São José dos Campos on the Front Line

Duque de Caxias and Piracicaba Are Also Expected to Feel Effects

Agriculture Could Be the Next Target

The Measure Could Affect Investments and Jobs

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