Anúncio de Trump é alívio para o Brasil, dizem analistas - 02/04/2025 - Mercado - Folha

Key Points

US President Donald Trump announced a 10% tariff on Brazilian imports, which is lower compared to tariffs imposed on other countries like China (34%), the European Union (20%), and Japan (24%).

Brazilian Reaction

Brazilian analysts perceive this as a relief, indicating that Brazil is not a major target of US economic sanctions. Some believe that the lower tariff could boost access to American markets for certain sectors, such as basic manufacturing.

• Fernanda Brandão, professor of international relations, states the lower tariff shows Brazil is not seen as a significant threat to the American economy.
• Pedro Brites, professor of international relations, acknowledges potential impacts on Brazilian export sectors, but considers them less immediate and impactful than those on other countries.
• André Perfeito, economist, believes the tariffs are comparatively lenient for Brazil.
• José Augusto de Castro, president of AEB, views the tariff neither positively nor negatively but highlights it is relatively less severe.

Sector-Specific Impacts

The impact will vary depending on the sector: while some sectors might experience difficulties, others might gain a competitive advantage. The impact on sectors such as aircraft and steel is anticipated, along with a potential increase in export opportunities for textiles and footwear, especially if competing countries face higher tariffs. The auto parts sector is also likely to be affected due to prior tariffs on imported vehicles.

Overall Assessment

While not entirely positive, the relatively low tariff is considered a sign of relief for Brazil. It shows that Brazil is not among the main targets of this round of US trade protectionism, and its impact will vary significantly from one sector to another.