The analysis by the Confederation National de Industria (CNI) on the US government’s decision to eliminate 10% reciprocal tariffs on some goods affects 11% of Brazilian exports to the country, a total of US$4.6 billion. On Thursday, US President Donald Trump removed duties on products such as beef, tomatoes, coffee, bananas, acai and other agricultural products.
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This measure affects Brazilian exports because the country is one of the main exporters of beef and coffee to the United States. However, Brazil is still subject to a punitive 40% tariff imposed by the US government. According to CNI, the continuation of this tariff reflects the urgency of the Brazilian government’s negotiations to reduce this tariff, as countries that do not face these additional duties may have an easier time selling these products from Brazil.
The measure announced by the US government aims to reduce costs for the American consumer, in an attempt by the White House to respond to the defeat in the local elections earlier this month. It is also an implicit admission that Trump’s tariff policy has put pressure on prices in the United States.
According to CNI, the US government’s action to eliminate 10% reciprocal tariffs on 238 agricultural products applies to 80 goods that Brazil exports to the United States.
“It is very important to negotiate an agreement as soon as possible so that Brazilian products can compete again under better conditions in the main destination of Brazilian industrial exports,” said Ricardo Albán, president of the organization.
The list of products exempt from the additional 10% tariff includes 238 products. These include meat, coffee, vegetables, carnauba wax, citrus fruits, Brazil nuts, orange juice, fertilizers and agricultural chemicals. Of the 238 products listed, Brazil exported 80 of them last year. However, there are only four that are completely duty-free. The other 76 remain subject to a 40% imposition on imports due to Trump’s decision against the Brazilian government over the trial of former President Jair Bolsonaro, which the US government claimed was persecution and a violation of the former president’s rights.
Members of the economic team of Lula’s government believed that the decision announced by Trump yesterday was positive, but insufficient. The technicians also highlighted the fact that tariffs on Brazilian products will be reduced by only 10 percentage points, falling from 50% to 40%.
American consumers paid nearly 20% more for coffee in September than a year earlier, according to data from the US government itself. Brazilian coffee sales to the United States collapsed: between August and the end of October, there was a 51.5% decline compared to the same period in 2024, according to data from the Brazilian Coffee Exporters Council (Cicafe).