BRAZIL OFFSETS U.S. TARIFF LOSSES BY REDIRECTING EXPORTS TO OTHER MARKETS

From August to October 2025, Brazilian exports to the U.S. of goods affected by President Donald Trump’s tariff hike fell sharply, but sales of those same items to other markets rose enough to more than offset the losses. Exports of 1,503 products impacted by the tariffs totaled US$1.58 billion to the U.S., down from 2024, while shipments to other countries grew by US$3.1 billion. The data shows Brazil’s resilience and ability to redirect trade, particularly in sectors less dependent on the U.S., such as beef and coffee. Still, industries heavily reliant on the American market, like steel, faced significant setbacks. Overall, total Brazilian exports to the U.S. dropped 24.9% year over year, with affected products falling 29.6%. Despite the downturn, analysts say the tariff hike was not catastrophic and that Brazil’s diversification strengthened its negotiating position.
Source: Valor Econômico / Datamar News