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Brazil breaks export record to the US before tariff hike

Brazilian exports to the United States totaled US$1.5 trillion between January and July 2025, representing a growth of 4.21 trillion 4-year-over-year and reaching the highest level ever recorded for this period, according to data from the Brazil-US Trade Monitor, published by Amcham Brasil. At the same time, Brazilian imports of American products also increased, increasing by 12.61 trillion 4-years, reaching US$1.5 trillion 26-billion.

Photo: Disclosure

The result increased the United States' bilateral trade surplus to US$1.5 billion year-to-date, an increase of US$607.91 billion compared to the first seven months of 2024.

In July, even with the application of the 10% surcharge and the announcement of an increase to 50% starting in August, Brazilian exports to the North American market broke a record for the month, totaling US$$ 3.7 billion, an increase of 3.8% year-over-year. Shipments grew by 7.3%, indicating a possible anticipation of sales to avoid the impact of the new tariffs. Meanwhile, US imports into Brazil grew by 18.2% in the month, totaling US$$ 4.3 billion, the second-highest figure of the decade.

Among the main products exported in July, six showed significant growth: aircraft (+159%), pig iron (+62.5%), lime and cement (+46.3%), petroleum (+39.9%) and fruit juice (+32.2%). Year-to-date, the highlights were beef (+118.1%), fruit juice (+61.7%), coffee (+34.6%) and aircraft (+31.7%).

On the other hand, some sectors have suffered negative impacts attributed to tariffs and international competition. This is the

Photo: Allan Santos/PR

case of cellulose (-14.8%), petroleum oils (-18%), engineering equipment (-20.8%), semi-finished iron or steel (-8%, with a drop of 64% in July alone) and sugar, which registered a sharp drop of almost 50% in value and quantity, after the 50% tariff came into effect on August 6.

In the global scenario, while the United States' trade deficit with the world increased by 27.8% in the first half of the year, Brazil is one of the few countries with an American surplus, occupying fifth place, with growth of 57.9% compared to 2024. In June, the North American deficit fell by 8.3%, reflecting the initial effects of reciprocal tariffs.

For Abrão Neto, president of Amcham Brasil, bilateral trade remains resilient, but the new challenges posed by tariffs require dialogue and coordination between governments. "Our commitment is to continue working in coordination with both governments to preserve this trade, which drives jobs and opportunities in both countries, especially given the additional challenges that increased tariffs will bring from now on," he stated.

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