EN 
PT_BR 
Brazilian exports to the United States plummeted 37.9% in October, marking the largest drop since the implementation of additional tariffs of 40% on Brazilian products, imposed by Washington in August. This is the third consecutive month of decline, a sign that the measures are strongly impacting bilateral trade and raising concerns among companies and economic authorities on both sides.
The data, released by Amcham Brazil (American Chamber of Commerce), reinforces the negative effect of tariffs on integrated production chains, investments, and job creation, both in Brazil and the United States. In addition to the imposed costs, the scenario is aggravated by lower US demand and the fall in international prices of commodities such as oil and its derivatives, the main items in Brazil's export portfolio to the country. "It's time to act," warns Amcham Brazil.
For Amcham, the moment demands coordinated and immediate diplomatic action. “The sharp contraction in Brazilian exports to the American market in October reinforces the urgency of a solution to normalize bilateral trade,” states Abrão Neto, president of Amcham Brazil, emphasizing: “It is essential that the valuable political momentum generated by the recent meeting between Presidents Lula and Trump be used to leverage concrete progress in negotiations between the two countries.”
According to Neto, high-level political dialogue needs to translate into practical results to reduce barriers, restore trade predictability, and strengthen the competitiveness of Brazilian companies in the world's largest consumer market.
Impacts on supply chains and jobs
The effects of the tariffs are not limited to the volume of exports. Amcham highlights that the trade restriction directly affects integrated production chains, which depend on constant flows of industrial inputs and components between the two countries. Companies in the automotive, chemical, and metallurgical sectors, among others, are already feeling the impacts of lost competitiveness and increased logistical and operational costs.
Economists and foreign trade analysts also warn that the reduction in exports could inhibit new investments and hinder long-term planning for Brazilian companies that operate with a focus on the North American market.
Strategic relationship under pressure
The United States is Brazil's second-largest trading partner, behind only China, and a strategic destination for manufactured goods, especially when compared to the more commodity-focused profile of exports to the Asian market.
Therefore, the significant decline in Brazilian sales is worrying the private sector and is fueling debate about the need to revise imposed tariffs and for a more comprehensive trade agreement that promotes predictability, cost reduction, and the expansion of mutual opportunities.
Next steps
Amcham Brazil reaffirmed its commitment to collaborating with governments and the private sector in the search for solutions that restore balance and strengthen the Brazil-United States economic partnership.
The organization argues that bilateral negotiations should advance rapidly, taking advantage of the current political climate to avoid lasting damage to Brazilian competitiveness. "Bilateral trade between Brazil and the US is a two-way street. Advancing in predictability and transparency is essential to guarantee sustainable growth and the generation of opportunities for both countries," emphasizes Abrão Neto.
