Nearly Half of Brazilian Agribusiness Exports Remain Under U.S. Tariffs

Despite Donald Trump’s rollback in November, 45% of Brazilian agricultural products exported to the United States remain subject to the new tariffs imposed by the U.S. president. Data from the Brazilian Confederation of Agriculture and Livestock (CNA) show that sectors highly dependent on the United States, such as tilapia, tallow, and honey, have seen exports effectively reduced to zero.

If the products currently affected remain under the tariffs, the CNA estimates a negative impact of US$2.7 billion in 2026.

In a press conference on Tuesday, the 9th, the CNA’s Director of International Relations, Sueme Mori, warned that, in addition to advancing its own negotiation efforts, it is essential for Brazil to closely monitor the agreements the United States signs with other markets.

“It is important to discuss the agreements the United States has been signing with its partners since April. Normally, most of the agreements the United States has concluded include three components: market access, reduction of tariff and non-tariff barriers; commitments for investment in the U.S. market; and commitments to purchase U.S. agricultural products,” she explained.

She noted that, because Brazil is a major exporter of agricultural products to various destinations, it is directly affected by the United States trade agreements. This occurs because, when other countries commit to purchasing from Washington, they tend to replace part of the imports they would otherwise buy from Brazil.

For this reason, Mori said, it is essential to monitor closely the new agreements being negotiated by the U.S. government and assess their potential impact on Brazil’s export portfolio.

In April, Trump imposed a 10% tariff on around 200 food products, including Brazilian items. In July, the U.S. government again put pressure on Brazilian agribusiness by announcing an additional 40% tariff on a series of Brazilian goods. After internal pressure and negotiations with the Brazilian government, part of this package was suspended months later — including tariffs on orange juice and coffee.

The most affected sectors

Export performance

The balance released by the CNA showed that, in 2025, Brazilian agribusiness closed with a record US$155 billion in exports, US$19 billion in imports, and a trade surplus of US$129 billion.

Brazil’s most exported agribusiness items (Jan–Nov)

• Soybeans – US$42.0 billion
• Fresh beef – US$14.9 billion
• Raw sugar – US$13.3 billion
• Green coffee – US$11.2 billion
• Pulp – US$9.4 billion

Main destinations for exports

• China – US$52.0 billion (+10%)
• European Union – US$22.9 billion (+5.4%)
• United States – US$10.5 billion (–4%)
• Vietnam – US$3.2 billion (–10%)
• India – US$3.0 billion (+11%)

Source: Isto É Dinheiro

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