Economy

Wood and Coffee top list of commodities most affected by tariff

Aug, 01, 2025 Posted by Lucas Lorimer

Week 202532

Brazil faces a disruption in trade flows to the United States as new tariffs proposed under Donald Trump’s economic platform target a significant share of the country’s core exports. According to Datamar data, more than 490,000 TEU of containerized goods exported to the U.S. since 2022 fall under HS codes listed for tariff enforcement, while just over 93,000 TEU are tied to products currently exempt.

Among the affected items, plywood and veneered panels (HS 441239) lead with over 85,000 TEU shipped since 2022. Unroasted coffee (HS 90111) ranks second with more than 69,000 TEU, reflecting the importance of agricultural commodities in the bilateral trade relationship. Other top categories include sawn wood (HS 440711), wood strips and friezes for parquet flooring (HS 440910), and granite (HS 680293).

These top 10 tariff-affected HS codes together account for approximately 492,800 TEU, or about 84% of the volume represented by the combined top 20 export categories examined. The concentration of wood products and minerals on the affected list suggests the tariffs may weigh heavily on Brazil’s forest products and construction material exports.

In contrast, Brazil’s top 10 export items to the U.S. that are exempt from the proposed tariffs total approximately 93,000 TEU. These include chemical wood pulp for dissolving grades (HS 470200) at over 45,000 TEU, worked monumental and building stone (HS 680299), lower-grade silicon (HS 280469), and sawn tropical wood (HS 440729). These categories represent industrial inputs and specialized raw materials that are likely being spared to avoid supply chain disruptions in U.S. manufacturing.

Together, the exempt products account for only 16% of the total volume considered in this analysis. While relatively minor in share, these exemptions may help maintain a limited flow of Brazilian exports to the U.S. without tariff burdens.

The data also highlight the heavy concentration of Brazil’s U.S.-bound exports in a small number of categories. The top 10 affected HS codes alone comprise a large majority of the containerized volume, suggesting that the proposed tariffs could have an outsized impact on overall trade value and logistics.

Although the tariffs are still in the early stages of implementation, Brazilian exporters are expected to closely monitor developments. The uneven coverage of products—with core commodities like coffee affected while others like pulp remain exempt—may prompt short-term realignment in export strategies and trade routes.

Here is a table of the top 10 HS codes that were exported to the United States and are exempt from tariffs since 2022, as well as a table containing the top 10 HS codes exported to the United States during the same period. The table was prepared using data from DataLiner:

Top 10  Brazilian HS codes exempt from tariffs | 2022-2025

wdt_ID wdt_created_by wdt_created_at wdt_last_edited_by wdt_last_edited_at HS6 Code TEU Description
1 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 470200 45.256 Chemical woodpulp, dissolving grades
2 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 680299 13.980 Worked monumental or building stone, nesoi
3 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 280469 8.997 Silicon, containing by weight less than 99.99% but not less than 99% of silicon
4 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 440729 5.011 Tropical wood, nesoi, sawn or chipped lengthwise, sliced or peeled, whether or not planed, sanded or end-jointed, of a thickness exceeding 6 mm
5 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 720260 4.823 Ferronickel
6 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 681381 4.492 Brake linings and pads, not containing asbestos
7 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 848310 3.062 Camshafts and crankshafts for use solely or principally with spark-ignition internal combustion piston or rotary engines
8 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 560721 2.894 Binder or baler twine of sisal or other textile fibers of the genus Agave
9 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 200911 2.220 Orange juice, frozen
10 DatamarNews_User2 01/08/2025 07:54 PM DatamarNews_User2 01/08/2025 07:54 PM 850212 2.185 Electric generating sets with compression-ignition internal combustion piston engines, of an output exceeding 75 kVA but not exceeding 375 kVA
HS6 Code TEU Description

Source: DataLiner (Click here to request a demo)

Top 10 Brazilian HS codes exported to the USA | 2022-2025

wdt_ID wdt_created_by wdt_created_at wdt_last_edited_by wdt_last_edited_at HS6 Code TEU Description
1 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 441239 85.341 Plywood, veneered panels and similar laminated wood
2 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 090111 69.352 Coffee, whether or not roasted or decaffeinated; coffee husks and skins; coffee substitutes containing coffee in any proportion
3 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 440711 68.159 Wood sawn or chipped lengthwise, sliced or peeled, whether or not planed, sanded or end-jointed, of a thickness exceeding 6 mm. Of pine (Pinus spp.)
4 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 440910 63.240 Wood (including strips and friezes for parquet flooring, not assembled) continuously shaped (tongued, grooved, rebated, chamfered, V-jointed, beaded, moulded, rounded or the like) along any of its edges, ends or faces, whether or not planed, sanded or end-jointed. Coniferous
5 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 680293 54.778 Granite
6 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 020230 42.809 Live animals and products of the animal kingdom (boneless)
7 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 401110 28.511 Plastic and articles thereof; rubber and articles thereof
8 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 441829 28.330 Wood, charcoal and articles of wood; cork and articles of cork; basketware and wickerwork, others
9 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 680200 27.717 Worked monumental or building stone (except slate) and articles thereof, other than those of heading 68.01; mosaic cubes and the like, of natural stone (including slate), even on a backing; artificially colored granules, chippings and powder, of natural stone (including slate)
10 DatamarNews_User2 01/08/2025 07:50 PM DatamarNews_User2 01/08/2025 07:50 PM 480256 24.566 Wood pulp or other cellulosic fibrous material; waste and scrap of paper or paperboard; paper or paperboard and articles thereof – of a weight equal to or greater than 40 g/m² but not exceeding 150 g/m², in sheets with one side not exceeding 435 mm and the other not exceeding 297 mm when unfolded
HS6 Code TEU Description

Source: DataLiner (Click here to request a demo)

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