Brazil
No retaliatory measures
Brazil is Latin America's largest economy and one of the few major trading partners where US trade is roughly balanced — the $4.1 billion surplus actually slightly favors the US. This balance earned Brazil the minimum 10% reciprocal tariff rate, though even this modest increase impacts key commodity flows.
Current Tariff
📊10%
Was 1.5%
US Imports
📥$40.4B
2024 total
US Exports
📤$44.5B
2024 total
Trade Balance
⚖️$4.1B
US surplus
Trade Flow (2024)
Tariff Rate Change
📈 5-Year Import Trend
📋 Trade Relationship Analysis
Brazil is Latin America's largest economy and one of the few major trading partners where US trade is roughly balanced — the $4.1 billion surplus actually slightly favors the US. This balance earned Brazil the minimum 10% reciprocal tariff rate, though even this modest increase impacts key commodity flows.
Brazil's commodity exports are essential to American industry: crude oil from Petrobras, iron ore for steel mills, coffee for the $100 billion US coffee market, and soybeans that compete with (and sometimes replace) US domestic production. When China retaliates against US soybeans, American farmers lose markets — and Brazilian farmers gain them, creating a complex triangular trade dynamic.
Embraer is the crown jewel of Brazilian exports: the company's E-175 and E-195 regional jets are workhorses for American Airlines, United, and Delta's regional operations. A 10% tariff on aircraft adds millions per plane, potentially shifting airline orders or accelerating Embraer's plans to increase US-based assembly.
Brazil has been largely cooperative, not retaliating despite having tools to do so. President Lula has used the tariff situation to strengthen ties with China, India, and the BRICS bloc — a geopolitical shift that concerns Washington. The agricultural relationship is deeply interdependent: Brazil supplies coffee, orange juice, and beef, while the US sells corn, wheat, and chemical inputs.
Tariff Impact
Pre-2025
1.5%
Current
10%
Increase
+8.5%
🏷️ Top Imported Products
| Product | Tariff Rate | Import Value | Price Impact |
|---|---|---|---|
| Crude Oil (Petrobras) | 10% | $8.6B | +$2-4 per barrel |
| Coffee (Santos, Minas Gerais) | 10% | $3.2B | +$0.50-1.00 per bag |
| Regional Aircraft (Embraer) | 10% | $4.8B | +$3-5M per aircraft |
| Iron Ore & Steel | 10% | $5.4B | +5-8% per ton |
| Soybeans & Soy Products | 10% | $2.1B | +8-12% per bushel |
| Orange Juice Concentrate | 10% | $1.8B | +$0.30-0.50 per carton |
📅 Tariff Timeline
🎯 Retaliation — US Products Targeted
| US Product Targeted | US Exports at Risk | Estimated Loss |
|---|---|---|
| No retaliation — Brazil maintaining cooperative stance | N/A | N/A |
💡 Did You Know?
- •Brazil supplies roughly 25% of America's coffee — tariffs literally raise the price of your morning cup
- •When China tariffs hit US soybeans, Brazil captures the Chinese market, creating a trade war ripple effect
- •Embraer regional jets operate 60% of all US regional airline flights
- •Brazil's Petrobras deep-water oil fields are among the most productive in the world, reducing US OPEC dependence