The US lifts tariffs and Brazilian exports benefit.

United States suspends tariff hikes that were harming Brazilian exports.

The United States announced the removal of surcharges on Brazilian products, a decision that promises to reverse the 25% drop in Brazilian exports to the US market between August and October 2025, which resulted in a decline of US$2.5 billion during that period.

Economic impacts of the tariff increase

The US tariffs targeted sectors that are strategic for Brazil, such as crude oil, frozen beef, eucalyptus pulp, raw iron, and refined sugar. This measure significantly limited Brazilian sales to the country's largest export market.

According to the Secretariat of Economic Policy (SPE) of the Ministry of Finance, the Sovereign Brazil Plan played a decisive role in mitigating the effects of these obstacles, offering financial support to Brazilian companies through 517 credit operations totaling R$7.1 billion, including R$4 billion in working capital for market diversification.

Expectations regarding the suspension of tariffs.

With the removal of the surcharges, the outlook points to a recovery in exports and the rebound of affected sectors. The announcement was well received by business associations and the Brazilian government, which have been working to expand trade agreements and protect supply chains.

Macroeconomic context and next steps

The macroeconomic outlook for Brazil at the end of 2025 remains aligned with official projections, despite recent external challenges. Even so, the recovery of exports to the US is seen as a positive factor for fiscal stability and economic growth in the country.

The Sovereign Brazil Plan continues to provide capital to companies of different sizes, especially micro, small and medium-sized enterprises, strengthening market diversification and protecting employment in the productive sector.