Mensurando os impactos no Brasil das tarifas aplicadas pelos EUA

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Published: Oct 30, 2025
Keywords:
tariffs, exportes, unilateralism, trade destrunction, trade deflection, trade diversion, retaliation, reciprocity, support measures, multilateral trading system, world trade organization

Main Article Content

Vera Kanas
Sergio Goldbaum

Abstract

Since April 2025, Brazilian exports have been subject to additional tariffs imposed by the United States, amounting to 50% on a substantial portion of the products exported by Brazil. To date, there has been no indication of any relaxation of these tariff measures, nor of negotiations that could lead to a reduction in the applicable rates or the exclusion of specific products. In this context, we propose a methodology to assess the impact of these tariff measures on Brazilian exports, as well as the potential mechanisms available to Brazil in response to this new reality.

Article Details

Issue
No. 8 (2025)
Section
Artigos
Author Biographies

Vera Kanas

Advogada especializada em Comércio Internacional, com mais de 20 anos de experiência, e sócia em VK Law. É mestre em Direito Econômico Internacional pela Université de Paris I Panthéon-Sorbonne (França) e doutora em Direito Internacional pela Faculdade de Direito da USP. Vera é pesquisadora sênior no Centro de Estudos de Geoeconomia do Comércio e Investimentos Internacionais da
FGV-SP, e membro da Diretoria do ABCI Institute, em Washington DC

Sergio Goldbaum

Doutor e Mestre em economia pela FGV-SP e economista pela FEA-USP. Atualmente é professor da Escola de Políticas Públicas e Governo da Fundação Getúlio Vargas em Brasília. Sócio da GPM Consultoria Econômica e membro da Diretoria do ABCI Institute, em Washington DC.

References

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Trump, Donald J. (2nd Term): Executive Order 14257 — Regulating Imports With a Reciprocal Tariff To Rectify Trade Practices That Contribute to Large and Persistent Annual United States Goods Trade Deficits. April 02, 2025. Online by Gerhard Peters and John T. Woolley, The American Presidency Project https://www.presidency.ucsb.edu/node/376885. Acesso em 25/09/2025.

Trump, Donald J. (2nd Term): Executive Order 14323 — Addressing Threats To The United States By The Government Of Brazil. July 30, 2025. https://www.whitehouse.gov/presidential-actions/2025/07/ addressing-threats-to-the-us/. Acesso em 25/09/2025.