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Analysts assess impact of potential US tariff policies on future Brazilian electoral outcomes
Poder360·US · BR·about 12 hours ago
The US has imposed a 25% tariff on Brazilian pulp and paper products, unexpectedly including dissolving pulp which was previously exempted. While major firms like Suzano and Klabin report limited exposure, the move disrupts a significant portion of sector exports and creates uncertainty for input producers.
The US has imposed a 25% tariff on Brazilian pulp and paper products, including dissolving pulp, impacting 24% of the sector's exports. Brazil has responded with a BRL13.3bn rural credit package and President Lula has adopted a confrontational diplomatic stance. The long-term efficacy of Brazil's fiscal response in mitigating export volume impacts remains uncertain.