US tariffs one year on: what changed for Brazilian exporters
The extra US tariffs on Brazilian goods reorganised entire supply chains. Our reading: whoever diversified markets and redesigned their logistics came out ahead.
Análise de mercado e operação
Mercado, aduana, custos e rotas: o que mudou, por que importa e o que fazer no próximo embarque.
The extra US tariffs on Brazilian goods reorganised entire supply chains. Our reading: whoever diversified markets and redesigned their logistics came out ahead.
After 25 years of negotiation, the agreement is in its final ratification stretch. Our view on winning sectors, quotas, rules of origin and what to do before the first tariff schedule begins.
Factories relocating close to the American consumer created huge demand for components, machinery and services in Mexico. Where the Brazilian supplier fits in.
Suspending or zeroing taxes on inputs destined for export is legal, predictable and underused. We explain each regime and who it makes sense for.

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