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Food exports fall in August because of US tariff

Food and beverages have the biggest impact on December inflation

Balance of the Brazilian Food Industry Association (Abia) registered a drop of US $ 300 million in the export of industrialized foods in Augustequivalent to a 4.8% reduction in July compared.Food exports fall in August because of US tariff

According to the survey, exports totaled US $ 5.9 billion in August. From this volume, US $ 332.7 million for the United States, representing a 27.7% drop compared to July and 19.9% ​​compared to August 2024.

THE result reflects the increase in 50% rates imposed by the United States on Brazilian products, in addition to the anticipation of shipments in July before the taxation entry into force.

In July, the US had imported US $ 460.1 million in industrialized foods in Brazil.

You Most affected products for the US were sugars (69.5%decrease in August compared to July), animal proteins (- 45.8%) and food preparations (- 37.5%).

Export performance in the last two months highlights a clear inflection: July’s significant growth was followed by adjustment in August, especially in the US, impacted by the new tariff, while China reinforced its role as an anchor market, ”says João Dornellas, ABIA’s executive president, in a statement. For the representative, the fall observed in August shows that the country needs to diversify its business partners and increase its negotiation capacity.

The fall for the US market coincided with a substantial increase in sales to Mexico, which bought a total of US $ 221.15 million (3.8% of the total), especially animal proteins.

“Mexico’s advance, which coincides with the retraction of sales to the United States, indicates a possible flow redirection and the opening of new commercial routes, a movement that still requires monitoring to identify whether it will be structural or just conjunctural,” explains the association’s note.

In total, the Mexicans bought 43% of more from Brazilian producers in August, being the market that increased the share in the period.

THE perspective is that the most expressive impact is felt in the accumulated of the year. According to Abia, it is estimated that sales of food affected by the tariff for the US market accumulate, between August and December, a drop of 80%, with accumulated loss of $ 1.351 billion.

China

THE China, the largest industrialized food buyer, acquired $ 1.32 billion in products, up 10.9% compared to July and 51% compared to August 2024. The Chinese slice represents 22.4% of the total exported in August this year.

The foreign market represents 28% of sector revenues.

Arab league countries, on the other hand, reduced purchases by 5.2% in August compared to July, which totaled US $ 838.4 million. The European Union imported US $ 657 million in food, a 14.8% reduction over July and 24.6% compared to August 2024.

From January to July 2025, general exports totaled US $ 36.44 billion, representing a 0.3% drop in the same period of 2024, due to the decrease in sugar production in the off -season.

Orange juice

Sector that was not taxed, the orange juice industry increased by 6.8% in August compared to the same month last year, and a 11% drop in July, due to the anticipation of shipments.

Jobs in the sector

In July, the food industry registered 2.114 million formal and direct jobs. In the interannual comparison, from July 2024 to July 2025, 67.1 thousand new vacancies were created, which represented a growth of 3.3%.

This year, there were 39.7 thousand new direct jobs and another 159 thousand posts open in the production chain, in sectors such as agriculture, livestock, packaging, machinery and equipment.

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