When two giants fight, Brazil delivers faster

It is not necessary to be an expert in geopolitics to feel the reflection of tensions between China and the United States. Just click on “buy” and observe the increase in delivery times or that suspicious jump in the final price. The trade war, reignited with heavy tariffs on both sides some reaching 145% in the US on Chinese products & is messing not only with the stock market indexes, but with the shopping cart of millions of Brazilians. 

For national e-commerce, this titan fight comes as a strong wind. Who is well positioned can hoist the sails and gain speed. Who is not, will turn aside in the storm. 

The shift on the global board began with the US targeting imports from China directly, attacking with sky-high tariffs and tax exemption review.China's response was immediate: restrictions on strategic minerals and new trade barriers. Result?A shaky international logistics system, freight surging, suppliers strained and uncertainty in replenishing inventories.But what about Brazil in all this? 

Interestingly, this external crisis may be the password for an accelerated maturation of national e-commerce. With the most expensive and least competitive Chinese products in the US, a window opens for Brazilian brands to occupy space ^ from electronics assembled here to fashion, beauty and home items.The consumer, who previously looked basically only at the price, now also weighs the delivery time and reliability. 

And then comes the logistics. Brazil, always slow to react to the demands of the digital economy, begins to awaken. Marketplaces invest heavily in regional distribution centers, logistics startups multiply with creative solutions, and there is a silent movement 'but robust 'Of nearshoring: bring suppliers from Asia to Latin American countries, reducing time, cost and dependence. 

Platforms such as Mercado Livre, Magalu and Amazon Brasil are ahead in this race, with their own fleets, automated warehouses and algorithms that predict demand with millimeter precision.No wonder, Brazil closed 2024 with growth of 12.1% in e-commerce, above the global average, according to Ebit/Nielsen. 

Of course, there are obstacles, such as the high domestic logistics cost, the bureaucracy for imports, as well as the fragility of infrastructure such as ports, airports, roads and railways.But there is also a new mentality, as the Brazilian shopkeeper is learning that relying exclusively on Chinese inputs is a fragility and is acting. 

The truth is that while the US and China exchange tariffs as if they were sparks in a saber-rattling, Brazil can 'act with vision and boldness 'WHEN it becomes one player stronger, more autonomous and faster. 

In the new game of global e-commerce, does not win who fights more. Wins who delivers better.