The United States' trade policy, strongly guided by the "America First" rhetoric, continues to influence the global landscape and may pose challenges for Brazil. Although the country is not the main strategic target of American actions, the potential impact of protectionist measures, such as tariff increases, raises concerns among experts.
According to Marcelo Vitali, director of How2Go, the profile of Brazilian exports to the US is different from other trading partners, such as China. "Our trade with the United States is characterized by higher value-added products, which is positive for Brazil. Unlike commodities like soy or corn, we send products that represent an advancement in our production chain. Still, the rhetoric of 'Made in the USA' and possible trade barriers could affect us," says Vitali.
Another sensitive element in bilateral relations is the advancement of the BRICS agenda, which seeks to reduce dependence on the dollar in commercial transactions through the creation of a own currency or alternative clearing systems. This strategy has caused friction with the US and could intensify tensions, especially in light of criticisms from former President Donald Trump, who has already threatened to impose significant tariffs on countries supporting the initiative.
In this scenario, Brazil faces the challenge of balancing its diplomatic and commercial relations with the USA while simultaneously seeking to strengthen strategic partnerships inside and outside the BRICS. Market diversification and investment in high value-added sectors are essential to mitigate the impacts of American protectionist policies and to enhance the country's economic relevance on the global stage.