【环球财经】巴西港口希望恢复“出口热潮”

Group 1 - The U.S. government has released a list of exemptions from increased tariffs on certain Brazilian goods, leading to an expected surge in exports from major Brazilian ports, particularly for products not subject to the 50% tariff, such as orange juice, pulp, and oil [1] - Following the announcement of high tariffs on Brazilian goods by Trump on July 9, exporters of coffee, meat, and pulp rushed to ship their products early, resulting in a 96% month-on-month increase in the export volume of animal protein products in the first half of July [1] - The industry anticipates a rapid recovery in exports of exempted goods, driven by the easing of trade barriers and the uncertainty of Trump's economic policies, prompting exporters to expedite shipments to take advantage of the tax-free window [1] Group 2 - The Brazilian Ministry of Development, Industry, Trade and Services (MDIC) clarified that U.S. import tariffs are calculated from the time goods arrive at their destination [2] - According to the Santos Port Authority (APS), vessels departing from Santos Port take an average of 14 to 18 days to reach major U.S. ports, with potential delays extending transport time up to 30 days due to transshipment or adverse weather, thereby limiting operational flexibility for exporters [2]