【环球财经】美加征关税或致巴西可可产业损失逾1.8亿雷亚尔

Core Viewpoint - The Brazilian cocoa processing industry is facing significant export losses due to the U.S. government's new tariff policy, which could result in a loss of at least 180 million Brazilian Reais (approximately 36 million USD) by 2025 [1][2]. Group 1: Export Impact - The U.S. is the second-largest export destination for Brazilian cocoa products, accounting for 18% of the industry's total exports [1]. - In 2024, Brazil's cocoa product exports to the U.S. are projected to reach 72.7 million USD (approximately 363 million Reais), with the first half of 2025 already showing exports of 64.8 million USD (approximately 325 million Reais), representing over a quarter of total exports during that period [1]. Group 2: Tariff Details - Starting from August 6, the U.S. will impose import tariffs of up to 50% on Brazilian cocoa products, following a previous 10% tariff increase in April, which has raised concerns within the Brazilian industry [1]. - The additional 40% tariff is expected to directly impact the stability of the Brazilian cocoa processing industry [1]. Group 3: Industry Challenges - The Brazilian cocoa processing industry supports approximately 200,000 direct or indirect jobs, primarily located in Bahia, Pará, and São Paulo [2]. - The industry is already facing challenges such as reduced production and rising raw material prices, and the new tariffs may exacerbate these issues, potentially leading to significant idle capacity and job losses [2]. - The average idle rate in the Brazilian cocoa processing industry could rise to 23.83%, and considering combined data for 2024, it may reach as high as 37% [1].