Medida alcança 18% das exportações brasileiras aos EUA e leva Planalto a fechar pacote de apoio às empresas
A cobrança recairá sobre importadores estadunidenses quando os produtos brasileiros entrarem nos EUA, o que encarece as compras e pode reduzir a demanda por itens nacionais. A lista de exceções deixou fora mais de 2 mil produtos, incluindo petróleo bruto, café em grão, aeronaves, carne bovina, celulose, sucos de laranja, ferro-gusa e ferro-nióbio.
Entre os produtos atingidos estão máquinas industriais, pneus, açúcar, etanol, tabaco, madeira, calçados e alguns itens de alumínio. O ministro do Desenvolvimento, Indústria, Comércio e Serviços, Márcio Elias Rosa, disse que a medida alcança 18% das exportações brasileiras aos EUA tomando 2024 como base, o equivalente a US$ 7,4 bilhões.
Governo prepara crédito e evita retaliação imediata
Com base nos embarques de 2025, a fatia afetada cai para 15%, ou US$ 5,8 bilhões, enquanto 57% dos produtos vendidos pelo Brasil aos EUA seguem sem tarifa. No agronegócio, a Confederação da Agricultura e Pecuária do Brasil estima impacto de R$ 4,6 bilhões por ano, o equivalente a 36,5% das vendas do setor ao mercado estadunidense.
Dario Durigan, da Fazenda, afirmou que o governo deve concluir nos próximos dias medidas para reduzir efeitos do tarifaço e da alta dos fertilizantes. Uma das ações prevê linha de crédito para empresas misturadoras de fertilizantes; outra envolve investimentos como complemento ao Plano Brasil Soberano, com crédito a empresas atingidas pela sobretaxa e exigência de preservação de empregos.
O Plano Brasil Soberano oferece linhas de crédito e outras formas de apoio a empresas afetadas por crises externas, com eixos voltados ao setor produtivo, aos trabalhadores e à diplomacia comercial. A ApexBrasil também prepara um programa de diversificação de mercados, previsto para o início de agosto, com investimento de R$ 130 milhões e parceria com o setor privado.
O Planalto anunciou que iniciaria os trâmites para acionar a Lei da Reciprocidade Econômica, mas ainda não apresentou medidas concretas com base na legislação. Lula orientou aliados a evitar radicalismos, enquanto o vice-presidente Geraldo Alckmin classificou a tarifa como “injusta e descabida” e disse que o Brasil “não saiu da mesa de negociação”.
Setores afetados também defenderam cautela em reuniões com o governo na terça-feira (21), e empresários de máquinas pediram resposta pela via diplomática e empresarial. Especialistas apontam negociação técnica, uso da reciprocidade como pressão e atuação junto a empresas, Congresso e governos locais nos EUA como caminhos para tentar reduzir o impacto.
O governo brasileiro ainda trabalha com a possibilidade de os EUA aplicarem uma sobretaxa adicional de 12,5% por supostas falhas na fiscalização de importações produzidas com trabalho forçado. Se a cobrança acumular com os 25% desta quarta, alguns produtos brasileiros podem enfrentar tarifa total de 37,5%; o representante comercial estadunidense, Jamieson Greer, disse à CNBC que novas medidas serão anunciadas “em breve”
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