Perosa noted that shipments are expected to fall to around 7,000 tons in September, compared with approximately 9,000 tons in August. This represents a sharp drop from the average of about 30,000 tons per month before the tariff measures took effect in August. The United States had previously been the second-largest destination for Brazilian beef, following China, which remains the leading buyer. However, in August, Mexico surpassed the United States as the second-largest market after the new tariffs were introduced.
The tariffs imposed include a 50% duty on certain Brazilian imports, in addition to the existing 26.4% import tax applied to beef volumes exceeding the established quota. This has resulted in a total tax burden of 76.4% on certain Brazilian beef exports to the U.S. Despite this, Perosa emphasized that exports continue: “The loss of our second-largest market is significant. But, surprisingly, even with a 76.4% tax, exports to the US continue thanks to increased competitiveness.”
Brazil is the world’s largest exporter of beef, and the U.S. has traditionally been a major buyer. The shift in trade flows, with Mexico moving ahead of the U.S., highlights the impact of tariffs on international beef markets. The reduction in U.S. purchases underscores how market access can change rapidly in response to new trade policies, while other destinations step in to absorb part of the supply.
Industry analysts point out that while the decline in U.S. demand is considerable, Brazilian exporters benefit from diversified markets. China continues to dominate as the leading destination for Brazilian beef, and Mexico’s increased imports have partly offset the loss of U.S. volumes. At the same time, Brazilian beef’s competitive pricing and ability to maintain exports even under high tariffs illustrate the sector’s resilience.
The current situation reflects broader dynamics in global beef trade, where demand is shaped not only by consumption trends but also by regulatory and tariff policies. For Brazil, maintaining export levels despite higher costs demonstrates adaptability, although shifts in market structure may influence long-term strategies.
With September exports expected to remain significantly below historical averages, industry observers will be watching how Brazilian beef exporters adjust to evolving trade conditions and whether other markets can further expand to compensate for reduced shipments to the United States.
