Tariff could generate billion-dollar impact on Brazilian orange juice chain

The executive order signed by US President Donald Trump, establishing an additional 10% tariff on the customs value of products imported from Brazil, is expected to have a significant impact on the Brazilian orange juice chain.

The United States accounts for around 37% of Brazilian exports of the product. According to Secex data compiled by CitrusBR, between July 2024 and February 2025, 207.205 tons of concentrated and frozen orange juice (FCOJ 66 Brix) were shipped, totaling US$ 879,8 million in revenue.

Additional charge

Based on the current performance of the 2024/25 harvest and projecting annualized exports of approximately 235,5 thousand tons to the American market, the impact of the new tariff could reach around US$ 100 million per year, or R$ 585 million considering the exchange rate of R$ 5,85 per dollar.

This amount is in addition to taxes already levied, such as the tariff of US$415 per ton of FCOJ equivalent to 66 Brix. In 2024 alone, this tax represented approximately US$85,9 million in payments. Thus, adding the current tariffs and the new measure, the total taxes could reach approximately US$200 million per year, or approximately R$1,1 billion.