Embraer Expected to Bear Brunt of U.S. Tariffs on Brazil -- Market Talk

Dow Jones

2025/07/11

1202 ET - Jetmaker Embraer faces the largest potential impact from the 50% tariffs on Brazilian imports that President Trump said will go into effect in August, investment firm XP's analysts write. They estimate 24% of Embraer's revenue is exposed to U.S. exports. XP expects limited direct impact on metals and mining names, including CSN and Vale. Oil major Petrobras exports mainly to China, the analysts say. They warn that the actual impact on business could change depending on potential retaliation from Brasilia and currency fluctuations. The Ibovespa stock index falls 0.7%. Embraer ADR drops 6%. Vale ADR rises 4%. CSN rises 6% and Petrobras is flat. The Brazilian real strengthens 0.7% against the dollar. (paulo.trevisani@wsj.com; @ptrevisani)

(END) Dow Jones Newswires

July 10, 2025 12:02 ET (16:02 GMT)

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They estimate 24% of Embraer's revenue is exposed to U.S. exports. XP expects limited direct impact on metals and mining names, including CSN and Vale. Oil major <a href=\"https://laohu8.com/S/PBR\">Petrobras</a> exports mainly to China, the analysts say. They warn that the actual impact on business could change depending on potential retaliation from Brasilia and currency fluctuations. The Ibovespa stock index falls 0.7%. Embraer ADR drops 6%. Vale ADR rises 4%. CSN rises 6% and Petrobras is flat. The Brazilian real strengthens 0.7% against the dollar. (paulo.trevisani@wsj.com; @ptrevisani) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 10, 2025 12:02 ET (16:02 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1515016050.SGD","symbol_name":"Blackrock Emerging Markets Equity Income A6 SGD-H","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2550622979","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2550622979","pubTimestamp":1752163320,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1202 ET - Jetmaker Embraer faces the largest potential impact from the 50% tariffs on Brazilian imports that President Trump said will go into effect in August, investment firm XP's analysts write. They estimate 24% of Embraer's revenue is exposed to U.S. exports. XP expects limited direct impact on metals and mining names, including CSN and Vale. Oil major Petrobras exports mainly to China, the analysts say. They warn that the actual impact on business could change depending on potential retaliation from Brasilia and currency fluctuations. The Ibovespa stock index falls 0.7%. Embraer ADR drops 6%. Vale ADR rises 4%. CSN rises 6% and Petrobras is flat. The Brazilian real strengthens 0.7% against the dollar. 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