미국 신선 오렌지 인사이트

The negotiation of contracts for the 25/26 orange crop is proceeding slowly due to the cautious stance of the industry and uncertainties generated by falling prices, a late harvest, and surcharges on Brazilian by-products in the USA.

Brazil's orange juice export sector may face immediate losses of R$ 1.54 billion, even outside the 50% tariff imposed by the United States. The loss stems from the economic unfeasibility of exporting by-products, taxed at 50%, which generated US$ 177.8 million in the last harvest (equivalent to R$ 973.6 million). Added to this is the estimated impact of the 10% tariff on orange juice, calculated at US$ 103.6 million (R$ 566.7 million). The values consider the volume registered by the Foreign Trade Secretariat (Secex/Mdic) in the 2024/25 harvest, the National Association of Citrus Juice Exporters (CitrusBR) reported today in a statement. According to the entity, the by-products of the citrus chain are widely used by both the beverage and cosmetics industries. In the United States, about 58% of juice consumption is made up of reconstituted juice - a product concentrated at 66% solid parts, with a consistency similar to that of condensed milk. After importation, this juice receives ...

The recent decision by the United States government to remove Brazilian orange juice from the additional tariff of 40%, announced by executive order from the White House in July, brought immediate and strategic relief to the national citrus sector. The measure preserves the competitiveness of the Brazilian product in its main export destination and signals a possible revival of negotiations for the next crop. According to information released by Cepea (Center for Advanced Studies in Applied Economics), although Brazilian juice continues to be subject to the fixed tariff of US$ 415 per ton and the 10% surcharge, the removal of the extra 40% tariff represents a crucial respite. Researchers explain that the exclusion is due to the strong dependence of the U.S. on orange juice imported from Brazil, which accounts for about 60% of total U.S. consumption.