Aug. 4 at 8:14 PM
$MRRTY sell jvs/marfrig..
Heavy US lisses ahead..
Key Exposed Sectors & Companies
1. Agribusiness / Food & Beverage
JBS S.A. (JBS SA, listed in Brazil) is heavily exposed: U.S. is a major beef export market (~181,000 tonnes worth ~
$1 b). A 50% tariff could impose losses around US
$1 billion .
Marfrig (via Abiec lobby) will face similar pressure due to its beef exports to the U.S. market .
Suzano S.A., the world’s largest pulp exporter: U.S. tariffs disrupted pulp shipments (~20% YoY drop in U.S. exports), threatening price and volume — especially impacting hygiene and tissue sectors .
Citrus producers (e.g. companies in CitrusBR consortium): Orange juice exports account for ~41–42% of Brazil’s U.S. orange juice market; a tariff of 50% threatens up to US
$792 million in annual revenue .
Coffee exporters: U.S. imports ~30% of its coffee from Brazil; tariffs could weaken demand and shift global sourcing .
