# Why the US Just Hit Brazil with 25 Percent Tariffs

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-us-just-hit-brazil-with-25-percent-tariffs
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-us-just-hit-brazil-with-25-percent-tariffs.md
Podcast: [Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709)
Published: 2026-07-16T05:55:08+00:00
Episode link: https://audio.fexingo.com/business/trade-and-tariffs/episode-0117.mp3
Audio file: https://audio.fexingo.com/business/trade-and-tariffs/episode-0117.mp3
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JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/why-the-us-just-hit-brazil-with-25-percent-tariffs
Duration seconds: 620

## Resource

On July 16, 2026, the US announced a 25% tariff on most Brazilian goods. Lucas and Luna unpack the specific triggers—from Brazil's currency manipulation complaints to its rising steel exports—and what this means for Latin American trade realignment. They connect the move to the broader trade war logic: the US is now targeting middle-income allies, not just China. With the dollar still strong at 120.5 on the trade-weighted index, the episode explores who wins and loses when tariffs shift from Beijing to Brasília. Plus, a look at how Mexico and India are positioned as alternative suppliers. #BrazilTariffs #USBrazilTrade #TradeWar #Tariffs #CurrencyManipulation #SteelExports #EmergingMarkets #LatinAmerica #Mexico #India #SupplyChains #ExportEconomy #DollarStrength #GlobalTrade #FexingoBusiness #BusinessPodcast #Economics #TradePolicy Keep every episode free: buymeacoffee.com/fexingo

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## Transcript

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