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Urbana","movilidad-urbana",{"code":23},{"id":1447,"status":1448,"segmentId":5,"slug":1449,"title":1450,"editorsPick":1451,"topImage":1452,"coverImage":1453,"slideImage":8,"publishDate":1454,"readTime":49,"maxRelatedEvents":5,"image":8,"imageCredit":1455,"imageCreditColor":1456,"breakNewsUntil":1457,"seoTagConversionId":8,"seoTag":8,"seoTitle":8,"seoKeywords":8,"seoDescription":8,"seoAbstract":8,"seoImage":8,"visitCounter":1458,"createdAt":1459,"updatedAt":1460,"translations":1461,"segment":1473,"categories":1481,"countries":1490,"authors":1493,"urls":1498},2611,"TRUE","tarifas-comerciais-brasil-busca-respostas-ofensiva-dos-eua","Tarifas comerciais: Brasil busca respostas à ofensiva dos EUA",false,"https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews\u002F1859x559_px_Top_[3]_2025_9_01_20_56_05_1756770965.webp","https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews\u002F1920x1080_px_Cover_[3]_2025_9_01_20_56_05_1756770965.webp","2025-09-01T00:00:00.000Z","Foto: Yu Fangping\u002FFuture Publishing\u002FGetty Images ","#FFF","2025-09-05T00:00:00.000Z",909,"2025-09-01T20:56:05.000Z","2025-11-14T13:03:11.000Z",[1462],{"id":1463,"newsId":1447,"languageId":25,"title":1450,"subtitle":1464,"content":1465,"summary":978,"takeaways":978,"seoTagConversionId":978,"seoTag":978,"seoTitle":1466,"seoKeywords":1467,"seoDescription":1468,"seoAbstract":978,"seoImage":1469,"createdAt":1470,"updatedAt":1471,"language":1472},2765,"Líderes do agro e autoridades discutem, em fórum do GRI Institute, impactos do agravamento das relações comerciais com os EUA ","\u003Cp dir=\"ltr\">A decisão do governo norte-americano de abrir uma investigação contra o Brasil por supostas práticas comerciais desleais, acompanhada da ameaça de impor tarifas de 50% sobre produtos brasileiros, acendeu um alerta imediato no agronegócio e em outros setores estratégicos. A medida, resultante do acréscimo de 40% sobre os 10% vigentes, é vista como um ponto de inflexão nas relações bilaterais e um teste para a capacidade de reação diplomática e econômica brasileira.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nNesse cenário, o \u003Cspan class=\"company-profile-link\" data-id=\"1\">\u003Cspan class=\"company-profile-link\" data-id=\"20971\">GRI Institute\u003C\u002Fspan>\u003C\u002Fspan> promoveu um fórum online que contou com a participação de \u003Cspan class=\"data-profile-link\" data-id=\"39533\">Artur Falcette\u003C\u002Fspan>, Secretário Adjunto de Meio Ambiente, Desenvolvimento, Ciência, Tecnologia e Inovação do Mato Grosso do Sul, José Carlos da Fonseca Jr., Diretor de Relações Institucionais da Indústria Brasileira de Árvores (IBÁ), e Marcos Antonio Matos, CEO da Cecafé, entre outros executivos, especialistas e autoridades públicas. \u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nO objetivo principal da reunião foi discutir os impactos econômicos e políticos da medida norte-americana, entender os desdobramentos e identificar oportunidades de articulação institucional. \u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nOs executivos classificam o momento como uma “neblina de guerra” - um ambiente de incerteza onde mesmo analistas experientes encontram dificuldades para projetar cenários. \u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nA ordem internacional estabelecida pós-Segunda Guerra Mundial, sob liderança dos EUA, enfrenta hoje pressões internas e externas - desde o fortalecimento da China até o crescente descontentamento de parte do operariado americano com os efeitos da globalização. Esse cenário tem favorecido decisões unilaterais na política comercial norte-americana, como a recente aplicação de tarifas adicionais ao Brasil.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nEmbora tenha sido divulgada uma lista de exceção com mais de 700 produtos, a medida ainda atinge cerca de 60% do comércio bilateral. Entre os setores mais impactados estão aço, alumínio, cobre, minerais críticos, farmacêuticos, caminhões, madeira e semicondutores.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nAlém das tarifas, o Brasil está no alvo de duas frentes de investigação conduzidas pelo Departamento de Comércio dos EUA.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nA primeira é a Seção 232, um dispositivo da legislação americana que permite a aplicação de tarifas ou restrições comerciais por motivos de segurança nacional. Embora tradicionalmente utilizada em casos ligados a aço e alumínio, ela foi expandida para investigar outros produtos brasileiros, como cobre, madeira, aeronaves, semicondutores e minerais críticos. Mesmo antes da conclusão dessas investigações, autoridades alfandegárias americanas já cogitam aplicar tarifas provisórias de 50%, o que aumenta a insegurança jurídica para exportadores e pode afetar contratos em andamento.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nA segunda é a Seção 301, considerada mais abrangente e politicamente sensível. Ela autoriza medidas de retaliação contra países acusados de práticas comerciais discriminatórias ou injustas. No caso brasileiro, o escopo inclui desde questões ambientais, como desmatamento, até disputas sobre propriedade intelectual e pagamentos digitais - neste último ponto, com referência direta ao uso do sistema PIX. Essa investigação, se resultar em medidas punitivas, poderá ampliar ou substituir as tarifas já impostas, atingindo setores que hoje estão na lista de exceção.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nO setor de papel e celulose, no qual o Brasil é líder global em exportação, foi parcialmente poupado pelas exceções. Ainda assim, mesmo contratos firmados há décadas, que sustentam cadeias produtivas integradas entre empresas brasileiras e grandes conglomerados americanos, podem ser atingidos. Isso porque autoridades alfandegárias e regulatórias dos EUA têm dado interpretações divergentes às novas regras tarifárias - em alguns casos, aplicando provisoriamente a tarifa de 50% a produtos que ainda estão sob investigação formal, como na Seção 232. Essa incerteza jurídica pode gerar custos adicionais, atrasos e disputas, afetando acordos de fornecimento que, até então, eram considerados estáveis e resistentes a oscilações políticas.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nNo café, o impacto é potencialmente elevado: 80% das exportações brasileiras para os EUA são de arábica, um produto considerado insubstituível para o mercado norte-americano. Essa relevância se acentua porque os estoques mundiais de arábica estão nos níveis mais baixos desde a década de 1990, resultado de seguidas quebras de safra no Brasil e em outros países produtores. Entre as causas estão geadas, granizo, períodos de estiagem e temperaturas extremas, além de problemas climáticos na Colômbia. Com a oferta global apertada e a produção incapaz de crescer no curto prazo - já que novos cafezais levam cerca de três anos para produzir -, mesmo tarifas elevadas dificilmente reduzirão de forma significativa a demanda dos EUA.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nO governo brasileiro tem adotado uma postura de resistência a negociações que envolvam temas de soberania, concentrando esforços na inclusão de mais itens na lista de exceções e na busca de uma tarifa final próxima à aplicada a outros países em desenvolvimento, entre 15% e 20%. \u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nParalelamente, setores como café, carne, frutas, sal, móveis e alguns tipos de madeira - que ficaram fora da lista de exceções e foram diretamente afetados - apresentaram propostas de apoio que vão desde linhas de financiamento específicas, passando pelo aumento da alíquota do Reintegra (mecanismo que devolve parte dos tributos pagos na exportação), até adiamento e devolução de tributos. Também houve pedidos de adiamento no pagamento de tributos ligados a regimes como drawback e, em alguns casos, uso do BNDES para alongar dívidas de curto prazo originadas de operações de exportação (ACC) em financiamento de longo prazo, possivelmente captado em dólares. Essas medidas seriam, na visão dos setores, formas de dar fôlego ao caixa e manter a competitividade até que se encontre uma solução negociada para as tarifas.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nA diversificação de mercados é vista como prioridade estratégica de longo prazo, mas enfrenta barreiras logísticas, exigências sanitárias e adaptações ao perfil de consumo de novos destinos. Exemplos positivos incluem o crescimento de vendas de café para a União Europeia e para a China, bem como ajustes tarifários internos para enfrentar a concorrência chinesa em segmentos como papel cartão.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nO Brasil deve recorrer à Organização Mundial do Comércio, ciente de que o processo pode levar anos e que o sistema multilateral vive um momento de fragilidade. Há também ações judiciais em curso nos EUA, movidas por importadores, com possibilidade de devolução de tributos. Internamente, discute-se o uso da lei de reciprocidade econômica, que permitiria suspender patentes, marcas e serviços americanos.\u003Cbr \u002F>\r\n\u003Cbr \u002F>\r\nAs negociações devem ser lentas e marcadas por trocas técnicas e políticas. Enquanto isso, empresas revisam contratos, cláusulas de força maior e cadeias produtivas, considerando alternativas como uso de zonas de livre comércio nos EUA ou ajustes de origem para mitigar impactos. No curto prazo, o foco recai sobre a manutenção da competitividade e a preservação de cadeias estratégicas, enquanto se busca clareza em um cenário de alta instabilidade.\u003C\u002Fp>\r\n","Tarifas comerciais: respostas do Brasil à ofensiva dos EUA","#griinstitute \r\n#eua \r\n#brasil \r\n#tarifascomerciais \r\n#donaldtrump \r\n#agronegocio \r\n#agroindustria \r\n#tarifaseua","A decisão de Trump de abrir uma investigação contra o Brasil por supostas práticas comerciais desleais, acompanhada da ameaça de impor tarifas de 50% sobre produtos brasileiros, acendeu um alerta imediato no agronegócio e em outros setores estratégicos.\r\n","https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews\u002F500x500_px_Social_[3]_2025_9_01_20_58_06_1756771086.jpg","2025-09-01T20:56:11.000Z","2025-11-14T13:03:18.000Z",{"code":18},{"id":5,"color":7,"translations":1474},[1475,1477,1479],{"title":6,"slug":11,"language":1476},{"code":13},{"title":15,"slug":16,"language":1478},{"code":18},{"title":20,"slug":21,"language":1480},{"code":23},[1482],{"id":136,"label":1051,"translations":1483},[1484,1486,1488],{"label":1051,"slug":1062,"language":1485},{"code":13},{"label":1065,"slug":1066,"language":1487},{"code":18},{"label":1069,"slug":1070,"language":1489},{"code":23},[1491],{"name":171,"enName":171,"ptName":171,"iso2":1492},"BR",[1494],{"name":1495,"slug":1496,"image":1497,"order":115},"Belén Palkovsky","belen-palkovsky","https:\u002F\u002Fcdn.griinstitute.org\u002Fuploads\u002Fhubnews_author\u002F080A1419_2025_11_04_11_24_07_1762266247.jpg",{"pt-BR":1499},"\u002Finfraestrutura\u002Ftarifas-comerciais-brasil-busca-respostas-ofensiva-dos-eua",[1501,1502,1503,1504,1505,1506],"Infra Brazil","Infra Latam","Real Estate Brazil","Real Estate Europe","Real Estate India","Real Estate Latam"]