The orange juice supply chain is evaluating the implications of President Donald Trump's tariff increase. An executive order enforces an additional 10% tariff on juice, potentially leading to an extra R$100 million in taxes for Brazilian exporters. Factoring in all entry taxes, the total could reach US$200 million or R$1.1 billion annually, as per CitrusBR, representing exporters Cutrale, Citrosuco, and Louis Dreyfus.
The United States represents 37% of Brazilian orange juice exports. Data from the Foreign Trade Secretariat (Secex) compiled by CitrusBR shows that between July 2024 and February 2025, 207,200 tons of frozen concentrated orange juice (FCOJ 66 Brix) were shipped, generating US$879.8 million in revenue.
Considering the 2024/25 crop performance and projecting an annual export volume of 235,500 tons to the U.S., the new tariff's impact could reach US$100 million annually, or R$585 million, with an exchange rate of R$5.85 per dollar.
This adds to existing taxes, including the US$415-per-ton tariff on FCOJ (66 Brix). In 2024, this tax amounted to US$85.9 million. Combining current tariffs with the new measure, total taxes could approach US$200 million annually, or R$1.1 billion.
CitrusBR notes, "Brazilian companies continue, individually and based on their commercial strategies, to supply the United States market with high-quality orange juice." The sector expresses regret that the measure was adopted without considering the historical complementarity between Brazilian production and the Florida industry.
Source: Datamar News