How to use the trade balance to your advantage?

The trade balance for June closed with a surplus of US$ 6.7 billion, but showed relevant contrasts: soybeans and sugar sustained the results, while steel, manufactured goods, and processed meats declined in the face of global slowdown and tariffs imposed by the United States. The lower performance than in 2024 highlights the need for strategic reorientation of Brazilian exports.

The trade balance for June closed with a surplus of US$ 6.7 billion, but showed relevant contrasts: soybeans and sugar sustained the results, while steel, manufactured goods, and processed meats declined in the face of global slowdown and tariffs imposed by the United States. The performance lower than in 2024 highlights the need for a strategic reorientation of Brazilian exports. Among the recommendations for exporters, five points stand out. The first is to map sector trends, identifying the most resilient products and those in decline. The second is to monitor the exchange rate in real time, using protection tools to preserve margins. The use of special regimes, such as Drawback, which can significantly reduce export costs, also stands out. Another measure is to diversify markets, seeking alternatives in Asia, Europe, and Canada. Finally, anticipating logistical bottlenecks with the use of data and reviewing contracts becomes fundamental. “What we saw in June was a clear ...