{"id":116221,"date":"2025-07-11T08:43:48","date_gmt":"2025-07-11T11:43:48","guid":{"rendered":"https:\/\/monitoramento.spmj.com.br\/noticias\/?p=116221"},"modified":"2025-07-11T08:43:48","modified_gmt":"2025-07-11T11:43:48","slug":"essas-sao-as-empresas-listadas-na-bolsa-mais-expostas-ao-tarifaco-de-trump","status":"publish","type":"post","link":"https:\/\/monitoramento.spmj.com.br\/noticias\/2025\/07\/11\/essas-sao-as-empresas-listadas-na-bolsa-mais-expostas-ao-tarifaco-de-trump\/","title":{"rendered":"Essas s\u00e3o as empresas listadas na Bolsa mais expostas ao tarifa\u00e7o de Trump"},"content":{"rendered":"<div data-metric-area=\"topo-noticia\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-100 container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"body-container\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<figure class=\"solar-photo-content row-type featured-image featured-image-horizontal\" data-v-15044903=\"data-v-15044903\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<figure class=\"solar-responsive-image m-0 responsive-image pb-100\" data-v-73d45db8=\"data-v-73d45db8\" data-v-15044903=\"data-v-15044903\"><img loading=\"lazy\" decoding=\"async\" title=\"Linha de produ\u00e7\u00e3o da Tupy, empresa listada na B3: 13,9% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA\" src=\"https:\/\/conteudo.imguol.com.br\/c\/noticias\/80\/2025\/07\/10\/linha-de-producao-da-tupy-empresa-listada-na-b3-139-das-receitas-vem-das-exportacoes-para-os-eua-1752181137923_v2_900x506.png\" alt=\"Linha de produ\u00e7\u00e3o da Tupy, empresa listada na B3: 13,9% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA\" width=\"900\" height=\"506\" data-v-73d45db8=\"data-v-73d45db8\" \/><\/figure><figcaption class=\"solar-caption regular-subtext\" data-v-524617ed=\"data-v-524617ed\" data-v-15044903=\"data-v-15044903\">Linha de produ\u00e7\u00e3o da Tupy, empresa listada na B3: 13,9% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<span data-v-524617ed=\"data-v-524617ed\">Imagem: Tupy \/ Divulga\u00e7\u00e3o<\/span><\/figcaption><\/figure>\n<aside class=\"campaign-container\" data-metric-slot=\"text-group-top-1\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div data-cp-id=\"123123123trinity\" data-nosnippet=\"\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"jupiter-trinity-campaign\" data-v-ff38d5c4=\"data-v-ff38d5c4\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<aside data-v-ff38d5c4=\"data-v-ff38d5c4\">\n<div class=\"trinity-tts-pb\" dir=\"ltr\" data-v-ff38d5c4=\"data-v-ff38d5c4\"><strong data-v-ff38d5c4=\"data-v-ff38d5c4\">Carregando player de \u00e1udio<\/strong><\/div>\n<\/aside>\n<\/div>\n<\/div>\n<\/div>\n<div data-cp-id=\"asdfajhjdfa_asdfadsfasdf_12\" data-nosnippet=\"\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<aside data-v-0570d2a7=\"data-v-0570d2a7\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"jupiter-summary mt-150\" data-v-0570d2a7=\"data-v-0570d2a7\">\n<h4 class=\"mt-0 title mb-0\" data-v-0570d2a7=\"data-v-0570d2a7\">Ler resumo da not\u00edcia<\/h4>\n<\/div>\n<\/aside>\n<\/div>\n<\/div>\n<\/aside>\n<\/div>\n<\/div>\n<aside class=\"col-custom col-lg-3 row-lg-2\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"stick campaign-container\" data-metric-slot=\"vertical-1-right\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"pb-100\" data-cp-id=\"asdf8a9787sdf897sdf871\" data-nosnippet=\"\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<section class=\"solar-ads main\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\">\n<div class=\"ads-content no-center\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-flutuante-vertical\" class=\"pb-150\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/aside>\n<\/aside>\n<div class=\"central-column col-lg-6 g-start-lg-4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<p class=\"bullet mt-0\" data-v-232111b4=\"data-v-232111b4\">Um relat\u00f3rio da \u00e1rea de an\u00e1lise da XP Investimentos, divulgado hoje, mapeou as empresas brasileiras com maior exposi\u00e7\u00e3o \u00e0s exporta\u00e7\u00f5es para os Estados Unidos \u2014 e, portanto, mais suscet\u00edveis ao impacto do novo pacote de tarifas anunciado pelo ex-presidente Donald Trump.<\/p>\n<div data-metric-slot=\"text-1\" data-nosnippet=\"\" data-v-232111b4=\"data-v-232111b4\">\n<div class=\"my-250\" data-cp-id=\"203940238sdf098098sdf9\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">Apesar de avaliar que o efeito macroecon\u00f4mico da medida \u00e9 limitado, a XP destaca que o &#8220;impacto&#8221; pode ser relevante no plano microecon\u00f4mico e pol\u00edtico, sobretudo para setores com forte presen\u00e7a no com\u00e9rcio bilateral.<\/p>\n<div data-metric-slot=\"text-2\" data-nosnippet=\"\" data-v-232111b4=\"data-v-232111b4\">\n<div class=\"my-250\" data-cp-id=\"203940238sdf098098sdf9\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Embraer (aeroespacial)<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div data-metric-area=\"texto-noticia\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"stick campaign-container\" data-metric-slot=\"vertical-2-left\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"pb-100\" data-cp-id=\"asdf8adsf8sdfsdf8\" data-nosnippet=\"\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"K3T-qbYR\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"solar-related-avatar type-vertical container\" data-v-f13cb458=\"data-v-f13cb458\">\n<div class=\"NLoMI9Qc\" data-v-f13cb458=\"data-v-f13cb458\">\n<div class=\"EzGWiVLv\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/aside>\n<\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>23,8% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<div data-metric-slot=\"text-4\" data-nosnippet=\"\" data-v-232111b4=\"data-v-232111b4\">\n<div class=\"my-250\" data-cp-id=\"203940238sdf098098sdf9\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<div class=\"my-250\" data-cp-id=\"987sd9f87sd98f7987sdfsd\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Suzano (celulose)<\/strong><\/p>\n<div data-metric-slot=\"text-5\" data-nosnippet=\"\" data-v-232111b4=\"data-v-232111b4\">\n<div class=\"my-250\" data-cp-id=\"203940238sdf098098sdf9\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<\/div>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>16,6% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<div data-metric-slot=\"text-6\" data-nosnippet=\"\" data-v-232111b4=\"data-v-232111b4\">\n<div class=\"my-250\" data-cp-id=\"203940238sdf098098sdf9\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Tupy (autope\u00e7as e fundidos industriais)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>13,9% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Jalles Machado (a\u00e7\u00facar e etanol)<\/strong><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div data-metric-slot=\"text-group-top-3\" data-nosnippet=\"\" data-v-232111b4=\"data-v-232111b4\">\n<div class=\"my-250\" data-cp-id=\"9as78df987a98asdf987asdf\" data-v-cb8d75ca=\"data-v-cb8d75ca\" data-v-232111b4=\"data-v-232111b4\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\"><\/div>\n<\/div>\n<\/div>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>11% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Fras-le (sistemas de freio e componentes automotivos)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>10,8% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Weg (equipamentos eletroeletr\u00f4nicos e motores industriais)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>9,1% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Minerva (carne)<\/strong><\/p>\n<\/div>\n<\/div>\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"stick campaign-container\" data-metric-slot=\"vertical-3-right\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"pb-100\" data-cp-id=\"asdf8a9787sdf897sdf871qwew\" data-nosnippet=\"\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<section class=\"solar-ads main\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\">\n<div class=\"ads-content no-center\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-flutuante-vertical-3\" class=\"pb-150\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/aside>\n<\/aside>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-50-lg mb-250-lg mb-50-xs jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<section class=\"solar-ads main has-bg py-150\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\"><span class=\"label regular-caption\" data-v-5f58468e=\"data-v-5f58468e\">Continua ap\u00f3s a publicidade<\/span><\/p>\n<div class=\"ads-content\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-responsive-horizontal-2\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>Entre 8% e 15% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Randoncorp (implementos rodovi\u00e1rios e log\u00edstica)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>6,4% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Cosan (combust\u00edveis e lubrificantes)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>6% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Iochpe-Maxion (componentes automotivos)<\/strong><\/p>\n<\/div>\n<\/div>\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"stick campaign-container\" data-metric-slot=\"vertical-4-right\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"pb-100\" data-cp-id=\"asdf8a9787sdf897sdf87154trrty\" data-nosnippet=\"\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<div class=\"jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-cb8d75ca=\"data-v-cb8d75ca\">\n<section class=\"solar-ads main\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\">\n<div class=\"ads-content no-center\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-flutuante-vertical-4\" class=\"pb-150\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<\/div>\n<\/div>\n<\/aside>\n<\/aside>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-50-lg mb-250-lg mb-50-xs jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<section class=\"solar-ads main has-bg py-150\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\"><span class=\"label regular-caption\" data-v-5f58468e=\"data-v-5f58468e\">Continua ap\u00f3s a publicidade<\/span><\/p>\n<div class=\"ads-content\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-responsive-horizontal-3\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>5,4% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Alpargatas (cal\u00e7ados)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>4% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>CSN (siderurgia e minera\u00e7\u00e3o)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>4% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Petrobras (petr\u00f3leo e derivados)<\/strong><\/p>\n<\/div>\n<\/div>\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-50-lg mb-250-lg mb-50-xs jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<section class=\"solar-ads main has-bg py-150\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\"><span class=\"label regular-caption\" data-v-5f58468e=\"data-v-5f58468e\">Continua ap\u00f3s a publicidade<\/span><\/p>\n<div class=\"ads-content\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-responsive-horizontal-4\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>4% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Unipar (qu\u00edmicos e PVC)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>4% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>CBA (alum\u00ednio)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>3,2% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Azzas 2154 (varejo de moda)<\/strong><\/p>\n<\/div>\n<\/div>\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-50-lg mb-250-lg mb-50-xs jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<section class=\"solar-ads main has-bg py-150\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\"><span class=\"label regular-caption\" data-v-5f58468e=\"data-v-5f58468e\">Continua ap\u00f3s a publicidade<\/span><\/p>\n<div class=\"ads-content\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-responsive-horizontal-5\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>3% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Vale (minera\u00e7\u00e3o &#8211; principalmente ferro)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>2,8% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Usiminas (siderurgia)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>2,6% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Klabin (celulose e embalagens)<\/strong><\/p>\n<\/div>\n<\/div>\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-50-lg mb-250-lg mb-50-xs jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<section class=\"solar-ads main has-bg py-150\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\"><span class=\"label regular-caption\" data-v-5f58468e=\"data-v-5f58468e\">Continua ap\u00f3s a publicidade<\/span><\/p>\n<div class=\"ads-content\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-responsive-horizontal-6\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul class=\"mt-0\" data-v-232111b4=\"data-v-232111b4\">\n<li>1,8% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\"><strong>Braskem (petroqu\u00edmica)<\/strong><\/p>\n<div class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">\n<ul data-v-232111b4=\"data-v-232111b4\">\n<li>Menos de 1% das receitas v\u00eam das exporta\u00e7\u00f5es para os EUA<\/li>\n<\/ul>\n<\/div>\n<h2 class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">Setores mais impactados pelas tarifas<\/h2>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">Segundo o relat\u00f3rio da XP, as novas tarifas de 50% anunciadas pelos Estados Unidos sobre produtos brasileiros podem reduzir o crescimento do PIB do Brasil em 0,3 ponto percentual em 2025 e 0,5 ponto percentual em 2026.<\/p>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">O impacto direto viria da queda nas exporta\u00e7\u00f5es, com uma retra\u00e7\u00e3o de US$ 6,5 bilh\u00f5es ainda este ano e de US$ 16,5 bilh\u00f5es no ano seguinte. Os economistas da XP apontam que o efeito mais agudo deve se concentrar sobre os setores exportadores de manufaturados, que representam cerca de 40% das vendas brasileiras para os EUA e t\u00eam menor capacidade de redirecionamento para outros mercados.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"mt-50-lg mb-250-lg mb-50-xs jupiter-ads\" data-v-747d976a=\"data-v-747d976a\" data-v-e0422815=\"data-v-e0422815\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<section class=\"solar-ads main has-bg py-150\" data-v-5f58468e=\"data-v-5f58468e\" data-v-747d976a=\"data-v-747d976a\">\n<div class=\"ads-content\" data-v-5f58468e=\"data-v-5f58468e\">\n<div id=\"banner-responsive-horizontal-7\" data-v-5f58468e=\"data-v-5f58468e\"><\/div>\n<\/div>\n<\/section>\n<\/div>\n<div class=\"container grid\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<aside class=\"col-custom col-lg-3\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\"><\/aside>\n<div class=\"central-column col-lg-6\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<div class=\"jupiter-paragraph-fragment\" data-v-232111b4=\"data-v-232111b4\" data-v-b8dc8ecb=\"data-v-b8dc8ecb\">\n<p class=\"bullet mt-0\" data-v-232111b4=\"data-v-232111b4\">O estudo foi elaborado pelos economista-chefe da XP Caio Megale, e pelos economistas Rodolfo Margato, Alexandre Maluf, Lu\u00edza Pinese e Vinicius Meggiolaro.<\/p>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">Embora o impacto macroecon\u00f4mico geral seja limitado, o relat\u00f3rio alerta para consequ\u00eancias relevantes em setores espec\u00edficos \u2014 como aeroespacial, siderurgia, celulose e alimentos \u2014 e destaca riscos adicionais caso o governo brasileiro opte por retaliar com tarifas pr\u00f3prias.<\/p>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">Nesse cen\u00e1rio, haveria aumento de custos de produ\u00e7\u00e3o em cadeias como a de combust\u00edveis, insumos farmac\u00eauticos e transporte, com potencial repasse \u00e0 infla\u00e7\u00e3o. A XP tamb\u00e9m v\u00ea o c\u00e2mbio como principal canal de contamina\u00e7\u00e3o inflacion\u00e1ria, com risco de desvaloriza\u00e7\u00e3o do real caso aumente a percep\u00e7\u00e3o de instabilidade no ambiente externo e comercial.<\/p>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">A exposi\u00e7\u00e3o ao mercado americano n\u00e3o est\u00e1 distribu\u00edda de forma homog\u00eanea entre os setores. A XP destaca que os segmentos de aeroespacial, autope\u00e7as, siderurgia, petr\u00f3leo e derivados, celulose e alimentos concentram o maior risco.<\/p>\n<p class=\"bullet\" data-v-232111b4=\"data-v-232111b4\">Entre os produtos brasileiros mais exportados para os EUA, os campe\u00f5es s\u00e3o petr\u00f3leo e derivados (18,85%), ferro e a\u00e7o (14,73%), ve\u00edculos e pe\u00e7as (6,85%) e commodities agr\u00edcolas como caf\u00e9 e cacau (5,48%).<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Um relat\u00f3rio da \u00e1rea de an\u00e1lise da XP Investimentos, divulgado hoje, mapeou as empresas brasileiras com maior exposi\u00e7\u00e3o \u00e0s exporta\u00e7\u00f5es para os Estados Unidos \u2014 e, portanto, mais suscet\u00edveis ao impacto do novo pacote de tarifas anunciado pelo ex-presidente Donald Trump.<\/p>\n","protected":false},"author":5,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[44],"tags":[],"class_list":["post-116221","post","type-post","status-publish","format-standard","hentry","category-shopping-patio-higienopolis"],"acf":[],"_links":{"self":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/116221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/comments?post=116221"}],"version-history":[{"count":1,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/116221\/revisions"}],"predecessor-version":[{"id":116222,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/posts\/116221\/revisions\/116222"}],"wp:attachment":[{"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/media?parent=116221"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/categories?post=116221"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/monitoramento.spmj.com.br\/noticias\/wp-json\/wp\/v2\/tags?post=116221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}