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A soja do Brasil deve se beneficiar com as novas tarifas anunciadas pela China sobre a importação da oleaginosa dos EUA, com mais demanda chinesa se deslocando para o maior produtor e exportador mundial da soja, na avaliação da consultoria Cogo Inteligência em Agronegócio.
A China anunciou nesta terça-feira (4) uma tarifa adicional de 15% sobre frango, trigo, milho e algodão dos EUA e uma taxa extra de 10% sobre soja, sorgo, carne suína, carne bovina, produtos aquáticos, frutas e vegetais e laticínios importados dos EUA a partir de 10 de março.
Também foram suspensas pela China as licenças de importação de soja de três empresas norte-americanas. As medidas de retaliação vêm como resposta à entrada em vigor, nesta terça-feira, da tarifa extra de 10% imposta pelo presidente dos EUA, Donald Trump, a produtos chineses.
“Com a China aplicando tarifas sobre a soja dos EUA, a demanda chinesa deve se deslocar para o Brasil, reduzindo a necessidade de importação de soja norte-americana”, disse a Cogo Inteligência em nota nesta terça-feira.
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A China já origina em lavouras brasileiras quase 75% de toda oleaginosa que compra, depois de ter ampliado as importações do Brasil durante a disputa comercial com os EUA no primeiro mandato de Donald Trump. Com isso, especialistas vinham apontando um espaço mais limitado para ganhos do Brasil na nova “guerra comercial” entre os países.
Já em relação ao milho, o sócio-diretor Carlos Cogo notou que a China não é tão dependente do cereal dos EUA, mas que a tarifa de 15% pode reduzir a demanda chinesa e levar o país asiático a diversificar suas compras, beneficiando exportadores sul-americanos como Brasil e Argentina.
A China é o maior mercado para os produtos agrícolas dos EUA, e os aumentos nas taxas de importação anunciados pelo país asiático nesta terça-feira abrangem US$21 bilhões em produtos agrícolas e alimentícios norte-americanos. Outro impacto visto da escalada da guerra comercial é nos prêmios da soja, milho e algodão no Brasil.
“No governo anterior de Trump, por exemplo, com a China tendo que concentrar suas compras de soja no Brasil, os prêmios pagos pela soja nacional nos portos do País registraram um acréscimo médio de 148% ante os valores históricos, notadamente nos anos de 2018 e 2019”, afirmou Cogo.
Fonte: InfoMoney - Foto: Canal Rural.
