Donald Trump's USTR Hit Brazil With a 25% Section 301 Tariff on July 15. Here's How That Could Play Out for These 2 Stocks.

The Trump administration imposed a 25% Section 301 tariff on Brazilian imports effective July 22, 2026, targeting unfair trade practices. Coffee, beef, and aerospace components received exemptions, creating a split outcome for U.S.-listed equities with Brazil exposure.

Nucor (NUE) stands to benefit from the tariff structure. The 25% levy on Brazilian steel imports reduces competitive pressure on domestic mills, potentially allowing Nucor to defend or expand pricing power in markets where Brazilian product competes. The company is one of the largest steel producers in the United States.

Embraer avoids direct impact thanks to the aerospace carve-out. The Brazilian aircraft manufacturer's commercial and defense products enter the U.S. duty-free under the exemption. However, broader trade tensions between Washington and Brasília introduce policy risk for future aerospace contracts and supply-chain stability.

The July 22 effective date gives importers and domestic producers a short window to adjust inventory and pricing strategies before the tariff takes effect.