The Brazilian aircraft manufacturer Embraer and American airlines, as well as the commercial aerospace sector in general, are expected to benefit from a new tariff regimen imposed by President Trump's administration on Tuesday (24). The policy will exempt commercial aircraft, engines, and aerospace parts from the 10% temporary tariff on global imports that was introduced under Section 122 of the Trade Act of 1974. This announcement comes following the recent elimination of previously enforced tariffs by the U.S. Supreme Court, with Trump indicating a potential increase to 15%.

However, sector experts and aviation lawyers are cautioning against premature optimism. Despite the apparent advantages presented by the tariff exemptions, the political change within the White House is still producing uncertainties that could affect how these benefits play out in real terms. The global exemption granted to the aerospace sector is broader than the existing generous tariff exemptions traditionally provided to major exporters in the industry looking to enter the U.S. market.

This development indicates a significant shift in U.S. trade policy, particularly in how it relates to the aerospace industry and international trade relations involving Brazil’s Embraer. While the intention behind these tariffs may be to bolster domestic production, the long-term implications on international trade practices and relationships among nations remain to be fully understood. Ultimately, the degree of certainty in these policy changes will influence the operational strategies of companies within this sector.