US tariffs on Brazil could hit Embraer revenue like COVID-19, says CEO
1. U.S. 50% tariff on Brazilian exports may severely impact Embraer's revenues. 2. CEO compares tariff impact to COVID pandemic effects on the company.
FAQ
Why Very Bearish?
Historical context shows tariffs significantly reduce demand, similar to COVID impact on airlines.
How important is it?
The tariffs pose a direct threat to Embraer's competitive position and revenue streams.
Why Short Term?
Tariff implementation in August would lead to immediate revenue impact for ERJ.