{"id":104445,"date":"2025-01-15T10:40:50","date_gmt":"2025-01-15T10:40:50","guid":{"rendered":"https:\/\/octagona.com\/?p=104445"},"modified":"2025-04-04T11:45:08","modified_gmt":"2025-04-04T11:45:08","slug":"export-to-usa-post-election","status":"publish","type":"post","link":"https:\/\/octagona.com\/en\/export-negli-usa-post-elezioni\/","title":{"rendered":"Exports to the US: the effects of the post-election"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">What are the scenarios that will face the\u2019<\/span><span style=\"font-weight: 400;\">export to the U.S.<\/span><span style=\"font-weight: 400;\"> After the recent elections in the American country? Italian companies are having to deal with the <\/span><b>new trade policies<\/b><span style=\"font-weight: 400;\"> annunciate dall\u2019amministrazione statunitense, che prevedono un significativo aumento dei <\/span><a href=\"https:\/\/www.ilsole24ore.com\/art\/dazi-usa-perche-l-italia-e-germania-sarebbero-due-paesi-ue-piu-esposti-AGO7tGCB\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">import duties<\/span><\/a><span style=\"font-weight: 400;\">. Tariffs could go as high as 60% for goods from China and as high as 100% for Chinese cars, while other countries are expected to see an increase of 10%.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Queste misure hanno sollevato preoccupazioni tra gli analisti, che stanno valutando le ripercussioni di tali politiche sull\u2019inflazione e sulla crescita economica degli Stati Uniti, oltre agli effetti sugli equilibri commerciali globali. In questo contesto di incertezze, \u00e8 naturale che le <\/span><b>Italian companies will <\/b><b>question <\/b><span style=\"font-weight: 400;\">on the possible consequences and opportunities that could result from the new political situation in the US. While some fear a slowdown in exports, others see opportunities to diversify markets and strengthen trade relations with other countries. It is therefore crucial to analyze not only the challenges, but also the potential positive repercussions that could emerge in this new scenario.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-104455 size-full\" src=\"https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-2.jpg\" alt=\"Export to the U.S.\" width=\"660\" height=\"438\" srcset=\"https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-2.jpg 660w, https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-2-300x199.jpg 300w, https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-2-18x12.jpg 18w\" sizes=\"(max-width: 660px) 100vw, 660px\" \/><\/p>\n<h2><span style=\"font-weight: 400;\">Export to the U.S.<\/span><span style=\"font-weight: 400;\">, what will be the impact of tariffs?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Il commercio internazionale riveste un ruolo fondamentale per l\u2019economia italiana. L\u2019Italia si colloca al <\/span><b>fourth place<\/b><span style=\"font-weight: 400;\"> nel mondo per volume di esportazioni, insieme a Giappone e Corea del Sud, e al dodicesimo per importazioni a livello globale. Attualmente, l\u2019<\/span><a href=\"https:\/\/octagona.com\/en\/internationalization\/use\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">export to the U.S.<\/span><\/a><span style=\"font-weight: 400;\"> accounts for about 40% of national GDP, confirming itself as a key driver of economic growth and balance of payments. In 2024, Italian exports <\/span><a href=\"https:\/\/finanza.lastampa.it\/News\/2024\/11\/15\/export-performance-record-dell+italia-+-3-7percento-nel-2024-e-il-quarto-paese-al-mondo\/MTUzXzIwMjQtMTEtMTVfVExC\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">increased by 3.7%<\/span><\/a><span style=\"font-weight: 400;\">, con previsioni di crescita del 4,5% nel 2025 e del 4,2% in media nei due anni successivi. Si stima che l\u2019export italiano <\/span><span style=\"font-weight: 400;\">can overcome<\/span><span style=\"font-weight: 400;\"> ii 650 billion by 2024, reaching 679 billion<\/span><span style=\"font-weight: 400;\"> this year<\/span><span style=\"font-weight: 400;\">. Negli ultimi tre anni, l\u2019export italiano ha registrato una crescita superiore rispetto ad altri Paesi europei. (Fonte: <a href=\"https:\/\/www.infomercatiesteri.it\/#\">Infomercatiesteri<\/a>)<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In particular, the United States represents the <\/span><b>second largest market for Made in Italy products<\/b><span style=\"font-weight: 400;\">, with an expected export of more than 67 billion euros in 2024. <\/span><span style=\"font-weight: 400;\">Exporting to the United States<\/span><span style=\"font-weight: 400;\"> is therefore crucial for many Italian companies, which have seen a <\/span><b>Steady increase in their sales in the U.S. market<\/b><span style=\"font-weight: 400;\"> in recent years.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Con l\u2019elezione di Donald Trump alla presidenza degli Stati Uniti, la politica <\/span><b>\u201cAmerica First\u201d<\/b><span style=\"font-weight: 400;\"> introduced a more protectionist and nationalist approach, raising concerns for Italian companies active in the U.S. market, particularly considering the increase in duties on imported products. But is the situation really that worrisome?\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">The revival of \u2019America First\u201c and the reaction of the markets<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Durante il primo mandato di Trump, sono state introdotte tariffe su numerosi prodotti italiani, a cui l\u2019Europa ha risposto con dazi su prodotti agricoli e altri beni. L\u2019amministrazione Biden ha mantenuto queste barriere commerciali e ha promosso il reshoring, implementando politiche a sostegno della <\/span><b>produzione \u201cmade in USA<\/b><span style=\"font-weight: 400;\">\u201c.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Il nuovo scenario post-elettorale preannuncia dunque un ritorno all\u2019approccio \u201cAmerica First\u201d, caratterizzato da politiche protezioniste che non solo aumentano i dazi e penalizzano l\u2019export, ma mirano anche a <\/span><b>reduce taxes<\/b><span style=\"font-weight: 400;\"> e <\/span><b>stimulate domestic production<\/b><span style=\"font-weight: 400;\">. This direction has reassured stock markets, causing U.S. stock prices and the value of the dollar to rise, while U.S. government bond rates have risen.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some economists argue that markets had already anticipated a Trump victory, generating a positive reaction in the equity sector and a rise in interest rates. U.S. Treasury yields also rose, reflecting expectations of more expansionary fiscal policies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Secondo alcuni esperti, la politica orientata alla crescita economica attraverso una riduzione fiscale e l\u2019aumento dei dazi potrebbe favorire nel prossimo futuro l\u2019azionario americano a discapito del mercato obbligazionario. Tuttavia, l\u2019inflazione potrebbe aumentare, portando a un possibile \u201csteepening\u201d della curva dei rendimenti.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In questo contesto, l\u2019Europa potrebbe subire contraccolpi economici significativi: si stima che un dazio del 10% sulle importazioni statunitensi potrebbe ridurre il PIL europeo dello 0,2% entro il 2026.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Il mercato azionario europeo \u00e8 gi\u00e0 sottoesposto agli investitori internazionali, limitando cos\u00ec l\u2019attrattiva dell\u2019Europa rispetto al mercato statunitense. Gli Stati Uniti rappresentano uno dei partner commerciali pi\u00f9 importanti per l\u2019Italia, e questa situazione potrebbe effettivamente condizionare la quota delle esportazioni italiane verso il mercato statunitense.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Ripercussioni dell\u2019aumento dei dazi statunitensi sul mercato internazionale: il caso delle commodity<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Un aspetto spesso trascurato riguarda l\u2019impatto che l\u2019aumento dei dazi statunitensi ha sui prezzi delle commodity a livello internazionale. Gli Stati Uniti, in quanto importatori netti di molte materie prime, potrebbero trovarsi ad affrontare un <\/span><b>increase in internal costs<\/b><span style=\"font-weight: 400;\">, con conseguenze dirette sull\u2019inflazione. Se le misure di compensazione adottate dal governo si rivelassero inefficaci, i prezzi delle commodity potrebbero subire un significativo aumento nel mercato americano.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A livello globale, tuttavia, l\u2019imposizione di dazi ridurrebbe l\u2019<\/span><span style=\"font-weight: 400;\">export to the U.S.<\/span><span style=\"font-weight: 400;\">, aumentando l\u2019offerta nei mercati internazionali e portando a una contrazione dei prezzi. L\u2019esperienza del primo mandato di Trump, caratterizzato da tariffe su acciaio e alluminio, offre spunti preziosi per comprendere gli effetti di tali politiche. Nel 2018, l\u2019amministrazione Trump ha introdotto dazi del 25% sull\u2019acciaio e del 10% sull\u2019alluminio, in risposta a un\u2019indagine che segnalava rischi per la sicurezza nazionale legati alle importazioni.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I dati mostrano che, tra il 2018 e il 2019, i prezzi dell\u2019acciaio negli Stati Uniti sono aumentati del 16,2%, mentre <\/span><b>in international markets have remained stable<\/b><span style=\"font-weight: 400;\">. indicando che l\u2019offerta internazionale \u00e8 riuscita a compensare la riduzione delle esportazioni verso gli USA. Un effetto simile \u00e8 stato osservato per l\u2019alluminio, con un incremento dei prezzi interni nel 2018, ma <\/span><b>global prices have declined<\/b><span style=\"font-weight: 400;\">, in particolare in Cina. In Europa, l\u2019impatto \u00e8 stato attenuato da misure di protezione adottate dall\u2019Unione Europea.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Questa analisi mette in luce come i dazi, pur avendo l\u2019obiettivo di rafforzare l\u2019industria nazionale, possano influenzare anche i mercati esteri, <\/span><b>alterando l\u2019equilibrio tra domanda e offerta a livello globale<\/b><span style=\"font-weight: 400;\">. The repercussions of such policies are thus not limited to the domestic market, but extend to an international context, with effects that deserve careful consideration.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Export to the U.S.<\/span><span style=\"font-weight: 400;\"> Of Italian companies: predictions under the \u201cTrump reciprocal trade act\u201d<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">According to the <\/span><a href=\"https:\/\/www.kommerskollegium.se\/globalassets\/publikationer\/rapporter\/2024\/economic-backfire-the-costly-impact-of-trumps-proposed-tariffs.pdf\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">National Board of Trade Swedish<\/span><\/a><span style=\"font-weight: 400;\">, l\u2019<\/span><span style=\"font-weight: 400;\">export to the U.S.<\/span><span style=\"font-weight: 400;\"> potrebbe subire una riduzione del 16%, con impatti significativi nei settori meccanico, farmaceutico e chimico. Prometeia stima che un aumento del 10% delle tariffe potrebbe costare all\u2019Italia oltre 4 miliardi di dollari, colpendo in particolare il settore della moda. Se le tariffe venissero applicate in modo generalizzato, i costi per le imprese italiane potrebbero superare i 9 miliardi di dollari.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">I nuovi dazi statunitensi rientrano nell\u2019ambito del <\/span><b>\u201cTrump Reciprocal Trade Act\u201d<\/b><span style=\"font-weight: 400;\">, un\u2019iniziativa volta a riequilibrare il commercio tra gli Stati Uniti e i suoi partner. L\u2019introduzione di restrizioni sui prodotti europei potrebbe innescare una nuova guerra commerciale, con misure di protezione da parte dell\u2019Unione Europea e conseguenze significative sulle catene di approvvigionamento globali. Questo scambio di misure protezionistiche si ripercuoterebbe inevitabilmente anche sul mercato internazionale, come dimostrato dai recenti sviluppi nel settore delle commodity, come acciaio e alluminio.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Se l\u2019approccio protezionista dovesse continuare, le aziende italiane potrebbero affrontare dazi su prodotti di punta del <\/span><a href=\"https:\/\/octagona.com\/en\/opportunity-usa-primacy-of-italian-pasta-in-the-united-states\/\" target=\"_blank\" rel=\"noopener\"><b>Made in Italy<\/b><\/a><span style=\"font-weight: 400;\">, such as wine, cheese and machinery. Already during Trump's first term, these tariffs had a negative impact on the Italian agribusiness sector, reducing exports to the U.S. and creating difficulties for Italian producers interested in exporting food to the United States.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Anche i settori tecnologico e automobilistico potrebbero subire conseguenze, con problemi nell\u2019approvvigionamento di componenti essenziali e un aumento dei costi di produzione.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, the Italian government's recent rapprochement with the United States could lead to <\/span><b>economic benefits<\/b><span style=\"font-weight: 400;\">, come un incremento degli investimenti americani in Italia, specialmente in settori come tecnologia ed energie rinnovabili. D\u2019altro canto, l\u2019Italia potrebbe rischiare di perdere influenza in Europa, dove gli interessi commerciali non sempre coincidono con quelli statunitensi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Un allineamento eccessivamente stretto con Washington potrebbe isolare l\u2019Italia, indebolendo la sua capacit\u00e0 di negoziare condizioni favorevoli all\u2019interno dell\u2019Unione Europea e con altre potenze economiche come Cina e Giappone.<\/span><\/p>\n<p><img decoding=\"async\" class=\"wp-image-104456 size-full\" src=\"https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-3.jpg\" alt=\"Exporting to the U.S.\" width=\"669\" height=\"429\" srcset=\"https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-3.jpg 669w, https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-3-300x192.jpg 300w, https:\/\/octagona.com\/wp-content\/uploads\/2025\/01\/export-usa-3-18x12.jpg 18w\" sizes=\"(max-width: 669px) 100vw, 669px\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Challenges and opportunities for Italian companies interested in exporting to the United States<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Alla luce di quanto esposto, \u00e8 importante sottolineare che l\u2019imposizione di dazi indiscriminati danneggerebbe anche l\u2019economia statunitense. \u00c8 improbabile che vengano colpiti beni industriali, fondamentali per l\u2019<\/span><span style=\"font-weight: 400;\">export to the U.S.<\/span><span style=\"font-weight: 400;\"> from our country, precisely because of their relevance in the American market as well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Indeed, the restrictive measures appear to be aimed primarily at China, despite Beijing's position as the largest lender of U.S. government debt placing limits on U.S. aggression.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Trump's second term presents both challenges and opportunities. While U.S. stocks and the dollar appear to be the main beneficiaries, the <\/span><b>investment incentives<\/b><span style=\"font-weight: 400;\"> could create new opportunities for Italian companies, presenting themselves as a quality alternative to Chinese manufacturers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this context, the Italian government will play an essential role in the <\/span><b>Balancing relations with the U.S.<\/b><span style=\"font-weight: 400;\"> without compromising European integration, setting out a clear strategy to support Italian companies to thrive in this new global landscape.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In uno scenario economico in continuo cambiamento, che coinvolge un Paese fondamentale per l\u2019export italiano, \u00e8 <\/span><span style=\"font-weight: 400;\">crucial <\/span><span style=\"font-weight: 400;\">That Italian companies focus on <\/span><a href=\"https:\/\/octagona.com\/en\/internationalization\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">internationalization strategies<\/span><\/a><span style=\"font-weight: 400;\"> aimed at diversifying target markets, developing local partnerships and adapting their offerings to the peculiarities of the U.S. market.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Successfully seizing all the opportunities this market has to offer requires careful and strategic planning with the goal of achieving a sustainable path not only in access but also in maintaining a competitive position in the market.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Vuoi approcciare il mercato statunitense con consapevolezza, costruendo un piano d\u2019azione strategico per massimizzare il potenziale di successo ed evitare errori costosi? SAVE THE DATE:<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Find out how to do it by following the webinar dedicated to this topic, organized in collaboration with <strong>Credem Bank<\/strong>, February 12, 2025.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Stay tuned for more information and do not hesitate to contact us.\u00a0<\/span><\/p>","protected":false},"excerpt":{"rendered":"<p>Quali sono gli scenari che dovr\u00e0 affrontare l\u2019export negli Usa dopo le recenti elezioni nel paese americano? Le imprese italiane si trovano a dover fare i conti con le nuove politiche commerciali annunciate dall\u2019amministrazione statunitense, che prevedono un significativo aumento dei dazi sulle importazioni. Le tariffe potrebbero arrivare fino al 60% per i beni provenienti [&#8230;]<\/p>\n<p><a class=\"btn btn-secondary octgn-read-more-link\" href=\"https:\/\/octagona.com\/en\/export-negli-usa-post-elezioni\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":4,"featured_media":104465,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[],"class_list":["post-104445","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-internazionalizzazione-imprese"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Export negli USA: gli effetti del post-elezioni | Octagona Srl<\/title>\n<meta name=\"description\" content=\"Export negli USA: effetti post-elezioni sulle tariffe e le sfide per le esportazioni italiane nel nuovo contesto 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