The United States may face a toilet paper shortage due to new tariffs imposed by the Trump administration. Brazilian pulp supplier Suzano SA, the world’s largest exporter of bleached hardwood pulp, reported a 20% drop in exports to the U.S. in April 2025. The company warned that continued 10% tariffs on Brazilian exports could further strain supply chains and increase prices.
Suzano’s CEO, João Alberto de Abreu, stated that the tariffs are disrupting shipments of the key raw material used in making toilet paper and other hygiene products. The company has had to pass increased costs on to U.S. buyers, leading to concerns about potential shortages reminiscent of the 2020 pandemic panic.
Industry experts caution that even with current stocked shelves, renewed panic buying or further trade disruptions could destabilize the market. Apollo Global Management warned that escalating tariffs on China may lead to broader economic impacts, including product shortages, retail slowdowns, and a potential recession by summer 2025.
The Trump administration has not commented on the situation. However, the potential for a toilet paper shortage highlights the broader consequences of trade policies on everyday consumer goods.
As the situation develops, consumers are advised to stay informed and avoid panic buying, which could exacerbate supply chain issues and lead to actual shortages.
Sources:
– nypost.com
– bloomberg.com
