Few major trading partners have been spared the import taxes, which have already disrupted supply chains and are expected to drive up prices for Americans.

Indian Prime Minister Narendra Modi and Brazil's President Luiz Inacio Lula da Silva spoke by phone on Thursday, their offices said, discussing a broad range of topics that included tariffs imposed by the United States on goods from both countries.

When companies realized they needed to diversify away from China, India was the natural choice. Now, U.S. tariffs threaten that.