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2025-08-28-brazil-gecex-782-capital-goods-it-telecom-ex-tarifario-revocation [3]Policy↑ Trade↓ Market— single typed policy action — the spine's centre of gravity Brazil GECEX Resolution 782: Ex-Tarifário revocation on capital-goods and HJT solar-module duty exemptions
Tariff↓ Restrictive~🇧🇷 BR · GECEX (Comitê-Executivo de Gestão da Câmara de Comércio Exterior, MDIC)✎ 2026-07-21
announced 29 Aug 2025
effective 28 Oct 2025
Status
effective 28 Oct 2025 · stage not filed
Sourcing
🟢 primary-OJ 1 primary
🇧🇷 BR issued this tariff measure targeting 3 jurisdictions, touching capital-goods, solar-photovoltaic, electronics. It reads as restrictive.
RBI 3quant 4 · $178B📍 settling
Brazil's Foreign Trade Chamber executive committee (GECEX) issued Resolution No. 782 on 28 August 2025, published in the Diário Oficial da União on 29 August 2025, revoking six Ex-Tarifário reduced-duty exemptions across two tariff regimes. One capital-goods line (NCM 8479.89.99, Ex 919, under Annex I of Resolution 322/2022) and five IT/telecommunications-classified solar-module lines (NCM 8541.43.00, Ex 154, 996, 997, 998 and 999, covering heterojunction/HJT photovoltaic modules under Annex II of Resolution 323/2022) lose their duty relief and revert to Brazil's standard Mercosur Common External Tariff rate. The resolution took effect 60 days after publication (28 October 2025), earlier than the exemptions' original scheduled expiry of 31 December 2025. Global Trade Alert classifies the measure as a "Red" (trade-restrictive) import-tariff intervention.
Analyst notesShowHide
Mechanism
GECEX's Ex-Tarifário regime grants temporary reduced (typically 0%) import duties on capital-goods and IT/telecommunications-equipment tariff lines for which the committee has determined there is no equivalent domestic production. Resolution 782 revokes six such exemptions ahead of their scheduled expiry: one capital-goods line (NCM 8479.89.99, Ex 919) and five lines covering HJT (heterojunction) solar photovoltaic modules (NCM 8541.43.00, Ex 154/996/997/998/999) — the latter classified administratively under the IT/telecommunications Ex-Tarifário annex (Resolution 323/2022) because solar cells fall within NCM chapter 8541 (semiconductor/photosensitive devices) rather than a dedicated energy-equipment heading. Revocation typically signals GECEX's determination that qualifying domestic manufacturing capacity for the affected products now exists, reverting importers to the standard Mercosur Common External Tariff rate.
Downstream implications
- Raises import costs for HJT solar-module imports under the five revoked
Ex-codes, a tailwind for Brazilian PV-module assemblers/manufacturers competing on cell technology transitioning from PERC/TOPCon to HJT
- Part of the same recurring GECEX Ex-Tarifário rebalancing cadence that
later produced Resolutions 808 and 809 (24 October 2025) on the same two underlying regimes (322/2022 capital goods, 323/2022 IT/telecom)
- Six-week acceleration of the exemptions' expiry (from 31 Dec 2025 to 28
Oct 2025) suggests GECEX acted on an industry petition rather than routine calendar review
Open questions
- Which domestic manufacturer(s) petitioned for revocation of the HJT
module exemptions was not disclosed in public coverage
- Whether the capital-goods line (NCM 8479.89.99, Ex 919) revocation is
linked to the same petition or an unrelated domestic-production finding