Brazil Resolução GECEX nº 849/2026 — Definitive Antidumping Duty on Pre-Painted Flat-Rolled Carbon Steel from China and India

Mechanism

GECEX applied definitive antidumping duties under the authority of Lei nº 9.019/1995 (Brazil's foundational AD/CVD/safeguards parent act) and the WTO Anti-Dumping Agreement (Article VI GATT 1994) following a DECOM (Departamento de Defesa Comercial) investigation. The resolution establishes a five-year measure from 2 February 2026, subject to sunset review.

Product scope (NCM codes):

Duties are assessed as specific tariffs (USD per metric tonne, exporter-differentiated) following DECOM's margin determination. Both the People's Republic of China and the Republic of India are covered — reflecting DECOM's finding that both origins contribute independently to the dumping injury suffered by Brazilian domestic producers.

The 30 January 2026 Gecex meeting also, in separate resolutions, raised Mercosur Common External Tariff (TEC) MFN duties to 25% on nine additional steel-product categories under Brazil's LETEC derogation mechanism. Those broader steel-tariff escalations constitute distinct Gecex resolutions and are not covered by this filing.

Downstream implications

• Pre-painted galvanised/coated steel is a key input for white-goods (refrigerators, washing

machines), light construction cladding/roofing, and automotive body-panel components — all sectors where Brazil's domestic producers (principally Ternium Brasil, ArcelorMittal Brasil) face direct Chinese and Indian competition on coated downstream products.

• The five-year duration mirrors Gecex 765/2025 (thin-gauge coated steel) and Gecex 857/2026

(electrical steel with public-interest review), extending Brazil's systematic 2025–26 trade-remedy coverage across successive flat-rolled-steel downstream categories.

• Chinese exporters face structurally higher landed costs in Brazil through at least February 2031;

Indian exporters — rarely targeted by Brazilian AD alongside Chinese origins in the same resolution — face equivalent exposure, indicating DECOM found separate independent injury from Indian-origin imports.

• Downstream Brazilian manufacturers of white goods and construction materials face modestly

higher input costs unless they can substitute to domestic or non-China/India origins.

Open questions

• Specific duty rates (USD/mt per exporter) for both Chinese and Indian origins are embedded

in the full DOU text; exporter-differentiated schedules following DECOM's standard methodology apply.

• Whether Gecex provisional measure (if any was issued in 2025) triggers retroactive refund

adjustments for importers who paid interim rates.

• Sunset review (~February 2031) and whether Indian steel overcapacity in coated categories

will remain at dumped levels given India's own domestic construction cycle.