How does the increase in import tax impact photovoltaic modules? Papo Solar
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In this episode of Papo Solar, we will explore the recent Gecex Resolution No. 666, which increases the import tax on photovoltaic modules from 9.6% to 25%, and discuss the impact that this new rate will have on the Brazilian solar energy sector. With the participation of Wladimir Janousek, Executive Director at JCS Consultoria e Serviços and current Secretary of Industry and Commerce at INEL (National Institute of Clean Energy), we address the consequences of this measure for photovoltaic projects that depend on imported modules. Understand how the former tariff and the exemption quota of more than 1 billion dollars can influence the costs and viability of new projects in the country. Is the tax increase a threat to the growth of the sector? How can companies prepare for this new scenario? Check out our full analysis and understand the tax implications and strategies to deal with changes in the solar energy market. Turn on notifications to watch the live broadcast! 🔔 00:00 - Introduction 00:10:50 - What is the Ex-Tariff regime? 00:13:46 - What is the average import value of solar panels in Mercosur countries? 00:15:42 - How much is spent globally on importing solar panels? 00:18:30 - Is this the ideal time to increase the import tax on solar panels? 00:36:02 - How do quotas work in the solar market and what are their effects on Brazil? 00:37:41 - Does the Ex-Tariff regime include photovoltaic modules? 00:47:03 - What incentives are there to reduce power outages in the solar sector? 00:47:49 - Does the Ex-Tariff regime apply to batteries? 00:54:47 - What will be the impact on the final price of photovoltaic kits with the increase in rates? 00:57:19 - How is the solar energy market adapting to production in relation to GW? 01:03:00 - Will China's export tax on solar panels affect the Brazilian market? 01:04:33 - Could the drop in battery prices weaken the energy storage industry? 01:08:21 - What are the expectations for the solar market in 2025? 01:10:58 - What is the REIDI program and who does it benefit? 01:13:19 - With the new taxes, is there anything the industry can do to mitigate the impacts? 01:14:51 - Will the new taxes affect ongoing solar projects? 01:14:51 - Will 2025 be marked by advances in DG or will there be a wait for new technologies for GC? 01:17:52 - Closing
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