The Sun Under Acid Clouds: The Collapse of Ex-Tariff Regimes and the Specter of a 35% Tax
Brazil’s solar energy sector is facing a critical moment that goes far beyond simple regulatory adjustments. The recent extinction of the ex-tarifário regime for solar inverters marks the end of an era of competitiveness and affordability, while rumors of a potential increase in the import tax on photovoltaic modules to as high as 35% loom like an acid cloud over the market’s future. The result? More than 115,000 jobs at risk and a slowdown that could prove irreversible for one of the country’s
