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Government renews zero-tariff import quota for electric vehicles; Fiesp criticizes measure

4 sources · 24 Jun 2026 · Share coverage ·

verbatim from the press ? no verbatim passage

The Executive Management Committee of the Foreign Trade Chamber (Gecex) approved on June 23, 2026, the maintenance of the schedule for increasing import tariffs on electric and hybrid vehicles and created additional quotas with zero tariffs, in the amount of US$ 463 million, valid for six months starting July 1, 2027. The quotas will apply to vehicles in the CKD (completely knocked down, or disassembled) and SKD (semi knocked down, or semi-disassembled) modalities, used by automakers that import disassembled or semi-disassembled automobiles for assembly in Brazil.

Press quotes (2)
Exame

"O Comitê-Executivo de Gestão da Câmara de Comércio Exterior (Gecex) aprovou nesta tarde a manutenção do cronograma de aumento das tarifas de importação para veículos elétricos e híbridos. A decisão mantém a previsão de elevação das alíquotas para veículos eletrificados importados e cria cotas adicionais com tarifa zero por um período de seis meses"

Exame

"O volume autorizado será de US$ 463 milhões, valor equivalente ao que esteve em vigor até janeiro deste ano, segundo o Gecex. As cotas valerão para veículos nas modalidades CKD e SKD, utilizadas por montadoras que importam automóveis desmontados ou semidesmontados para montagem no Brasil. A medida terá validade de seis meses a partir de julho de 2027."

The decision restores a mechanism that had been in effect until January 2026. According to Bright ISD consultancy, Gecex resolution 772 had instituted a zero-tariff import quota of US$ 463 million for CKD and SKD kits (HEV: US$ 84.5 million, PHEV: US$ 281 million, BEV: US$ 97.5 million), valid until January 31, 2026, after which the import tax returned to normal levels (35% for SKD, 14%-35% for CKD according to schedule). The new schedule raises the import tariff for semi-disassembled electrified vehicles (SKD) to 35% starting July 2027; disassembled vehicles (CKD) continue with a 14% rate until the end of 2026 and move to 35% in January 2027. ?

Press quotes (1)
Brightisd

"Ficam instituídas cotas para importação de kits CKD ou SKD no valor de US$84,5 milhões para veículos HEV, US$281 milhões para veículos PHEV e US$97,5 milhões para veículos BEV. O total de US$ 463 milhões permite que tanto kits CKD quanto SKD sejam importados com imposto de importação ZERO e esses recursos podem ser consumidos até de 31 de janeiro de 2026. Após essa data ou após a exaustão das cotas, o imposto de importação retorna aos níveis descritos na tabela acima."

The São Paulo State Industry Federation (Fiesp) criticized the measure. According to the entity, the federal government "violates legal certainty, sabotages regulatory predictability and penalizes the entire Brazilian automotive chain, which planned and executed investments trusting in the stability of decisions, to generate jobs and innovation within the country." The National Association of Motor Vehicle Manufacturers (Anfavea) also expressed concern, warning that maintaining the quota with zero rate could harm manufacturers installed in the country, workers and national auto parts companies.

Press quotes (1)
Exame

"Ao alterar de surpresa as regras do jogo, o governo federal viola a segurança jurídica, sabota a previsibilidade regulatória e penaliza toda a cadeia automotiva brasileira, que planejou e executou investimentos confiando na estabilidade das decisões, para gerar empregos e inovação dentro do país"

Brazil's electrified vehicle market reached 450,000 units in 2026, up 57.6% from 2025, with combined plug-in hybrid and fully electric sales exceeding 65.45% of electrified vehicle sales in the first four months of 2026, according to Valor International. Gecex defended the measure as part of a trade policy aimed at fleet renewal, innovation and reduction of carbon emissions in the automotive sector. ?

Press quotes (1)
Valorinternational

"Brazil's electrified vehicle market could reach 450,000 units in 2026, up 57.6% from 2025... plug-in models and fully electric vehicles soon moved ahead, with a combined share of 55.7% in 2023, 70.8% in 2024, 63.16% in 2025 and 65.45% in the first four months of 2026."

1. What we know (3)

Gecex approved on June 23, 2026, the maintenance of the schedule for increasing import tariffs on electric and hybrid vehicles and created additional quotas with zero tariffs of US$ 463 million, valid for six months starting July 2027

2 sources Exame Jornal GGN

Fiesp criticized the decision, stating it violates legal certainty and penalizes the Brazilian automotive chain

1 source Exame

Anfavea expressed concern about the measure, warning about negative impacts on local production

1 source Jornal GGN
2. Where coverage thins out (3)

Covered by only some sources, or where the accounts diverge.

Covered by only some sources (3)

Exame identified the quota as having 'validity of six months starting July 2027', while GGN specified 'starting July 1, 2027', providing the exact start date

Reported by: Jornal GGN
Did not cover: Exame

Exame reported the expiration date of the previous quota as 'January this year' (2026), while Bright ISD specified 'January 31, 2026' as the exact termination date of Gecex resolution 772

Reported by: Brightisd
Did not cover: Exame Jornal GGN

Only Valor International presented quantitative data on Brazil's electrified vehicle market (450,000 units in 2026, up 57.6% from 2025)

Reported by: Valorinternational
Did not cover: Exame Jornal GGN
3. What we don't know yet (3)
  • What is the official number and full text of the Gecex resolution that reestablished the US$ 463 million quota in June 2026?

    Why it's still unknown: The official Gecex resolution dated June 2026 that reestablishes the quota was not located in the Official Gazette (Diário Oficial da União). Searches for 'Gecex resolution electric vehicles CKD SKD', 'Gecex' (June-July 2026), 'Camex electric quota' (June-July 2026), and 'Gecex quota termination' (Jan-June 2026) returned zero results in the DOU query portal during the consulted period. The number and full text of the resolution require additional search in the Gecex/Camex regulations portal or in Foreign Trade Secretariat (SECEX) archives.

  • What are the concrete data on domestic production, employment and investment in the Brazilian electric vehicle automotive chain that would substantiate Fiesp's claim that the measure 'penalizes' the sector?

    Why it's still unknown: None of the consulted outlets presented quantification of Fiesp's claim — volume of domestic electric/hybrid production, domestic vs imported content in vehicles assembled in the country, direct jobs in the chain, or announced vs realized investments. Fiesp claims the measure penalizes already executed investments, but does not specify which plants, which automakers or which amounts are at risk.

    Did not cover: Exame Jornal GGN
  • Why was the US$ 463 million quota reestablished now, a year and a half after the previous quota ended (January 2026), with validity starting July 2027?

    Why it's still unknown: Gecex did not disclose the technical or conjunctural justification for the timing of the decision. No outlet explained why the quota was reestablished 13 months in advance of its entry into force (July 2027), nor what sectoral pressure or economic context motivated the measure.

    Did not cover: Exame Jornal GGN

All sources

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