A new 10% import tariff applied by the United States government to products from all countries, including solar energy components, came into effect this Tuesday (24).
The measure was implemented under Section 122 of the Commerce Act of 1974, after the U.S. Supreme Court struck down previous tariffs based on the IEEPA (International Emergency Economic Powers Act) as unconstitutional.
According to the CBP (Customs and Border Protection) notice, the 10% rate is temporary and limited to 150 days, and may be adjusted by Congress or future executive orders. The White House has indicated that the tariff could be raised to 15% soon.
Reaction from the solar sector in the US
The Solar Energy Industries Association (SEIA) warned that the new tariff could lead to increased installation costs for solar projects, affecting developers and residential consumers. Industry executives report that prices for components such as panels, solar cells, and batteries have already risen by up to 30% due to tariffs on metals and raw materials.
Furthermore, the association stressed that the previous tariffs resulted in the loss of more than 62.000 jobs and the disruption of billions of dollars in investments, highlighting the market uncertainty generated by the lack of clear guidelines on the implementation of the new rules.
Impact on Brazil
Although the measure is aimed at the American market, ABSOLAR The Brazilian Photovoltaic Solar Energy Association is already projecting impacts in Brazil. The country imports a large part of its solar components, and changes in US trade policies could influence the prices and availability of panels and cells in the United States.
The association predicts a 7% contraction in the Brazilian solar market in 2026, with investments estimated at R$ 40 billion, below the level recorded in 2025.
Next Steps
The temporary tariff aims to protect domestic competitiveness and will be monitored by the U.S. government. The solar energy and battery storage sectors are closely following developments in trade policy, while investors adjust their strategies to cope with rising costs and market instability.
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