{"id":1745,"date":"2025-01-08T19:24:54","date_gmt":"2025-01-08T19:24:54","guid":{"rendered":"https:\/\/isimarkets.com\/insights\/eua-impoem-tarifas-de-paineis-solares-aos-paises-da-asean\/"},"modified":"2026-03-06T18:47:03","modified_gmt":"2026-03-06T18:47:03","slug":"eua-impoem-tarifas-de-paineis-solares-aos-paises-da-asean","status":"publish","type":"post","link":"https:\/\/isimarkets.com\/pt-br\/publications\/eua-impoem-tarifas-de-paineis-solares-aos-paises-da-asean\/","title":{"rendered":"EUA imp\u00f5em tarifas de pain\u00e9is solares aos pa\u00edses da ASEAN"},"content":{"rendered":"

EUA imp\u00f5em tarifas de pain\u00e9is solares aos pa\u00edses da ASEAN <\/h3>\r\n\r\n

Report realizado em 1 de Dezembro-2024 <\/h5>\r\n\r\n

 <\/p>\r\n\r\n

\"aHR0cHM6Ly9pbnNpZ2h0cy5jZWljZGF0YS5jb20vYXBpL3YxL3Zpc3VhbC9kMjkyZjRjMi1kNzgyLTQ2ZmItYjBhZC05MjM2ZmIxY2RjZTUucG5nP2NvcHlfaWQ9M2UyZTUwMDctZjU5OC00MjMwLTk2OWYtM2M4Mjk0ZjdiOTFlJmZhbGxiYWNrPSUyRmltYWdlJmFjY2Vzc190b2tlbj1VMkZzZEdWa1gxOE9HV2s2bmdrU0pWVnNnMTR5RE9CbDBEWlJnUm9YR3VnWXR3WkhHZUJJeVl2WFZXcWNka3AlMkZTYTA0U3hGSkpZU2xuSFpaRnJDJTJCbkFyeGl3UzIxJTJCTElGdUpZMXlabUFSNCUzRA==\" <\/p>\r\n\r\n

 <\/p>\r\n\r\n

Mesmo antes de Donald Trump voltar ao cargo, os EUA est\u00e3o se movimentando para impor mais tarifas. O governo Biden v\u00ea o setor de energia solar como um setor cr\u00edtico, e o Departamento de Com\u00e9rcio acaba de impor tarifas significativas sobre as exporta\u00e7\u00f5es das na\u00e7\u00f5es da ASEAN: Mal\u00e1sia, Camboja, Tail\u00e2ndia e Vietn\u00e3. <\/p>\r\n\r\n

Em 2023, esses quatro pa\u00edses responderam por cerca de 80% das importa\u00e7\u00f5es de pain\u00e9is solares e componentes relacionados dos EUA. Parte do investimento em produ\u00e7\u00e3o da ASEAN foi impulsionado por empresas chinesas sujeitas a rodadas anteriores de tarifas dos EUA. <\/p>\r\n\r\n

Comparamos o crescimento do setor de energia solar na Mal\u00e1sia com o da Indon\u00e9sia, um pa\u00eds que foi notavelmente exclu\u00eddo das recentes rodadas de tarifas. <\/p>\r\n\r\n

A Mal\u00e1sia \u00e9 o terceiro maior exportador mundial de produtos fotovoltaicos (PV), atr\u00e1s apenas da China e do Vietn\u00e3. As exporta\u00e7\u00f5es em termos de ringgit aumentaram de forma constante nas \u00faltimas duas d\u00e9cadas, mas se aceleraram nos primeiros anos do governo Biden. As exporta\u00e7\u00f5es atingiram o pico em 2023 e ca\u00edram drasticamente desde ent\u00e3o. <\/p>\r\n\r\n

As importa\u00e7\u00f5es – incluindo suprimentos de componentes fotovoltaicos fabricados na China – aumentaram menos, mas se mantiveram mais est\u00e1veis recentemente. Tamb\u00e9m combinamos os n\u00fameros de exporta\u00e7\u00e3o e importa\u00e7\u00e3o para mapear como o super\u00e1vit comercial no setor solar da Mal\u00e1sia aumentou e diminuiu recentemente. <\/p>\r\n\r\n

O caso da Indon\u00e9sia \u00e9 muito diferente; o investimento chin\u00eas no setor veio depois, e o pa\u00eds era um importador l\u00edquido de pain\u00e9is solares e equipamentos relacionados at\u00e9 este ano. At\u00e9 o momento, as exporta\u00e7\u00f5es de produtos solares da Indon\u00e9sia s\u00e3o insignificantes em rela\u00e7\u00e3o \u00e0s equivalentes da Mal\u00e1sia, mas se isso mudar, o governo Trump poder\u00e1 aplicar as tarifas a mais pa\u00edses. <\/p>\r\n\r\n

O Departamento de Com\u00e9rcio est\u00e1 impondo direitos compensat\u00f3rios (CVD) sobre as importa\u00e7\u00f5es de c\u00e9lulas solares de sil\u00edcio e decidiu preliminarmente aplicar tarifas antidumping (AD) tamb\u00e9m ap\u00f3s reclama\u00e7\u00f5es de fabricantes dos EUA de que a tecnologia solar estava sendo vendida com preju\u00edzo. O Departamento de Com\u00e9rcio diz que calculou que os direitos de dumping estar\u00e3o em uma ampla faixa – de cerca de 21% a 271% – dependendo da empresa e do pa\u00eds de fabrica\u00e7\u00e3o. <\/p>\r\n\r\n

 <\/p>\r\n\r\n

\"aHR0cHM6Ly9pbnNpZ2h0cy5jZWljZGF0YS5jb20vYXBpL3YxL3Zpc3VhbC82ZWY1MjE3MS1mOGRjLTQyN2UtOTQxNy1jNjUxNmRkMTcwZTcucG5nP2NvcHlfaWQ9NGQwMDk4MzEtYjg4Zi00MjU3LTllYzUtNjAyMmRlNGE4NDBmJmZhbGxiYWNrPSUyRmltYWdlJmFjY2Vzc190b2tlbj1VMkZzZEdWa1gxOEhZd2R0TEclMkZ3VGQ4YlhZY0dRbFdVWFpNaXFXZDhORXJaVEt6V1ZpVGRDNGZQd3Fna0xpWHNNNHFQTThoWkczVk9iSWN3dnlLJTJCelJhRDJJMFl6JTJGMFlCR1hrVjFEdkR2RSUzRA==\" <\/p>\r\n\r\n

 <\/p>\r\n\r\n

 <\/p>\r\n\r\n

Se voc\u00ea deseja ler este relat\u00f3rio na sua vers\u00e3o mais completa e entender melhor como extrair os dados mais relevantes para seus projetos, convidamos voc\u00ea a fazer uma demonstra\u00e7\u00e3o gratuita na CEIC EPFR hoje mesmo<\/a>!  <\/p>\r\n\r\n

 <\/p>\r\n\r\n

1. Conhe\u00e7a tamb\u00e9m: Dados macro e microecon\u00f4micos<\/a> em que voc\u00ea pode confiar <\/p>\r\n\r\n

2. Blog CEIC: Latest Insights<\/a>  <\/p>\r\n\r\n

3. Conhe\u00e7a um relat\u00f3rio CEIC | EPFR exemplo:  2024: Um ano de surpresas nos \u00edndices econ\u00f4micos e de infla\u00e7\u00e3o do Citigroup<\/a> <\/p>\r\n\r\n

 <\/p>\r\n\r\n

Fontes: CEIC EPRF Insights \u2013 Industry Report. <\/p>\r\n\r\n

 <\/p>\r\n","protected":false},"excerpt":{"rendered":"

Os Estados Unidos intensificam sua estrat\u00e9gia no setor de energia solar, impondo novas tarifas sobre as exporta\u00e7\u00f5es de Mal\u00e1sia, Camboja, Tail\u00e2ndia e Vietn\u00e3, pa\u00edses respons\u00e1veis por cerca de 80% das importa\u00e7\u00f5es americanas de pain\u00e9is solares em 2023. Essas tarifas refletem esfor\u00e7os cont\u00ednuos para fortalecer a produ\u00e7\u00e3o dom\u00e9stica e responder \u00e0 crescente influ\u00eancia de empresas chinesas na cadeia de suprimentos da ASEAN.<\/p>\n","protected":false},"author":5,"featured_media":1746,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","cpa_authors":[],"cpa_override_default":false,"footnotes":""},"categories":[899],"tags":[],"product":[1050],"region":[956],"class_list":["post-1745","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-publications","product-ceic","region-brazil"],"yoast_head":"\nEUA imp\u00f5em tarifas de pain\u00e9is solares aos pa\u00edses da ASEAN - ISI<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/isimarkets.com\/pt-br\/publications\/eua-impoem-tarifas-de-paineis-solares-aos-paises-da-asean\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"EUA imp\u00f5em tarifas de pain\u00e9is solares aos pa\u00edses da ASEAN\" \/>\n<meta property=\"og:description\" content=\"Os Estados Unidos intensificam sua estrat\u00e9gia no setor de energia solar, impondo novas tarifas sobre as exporta\u00e7\u00f5es de Mal\u00e1sia, Camboja, Tail\u00e2ndia e Vietn\u00e3, pa\u00edses respons\u00e1veis por cerca de 80% das importa\u00e7\u00f5es americanas de pain\u00e9is solares em 2023. 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