Stock Markets July 9, 2026 12:54 PM

Brazil Keeps 12% Crude Export Levy in Place for 60 More Days

Camex extends temporary export tax as the government continues fuel subsidies and monitors oil markets

By Leila Farooq
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Brazil's executive foreign trade panel extended a 12% tax on crude oil exports for an additional 60 days, maintaining a temporary levy first introduced in March. The decision, taken by the executive management committee of Camex (Gecex), will be reviewed again in 30 days. The government has tied tax revenue to consumer protection measures and retains several fuel subsidies while signaling a gradual rollback as Brent crude prices have fallen from the peaks seen after the Iran war.

Brazil Keeps 12% Crude Export Levy in Place for 60 More Days
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Key Points

  • Camex's executive committee (Gecex) extended a temporary 12% crude export tax for 60 days and will review the measure in 30 days.
  • The levy, introduced in March amid higher oil prices related to the Iran war, is intended to fund consumer-protection measures and coexists with subsidies for diesel, gasoline, aviation fuel and cooking gas.
  • Brent crude traded around $76 a barrel; prices rose recently to the highest since June 22 but remain below the post-war peak of over $118 a barrel, prompting a gradual rollback of some tax benefits.

Brazil’s government on Thursday extended a 12% tax on crude oil exports for a further 60 days, keeping in place a measure first imposed in March when oil prices spiked amid tensions related to the Iran war. The executive management committee of the foreign trade chamber Camex, commonly referred to as Gecex, approved the extension and said it will revisit the temporary levy in 30 days.

Officials had been considering cutting or removing the export charge because global oil prices have eased, but they opted to keep the tax unchanged for now. Gecex described the move as temporary and said it was adopted "in light of developments in the international scenario and their impacts on the oil and fuel markets."

Brent crude futures were trading around $76 a barrel on Thursday. Prices rose on Wednesday to their highest level since June 22 as tensions in the Middle East increased, though current levels remain well below the more than $118 a barrel reached shortly after the war began in late February.

The administration of President Luiz Inacio Lula da Silva has said proceeds from the export tax will be used to finance measures aimed at shielding consumers from inflation linked to the war. The government previously announced a package of fuel subsidies covering diesel, gasoline, aviation fuel and cooking gas.

After the decline in Brent prices, the government began what it described as a gradual rollback of those tax benefits last week. Separately, Finance Minister Dario Durigan said on Thursday that a decision on eliminating a gasoline subsidy has been postponed until next week.

The tax extension and the staggered approach to removing subsidies reflect the government's continued attention to international price movements and domestic consumer relief programs. Gecex’s commitment to a 30-day review creates a near-term checkpoint for policy adjustments if market conditions change.

Risks

  • Continuation of the export levy could sustain government revenue streams earmarked for consumer relief but may affect oil exporters and energy sector earnings in the near term - impacting the oil and energy sectors.
  • Volatility in Brent crude prices may force repeated policy reviews and adjustments to subsidies and the export tax, creating uncertainty for fuel markets and downstream industries - affecting fuel retailers, aviation and households.
  • Delays in decisions on removing specific subsidies, such as gasoline, introduce short-term uncertainty for fiscal planning and market expectations - affecting government fiscal policy and consumer-facing energy markets.

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