Brazil’s $55B Decree Supercharges Critical Minerals and EV Manufacturing | The Metalnomist

Описание: Brazil’s new $55 billion industrial decree accelerates investment across critical minerals and downstream manufacturing to reduce import dependence and compete with US policy pull. The program combines tax incentives, BNDES financing, and local-content requirements to connect mining and refining with cathode, magnet, and vehicle production. Priority materials include lithium, nickel, manganese, rare earths, copper, and aluminum, with targeted bonuses for OEMs that validate domestic inputs. Geography is central: corridors linking Minas Gerais, Bahia, and Pará to coastal ports are designed to cut logistics costs and cycle times. For developers and buyers, three milestones will set the pace over the next year: (1) detailed bylaws that define eligibility and carbon/accounting rules, (2) project approvals that unlock capex and construction, and (3) long-dated offtake agreements that make financing bankable. Expect faster movement on refinery upgrades, midstream plants, and component lines as supply chains rebalance within Brazil. The outcome: clearer pricing, shorter lead times, and deeper resilience for the regional EV and clean-industry ecosystem. Stay tuned with The Metalnomist.

Focus keyphrases: Brazil $55bn decree, industrial policy, BNDES financing, local content rules, critical minerals, EV manufacturing, lithium nickel manganese rare earths, offtake agreements

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