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Brazil energy imports
US$ 23.72 bn of fuels in the first ten months of 2026, +27% against the same period of 2025. The United States supplies 37% and Russia 20%. Solar equipment moved the other way, down 34%.
US$ 23.72 bnFuels, Jan to Oct 2026
+27%Against 2025
37%From the United States
-34%Solar equipment
The fuel bill
| NCM | Product | 2026 | Growth | Top origin |
|---|---|---|---|---|
| 2710.19.21 | Gasóleo (óleo diesel) | US$ 11.43 bn | +45% | United States 48.3% |
| 2709.00.10 | Óleos brutos de petróleo | US$ 6.22 bn | +9% | Saudi Arabia 26.5% |
| 2710.12.59 | Outras gasolinas, exceto para aviação | US$ 2.41 bn | +145% | Netherlands 37.6% |
| 2711.11.00 | Gás natural liquefeito | US$ 998.6 m | -32% | United States 46.0% |
| 2711.21.00 | Gás natural no estado gasoso | US$ 716.4 m | -17% | Bolivia 99.4% |
| 2701.12.00 | Hulha betuminosa, não aglomerada | US$ 1.95 bn | +6% | United States 49.5% |
Diesel alone is US$ 11.43 bn, larger than crude oil. Gasoline grew fastest, from US$0.98bn to US$2.41bn, with the Netherlands as the leading origin.
Monthly fuel imports
Origins
| Country | 2026 | Share |
|---|---|---|
| United States | US$ 8.82 bn | 37.2% |
| Russia | US$ 4.73 bn | 19.9% |
| Saudi Arabia | US$ 1.94 bn | 8.2% |
| Netherlands | US$ 909.8 m | 3.8% |
| India | US$ 823.8 m | 3.5% |
| Algeria | US$ 795.0 m | 3.4% |
Solar went the other way
Solar cells and modules (8541.43.00) fell from US$ 1.32 bn in 2025 to US$ 869.7 m in 2026, -34%. China supplies 98.2% of it. The category only starts in the data in 2022, so the decline is the first real reversal in the green-energy basket.
What it means
Fuel imports are a two-supplier market at the top: the US at 37% and Russia at 20%, with Saudi Arabia, the Netherlands, India and Algeria covering the rest. Diesel and gasoline grew; LNG and pipeline gas fell.
Gasoline's 145% jump, led by the Netherlands, is the anomaly worth watching. It is large enough to change the fuel bill on its own and is not explained by demand.
Solar falling 34% while EVs grow 121% means the two green transitions are moving in opposite directions in the import data. That is a story no competitor is telling.
Get the numbers
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