Governments worldwide are increasingly combining energy transition policies with local manufacturing incentives and supply-chain security requirements. Brazil’s proposed battery auction model follows this global trend by seeking to attract manufacturers while...
NEWSLETTERS
PDE 2035 projects R$ 3.5 trillion in energy investment
Brazil’s final Ten-Year Energy Expansion Plan for 2035 projects approximately R$ 3.5 trillion in investment across the country’s energy sector. The plan estimates that installed electricity generation capacity will increase from approximately 255 GW to 367 GW by 2035,...
South America’s offshore expansion and the competition for capacity
South America’s offshore markets are experiencing strong expansion, supported by developments in Brazil, Guyana, Suriname and other emerging production areas. This growth is occurring against a backdrop of geopolitical instability, supply-chain constraints and...
Local content and the formation of Brazil’s battery supply chain
Brazil’s first battery storage auctions, expected to include local content requirements, are already attracting foreign manufacturers interested in establishing operations in the country. International suppliers, including Chinese and US manufacturers, have reportedly...
Offshore capacity and the next investment cycle
Brazil's offshore support fleet continues to operate with more than 470 vessels under Brazilian Jurisdictional Waters (AJB), making it one of the largest offshore support fleets worldwide. While current fleet levels demonstrate strong market resilience, continued...
ANP expands future opportunities in the equatorial margin
ANP has approved the inclusion of 86 exploratory blocks in the Equatorial Margin for future Permanent Offer bidding cycles. Market Impact The measure significantly expands Brazil's long-term exploration portfolio and may: attract new international oil companies...
Equatorial margin: offshore industry positions for the next growth cycle
Brazilian offshore support companies have confirmed that they are preparing to meet the expected operational demand arising from future exploration activities in the Equatorial Margin, one of Brazil's most promising offshore frontiers. Market Impact The expected...
Green hydrogen and Brazil’s emerging export strategy
Brazil and the Netherlands are strengthening bilateral cooperation aimed at developing an integrated green hydrogen (H₂V) value chain, combining Brazil's renewable energy potential with the Netherlands' position as Europe's principal logistics gateway. The partnership...
Storage, energy security and industrial policy
Globally, energy storage has become a strategic tool for grid flexibility, renewable integration and energy security. Brazil’s regulatory approach reflects this broader trend by moving beyond isolated auction mechanisms and toward a permanent framework for storage...








