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By Laís Víctor – Renewable Energy Specialist and Executive Director Regulated Carbon Market in Brazil Increases Demand and Repositions Energy Sector Players Brazil is on the verge of taking a decisive step that could reposition its economy on the global stage: the creation of a regulated carbon market. With the approval of the bill establishing the Brazilian Emissions Trading System  (SBCE), the country will join a select group of nations that not only measure and report greenhouse gas emissions but also assign economic value to carbon, creating a pricing system that turns environmental management into a strategic asset. This transition represents far more than an environmental measure. It is a new axis of competitiveness capable of reshaping entire value chains, redefining business performance criteria, and accelerating technological modernization in key sectors. By establishing clear mechanisms for trading and offsetting emissions, the SBCE offers regulatory predictability, encourages investment attraction, and paves the way for revenue diversification through low-carbon solutions. I believe the impact of this change will be profound and far-reaching. Emission-intensive sectors will have to rethink operational and business models, incorporating the carbon variable into strategic decision-making and seeking more efficient generation, transport, and consumption alternatives. For the energy market, regulation creates an opportunity to integrate clean supply solutions with certified offsets, strengthening Brazil’s position as a reference in the global energy transition. From Voluntary to Mandatory: Brazil’s Leap into the Regulated Market Over recent decades, Brazil has developed a significant set of voluntary initiatives for emission reduction, particularly in bioeconomy projects, reforestation programs, and clean energy generation. These efforts have helped advance the sustainability agenda in the country and project a more favorable image in line with global low-carbon demands. However, the absence of a robust regulatory framework limited operational predictability, generated uncertainty for investors, and constrained transaction volumes, preventing the consolidation of a nationwide carbon market. With the bill progressing in Congress and the institutional backing of the Ministry of the Environment, the Brazilian Emissions Trading System  is closer to becoming a reality. The model draws inspiration from well-established international frameworks such as the European Union Emissions Trading System, China’s regulatory programs, and California’s cap-and-trade model in the United States. The SBCE is structured around clear pillars: setting sectoral emission caps, initial allocation and trading of allowances, and creating offset mechanisms through certified credits. This transition demands far more than bureaucratic adjustments or formal compliance with new legal requirements. It entails a large-scale strategic overhaul, compelling companies to embed the carbon variable at the core of business decisions. This means revising value chains, optimizing production processes, investing in innovation, and—above all—viewing emissions management as a competitive advantage rather than a mere regulatory obligation. Structural Obstacles to Implementing Brazil’s Regulated Carbon Market While political and institutional progress toward a regulated carbon market marks a milestone for the country, implementation faces technical and operational challenges that require immediate attention from stakeholders. One of the most critical issues lies in measuring and tracking emissions. Companies will need to adopt robust Monitoring, Reporting, and Verification (MRV) systems capable of generating precise, auditable data with independent technical validation, ensuring transparency and credibility in carbon credit transactions. Sector-wide capacity building is another central challenge. Many potentially affected organizations still lack qualified teams and dedicated structures for carbon management, requiring investments in training, consulting, and process adjustments. Integration with other public policies is also essential for the SBCE’s success. Alignment between the trading system, the National Energy Plan, and incentive programs for the energy transition is necessary to avoid overlaps, gaps, and regulatory contradictions. Legal certainty is indispensable for attracting investments and ensuring market stability. Clear rules for allowance allocation, transparent procedures, and well-defined responsibilities among federal, state, and private stakeholders are vital for reducing risks and fostering a predictable, trustworthy business environment. The Regulated Carbon Market as a Catalyst for New Business and Investment Brazil’s shift to a regulated carbon market will not only redefine emission standards but also open significant strategic opportunities for companies, investors, and institutions of all sizes. Far from being merely an environmental control tool, the new regulatory framework positions itself as a platform for economic growth and technological innovation. Among the most immediate benefits is the appreciation of clean assets. Renewable energy, energy efficiency, e-mobility, and circular economy projects will now generate marketable credits, boosting the appeal of sustainable initiatives and strengthening the competitiveness of low-carbon ventures. Another key factor is investment internationalization. A reliable regulated system aligned with global methodologies and standards has the potential to attract foreign capital, green funds, and international partnerships—channeling resources into strategic projects and consolidating Brazil as a key player in the low-carbon economy. Energy trading companies will also find new opportunities in this context. Those already operating in Brazil’s free energy market can reposition themselves as integrated carbon solution providers, offering complete packages that combine clean energy supply with emissions offsetting creating new revenue streams and strengthening client relationships. The regulated environment also drives innovation. Carbon capture and storage technologies, digitalized emissions tracking, and blockchain-based certification emerge as competitive differentiators that can transform processes and enhance transparency. These advances not only help meet environmental goals but also generate added value, positioning the country at the forefront of climate solutions. Strategic Actions to Thrive in the New Regulated Carbon Market To succeed in the regulated carbon market, energy sector stakeholders must adopt a proactive, structured approach that turns compliance requirements into competitive advantage. Meeting legal obligations is not enough anticipating trends, building internal capabilities, and forming strategic alliances are essential for strengthening positioning at both national and international levels. The first step is to map emissions accurately and regularly, using internationally recognized reporting standards such as the GHG Protocol. This ensures data reliability and allows transparent benchmarking against global peers. Embedding the carbon variable into business models is equally crucial. By pricing emissions as a cost and prioritizing low-carbon assets, companies align investment strategies with the rising demand for sustainability while reducing exposure to regulatory and financial risks. Continuous investment in technical training and climate governance is a must. Creating dedicated compliance and environmental management departments supports regulatory adherence and strengthens decision-making with solid technical foundations. Forming partnerships with certifiers, specialized consultancies, and carbon-credit technology startups is another critical move. Such collaborations can accelerate the adoption of innovative solutions, increase operational efficiency, and expand decarbonization initiatives. Finally, active participation in regulatory discussions is essential. Engaging in forums and public consultations ensures that SBCE rules reflect the sector’s technical and operational realities, avoiding distortions that could harm competitiveness and project viability. The Regulated Carbon Market as a Turning Point for Brazil’s Competitiveness and Energy Transition In my assessment, the establishment of a regulated carbon market in Brazil marks a milestone that will profoundly redefine not only environmental policy but also the competitiveness and innovation logic that underpins the energy sector. This change reshapes value chains, accelerates the shift to clean energy, and sets new business performance standards—where emissions management is no longer optional but a determining factor for sustainability and business longevity. Those who view this regulation as an opportunity rather than an obligation will hold a significant competitive edge. The convergence of carbon management and energy planning opens space for integrated solutions that meet environmental requirements while delivering economic and reputational value. This demands strategic vision, institutional engagement, and the ability to forge solid partnerships that unite technology, governance, and innovation. We are facing a unique window of opportunity. Brazil can position itself as a global reference in combining energy transition with climate regulation—provided there is alignment between public policy, private sector action, and civil society engagement. Those who grasp the scale of this shift and prepare now will not only avoid penalties but also lead in an expanding market, tapping into new, long-term, and sustainable business frontiers with a positive impact on the country’s future. About the Author Laís Víctor is a renewable energy specialist and executive director of partnerships with 14 years of experience in the energy sector. Her work includes business development, structuring strategic alliances, and supporting investment attraction for energy transition projects—focused on building sustainable ecosystems and fostering innovation in the global renewables market. Regulated Carbon Market in Brazil Increases Demand and Repositions Energy Sector Players

Fox ESS Unveils Split-Phase Hybrid Inverter Supporting Both 127 V and 220 V Applications Smart energy storage, dual voltage compatibility, and high efficiency put the new Fox ESS solution at the forefront of solar innovation in Latin America and the U.S. By EnergyChannel – August 4, 2025 Fox ESS has just launched a new hybrid inverter from its US Series that redefines flexibility and performance for residential and small commercial solar installations. Designed with split-phase technology, the system supports simultaneous operation of both 127 V and 220 V loads—meeting the common electrical configuration in countries across Latin America and North America. Though technically a single-phase model, the US Series hybrid inverter delivers adaptability for a wide range of settings—from individual homes to apartments and light commercial projects. Fox ESS Unveils Split-Phase Hybrid Inverter Supporting Both 127 V and 220 V Applications Smart, Hybrid, and Scalable As a hybrid solution, the inverter integrates solar generation, battery storage, and optimized use of grid electricity. One of its standout features is scalability: each inverter supports up to four high-voltage (HV) battery packs in parallel, offering increased autonomy and energy independence. The system is built for energy-smart strategies like Time of Use (ToU)  and Energy Shifting , storing excess solar energy produced during the day for use during evening peak rates—maximizing savings and efficiency. In the event of a power outage, the inverter switches to backup mode in under 20 milliseconds, ensuring uninterrupted supply to essential loads. Key Technical Features Up to 97.8% conversion efficiency 100% PV oversizing capacity IP65 protection , suitable for outdoor use Remote monitoring  via web portal, Wi-Fi, or the FoxCloud 2.0 app  (available in Portuguese) Fox ESS’s new split-phase inverter not only enhances performance and reliability but also empowers users to manage and store their energy according to real needs—whether in homes, businesses, or multi-unit buildings. Visit the official site for more information: br.fox-ess.com Fox ESS Unveils Split-Phase Hybrid Inverter Supporting Both 127 V and 220 V Applications

By Laís Víctor – Renewable Energy Specialist and Executive Director Data centers e indústrias verdes impulsionam contratos de compra de energia no Brasil In recent years, Brazil’s energy market has undergone a profound transformation, largely driven by the rising energy demand from data centers  and industries committed to bold environmental goals . As the digital economy expands and pressure for sustainable practices grows—whether from investors, clients, or regulators— clean energy  has become a strategic pillar in corporate decision-making. Within this context, long-term Power Purchase Agreements (PPAs)  have moved from being tools used exclusively by large generators to becoming key instruments for risk management, competitiveness, and ESG positioning . High-consumption companies are increasingly focused on securing access to renewable energy sources with stable pricing and long-term contract security—essentials in a decarbonizing global market. A New Era for Brazil's Free Energy Market The growing adoption of PPAs is fueling a new wave of investment in solar, wind, and biomass generation , especially in the Free Contracting Environment (ACL) , where consumers have the freedom to choose their energy providers and tailor their strategies. This shift isn’t just about cost—it's also about brand positioning in a world that prioritizes sustainability, innovation, and efficiency . Data centers  are among the most energy-intensive infrastructures today. Operating 24/7, their rapid expansion in Brazil—particularly in São Paulo, Rio de Janeiro, and strategic parts of the Northeast—is driven by the country’s digital growth. According to IDC, data center energy consumption in Brazil is expected to double by 2030 , underscoring the urgent need for sustainable and efficient power solutions . At the same time, energy-intensive sectors like mining, pulp and paper, chemicals, and food processing are tightening their carbon reduction targets . To meet regulatory requirements and ESG commitments, many are opting for certified renewable energy , incorporating these contracts into their emissions inventories and ESG reporting. The Invisible Barriers to Renewable Energy Access Despite the progress, several challenges still hinder broader access to PPAs in Brazil—particularly for those seeking to migrate to renewable sources in the free market. One major hurdle is contractual complexity . Many medium-sized consumers struggle with the technical and legal aspects of structuring PPAs. The lack of standardized contract templates and highly specialized language often deters companies without internal legal and regulatory support. According to ABRACEEL (Brazilian Association of Energy Traders), this is one of the main barriers to democratizing access to the free energy market. Another bottleneck is transmission infrastructure . While new solar and wind farms are being developed in remote areas such as the Northeast and northern Minas Gerais, the transmission grid often lags behind , causing constraints in delivering energy to consumption centers. EPE (Energy Research Company) has identified this infrastructure gap as a key obstacle to fully unlocking Brazil's renewable potential. Regulatory and market uncertainty also play a significant role. The absence of a fully implemented capacity market and unclear distribution tariff structures (TUSD) affect project returns and contractual security , making investments riskier. ANEEL (National Electric Energy Agency) reports that this uncertainty discourages new players from entering the free market. Lastly, there is a knowledge gap . Many small and medium-sized consumers lack access to tools for feasibility analysis, price simulations, and risk management. As a result, energy contracting remains concentrated among large corporations with technical capacity. A study by Instituto Escolhas (2023) identified limited access to information  as one of the main reasons why SMEs rarely participate in the ACL. Opportunities at the Intersection of Clean Energy, Green Finance, and Digital Innovation While structural and regulatory challenges remain, Brazil’s energy landscape offers growing opportunities  for companies and investors aiming to combine competitiveness, sustainability, and strategic energy management . PPAs help companies reduce Scope 2 emissions —those linked to electricity consumption—and improve ESG scores. The IPCC and the Science Based Targets initiative (SBTi) consider these measures critical to meeting the goals of the Paris Agreement . Furthermore, PPAs improve project bankability . Long-term contracts with large energy buyers ensure revenue predictability, enabling access to green finance mechanisms . BloombergNEF (2023) estimates that 65% of global renewable energy investments  are backed by corporate PPAs. In Brazil, the same trend is emerging with a growing number of green bonds  linked to clean energy projects. Digitalization is also expanding access. New platforms allow energy buyers to customize contracts , run simulations, and monitor performance in real time. This supports both large and medium-sized consumers in achieving financial stability and environmental performance. Emerging contract models offer more flexibility and value : inflation-linked PPAs, hybrid contracts combining energy and renewable certificates (I-RECs), and consumption-adjustable clauses are becoming increasingly popular. According to CCEE, these innovative contract structures have been growing steadily since 2021. PPAs have evolved into strategic tools—no longer exclusive to generators, but key to companies pursuing sustainability, risk control, and long-term value . What’s Missing for PPAs to Truly Scale in Brazil? To unlock the full potential of PPAs, Brazil must address several fronts. One is technical education : many businesses still don’t feel prepared to operate in the ACL due to a lack of understanding of regulatory, legal, and financial frameworks . Without knowledge, autonomy remains out of reach. Another is market intelligence : well-structured PPAs require consumption data, regulatory risk analysis, and alignment with climate goals. According to the IEA, companies that invest in scenario modeling and data analytics can reduce energy costs by up to 15%  in the medium term. Rethinking generation location  is also key. Placing renewable energy projects closer to industrial or digital hubs minimizes transmission losses and eases grid dependence. EPE studies suggest that regionalized generation  models are more technically and economically viable. Collaborative models  such as joint purchasing and shared projects should also be encouraged. These mechanisms allow smaller companies to access clean energy at competitive prices. According to CCEE, the number of companies joining collective PPAs has grown by nearly 40%  in the last two years. Finally, regulatory clarity  is essential. Clear guidelines for tariffs, network access, compensation, and capacity markets are crucial to ensure legal certainty  and attract new investments. As ANEEL highlighted in its 2024 planning report, uncertainty holds back critical sector decisions . The Future of Clean Energy Lies with Strategic Consumers The growing participation of data centers, big techs, and ESG-driven industries  in long-term energy contracts reflects a fundamental shift in how energy is viewed: not just as an operational input, but as a strategic asset . PPAs are no longer tools for energy suppliers—they’re strategic contracts for executives who seek cost predictability, ESG credibility, and market leadership . Brazil, with its predominantly renewable energy matrix, has a clear competitive advantage in this transition. But to fully realize this advantage, companies must understand that energy is no longer just a commodity—it’s a positioning strategy . And long-term contracts are the bridge between sustainability rhetoric and corporate reality. According to BloombergNEF, global corporate PPA volume reached 46 GW in 2023 , with Latin America showing the highest growth rate . In Brazil, industries such as technology, food, mining, and chemicals  are leading the way in smart energy management. Companies that act now with a strategic mindset and climate awareness will lead Brazil’s energy transition. About the Author Laís Víctor is a renewable energy specialist and Executive Director for partnerships, with 14 years of experience in the energy sector. She leads strategic alliances and investment attraction for clean energy projects, focusing on sustainable ecosystems and innovation in the global renewables market. Data Centers and Green Industries Drive Long-Term Power Purchase Agreements in Brazil

Analysis reveals that more than half of onshore wind and most solar projects may not survive without federal tax credits Apenas os mais fortes resistirão: relatório prevê enxurrada de cancelamentos em projetos solares e eólicos nos EUA Washington, July 2025  – A new warning has emerged in the U.S. renewable energy sector. According to a report by Enverus Intelligence Research (EIR) , a large share of solar and wind projects currently in the development queue are at serious risk of being canceled. The main reason? The gradual rollback of federal tax credits that have long underpinned the economic feasibility of many clean energy initiatives. The study evaluates the impact of the One Big Beautiful Bill Act (OBBBA) , a recent legislative shift that restructured the incentive framework for renewables. According to the data, only 30% of solar capacity  and 57% of onshore wind capacity  in the U.S. development pipeline would remain financially viable without tax support. The rest could be in jeopardy. What defines a “resilient” project? EIR defines project resilience based on pre-tax Levelized Cost of Energy (LCOE)  being lower than future energy market prices and Renewable Energy Credit (REC) values. In other words, resilient projects are those that can survive without government subsidies . The harsh truth: even among the top three renewable portfolios in the country, less than 30% of queued capacity is considered resilient . A fragmented national landscape The viability of renewable projects varies greatly by state. California and Arizona  lead in solar resilience, with nearly all projects meeting the criteria. Meanwhile, Texas (6%) , Illinois (40%) , and Indiana (41%)  lag far behind. For onshore wind, Montana and Oklahoma  show strong resilience across most projects, while Iowa, Illinois, and Texas  face weaker outlooks, with a significant share of their wind pipelines exposed to economic risk. New centers of clean energy development Analysts expect development to shift toward states with renewable portfolio standards and stronger policy support , such as Arizona and Ohio , where REC prices and long-term PPAs can still sustain project economics. “We’re seeing a market reshaping. True viability has become the new gold standard,” says Corianna Mah , EIR analyst. “Developers will now need to be more strategic and selective in where and how they invest.” A new reality for the U.S. energy transition This report challenges much of the optimism around America’s clean energy transition. Despite technical advancements and market growth, many projects remain heavily reliant on subsidies . Moving forward, resilience without incentives will define which projects make it to the finish line . EnergyChannel will continue to follow the evolution of renewable policy in the United States , offering deep analysis on how these shifts impact global energy strategies. Only the Strong Will Survive: New Report Predicts Wave of Cancellations in U.S. Solar and Wind Projects

Strategic partnership will support the deployment of high-efficiency PV systems in eastern China’s Anhui Province Huasun Secures 500 MW HJT Module Deal with Kaisheng Group to Power Solar Projects in Xuancheng Xuancheng, China – July 2025  – In a major move to advance solar infrastructure in eastern China, Huasun Energy  has signed a strategic procurement agreement  with Xuancheng Kaisheng Supply Chain Services Co., Ltd. , a subsidiary of the Kaisheng Group . Under the agreement, 500 MW of Huasun’s high-efficiency heterojunction (HJT) solar modules  will be supplied to support a range of local photovoltaic (PV) projects in Xuancheng, Anhui Province . Huasun’s HJT modules are among the most advanced solar technologies available , offering superior conversion efficiency , high bifacial performance , enhanced temperature coefficients , and low long-term degradation . The agreement not only reinforces Huasun’s position as a leader in n-type PV innovation , but also highlights growing industry confidence in the reliability and performance of its products. For Kaisheng Group , a state-owned enterprise, the partnership ensures a stable and secure supply  of modules for strategic solar initiatives, including the development of zero-carbon industrial zones  in the region. The collaboration aligns with China’s broader commitment to accelerating its energy transition  and expanding sustainable infrastructure . According to both companies, this is just the beginning of a deeper collaboration. Huasun and Kaisheng plan to leverage their respective technical expertise  and supply chain networks  to scale solar deployment across Xuancheng and further strengthen the regional clean energy ecosystem . Huasun Secures 500 MW HJT Module Deal with Kaisheng Group to Power Solar Projects in Xuancheng

Global brand introduces a complete portfolio of EV chargers and sets sights on expanding Brazil’s charging infrastructure Autel Launches in Brazil with Smart Charging Solutions and a Strong Commitment to E-Mobility São Paulo, July 28, 2025 The shift toward cleaner, smarter mobility in Brazil has gained a powerful new ally. Autel , a global leader in advanced automotive technologies, has officially announced its entry into the Brazilian market with the launch of its electric vehicle (EV) charging solutions. The move strengthens Brazil’s growing e-mobility landscape and aims to accelerate the rollout of robust, accessible charging infrastructure for homes, businesses, and major urban corridors. Autel Launches in Brazil with Smart Charging Solutions and a Strong Commitment to E-Mobility With a presence in more than 70 countries, Autel Brazil  is part of a broader global expansion strategy, positioning the country as a key player in Latin America’s electric mobility transformation. The product lineup includes AC chargers for residential and corporate use, as well as ultra-fast DC charging stations designed for highways, shopping centers, and EV hubs. “We are excited to support the development of electric mobility in Brazil. Our products combine connectivity, safety, and high performance to deliver a smart and efficient charging experience,” said a spokesperson for Autel Brazil. Smart charging solutions for every segment Highlights of the product line include the MaxiCharger AC Wallbox , ideal for home garages and workplace parking, and DC Fast  stations, tailored for high-traffic areas that demand rapid EV charging. All chargers are internationally certified, feature award-winning designs, and integrate with mobile apps, enabling remote monitoring and smart charging management. Autel is also investing in strategic partnerships with system integrators, automakers, retail chains, shopping centers, and infrastructure operators, aiming to accelerate the deployment of EV charging points across Brazil. Autel Launches in Brazil with Smart Charging Solutions and a Strong Commitment to E-Mobility A long-term vision for electric mobility Autel’s goal goes beyond supplying charging equipment — the company is positioning itself as an active driver of change in the energy and transportation sectors. Its mission is to democratize access to EV charging through cutting-edge technology, local technical support, and a solid distribution network. “We aim to help build a more sustainable and inclusive electric mobility ecosystem. That’s why we’re investing not only in products, but also in know-how and long-term partnerships,” the executive added. Autel has confirmed its participation in major industry events such as Intersolar South America  and plans to expand its presence at trade shows, forums, and educational initiatives aimed at both consumers and professionals. Autel Launches in Brazil with Smart Charging Solutions and a Strong Commitment to E-Mobility About Autel Founded in 2004, Autel  is a global reference in automotive solutions, with expertise in vehicle diagnostics, ADAS calibration, TPMS sensors, and, more recently, EV charging infrastructure. The company employs over 1,000 engineers worldwide and holds a robust patent portfolio, bringing together technological innovation and a strong commitment to sustainability. 🔌 Want to explore Autel’s full line of EV chargers in Brazil? Visit: autelenergy.com/global  | Follow us on Instagram: @autelenergy.brasil Autel Launches in Brazil with Smart Charging Solutions and a Strong Commitment to E-Mobility

Experts emphasize that implementing AI in the electricity sector requires addressing regional inequalities. Experts emphasize that implementing AI in the electricity sector requires addressing regional inequalities. On August 25th, São Paulo will host the 4th Brazilian Women in Energy Congress, the largest all-female energy forum in Latin America. The event will bring together executives, government officials, and specialists to debate strategic topics such as artificial intelligence in the electricity sector, electric mobility, and battery storage. Just months ahead of COP30, which will take place in Belém (PA) in November 2025, the Brazilian electricity sector faces a pressing challenge: meeting growing energy demand while maintaining sustainability and climate justice. In this context, artificial intelligence (AI) emerges as a key ally in making the system more efficient, resilient, and future-ready. “I see AI as a major business enabler and an accelerator of national economic growth and GDP generation,” says Tania Cosentino, Vice President of Cybersecurity at Microsoft Latin America and a keynote speaker at the Congress. She adds that in this AI-driven expansion, cybersecurity must also be a priority: “If I’m going to use more AI, I will certainly need more security.” Although Brazil’s energy matrix is 88% renewable, according to the 2025 National Energy Balance, the country still faces regulatory and structural barriers to achieving a fair and complete energy transition. AI-powered solutions—like smart sensors, predictive algorithms, and real-time monitoring systems—are already being used by utilities to prevent failures, detect losses, optimize assets, and improve grid management. “AI still has great potential to evolve in the energy market, especially in enhancing customer experience, which remains underexplored in the sector,” notes Paula Misan Klanberg, Co-CEO and Co-founder of Outly and Electy, who will speak on the panel “AI for a Cleaner and More Efficient Power Sector.” Beyond efficiency, AI is also gaining ground in risk management by helping forecast and mitigate operational and financial risks. “Data integration, process automation, and scenario forecasting open the door to a new era in energy generation and distribution—an era where risks can be predicted and controlled more precisely,” says Gisele Queiroz, Corporate Risk Director at Interrisk, another confirmed speaker. With global eyes on COP30, Brazil has a unique opportunity to lead in developing tech-driven solutions for a just energy transition. The congress will explore how AI can foster innovation, reduce inequality, and promote sustainability in the sector. Technological Inequality AI’s benefits, however, are not evenly distributed. Technological inequality remains a barrier to adoption across Brazil. According to IBGE, as of 2023, only 0.2% of Brazilian households lacked access to electricity—a figure that has remained stable since 2016, except for 2017 when it reached 0.3%. Yet, the North region still faces the greatest challenges, with 4.4% of rural households lacking electricity access. “The technology must be an ally. But what truly shapes the future are people—engaged, diverse, collaborative, and eager to learn,” says Eliza Tannus, CEO of P15 Educação. Digitalization is also reshaping workforce demands. The automation of operational processes requires upskilling and the development of new digital and analytical capabilities. “In the age of AI, the professional of the future is not the one who knows everything, but the one who knows how to reinvent themselves. The ability to learn, unlearn, and relearn will be essential,” says Karina Ribeiro, Head of the Corporate University at Instituto Eldorado. Experts emphasize that implementing AI in the electricity sector requires addressing regional inequalities.

Amid environmental challenges and the high consumption of natural resources by large-scale data centers, the company promotes efficient modules with reduced water and energy use, and advocates for incentives for sustainable infrastructure in Brazil. São Paulo, 25 July 2025  – The rapid growth of artificial intelligence is driving the global expansion of data centers, but it has also raised concerns about the environmental impact of this growth — particularly regarding energy and water consumption. In this context, Modular Data Centers , a Brazilian company specialized in sustainable digital infrastructure, emphasizes the importance of modular and optimized solutions to mitigate these effects. Its technology is designed to reduce water use in cooling systems while increasing energy efficiency, reinforcing the company’s commitment to building a more responsible and resilient digital ecosystem in Brazil. “The environmental impact of AI is not a future issue — it’s a current one. Brazil must attract data center investments, but also promote models that prioritize water and energy efficiency from the design phase. Modular was founded with this mission: to deliver scalable, tailor-made, and environmentally conscious solutions,”says Marcos Paraíso , Vice President of Business Development at Modular Data Centers. The company also advocates for public policies that attract sustainable data centers, including tax exemptions for infrastructure projects with low environmental impact, as recently considered by the federal government. “With the right incentives, Brazil can become a global benchmark in clean digital infrastructure,”adds Paraíso. About Modular Modular Data Centers is a Latin American company specializing in the development and manufacturing of modular components. In less than two years, it has become a market leader. The company combines strategic insight into the tech industry with proven entrepreneurial and innovation capabilities to deliver radically modular solutions with cloud-like agility. Its smart infrastructure is rigorously designed and manufactured to meet industry standards, while maintaining the flexibility to meet each client’s specific needs. Each module is thoroughly tested and factory-commissioned, holding TIA-942 Ready  certification, which minimizes field deployment risks, shortens implementation time, and ensures quality.Modular empowers the future with high-performance digital infrastructure built for mission-critical environments. Modular Data Centers Reinforces Sustainability Commitment and Proposes Solutions to Reduce AI’s Water Footprint

By Prof. Fernando Caneppele (University of São Paulo) - July 2025 Hidrogênio Verde no Brasil: Da Promessa à Realidade Econômica e Industrial We are at a defining moment for Brazil’s energy and industrial agenda. In a global landscape marked by an urgent search for energy security and resilient supply chains, the transition to clean energy sources has evolved from a purely environmental concern into a pillar of modern geopolitics. With COP30 in Belém fast approaching, the world is turning its attention to Brazil—not only as a guardian of critical biomes, but as a potential leader in the emerging decarbonized economy. This context places Brazil under dual pressure: external pressure, from the growing international demand for decarbonization, and internal pressure, stemming from the country’s need for reindustrialization, innovation, and energy security. In this scenario, no topic better symbolizes both our potential and our challenges than green hydrogen (H2V). For years, we’ve highlighted Brazil’s comparative advantages: a low-carbon electricity matrix, abundant solar and wind resources, and vast territorial extension. The promise of transforming these natural assets into global leadership in green hydrogen production has fueled memoranda of understanding and countless conferences. Today, the question is no longer whether Brazil can  lead, but rather how  we will transition from promise to industrial and economic reality. Green hydrogen must not be treated as a simple commodity, but as a “platform molecule” a foundation on which to build a sophisticated, future-ready industrial ecosystem. The era of potential studies is giving way to the urgency of execution. Success will depend on a pragmatic approach focused on scaling challenges, cost structure, market development, infrastructure, and critically the construction of a competitive value chain. The Challenge of Scale and Cost Competitiveness The viability of green hydrogen hinges above all on scale and cost structure. The key metric is the Levelized Cost of Hydrogen (LCOH) , which includes the cost of renewable electricity, capital expenditure on electrolyzers (CAPEX), operating and maintenance costs (OPEX), and, fundamentally, the plant’s capacity factor. This is where Brazil holds a dual competitive edge: not only is our renewable energy affordable, but the capacity factor of our wind farms especially in the Northeast is among the highest in the world. This allows expensive electrolyzers to operate for more hours annually, spreading fixed costs over more kilograms of hydrogen produced. However, the high CAPEX of electrolyzers remains a major obstacle. The choice of technology be it the more mature Alkaline (ALK), the more flexible Proton Exchange Membrane (PEM), or the emerging Solid Oxide Electrolysis Cell (SOEC) implies different costs, efficiencies, and dependencies on critical minerals like platinum and iridium. Currently, the global supply chain for these systems is concentrated in China and Europe, exposing Brazil’s nascent hydrogen program to price volatility and logistical bottlenecks. The approval of the Hydrogen Legal Framework  (Law No. 14.948/2024) was a crucial step, providing legal certainty to unlock tens of billions of reais in planned investments. Now, the role of the BNDES must go beyond direct financing, acting as a catalyst through blended finance mechanisms and guarantees to attract cautious domestic and international private capital. 2025 is shaping up to be the year when the first large-scale projects in port complexes such as Pecém (CE) and Açu (RJ) finally move forward toward final investment decisions. Market Development: Domestic Anchoring and Global Showcasing A successful market strategy for green hydrogen must be dual in nature balancing export ambitions with the development of a strong, resilient domestic demand. The export market is the showcase that attracts major investment. The European Union, under its new stringent regulations, is not simply purchasing hydrogen it is acquiring Renewable Fuels of Non-Biological Origin  (RFNBOs), which must meet strict criteria for additionality, as well as temporal and geographic correlation. This means our production must be backed by a robust certification system to prove its green credentials a bureaucratic and technical challenge in itself. Converting H2V into more easily transported derivatives like green ammonia or green methanol is the most pragmatic path to this market, although it adds costs and efficiency losses. In this context, we face strong competition from countries like Chile, Australia, and nations in the Middle East making speed and competitiveness critical. However, it is the domestic market  that will serve as the true anchor for our H2V industry. Anchoring production to a predictable local demand is a matter of strategic intelligence, reducing exposure to currency and geopolitical fluctuations. The real prize is using green hydrogen to decarbonize our own industrial base. For agribusiness, which imports billions of dollars in nitrogen fertilizers, producing green ammonia locally is a food security strategy shielding us from natural gas price volatility. For the steel industry, using H2V in Direct Reduced Iron (DRI) processes can produce green steel , a high-value product with increasing global demand. The recently established Low-Carbon Hydrogen Development Program  (PHBC), with its tax incentives, is the right tool to stimulate this transition, also enabling future applications in synthetic fuels for aviation and maritime transport. The Logistics of a New Energy Paradigm Hydrogen is a small, energy-dense molecule, but notoriously difficult to store and transport. Infrastructure may be the Achilles’ heel of a continent-scale hydrogen economy. Transporting H2V from production hubs in the Northeast to industrial centers in the Southeast—or to export ports—requires a monumental logistical overhaul. Repurposing existing gas pipelines faces significant technical hurdles, such as hydrogen embrittlement of steel and the need for new compression stations. Building an entirely new network of hydrogen pipelines ( hydrogenoducts ) is the ideal long-term solution, but it entails colossal investment and decades of planning. This strengthens the case for an initial development model based on hubs or clusters . Ports like Pecém and Açu are positioning themselves not only as export terminals but as integrated ecosystems where offshore renewable energy generation, H2V production, derivative synthesis (e.g. ammonia), and industrial consumption (steel, cement, chemicals) coexist within a limited geographic radius. This co-location model  minimizes the need for long-distance transport and creates economies of scale and scope, optimizing the entire value chain in a single location. Geological storage solutions such as salt caverns must also be explored to ensure supply stability. Value Chain: From Commodity to Technological Sovereignty Brazil’s greatest risk is settling for a neo-colonial role as a mere exporter of a low-value green molecule. The hard lesson learned from the solar panel industry where Brazil became a massive importer of foreign technology must not be repeated. The true strategic opportunity, the core of a 21st-century industrial policy, lies in deepening the H2V value chain . This means actively promoting local manufacturing of high-value components such as electrolyzers, fuel cells, storage tanks, and control systems. The government must leverage its purchasing power and incentive programs such as PHBC to enforce local content requirements and technology transfer conditions, attracting global manufacturers to produce locally while empowering Brazilian companies to compete globally. Mastering the technology will not only lower the final cost of hydrogen and shield us from external shocks, but also generate high-skilled jobs and position Brazil as an exporter of equipment and engineering services. At the same time, a national mobilization to develop human capital  is essential. We need a new generation of engineers, chemists, safety experts, and technicians who are “hydrogen-ready” a collective effort that demands unprecedented collaboration between industry, government, and academic and research institutions. Conclusion In mid-2025, Brazil stands at the threshold of a new energy and industrial era. The essential foundations are in place: a regulatory framework, large-scale projects under financing, and a market-oriented strategy. The time is now for relentless execution, coordination, and long-term vision. Turning Brazil’s green hydrogen potential into an industrial and economic reality is the imperative of our time a once-in-a-generation opportunity to reindustrialize the country on sustainable grounds and secure a lasting leadership role in the new geopolitics of energy. The road ahead is complex, demanding in both technical and financial terms. Yet, inaction would be a historic mistake of immeasurable magnitude. Building this future requires national consensus and unwavering determination to finally turn our potential into prosperity and global influence. Green Hydrogen in Brazil: From Promise to Economic and Industrial Reality

Buenos Aires, July 23, 2025 – By EnergyChannel Argentina accelerates electric mobility with 56% surge in hybrid and electric vehicle sales in H1 2025 Argentina is taking bold steps in its energy transition. In the first half of 2025, the country recorded a remarkable 56% increase in hybrid and electric vehicle (EV) registrations  compared to the same period in 2024. The data was released by the Argentine Association of Automotive Dealers (ACARA) . Between January and June, 12,355 electrified vehicles  were registered, accounting for 3.8% of all vehicle registrations in the country . The figures reflect growing consumer interest in cleaner and more efficient mobility options, despite an uncertain economic environment. Toyota remains the leader in electrification The Toyota Corolla Cross HEV  continues to lead the segment, standing out as the most registered hybrid model during the semester. Backed by its reliable hybrid technology and strong brand presence in the country, Toyota maintains a dominant position in Argentina's electrified vehicle market. Other hybrid and fully electric models are also gaining traction, indicating a maturing market open to a wide range of powertrain options — from mild hybrids (MHEV) to fully battery-electric vehicles (BEVs). Infrastructure and incentives: keys to long-term growth While the growth is promising, experts emphasize the importance of expanding EV charging infrastructure and implementing fiscal incentives to ensure long-term sector development. Argentina still faces logistical and regulatory challenges that limit broader access to low-emission vehicles. Public and private stakeholders are beginning to mobilize, proposing public policies and financing solutions aimed at accelerating adoption and supporting a sustainable electric vehicle ecosystem. A regional outlook and future trends Argentina’s impressive growth positions it as a rising player in Latin America's race toward transport decarbonization. Although it still lags behind countries like Brazil and Chile in absolute numbers, the country’s momentum reveals strong growth potential . In the second half of 2025, more electric and plug-in hybrid models are expected to enter the market, including new launches from Chinese and European manufacturers. This will likely intensify competition and provide consumers with more affordable and diverse options. About EnergyChannel EnergyChannel  is an international news platform focused on energy, innovation, and sustainability. Follow our exclusive coverage, expert interviews, and in-depth reports on the global energy transition, with a spotlight on Latin America. 🌐 www.energychannel.co   Argentina accelerates electric mobility with 56% surge in hybrid and electric vehicle sales in H1 2025

On February 17, the Huasun HJT Exclusive Gala Japan 2025 was successfully held in Tokyo, bringing together nearly 100 key stakeholders from Japan’s solar energy sector. Attendees included leading project developers, EPCs, solar distributors, investment firms, and industry media, all convening to explore the latest advancements in heterojunction (HJT) solar technology and its applications. Heterojunction in the Spotlight: Japan’s Solar Leaders Applaud HJT’s Potential at Huasun Exclusive Gala 2025 Japan remains a pivotal market for renewable energy, driven by progressive policies and ongoing technological innovation. As the birthplace of HJT technology, Japan has built a strong market for high-efficiency HJT solar solutions, widely adopted in both rooftop and utility-scale projects. The country aims to generate 36%–38% of its electricity from renewables by 2030, with solar power contributing 14%–16%. This ambitious target presents significant opportunities for advanced PV technologies like HJT.   Heterojunction in the Spotlight: Japan’s Solar Leaders Applaud HJT’s Potential at Huasun Exclusive Gala 2025 Criss Jin, General Manager of Huasun’s Overseas Sales & Marketing Center, welcomed attendees, emphasizing Japan’s crucial role in HJT solar technology development and its deep connection to Huasun. “Japan holds special significance for Huasun as the origin of HJT. In 2021, we delivered our first batch of HJT modules to a 6 MW ground-mounted solar project in Hamamatsu, Shizuoka. Today, we have surpassed 10 GW in global shipments, a milestone achieved through the trust and support of our partners. With our latest technological breakthroughs and extensive commercial experience, we are excited to introduce new HJT products and system solutions to the Japanese market.” Mr. Ryu Junsei, CEO of WWB Corporation The event featured a keynote speech by Mr. Ryu Junsei, CEO of WWB Corporation, a leading Japanese renewable energy company. As a highly respected figure in the green energy sector, Mr. Ryu highlighted the advantages of HJT technology: “HJT is widely recognized as one of the most competitive solar technologies available today. Witnessing Huasun’s rapid industrialization of this technology and its tangible benefits for PV projects is truly inspiring. I urge the industry to collaborate in accelerating the adoption of cutting-edge technologies, making solar energy more efficient and cost-effective for businesses and households worldwide.” Ms. Kosugi Tobai, Huasun’s Business Head for Japan Ms. Kosugi Tobai, Huasun’s Business Head for Japan, provided an in-depth overview of the company’s HJT technology, product advantages, and market applications. Earlier this year, Huasun successfully began mass production of 730 W high-power modules. With a strong track record of commercial success, industry-leading power output, and efficiency, the company remains committed to ongoing R&D, aiming to push cell efficiency beyond 27% by 2025. HJT technology, product advantages HJT is not only one of today’s most advanced PV technologies but also the ideal platform for the development of perovskite tandem cells, which offer the potential for significant efficiency improvements. “Huasun currently operates with 20 GW of HJT production capacity and is actively developing a 100 MW pilot line for HJT-perovskite tandem cells. In the near future, the integration of these technologies could enable solar modules to exceed 800 W in power output and achieve 28% efficiency,” Ms. Kosugi noted. Mr. Makoto Tsuchida, President of Ecostu Corporation During the final session, Mr. Makoto Tsuchida, President of Ecostu Corporation, shared insights from a project development perspective. “Through extensive research and real-world performance data from Huasun, we have confirmed that HJT technology, with its high bifaciality, superior low-light performance, and excellent temperature coefficient, delivers higher energy yields compared to TOPCon or BC products. This translates into stronger investment returns, making Huasun’s HJT modules an outstanding choice for our projects.” Huasun HJT Exclusive Gala Japan 2025 Huasun’s HJT product portfolio spans utility-scale, commercial & industrial, residential, and agrivoltaic applications. The company’s full range of solutions will be showcased at the upcoming World Smart Energy Week, taking place from February 19-21 at Tokyo Big Sight. Industry professionals will have the opportunity to explore Huasun’s latest innovations in HJT technology and engage in discussions about the future of solar energy. Heterojunction in the Spotlight: Japan’s Solar Leaders Applaud HJT’s Potential at Huasun Exclusive Gala 2025

From February 19 to 21, the prestigious World Smart Energy Week took center stage at Tokyo Big Sight Exhibition Center. As a premier event in Asia’s renewable energy sector, the exhibition spotlighted the latest advancements in photovoltaics, energy storage, smart grids, and other cutting-edge technologies—offering invaluable insights and collaboration opportunities for the global energy transition. A frontrunner in heterojunction (HJT) solar technology, Huasun Energy made a powerful impression, unveiling its latest innovations and capturing widespread attention. World Smart Energy Week Japan, a global leader in technological innovation and often referred to as the “birthplace of heterojunction technology,” is accelerating its energy transition. The government has set ambitious targets to raise renewable energy’s share to 36%-38% by 2030 and achieve carbon neutrality by 2050. This commitment creates a vast market for high-efficiency, reliable photovoltaic solutions. Japan, a global leader in technological innovation Huasun’s full lineup of HJT modules, engineered with ultra-high efficiency half-cell technology, delivers superior power output, high bifaciality, minimal degradation, exceptional low-light performance, and outstanding reliability—perfectly aligning with Japan’s exacting quality and performance standards. Huasun’s full lineup of HJT modules, engineered with ultra-high efficiency half-cell technology, Given Japan’s high urban density and scarce land resources, rooftop solar has emerged as a key driver of energy generation. At this year’s exhibition, Huasun showcased its Everest Series G12R-96 Color and G12R-132 Transparent Black rectangular HJT modules, tailor-made for residential and commercial distributed solar applications. Featuring cutting-edge zero-busbar (0BB) technology, these modules offer exceptional performance and durability. Their sleek aesthetic—available in color and transparent black—seamlessly integrates with architectural designs. The colored glass boasts superior UV resistance over conventional transparent glass, achieving up to 80% light transmittance, while the composite frame significantly reduces carbon emissions compared to traditional aluminum frames, combining sustainability with design excellence for the Japanese market. At this year’s exhibition, Huasun showcased its Everest Series G12R-96 Color and G12R-132 Transparent Black rectangular HJT modules As Japan’s mature solar sector explores new growth frontiers, agrivoltaics is emerging as a promising opportunity. In a market-first debut, Huasun introduced its Kunlun Series G12-132 Vertical HJT module, captivating attendees with its breakthrough performance. With a mass production power output of up to 720 W and an efficiency of 23.2%, along with outstanding bifacial generation and low-light response, this module excels in vertical installations. Its versatility makes it an ideal solution for agriculture, transportation, and fencing applications, pushing the boundaries of solar deployment in Japan and beyond. Huasun Showcases Next-Gen HJT in Its Birthplace at Tokyo Smart Energy Week 2025 Huasun’s return to World Smart Energy Week underscored the surging demand for HJT technology, drawing strong interest from Japan’s top companies. Moving forward, Huasun remains committed to pioneering innovation, delivering high-performance solar solutions, and collaborating with industry partners to drive the evolution of the solar sector—powering a sustainable future in Japan and across the globe. Huasun Showcases Next-Gen HJT in Its Birthplace at Tokyo Smart Energy Week 2025