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​ I. Market Overview: South America as a "Global Energy Transition Laboratory" South America is reshaping the global energy landscape at an astonishing pace. According to the International Energy Agency (IEA), the region’s renewable energy share in electricity generation has reached ​ 60%​ —far exceeding the global average (~30%)—with hydropower contributing ​ 45%​ , while solar and wind power are rapidly expanding. Key highlights from leading countries: ​ Brazil : Renewable energy accounts for ​ 93.1%​  of its electricity (2023), led by hydropower (60%), with solar and wind capacity growing by ​ 39.51%​  and ​ 47.65%​ , respectively. ​ Chile : Green energy contributes ​ 63%​  of its power mix (2023), with coal dependency reduced to ​ 17%​ . Over 20 large-scale solar projects are under environmental review, representing over ​**$2 billion** in investments. ​ Colombia : Hydropower dominates (70%), while solar capacity surged ​ 70%​  in 2023, targeting ​ 1.24 GW  of new installations in 2024. Structural Trends : Fossil fuels account for ~2/3 of South America’s energy matrix (below the global 80%), and biofuels represent double the global average in transportation, highlighting a "multi-clean energy" pathway. By 2034, the region is projected to add ​ 160 GW  of solar capacity, with Brazil and Chile leading and distributed generation + storage integration becoming mainstream. ​ II. Driving Forces: Policy, Resources, and Economic Synergy ​ Policy Frameworks ​ Carbon Neutrality Goals : Chile’s 2050 net-zero target, Brazil’s National Hydrogen Plan (2023–2025), and Colombia’s "Just Energy Transition" plan. ​ Market Mechanisms : Argentina’s USD-linked power purchase agreements (PPAs), Brazil’s energy storage auctions (targeting ​ 4.6 GW  by 2025), and Chile’s mandatory storage quotas. ​ Financial Incentives : Brazil’s climate fund reduces wind project financing rates from ​ 8% to 6.5%​ , while Chile offers tax credits for green hydrogen initiatives. ​ Resource Advantages ​ Solar : Chile’s Atacama Desert (annual radiation: ​ 2,600 kWh/m² ) hosts projects like ​ Atacama 1 , integrating ​ 1,530 MW  of storage Panorama of Renewable Energy Development in South America: Policy Drivers, Technological Breakthroughs, and China-LAC Collaboration(2025 Comprehensive Edition) Hydropower : The Amazon Basin’s ​ 200+ GW  potential supports Brazil’s ​ Itaipu Dam expansion  (+10% capacity with pumped storage) Economic Security ​ Energy Independence : Chile aims to replace ​ 30%​  of fossil fuel imports with green hydrogen, while Brazil’s Northeast HVDC project addresses power shortages for ​ 12 million people ​ ROI : Every ​**1∗∗investedinrenewablesgenerates​∗∗3–8** in GDP growth, with Peruvian solar projects achieving ​ 12–15% IRR Panorama of Renewable Energy Development in South America: Policy Drivers, Technological Breakthroughs, and China-LAC Collaboration(2025） ​ III. Technological Innovations: From High-Altitude Solar to Hydrogen Breakthroughs ​ Solar-Wind-Storage Integration Chile’s ​ KILO HVDC Project  (1,350 km transmission line) connects Atacama’s solar farms to Santiago, reducing losses to ​**<5%​** Colombia’s ​ El Escobal Solar  (200 MW) combines agriculture and PV, boosting land efficiency by ​ 40%​ ​ Wind Energy in Extreme Conditions Ecuador’s ​ Villonaco Wind Complex  uses customized turbines to minimize efficiency loss ( <5%​ ) at high altitudes Argentina’s ​ Helios Wind Cluster  (680 MW) employs Goldwind’s 4.5 MW turbines, training local communities and creating jobs ​ Green Hydrogen & Lithium Synergy Chile’s ​ 4.5Tons/year Green Hydrogen Pilot  (2025 launch) pairs with ​ 360 MW  of dedicated solar capacity for ammonia exports Bolivia’s lithium industrialization, supported by Chinese membrane separation tech, improves extraction efficiency by ​ 40%​ ​ IV. China’s Role: Technology Export and Localized Collaboration ​ Flagship Projects ​ Argentina’s Caucharí Solar Park  (315 MW): Built by PowerChina, it sets regional technical standards with bifacial panels and smart tracking ​ Brazil’s Northeast HVDC Corridor : State Grid’s ​**±800 kV** transmission system integrates wind, solar, and hydropower clusters ​ Partnership Models ​ Tech Customization : Goldwind’s high-altitude turbines for Ecuador and CATL’s tropical-adapted battery systems in Brazil ​ Green Finance : China Development Bank’s ​**$5 billion Special loan supports projects like KILO HVDC, offering rates ​ 1.5–2%​** below market ​ V. Challenges & Future Outlook ​ Key Bottlenecks ​ Grid Limitations : Chile’s northern region faces ​**>20%​** solar curtailment; Brazil requires ​**$11 billion** for grid upgrades ​ Financial Risks : Argentina’s peso volatility impacts project IRR by ​**±3%​**, while policy shifts in Peru deter foreign investment ​ Strategic Opportunities ​ Green Hydrogen : Brazil targets global leadership in low-carbon hydrogen exports by 2030, with Spain’s Solatio investing ​**$18.7 billion** in an ​ 11.4 GW  solar-to-hydrogen hub Regional Energy Interconnection : The Chile-Argentina grid Interconnection project aims to unify Latin America’s power market Panorama of Renewable Energy Development in South America: Policy Drivers, Technological Breakthroughs, and China-LAC Collaboration(2025） ​ VI. Conclusion: A Paradigm of South-South Cooperation By 2050, South America requires ​**$45 billion/year** in renewable investments, with Chinese firms already holding ​ 30%​  of solar EPC and ​ 25%​  of wind market shares. From Argentina’s solar plateaus to Brazil’s wind corridors, China-LAC collaboration exemplifies "shared technology, risks, and benefits," positioning the region as a critical player in global decarbonization. References 1. China-LAC Green Energy Cooperation Case Studies (2024) 2. Uruguay’s 99.25% Renewable Energy Model (2024) 3. IRENA & IEA Reports on Latin America (2023–2024) 4. Brazil-China Hydropower & Wind Projects (2021–2024) 5. China-LAC New Energy Forum Outcomes (2021) 6. Joint Initiatives for Green Finance & Tech (2021) 7. Corporate Pledges from China-LAC Energy Forum (2021) Panorama of Renewable Energy Development in South America: Policy Drivers, Technological Breakthroughs, and China-LAC Collaboration 2025

APsystems, a global leader in Module Level Power Electronics (MLPE) and a leading provider of multi-platform solar microinverter solutions, has achieved the No. 1 position as the world’s most profitable solar inverter manufacturer, according to the 2025 edition of Sinovoltaics’ Inverter Manufacturer Ranking Report . APsystems Named the World’s Most Profitable Inverter Company by Sinovoltaics APsystems Named the World’s Most Profitable Inverter Company by Sinovoltaics This coveted distinction reinforces APsystems’ reputation as a financially strong, technologically innovative, and globally trusted provider of solar power electronics, reflecting the company’s consistent growth and performance throughout more than 15 years in the solar energy industry. “Being ranked No. 1 globally by Sinovoltaics is not just an honor it’s a validation of our long-term vision and commitment to excellence,” said Olivier Jacques, APsystems Global President. “We built APsystems on innovation, financial strength, a relevant market ecosystem, and stability all factors that are extremely important to our customers, partners, and financiers.” Sinovoltaics’ report evaluates the financial health and viability of global inverter manufacturers using the Altman Z-Score model — a widely recognized formula for predicting the likelihood of a company entering financial distress. APsystems not only led the industry with the highest score but also demonstrated consistent financial stability throughout the three-year analysis period, from 2022 to 2025. “Financial viability is fundamental in the solar industry,” said Dr. Zhi-min Ling, APsystems Co-founder and President. “Installers, EPCs, and financiers need assurance that the technology they deploy today will be supported tomorrow. Our customers expect not only performance and innovation but also long-term reliability. This report confirms that APsystems will be here year after year, fulfilling that promise.” Understanding the Sinovoltaics Ranking The Sinovoltaics Inverter Manufacturer Ranking Report  is the industry’s most comprehensive independent financial ranking for inverter companies. Using the Altman Z-Score a predictive model that assesses working capital, retained earnings, EBIT, market value, and sales the report evaluates each manufacturer’s financial stability and likelihood of survival over the next 2 to 10 years. Manufacturers are classified into three zones: “Safe,” “Gray,” and “Distress.” APsystems achieved the highest Altman Z-Score, placing it firmly in the Safe Zone and distinguishing it from dozens of competitors worldwide. A Legacy of Strength and Innovation Since its founding in Silicon Valley in 2010, APsystems has expanded to more than 150 countries, with over 6 GW of MLPE products shipped (as of the end of 2024) and more than 590,000 microinverter systems installed worldwide. The company has maintained consistent profitability and an intact warranty reserve, with millions of microinverter systems still operating reliably in the field more than a decade after installation. From its best-selling dual-module DS3 microinverter series to its advanced three-phase commercial QT2 platform, plug-and-play EZ1 units, and APstorage energy storage systems, APsystems continues to push the boundaries of solar technology earning the trust of installers, distributors, property owners, and financial institutions around the world. Moreover, by integrating cutting-edge technologies in the solar and energy storage sectors with AI-driven innovation, the company is redefining what’s possible for residential, commercial, and DIY energy solutions. APsystems Named the World’s Most Profitable Inverter Company by Sinovoltaics

Senator Eduardo Braga’s report on MP 1304/2025 introduces unprecedented tax incentives for battery storage systems — but the R$1 billion tax cap could become a bottleneck for the country’s emerging energy storage market. Crédito: Roque de Sá/Agência Senado | Braga propõe isenção bilionária para baterias e reacende debate sobre limite fiscal e viabilidade do primeiro leilão de armazenamento Brazil is taking a decisive step toward large-scale energy storage. Senator Eduardo Braga (MDB/AM)  presented on Tuesday (Oct. 28) his report on Provisional Measure 1304/2025 , which introduces unprecedented tax incentives for battery energy storage systems (BESS)  — a key technology for balancing the intermittency of renewable sources and improving the stability of the national grid. The proposal arrives just as the government prepares the country’s first-ever capacity auction including batteries , expected for the second half of 2025 , effectively anticipating the federal government’s long-term energy storage strategy. Tax incentives to unlock Brazil’s BESS market Braga’s report proposes full exemption from IPI, PIS/Cofins, and PIS/Cofins-import taxes  for batteries used in the power sector. It also authorizes the government to reduce import duties to zero  for BESS components and equipment. The measure aims to fix what Braga calls a “structural distortion”: currently, energy storage systems are taxed as information technology equipment , resulting in a total tax burden of around 71% , which has made most large-scale projects financially unfeasible. “This proposal anticipates the effects of the upcoming tax reform and creates the right conditions for Brazil to enter the global energy storage market competitively,” Braga said during his presentation. The incentives would take effect immediately and remain valid until the tax reform in 2027 . The fiscal cap dilemma Despite the optimism, the report limits the total fiscal waiver to R$1 billion , a figure that experts warn may be too low to support the expected market expansion. According to EnergyChannel’s analysis , assuming standard projects of 30 MW / 150 MWh  with installation costs around US$90–95 per kWh , each system would require an investment of US$13.5–14.2 million (R$73–77 million) . Under these conditions, the R$1 billion cap could be reached with just 20 installations , potentially within a single year . Moreover, since all equipment is priced in U.S. dollars , analysts argue that the incentive cap should also be denominated in USD , to ensure consistency and avoid exchange-rate distortions. “If the storage auction proceeds as planned, this fiscal limit could become a serious bottleneck for the sector,” an energy analyst told EnergyChannel. First national BESS auction on the horizon The Ministry of Mines and Energy (MME)  has already confirmed that the LRCAP 12/25 auction  will contract 2 GW of capacity  with 5-hour storage duration , representing an import demand of roughly 11–13 GWh  between the fourth quarter of 2026 and the second quarter of 2028 . With an implementation window of 18 to 24 months , the program would make Brazil one of the first emerging economies to adopt grid-scale energy storage . Energy Minister Alexandre Silveira  recently led a government mission to China , meeting with major industry players including Huawei Digital Power, BYD, CATL, Envision, Sungrow, HyperStrong , and Hithium Energy Storage , to attract investment ahead of the auction. Industry reaction The initiative was welcomed by the Brazilian Energy Storage Solutions Association (Absae) . According to its executive director Fábio Lima , the tax cuts will boost investment in 2026 and pave the way for BESS to compete directly in the capacity market . “The storage sector needs clear rules and a level playing field. It’s crucial that batteries can compete on equal terms with other generation technologies,” Lima said. Still, the association is reviewing the full proposal to ensure it doesn’t affect the upcoming auction schedule: “We’re analyzing the report item by item to make sure there’s no unintended consequence for the storage tender, which has already been delayed,” Lima added. Energy security and peak-hour pricing Beyond tax incentives, Braga’s report also introduces a competitive mechanism for peak-hour generation , financed through the capacity reserve charge , aiming to value energy storage and reduce pressure on short-term market prices. According to Braga, the measure seeks to “allocate energy security costs more evenly” and prevent them from falling solely on consumers. A milestone for Brazil’s energy transition If approved, the incentive package could accelerate Brazil’s entry into the global energy storage era , creating a strategic market that complements renewable generation and strengthens grid reliability . However, with a tight fiscal cap and ambitious implementation timelines, the policy’s success will depend on careful coordination between government, Congress, and investors  — and on whether Brazil can define a coherent long-term plan for financing its clean, flexible energy future . Brazil’s Energy Storage Push: Braga Proposes Billion-Real Tax Breaks for Batteries Amid First National BESS Auction Plans

The new regulation streamlines the approval process for small-scale solar systems up to 7.5 kW, cutting bureaucracy and accelerating residential and commercial projects. ANEEL’s “Fast Track” Simplifies Solar System Connections and Opens New Opportunities for Installers By EnergyChannel Brazil’s National Electric Energy Agency (ANEEL) has taken a major step toward simplifying distributed solar generation with the Normative Resolution No. 1,098 , in effect since July 2024.The regulation introduces the Fast Track a simplified connection process designed to make it easier for small solar systems to connect to the grid without the traditional technical bottlenecks. What changes in practice Under the Fast Track rule, solar projects of up to 7.5 kW  (usually limited by inverter capacity) can now be connected to the grid without the power flow inversion analysis .This exemption removes one of the most time-consuming and bureaucratic steps in the approval process, allowing faster connection  for residential and small business self-consumption systems. To join the program, consumers simply submit a formal request to their utility company , signing the standardized agreement provided by ANEEL.The rule applies exclusively to local self-consumption systems , meaning it doesn’t allow energy credit transfers to other consumer units. Less bureaucracy, more agility Before this regulation, many small-scale projects were rejected due to power flow inversion risks , when surplus energy could potentially feed back into the grid.With the Fast Track, this issue is no longer a barrier, reducing project delays, costs, and uncertainty  for both consumers and installers. Industry experts see the measure as an important boost to distributed generation expansion , helping local solar companies operate more efficiently while increasing access to clean energy. Optimizing performance within the limits Even with the 7.5 kW cap, system performance can be maximized through intelligent system design .Specialists recommend using an overload between 20% and 25% , a safe and effective way to boost total generation without compromising inverter performance. A market-ready innovation An example of a solution that perfectly fits this new model is the SolarUnit the world’s first integrated system combining a 1.5 kW microinverter with three 610 Wp full-screen modules.By installing five SolarUnits, the system reaches 9.15 kWp of total capacity , while keeping inverter power under the 7.5 kW Fast Track limit. This setup merges high efficiency, simplified approval, and top-tier performance , making it a strategic solution for solar integrators working within the new ANEEL framework. A push for solar democratization The Fast Track initiative comes at a pivotal time for Brazil’s renewable energy market, providing a faster and more accessible path to solar adoption .By cutting red tape and streamlining approvals, ANEEL’s policy is expected to accelerate the growth of small-scale distributed generation , empowering more consumers to produce their own clean energy. ANEEL’s “Fast Track” Simplifies Solar System Connections and Opens New Opportunities for Installers

By Arthur Oliveira In recent months, I’ve been closely following the debate surrounding the battery auction proposed by Brazil’s Ministry of Mines and Energy (MME) Image credits - TV Câmara - Portal of the Chamber of Deputies As someone directly involved in regulatory and energy market issues, it’s impossible not to notice the urgency — and the risk — behind this initiative. Under the leadership of Minister Alexandre Silveira, the MME plans to hold, as early as December 2025, the country’s first auction for battery energy storage systems (BESS), with a goal of contracting 2 GW of capacity. The official narrative is about ensuring energy security. However, the pace and manner in which this process is being carried out raise legitimate concerns: is this truly a State policy, or a political showcase ahead of the 2026 elections, when the Minister is expected to step down to run for office? What we’re witnessing is an auction being pushed through “at full speed,” even though Brazil’s energy regulator, ANEEL, has yet to finalize the necessary regulations — particularly regarding the “tarifa fio” , which defines the transmission and distribution charges applicable to standalone batteries. This omission creates uncertainty and instability, where political decisions override technical discussions. BATTERY AUCTION: ELECTORAL HASTE AND REGULATORY DISREGARD In practice, a rushed process without a solid regulatory foundation tends to generate higher costs, lower competition, and amplified regulatory risks — and, as always, it’s the consumer who ends up paying the bill. Below, I present a direct analysis of what’s truly at stake in this so-called “Battery Auction”: political interests, regulatory risks, and the hidden costs that may soon reach all of us. THE REGULATORY SHORTCUT: AN AUCTION WITHOUT REGULATION The most critical issue is the growing tension between the MME and ANEEL. ANEEL’s technical staff highlighted the need to regulate how the tarifa fio  applies to standalone batteries, which, under the current framework, could face double charging — once when storing and again when discharging energy — the so-called “double taxation.” Instead of waiting for this regulatory process to conclude, the MME requested the issue be removed from ANEEL’s agenda in August 2025, seeking a more “agile” solution. The “solution” — later endorsed by ANEEL’s Director-General, Sandoval Feitosa — was to move forward by defining batteries as “transmission assets,” thereby allowing the auction to proceed based solely on the terms of its public notice ( edital ). Although this approach is technically legal, it represents a dangerous shortcut: “The agency understands that, to conduct a battery auction as a transmission asset, an exhaustive regulation is not necessary — we can regulate through the auction notice itself.”— Sandoval Feitosa, ANEEL Director-General Regulating through the auction notice is a “drawer solution” — an improvised, ad hoc fix that may allow one specific auction to happen but fails to establish a consistent, long-term framework for Brazil’s broader energy storage market. THE NEGATIVE CONSEQUENCES: WHO WILL FOOT THE BILL? Political haste comes with a price — and it will be passed on to consumers. Conducting an auction in an environment of legal and regulatory uncertainty increases the perceived risk for investors. NEGATIVE CONSEQUENCE DESCRIPTION COST TO THE CONSUMER REGULATORY INSECURITY The absence of a stable Normative Resolution (NR) from ANEEL forces investors to price the risk of future changes in the rules (e.g., incidence of the wire tariff). Rising Energy Prices: Investors will factor regulatory risk into bids, resulting in more expensive contracts and, consequently, higher tariffs. RESTRICTION OF COMPETITION The tight deadline and lack of clear rules limit the participation of new players and foreign companies, favoring those who already have privileged access to information and capital. Suboptimal Contracting: Less competition leads to less competitive pricing, resulting in a higher cost for the capacity reservation service. Technical Misalignment Bringing the auction forward, contrary to the MME's own technical schedule (which indicated 2026), suggests a misalignment with the long-term planning of the ONS and EPE. Unnecessary Costs: Risk of contracting assets that do not perfectly fit the future needs of the National Interconnected System (SIN), generating charges that could be avoided. DOUBLE TAXATION (RISK) If the wireline tariff issue is not resolved definitively and clearly, the cost of double taxation will be passed on to the consumer. Direct Tariff Increase: The higher operational cost of battery projects, due to charges, will be fully passed on to the electricity bill. In short, the cost of the MME’s political urgency will ultimately fall on the end consumer, through higher electricity tariffs, driven by regulatory risk and suboptimal contracting. THE REAL BENEFICIARIES OF THE “RUSH JOB” Behind the stated goal of “energy security,” the acceleration of this auction benefits a few key players: THE MINISTER:  The political gain is immediate. Contracting 2 GW in battery storage is an unprecedented achievement that can be showcased during an election campaign, fulfilling a promise to stabilize the system and offset renewable intermittency. MAJOR TRANSMISSION AND GENERATION COMPANIES:  By framing batteries as transmission assets, the MME favors large players already experienced in infrastructure auctions and capable of mobilizing significant capital. GLOBAL BESS SUPPLIERS:  The assurance of a 2 GW market attracts major international battery manufacturers, who gain a guaranteed customer base regardless of Brazil’s regulatory instability. WHAT TO EXPECT Despite technical warnings and clear regulatory instability, all signs indicate that the auction will proceed in December 2025, as promised by the MME. Once completed, the government will have created a fait accompli , forcing ANEEL to adapt future regulations to contracts already in place. The auction could, in theory, mark a turning point for Brazil’s energy security. Yet the way it is being conducted — with electoral urgency taking precedence over regulatory maturity represents a disservice to the sector and, above all, to consumers, who will bear the cost of insecurity and the lack of technical planning. BATTERY AUCTION: ELECTORAL HASTE AND REGULATORY DISREGARD

At Climate Week in New York, the SMA and the Global Solar Council presented the document “Connecting the Sun,” which proposes a transformation of the electricity grid to integrate solar energy and storage in a smart and sustainable way. Connecting the Sun: The New Global Vision for Solar and Storage During Climate Week in New York, SMA Solar Technology and the Global Solar Council (GSC) took a decisive step toward the future of clean energy. The global organization launched the Position Paper on Grids and Storage – Connecting the Sun, with the participation of Eric Quiring, Director Global Public Affairs at SMA Solar Technology, who serves as the study's author. The report presents a clear and practical vision of how governments, regulators, and system operators can prepare electricity grids for a new paradigm: the integration of solar and storage. This combination, according to the GSC, will be the foundation of a clean, reliable, and affordable energy mix for communities worldwide. Modern Power Grids: The Essential Link for the Energy Transition Currently, outdated power grids are the main bottleneck in the global energy transition. Even with the rapid expansion of solar generation and battery systems, projects face delays, congestion, and power outages, compromising climate and energy security goals. The GSC document, supported by the SMA, proposes a bold action plan to modernize electricity infrastructure and unlock the full potential of solar energy. Key recommendations include: Investment in supergrids and regional interconnections to balance energy supply across different regions; Scaling of grid-forming technologies, which stabilize the electricity system and enable greater integration of renewable sources; Energy market reforms, ensuring that storage and distributed generation solutions are fully valued; Active participation of local communities, ensuring a just and inclusive transition. Solar Energy, Storage, and Intelligence: The Integrated Energy Future SMA, one of the world's leading solar technology companies, has played a strategic role in creating solutions that connect generation, storage, and intelligent energy management. For the company, the solar + storage concept is no longer a trend; it's the new standard for ensuring a stable, 24-hour supply at low cost and zero emissions. "From complementary technology to integrated solutions, solar and storage together are reshaping the future of energy," highlighted Eric Quiring of the SMA during the report's launch. The GSC Grid & Storage Task Force, with technical and institutional support from the SMA and partners in the global solar supply chain, developed the document to help policymakers and investors advance in a coordinated manner toward a modern and flexible electricity system. Investment and Planning: The Foundation for an Efficient Transition According to estimates from the International Energy Agency (IEA), investment in electricity grids needs to nearly double by 2030, exceeding US$600 billion annually. This effort is essential to synchronize the expansion of solar capacity with the strengthening of transmission and distribution infrastructure. Well-planned projects will help avoid losses, reduce generation outages, and create predictability for investors, driving the transition to a low-carbon economy. Conclusion: The energy of the future is already being connected With the launch of Connecting the Sun, the Global Solar Council, in partnership with SMA, ushers in a new phase in the global energy transition. The integration of solar energy and storage is no longer just a technological promise, but a concrete strategy for transforming global electricity grids. 📄 To learn more and access the full GSC document: 👉 Download the Grid & Storage Position Paper – Connecting the Sun Director Global Public Affairs at SMA Solar Technology, SMA Solar Technology AG

Brazil’s Provisional Measure 1,304 reopens discussions on energy tariffs and subsidies, placing distributed generation in Brazil at the center of a debate over regulatory uncertainty, market liberalization, and new opportunities for energy storage. MP 1,304 reignites debate over tariffs, subsidies, and the future of distributed generation in Brazil New measure brings both uncertainty and opportunity to the energy sector The Provisional Measure (MP) 1,304 , recently enacted by the Brazilian federal government, has reignited a national discussion on the financial sustainability of the Energy Development Account (CDE)  and the direction of distributed generation (DG)  in the country. The measure creates a new sectoral charge , potentially reshaping how costs and incentives are distributed across Brazil’s electricity system a long-standing and sensitive issue for industry players, investors, and consumers alike. Experts consulted by EnergyChannel  highlight that the MP could redefine the balance  between promoting solar energy and maintaining tariff fairness. However, the lack of clarity regarding its practical impact could also reopen key debates  around Brazil’s Distributed Generation Legal Framework, approved in 2022. What changes under Provisional Measure 1,304 The new regulation aims to introduce an additional funding mechanism  for the CDE a fund that currently supports social tariff programs, universal access, and regional energy compensation.By redistributing financial contributions, the government seeks to spread system costs more evenly  across free-market consumers, distribution utilities, and self-producers. In practice, these changes could affect the regulatory predictability  that has underpinned Brazil’s booming distributed generation sector particularly the solar rooftop market , which has become one of the most dynamic in the world thanks to strong policy incentives and rapid technological progress. Distributed generation in Brazil: progress meets new challenges As of 2025, distributed generation in Brazil  surpassed 29 GW of installed capacity , with over 3 million systems  connected to the national grid, according to the Brazilian Electricity Regulatory Agency (ANEEL). This milestone has positioned the country among global leaders in small-scale renewable generation. Yet, this fast-paced growth has also placed pressure on Brazil’s net metering compensation system , which regulators are now reviewing to ensure greater cost balance between self-generating and traditional consumers. MP 1,304 brings this topic back to the forefront by reassessing cross-subsidization policies , questioning who should bear the financial burden of the energy transition. “The sector is at a turning point. We need to find the right balance between fostering clean energy growth and ensuring economic sustainability and regulatory stability,” said an executive from one of Brazil’s major distribution companies. Energy storage and the free market gain momentum Among the opportunities created by the new measure is the expansion of energy storage technologies  and the opening of Brazil’s Free Energy Market  to smaller consumers.As battery prices continue to fall and regulatory frameworks evolve, companies and households are increasingly investing in hybrid solar-plus-storage systems  to reduce peak demand and optimize their energy management. At the same time, the ongoing liberalization of the electricity market is paving the way for new business models  such as energy communities  and microgrids , offering consumers greater autonomy and flexibility. A stable regulatory path is key for Brazil’s distributed generation Although MP 1,304 still needs congressional approval, its introduction already signals a shift in the country’s energy financing structure .For the solar and distributed generation industries, the main challenge will be maintaining investor and consumer confidence  to ensure Brazil’s clean energy transition continues at full speed. The future of distributed generation in Brazil  will depend on clear regulations, long-term stability, and support for innovation essential pillars for consolidating the country’s position as a global reference in renewable and decentralized energy. MP 1,304 reignites debate over tariffs, subsidies, and the future of distributed generation in Brazil

Yaskawa Solectria Solar Is Advancing Solar Power   Showcasing Solar Solutions at RE+2025, Booth V11047   Lawrence, MA, August 26, 2025 –  Join the Yaskawa Solectria Team in Las Vegas, NV September 8 - 11 for RE+ 2025, the fastest growing and largest clean energy tradeshow event in North America!  Exhibiting at the Venetian EXPO, Level 2 Booth V11047, Yaskawa Solectria Solar continues to advance solar power and will showcase two new product solutions with you.    Yaskawa Solectria Solar Is Advancing Solar Power  We are pleased to introduce our new, American made powerful, scalable XGI 1500 Modular Central Inverters for utility-scale projects of any size.  Our  XGI 1500-1MW Series Inverters  bring together the very best from Yaskawa Solectria Solar: proven technology with US-based design, engineering, and manufacturing.      “ We are very excited to introduce this new line of Utility-Scale inverters and the patented MegaSkid™ building block for large projects”  said Miles C. Russell, Director of Product Management at Yaskawa Solectria Solar .  “This will accelerate our growth in the Utility-scale solar market and enable us to bring the very best of our technology to our customers”.     Another product addition includes the  PVI-100TL-480 , which is the largest 1000V transformerless inverter from Yaskawa Solectria Solar.  IEEE 1547-2018 compliant, it comes standard with AC and DC disconnects, six MPPTs, and a wiring box with 24 fused positions. Ideal for larger rooftop PV systems, the Yaskawa Solectria Solar’s PVI-100TL-480 inverters provide flexibility, size and convenience unmatched in the industry.    With over 20 years of experience, Yaskawa Solectria Solar remains committed to delivering the highest-quality solar inverters, driving innovation in the industry, and providing the full circle  Solectria O&M ECO-SYSTEM  to the marketplace. We combine best-in-class product longevity with the tools needed to keep your site operating at top performance.  We don’t just sell great American-made solar products – we back them up by supporting you.    Visit Booth V11047 To Learn More About:  Our Yaskawa Solectria Solar product family features the flagship  SOLECTRIA® XGI inverters  for 1500V commercial and utility-scale systems, a full lineup of string combiners designed for the XGI inverters, 1-2MW factory-integrated PowerRacks, and DC-coupled storage solutions.       Visit our  RE+2025 Yaskawa Solectria Solar webpage  for further show details and to  schedule an onsite meeting  with our team!     About Yaskawa Solectria Solar  Yaskawa Solectria Solar, a wholly owned subsidiary of Yaskawa America, Inc., is the largest commercial inverter manufacturer in the U.S. Solectria’s products include 25kW to 250kW inverters, string combiners and web-based monitoring for solar systems of all sizes. Solectria is backed by over 100 years of power electronics and inverter experience. All Solectria’s XGI 1500 three-phase utility-scale inverters are made in the USA. PV system owners, developers and EPCs rely on the high performance, reliability and bankability of Yaskawa Solectria Solar. To learn more please visit  www.solectria.com .       Yaskawa is the leading global manufacturer of low and medium voltage variable frequency drives, servo systems, machine controllers and industrial robots. Our standard products, as well as tailor-made solutions, are well known and have a high reputation for outstanding quality and reliability. To learn more please visit  www.yaskawa.com .    https://solectria.com/about-us/press-releases/yaskawa-solectria-solar-is-advancing-solar-power/ Yaskawa Solectria Solar Is Advancing Solar Power

São Paulo, August 22, 2025 Trinasolar, a global leader in photovoltaic and energy storage solutions, will be one of the featured exhibitors at Intersolar South America 2025, the largest solar trade fair and conference in Latin America, to be held in São Paulo from August 26 to 28. Trinasolar to Showcase Local Teams and Integrated Solutions at Intersolar South America 2025 Founded in 1997, Trinasolar has been a transformative force in the global photovoltaic market. Present in Brazil since 2017, the company operates with dedicated local teams across all its business areas: photovoltaic modules, solar trackers, and energy storage solutions. By showcasing all its business units at the event, the company underscores its commitment to the local market through integrated solutions and the presence of specialized teams in Brazil. This vertical integration and deep knowledge of the Brazilian market enable Trinasolar to deliver more efficient solutions, tailored to local needs, with faster and more effective support. During Intersolar 2025, Trinasolar will host a series of activities to demonstrate the excellence of its products and technologies. Among the highlights, the company will conduct a live Electroluminescence (EL) Test  at its booth. This test involves capturing images of a photovoltaic module using a special lens that evaluates the integrity of the cells, detecting microcracks and other conditions that can affect performance. On August 28 at 4:00 p.m., Rafael Antunes Campos, Trinasolar’s Tracker Performance Coordinator, will be a speaker at the panel “Repowering and Improvements in PV Plants” , part of the Intersolar Conference. The session will share experiences on modernizing existing assets, from the replacement of modules and trackers to integration with storage systems. Rounding out Intersolar week, on Friday (August 29), Trinasolar will host a visit to its first Innovation and Training Center  in Brazil, located at Facens University Center in Sorocaba (SP). This initiative highlights the importance of a specialized local After-Sales team that delivers personalized, simple, and fast service, reinforcing Trina’s commitment to education and research in the solar energy sector. “Our strong presence at Intersolar South America 2025 reflects our commitment and confidence in the Brazilian market,” says Daniel Pansarella, Country Manager at Trinasolar Brazil. “We believe that the combination of our integrated solutions, the expertise of our local teams, and continuous innovation uniquely position us to drive the energy transition in Brazil. We look forward to showcasing how Trinasolar is building a more sustainable and efficient future for all.” Throughout the three-day exhibition, visitors will have the opportunity to explore Trinasolar’s cutting-edge portfolio at its booth, including the high-power photovoltaic modules NE19R, NED19RC.20, NEG19RC.20U, and NEG21C.20U , which incorporate the latest cell technology innovations to maximize efficiency and durability. Also on display will be the enhanced Vanguard 1P tracker , designed to optimize solar capture and reduce O&M costs, as well as the Elementa 2 PRO 5MWh battery storage system , a robust and scalable solution essential for grid stability and renewable integration, with a strong focus on safety and longevity. Quer que eu prepare também uma versão jornalística adaptada  em inglês (no estilo do EnergyChannel, com SEO otimizado para publicação), ou prefere manter essa versão institucional de tradução fiel? Trinasolar to Showcase Local Teams and Integrated Solutions at Intersolar South America 2025

EnergyChannel –  Brazil’s energy sector is going through one of its most complex periods in recent history. Multibillion-dollar asset sales, unexpected generation cuts and a growing wave of financial stress among companies reveal the high price of the country’s transition to renewables. O PREÇO DA TRANSIÇÃO ENERGÉTICA: DÍVIDAS, CURTAILMENT E O FUTURO DAS RENOVÁVEIS Vibra puts Comerc up for sale In a surprising move, fuel giant Vibra (VBBR3)  announced plans to sell Comerc Energia , just months after acquiring almost full control of the company. Vibra paid around R$7 billion for Comerc, including R$3.7 billion in January 2025 to expand its stake to 98.7%. However, potential buyers are offering significantly lower valuations. The sale is strategic for Vibra, which is struggling with a net debt of R$21 billion in June 2025 – more than double the R$10.4 billion reported a year earlier. The company’s net profit plunged 66.3% year-on-year in Q2 2025, to R$292 million. Financial stress among generators The renewable generation sector – especially solar and wind – is experiencing unprecedented difficulties due to curtailment , or forced generation cuts imposed by the national grid operator (ONS). Transmission bottlenecks between Brazil’s Northeast and major consumption hubs in the Southeast have left several projects financially unsustainable. According to industry associations, wind power generators lost more than R$700 million  between August 2023 and the end of 2024, while the solar sector lost over R$50 million  in just four months this year. Companies like 2W Ecobank , Rio Alto Energia , and equipment supplier Aeris  have been forced into debt restructuring or judicial recovery. Even major players such as Engie Brasil, Equatorial, Alupar, Voltalia and Brookfield’s Elera  were heavily impacted. Retailers in crisis The crisis also extends to energy traders. 2W Ecobank  and Gold Energia  together owe over R$3.3 billion . Volatile spot prices (PLD) and delays in new projects worsened their liquidity issues. Gold Energia’s restructuring plan proposes paying only 2.5% of its debts upfront, with the rest conditional on future liquidity events. Curtailment threatens renewables expansion ONS data shows curtailment rates soared to nearly 35% for solar  and 18% for wind  between April and September 2024. Without full compensation for losses, renewable developers are forced to buy power in the spot market, adding more pressure to their balance sheets. Projections suggest curtailment could average above 20% for solar  and 10% for wind  through 2029 unless new transmission lines are built. Conclusion Brazil’s clean energy transition is at a crossroads. The combination of debt, regulatory uncertainty and curtailment undermines confidence in new projects and threatens the country’s ambition to lead the global renewable energy race. Unless structural reforms and infrastructure investments are accelerated, the sector risks slowing down just when it should be growing fastest. The Price of Energy Transition: Debt, Curtailment and the Future of Renewables

Energy storage in Brazil is still at an early stage, but commercial and industrial (C&I) applications are emerging as the most promising. While the residential segment faces economic and regulatory barriers that still prevent “revenue stacking,” for C&I the motivation goes far beyond cutting electricity bills: operational continuity is a strategic asset. Why will the C&I sector lead battery adoption? Imagine a factory standing still for hours due to a grid failure — the cost can easily surpass the investment in an efficient backup system. In this scenario, hybrid inverters with high-voltage (HV) batteries provide competitive advantages: instant response, voltage stability, protection against micro-interruptions, and seamless integration with sensitive equipment such as data centers, plastic injection molding machines, CNC systems, and laser cutting equipment. Moreover, hybrid systems are the ultimate solution for “zero grid”  installations, a growing reality where energy injection into the grid is not allowed. Instead of wasting surplus PV generation, hybrid inverters store this energy in batteries for later use, maximizing self-consumption. According to Greener (May 2025) , a 50 kW commercial PV system can pay for itself in less than two years. Even if adding batteries extends the payback period, the return on investment remains extremely competitive — especially when compared to the cost of unplanned production downtime. Solis: leading the new era of energy storage The outlook is becoming even more favorable with Brazil’s ongoing power sector reform and ANEEL’s upcoming regulation, expected to allow compensation for storage agents. This will open space for new business models and accelerate the market. Solis , a global leader in solar inverters, is ready to guide the C&I market into this new era. 📌 At Intersolar South America 2025 (August 26–28, São Paulo) , Solis will showcase advanced energy storage and “Zero Grid” solutions designed for C&I applications. The highlight will be the exclusive pre-launch of the new 125 kW hybrid inverter  — a robust, intelligent solution built for the most demanding industrial needs. 👉 Visit Solis’ booth and discover how to strengthen your business’s energy security. The future of C&I energy in Brazil has already begun! C&I Applications Driving the Adoption of Solar + Battery Solutions in Brazil C&I Applications Driving the Adoption of Solar + Battery Solutions in Brazil

Association proposes a model combining batteries with distributed generation as an efficient, fast, and sustainable alternative On Wednesday morning (13), the Brazilian Association of Distributed Generation (ABGD) presented technical contributions to the Ministry of Mines and Energy (MME) aimed at tackling challenges in Brazil’s power sector: the combined adoption of battery energy storage systems (BESS) integrated with distributed generation (DG). The initiative seeks to ease peak demand, reduce pressure on the power grid, efficiently serve peak hours, ensure rapid deployment (within four to six months), and offer a cost-efficient model with correct economic signals including incentivized and disincentivized time slots. It also enables the participation of autonomous and independent distribution system operators (DSOs). The meeting was attended by the National Secretary for Electric Power, Gentil Sá nominated for a seat on the ANEEL board, the General Coordinator for Electric Power Distribution, Aline Eleutério, and the MME’s technical team. Representing ABGD were the association’s president, Carlos Evangelista; board members Christino Áureo, Daniel Maia, and Bruno Menezes; and Noemi Araujo, head of institutional and governmental relations. ABGD Presents Technical Contributions to MME to Address Challenges in the Brazilian Power Sector "Aiming to put forward a concise proposal that addresses the needs of various stakeholders, the initiative has also been discussed with ANEEL, ONS, and EPE. We see this as an effective and strategic market solution for the current moment in the sector, preserving the security of consumers protected under Law 14.300/22 while benefiting all users of the Brazilian Electric System,"  stated Carlos Evangelista, ABGD’s president. About ABGD The Brazilian Association of Distributed Generation (ABGD) is the leading representative body for the renewable energy sector with a focus on distributed generation in Brazil. Founded in 2015, it has over 1,500 member companies covering the entire supply chain of equipment and services in the segment. The association plays a strategic role in defending the sector’s interests before regulatory agencies, government institutions, and civil society. Its work promotes public policies, technological innovation, environmental sustainability, energy efficiency, and the democratization of access to clean energy. ABGD has been a key driver in the advancement of self-generation in the country, boosting market growth and strengthening Brazil’s energy transition. ABGD Presents Technical Contributions to MME to Address Challenges in the Brazilian Power Sector