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FRG Media & Events Group officially announces the launch of its 2026 events calendar, reinforcing its commitment to sustainable development, innovation, and the strengthening of the renewable energy and clean technology markets in Brazil and Latin America. In a landmark initiative aligned with global best practices, FRG Group confirms that 100% of its 2026 events will be held as carbon-neutral , consolidating a responsible approach closely connected to ESG agendas, decarbonization strategies, and the energy transition priorities guiding governments, companies, and investors worldwide. With an exclusive focus on sustainability, renewable energy, energy efficiency, and low-carbon industry, the company is also launching a special campaign for sponsors and partners. The initiative invites companies to actively engage in a strategic agenda that goes far beyond brand exposure—aiming to drive sector growth, accelerate innovation, and generate real market impact. A Strategic Agenda for Those Leading the Future The 2026 calendar brings together more than 10 established events and new launches, connecting the entire energy value chain from public authorities to industry leaders, from manufacturers to investors, from integrators to end consumers. Key highlights include: Energy Storage Brasil , a dedicated event platform focused on energy storage, reaching its 7th edition and firmly established as one of the sector’s leading forums for debate, business development, and technological advancement; The launch of a new event focused on Energy Transition and Low-Carbon Industry , addressing the challenges of decarbonization, industrial competitiveness, and the development of new sustainable production models; Fórum GD – Regional Forum on Distributed Generation from Renewable Sources , the most traditional event in the Brazilian power sector, approaching its 40th edition and remaining a national benchmark for business generation, professional training, and institutional dialogue. Building the Future of the Sector Together Throughout its history, FRG Group has established itself as an active driver of the energy market, creating environments that foster high-quality connections, stimulate innovation, and promote the development of new regional markets. The 2026 calendar represents an open invitation to companies, institutions, and leaders who want to be where decisions are made, contribute to the advancement of the energy transition, and engage in an agenda that brings together strategy, sustainability, and economic growth. Taking part in this journey means expanding institutional presence, strengthening dialogue with key sector stakeholders, and aligning brands with initiatives that promote positive impact, innovation, and environmental responsibility. More than a series of events, the FRG 2026 Calendar is a platform for transformation —an opportunity to walk alongside those helping to shape the future of energy, industry, and the low-carbon economy in Brazil. Contact Information General Contact – contato@grupofrg.com.br | +55 (41) 99106-6463 Commercial – comercial3@grupofrg.com.br | +55 (41) 99176-2634 FRG Group Launches 2026 Events Calendar with a Focus on Sustainability, Innovation, and Real Impact in the Energy Sector

The automotive giant unveils an ambitious plan for the continent, focusing on commercial vehicles, a new line of electrified passenger cars, and key alliances to redefine its presence in the European market. Credit: Ford | Ford Accelerates in Europe with New EV Generation and Strategic Partnerships Ford Motor Company is redefining its trajectory in the European automotive landscape with a multifaceted strategy designed to ensure profitability and agility amidst the industry's greatest transformation in a century. The plan, revealed in early 2026, signals a robust commitment to electrification, but with a pragmatic approach that balances innovation, affordability, and market realities. The company's new roadmap rests on three fundamental pillars: the strengthening of its commercial vehicle division, **Ford Pro**; the launch of an exciting new generation of electrified passenger vehicles starting in 2028; and the optimization of its manufacturing structure to increase scale and reduce operational costs. This approach aims to position Ford not just as a participant, but as a leader in the new era of electric mobility on the continent. The Electric and Hybrid Offensive Unlike a purely electric approach, Ford has opted for a "multi-energy" strategy. The company plans to offer a range of vehicles that includes both 100% electric and hybrid models, allowing consumers to adopt electrification at their own pace. This decision reflects a careful reading of the European market, where the adoption of electric vehicles, while growing, still faces challenges such as charging infrastructure and acquisition costs. Recent data shows that electric vehicles account for just over 16% of the total market in Europe, a figure that highlights the need for a more gradual and flexible transition. Ford bets that by offering diverse options, it will be able to serve a broader customer base, maintaining competitiveness in a rapidly changing scenario. The new generation of passenger vehicles, scheduled to hit the market in 2028, promises to combine the brand's design DNA with cutting-edge technology and, crucially, more accessible prices. Flexibility will be key, with multi-energy platforms that can adapt to the different speeds of electrification adoption in each European country. Ford Pro: The Engine of Commercial Growth The **Ford Pro** division continues to be a pillar of success for the company in Europe, and the new strategy further deepens its role. Ford is transforming Pro from a simple vehicle seller into an integrated productivity ecosystem for commercial customers. The **FORDLiive Uptime** platform, for example, has already demonstrated its value by providing significant additional uptime for fleet operators in 2024, translating telemetry data into actionable intelligence for management and maintenance. The focus on small and medium-sized enterprises (SMEs), which form the backbone of the European economy, is evident. Ford argues that the transition to electrification must be inclusive, offering solutions that do not economically penalize these businesses, which depend on the reliability and low operating cost of their commercial vehicles. Strategic Alliances and Production Optimization To enable this ambitious vision, Ford is strengthening its strategic partnerships. The collaboration with Volkswagen for the use of the MEB platform in the production of new EVs in Cologne, Germany, is a clear example of this approach. More recently, a new alliance with the **Renault Group** was announced, focused on sharing technologies for electric vehicles and the potential co-development of light commercial vehicles, seeking gains in efficiency and scale. Simultaneously, Ford is optimizing its manufacturing footprint in Europe. The Halewood plant in the United Kingdom has received a substantial investment to produce electric drive units, while the Cologne center is establishing itself as a hub for electric vehicle production. These moves are crucial for building a leaner and more efficient EV supply chain. A Call for Regulatory Action Alongside its investments, Ford is also appealing to European lawmakers for a more balanced regulatory environment. The company advocates that CO₂ emission targets and electrification mandates must be aligned with the actual readiness of the consumer and the market. This includes creating consistent purchase incentives and developing a charging infrastructure that extends beyond major urban centers, reaching rural areas and supporting small businesses. By combining product innovation, strategic partnerships, and an open dialogue on regulation, Ford charts a pragmatic and confident course to navigate the electric transition in Europe, seeking not only to adapt but to shape the future of mobility on the continent. Ford Accelerates in Europe with New EV Generation and Strategic Partnerships

The race for ever-increasing numbers has dominated the discourse of electric mobility . In Brazil and globally, the metric for success in charging infrastructure seems to have been reduced to maximum power: 120 kW, 180 kW, 300 kW . This obsession, however, is proving to be a financial and operational trap for investors and Charge Point Operators (CPOs). Charging Intelligence: Why Strategic 60 kW Outperforms Idle 120 kW in the New Era of Electric Mobility EnergyChannel has found that the true charging revolution lies not in peak power, but in Charging Intelligence and the economic viability of the project. The theoretical capacity of equipment is irrelevant if it spends most of its time idle. The End of the Brute Power Myth Installed power is just one variable in a complex equation. What truly sustains the *business case* of a Direct Current (DC) charging station is its Utilization Rate . A 120 kW charger, no matter how modern, will not generate a return if it is only used for two hours a day. The market is beginning to recognize a fundamental maxim: in various operational contexts, a well-planned 60 kW charger delivers superior economic value compared to a poorly sized 120 kW unit. The difference lies in the ability to generate net revenue consistently and predictably. The Oversizing Trap The justification of "installing big to be prepared for the future" often translates into unnecessary costs in the present. Oversizing DC chargers, especially in locations with medium or long dwell times, entails a series of financial burdens: 1. High CAPEX: The acquisition cost of a 120 kW unit can be more than triple that of a 60 kW unit [1]. 2. Grid Connection Costs: Higher power demand requires more robust transformers, more expensive cables, and more complex civil works. 3. Demand Charges: The electricity demand contract becomes heavier, increasing the fixed monthly cost (OPEX), regardless of actual utilization. 4. Extended Payback: The low utilization rate (often below 15%) stretches the Return on Investment (ROI) timeline into an uncertain horizon. A high-power DC charger that operates 23 hours a day as an immobilized asset is a financial engineering error, not infrastructure. The 60 kW Strategy: Where Efficiency Wins The ideal power of a charging point is defined by user behavior and dwell time at the location, not the vehicle's maximum capacity. In scenarios where the driver stays for 30 to 60 minutes, a 50 kW to 60 kW charger is the perfect balance between charging speed and economic viability. The table below illustrates the contrast between the two approaches, focusing on financial performance: Performance Metric 120 kW Charger (Idle) 60 kW Charger (Strategic) Typical Location Fast transit point (highway) Retail, Urban Centers, Fleets Average Utilization Rate 10% to 15% 40% to 60% Fixed Cost (OPEX) High (Contracted Demand) Controlled Revenue per Session High (but few sessions) Moderate (but many sessions) Economic Viability Risk of Immobilized Asset Consistent Cash Flow Generation Scenarios Optimized for Moderate Power The 60 kW strategy shines in locations where charging is complementary to the user's main activity: Commercial Areas and Retail: With an average *dwell time* of 40 minutes or more, the goal is to provide a partial charge (15–30 kWh), maximizing the number of daily sessions. Dense Urban Centers: In areas with grid power limitations, choosing 60 kW allows for better management of the total infrastructure and optimizes availability. Corporate Parking Lots and Hospitals: Locations with stays exceeding one hour and a predictable usage profile (employees, visitors) benefit from stable, controlled charging, where reliability outweighs extreme speed. Fleets with Rotating Charging: Software-managed fleets that plan the vehicle sequence and charging window benefit from well-managed 60 kW, which avoids wasting capacity on underutilized high-power chargers. The Future is Modular and Intelligent The next generation of winning projects in charging infrastructure will prioritize modularity and progressive sizing . Instead of a massive initial investment in excessive power, the trend is to start with the ideal capacity for current demand (often 60 kW) and plan expansion based on real utilization data. Electric mobility is not a race for the highest number of kW. It is an equation of balance between engineering, consumer behavior, and, crucially, economic viability . The smartest solution is always the best planned, not necessarily the most powerful. Charging Intelligence: Why Strategic 60 kW Outperforms Idle 120 kW in the New Era of Electric Mobility

A new era for electric mobility in the United Arab Emirates has been inaugurated with the launch of one of the world's largest ultra-fast charging centers, strategically positioned on the E11 highway, the main corridor connecting Abu Dhabi and Dubai. The initiative, led by Adnoc Distribution, represents a crucial milestone in the country's plan to electrify its road network and drive the transition to more sustainable transport. The new EV Mega Hub, located in Saih Shuaib, is a state-of-the-art facility designed to eliminate range anxiety for electric vehicle (EV) drivers. With 60 high-speed charging points, the hub is capable of charging most EV models from 0 to 80% in approximately 20 minutes, offering a quick and convenient solution for long-distance travel. This launch is the centerpiece of an ambitious roadmap that foresees the construction of 20 similar charging centers by the end of 2027, with 15 of them planned to open by the end of 2026. This expansion of charging infrastructure, under the E2GO network banner, is fundamental to supporting the growing adoption of electric vehicles in the country and achieving the goals of the UAE's National Electric Vehicles Policy. A Complete Ecosystem for the Modern Traveler The concept of the EV Mega Hub goes beyond simple charging. Inspired by the success of "The Hub by Adnoc," the new center has been designed as a complete destination for travelers. With an area three times larger than traditional service stations, the location combines fuel supply and EV charging with a variety of food, beverage, and lifestyle offerings. One of the major differentiators is the inclusion of a coworking space, allowing travelers to work and connect comfortably and conveniently during their stops. This innovative approach reflects Adnoc Distribution's vision to redefine convenience and customer experience in the era of electric mobility, transforming recharging stops into productive and enjoyable moments. Accelerating the Transition to Green Mobility The inauguration of the EV Mega Hub comes at a strategic time, aligned with Abu Dhabi Sustainability Week, and reinforces the UAE's commitment to a clean energy future. The National Electric Vehicles Policy sets the ambitious goal that 50% of all vehicles on the country's roads will be electric by 2050. The expansion of the high-speed charging network, such as that promoted by Adnoc Distribution with its E2GO network, is a fundamental step to enable this transition. The company's goal is to operate over 400 charging points and expand to up to 750 points by 2028, consolidating its position as one of the country's leading charging point operators (CPOs). With significant investments in infrastructure and a clear focus on customer experience, the United Arab Emirates is positioning itself as a global leader in the transition to a smart and sustainable mobility ecosystem, setting new benchmarks for the future of transport. Electric Route: Rapid Charging Mega Hub Connects Abu Dhabi and Dubai, Accelerating the Future of Mobility in the UAE

Oslo, Norway – In a strategic move to solidify its position as one of Europe's leading energy suppliers, Norway has announced the granting of 57 new production licenses for oil and gas exploration on its continental shelf. This decision, part of the Awards in Predefined Areas (APA 2025) round, reinforces the Nordic country's commitment to regional energy security and the maintenance of its vital industry. Norway Boosts Energy Future with New Offshore Licensing Round Nineteen energy companies have been awarded stakes in these licenses, covering crucial areas in the North, Norwegian, and Barents Seas. This announcement underscores Norway's pragmatic approach to balancing the global energy transition with the ongoing need for hydrocarbon supplies, especially in a volatile geopolitical landscape. Details of the APA 2025 Round The APA round is an annual process aimed at facilitating the discovery and exploration of resources in mature areas, leveraging existing infrastructure and ensuring a constant flow of new exploration areas. Of the 57 licenses granted: * **31 licenses** are located in the North Sea, a historically productive region. * **21 licenses** have been allocated to the Norwegian Sea, with significant potential. * **5 licenses** have been designated for the Barents Sea, a frontier exploration area with unique challenges and opportunities. Norwegian Energy Minister, Terje Aasland, highlighted the importance of these new concessions in mitigating the natural decline in production and ensuring the continuity of activities in the oil and gas industry. “Norway is Europe’s most important energy supplier, but in a few years production will begin to decline. Therefore, we need new projects that can slow the decline and deliver as much production as possible,” Aasland stated, emphasizing the industry's crucial role for jobs, value creation, and European energy security. Key Companies Awarded Among the 19 companies that received licenses, some of the industry giants and regional players stand out. Equinor Energy AS, for example, was one of the most active, receiving stakes in 35 licenses and operatorship in 17 of them. Other prominent companies include Aker BP ASA (22 licenses, 12 as operator), DNO Norge AS (17 licenses, 4 as operator), and Vår Energi ASA (14 licenses, 6 as operator). These concessions come with binding work programs, ensuring that the areas are properly explored or returned to the state, which is the resource owner. This guarantees responsible and efficient development of the country's oil and gas resources. Future Outlook Norway's strategy, while focused on hydrocarbon exploration, also aligns with a long-term vision for the energy transition. The country has invested heavily in carbon capture and storage (CCS) technologies and renewable energy, seeking a multifaceted approach to its energy future. The new exploration licenses are seen as a pillar to finance this transition and maintain technological expertise and industrial capacity. The APA 2025 round demonstrates Norway's resilience and adaptability in the global energy landscape, ensuring that the country continues to be a key player in the European energy mix for many years, while paving the way for a more sustainable future. Norway Boosts Energy Future with New Offshore Licensing Round

For decades, Brazilians were conditioned to believe there was no alternative to gasoline. The gas station became a symbol of mobility but also of dependence. Every liter consumed represented not only a financial cost, but submission to a centralized energy model dominated by large corporations and the oil industry. In this context, communication about energy has long been marked by technical jargon and narratives that distance ordinary citizens. The electricity and energy sector came to seem like territory reserved for engineers and investors, when in fact it should concern all of society. After all, energy is life, development, and freedom. The arrival of electric vehicles and renewable energy has changed the game. For the first time, the consumer can be the protagonist. The numbers leave no room for doubt: electric vehicles convert more than 85% of energy into motion, compared to just 30% for internal combustion engines. The cost per kilometer can be up to 70% lower, and maintenance is simpler no oil changes, spark plugs, or complex transmissions. The environmental impact is also incomparable. An electric car emits up to 60% fewer greenhouse gases over its lifetime. There is not a single aspect in which the electric model is inferior to the gasoline car. Still, weak arguments persist: “range is low,” “the price is too high,” “charging takes too long.” These claims do not stand up to technological progress. Today, models already exceed 400 km of range, and fast chargers reduce waiting times to minutes. Among the opposing arguments, one point deserves serious attention: battery safety. It is true that, in rare cases, lithium-ion battery fires are difficult to extinguish and require specific protocols. This risk is often used rhetorically against electric vehicles. However, context matters. The incidence of fires in electric cars is statistically lower than in combustion vehicles, which carry highly flammable liquids every day. Data from U.S. road safety authorities show that the probability of a gasoline car catching fire in an accident is up to four times higher than that of an electric vehicle. Battery technology is evolving rapidly, with increasingly sophisticated thermal management systems and safety protocols. Ignoring this issue would be narrative manipulation; acknowledging and explaining it is part of the educational communication we need to build. Consumers must know that risks exist but also that they are lower than those we have accepted for decades when driving fossil-fueled vehicles. The real leap lies in consumer empowerment. Who would have imagined, a few decades ago, that it would be possible to generate energy at home with solar panels, store it in batteries, and use it to charge one’s own vehicle? This closes a cycle of independence: the citizen ceases to be hostage to gasoline and becomes the producer and manager of their own energy. This empowerment is revolutionary. It turns consumers into protagonists of the energy transition, reducing dependence on large companies and the international oil market. It is a path that strengthens household economics and democratizes access to clean energy. Despite the evidence, the energy transition faces resistance. Partisan politics has hijacked the issue, turning it into an ideological banner. This division serves the oil industry, which benefits from maintaining the status quo. Meanwhile, fear-based narratives try to convince the population that change is expensive or unfeasible. Reality tells a different story: every dollar invested in clean energy generates up to three dollars in economic benefits, according to the International Energy Agency. More jobs, less pollution, greater independence. Ignoring this is to perpetuate an irresponsible model of consumption and wealth accumulation that destroys the planet. Brazil, with its abundance of sun, wind, and biomass, has all the conditions to lead this transition. What is missing is clear, educational communication that explains to ordinary citizens that energy is not merely a technical issue, but a right and a choice. We must show that electric cars are not just modern vehicles, but part of a silent revolution that returns power to consumers. We must explain that distributed generation is not just an alternative, but an inevitable path to democratizing access to energy. And we must confront opposing arguments head-on—without fear of acknowledging risks, but with the courage to show that they are smaller than those we already accept. This is not about demonizing those who think differently, but about recognizing that those who fail to care for the planet act as enemies of the future. It may sound radical, but it is simply the acknowledgment that we are racing against time. The planet cannot wait for artificial consensus. The narrative must change: clean energy is not a luxury; it is a necessity. Electric cars are not a promise; they are a reality. Consumer empowerment is not a utopia; it is the path forward. The question is simple and direct: do we want to remain tied to the gas station, or take the wheel of a new energy era? The answer does not lie solely in the hands of governments or companies, but in the awareness of each citizen. The energy transition is also a cultural transition. Old habits must be abandoned, weak narratives overcome, and the understanding embraced that the future demands different choices. Consumer empowerment is the key to this change. It not only reduces dependence on gasoline, but redefines society’s relationship with energy. It is time to accept that the future has already arrived and that resisting it means clinging to a past that leads us toward collapse. Brazil can be a protagonist in this story, but to do so it must give voice to consumers, educate society, and courageously confront the interests that still try to keep the country tied to the gas station. Energy for Freedom: The Consumer at the Center of the Transition Renato Zimmermann - @ rena.zimm@gmail.com

The global energy storage market begins 2026 at a decisive turning point. After an intense cycle of regulatory changes, industrial expansion and geopolitical realignment, the sector is now operating at a new scale more affordable, more strategic and increasingly essential to global energy security. Global installed capacity of battery energy storage systems is expected to surpass 100 gigawatts in 2026 , excluding pumped hydro facilities. This growth is being driven by declining battery costs, the accelerated deployment of intermittent renewable energy and the rising electricity demand from data centers and digital infrastructure. Falling prices reshape the economics of energy storage Cost reduction remains the main force transforming the storage sector. In 2026, energy storage systems are expected to see an additional cost decline of 10% to 20% in major markets , including the United States and Europe. Lithium-ion battery prices reached historic lows in 2025, with stationary storage systems experiencing the sharpest declines. Despite trade tariffs and higher raw material prices, a combination of manufacturing overcapacity , intensifying competition , and the widespread adoption of lower-cost battery chemistries continues to push prices downward. This dynamic significantly improves the economic viability of large-scale storage projects, particularly those paired with solar and wind generation. Cheaper batteries underpin renewable energy expansion The rapid growth of solar and wind power increases the need for solutions capable of managing generation intermittency. Energy storage is becoming the critical link between renewable production and grid stability. Beyond enabling higher renewable penetration, storage systems play a strategic role in energy security , reducing blackout risks, smoothing demand peaks and improving supply reliability. As a result, energy storage is no longer just a technical asset — it is increasingly central to energy geopolitics . Global deployment accelerates beyond traditional markets While China, the United States and Europe remain the leading markets, 2026 marks a broader geographic expansion of energy storage deployment. Latin America is emerging as a relevant growth region, supported by strong solar and wind project pipelines and the need to strengthen grid resilience. Emerging markets are beginning to treat energy storage as core infrastructure rather than a complementary solution, especially in power systems with high renewable penetration and grid constraints. Policy shifts reshape global supply chains Regulatory changes introduced in recent years continue to shape the energy storage landscape in 2026. In the United States, industrial and trade policies are encouraging companies to seek alternative supply chains, reducing direct reliance on China and supporting domestic and regional manufacturing. China, meanwhile, is moving toward a more market-driven approach, reducing mandatory storage requirements tied to renewable projects and relying on price signals to stimulate demand. These contrasting strategies are reshaping investment decisions, factory locations and technology roadmaps worldwide. Supply chains seek diversification, but China remains dominant Despite growing diversification efforts, China remains a central pillar of the global energy storage supply chain, particularly in lithium processing and refining , which are critical steps in battery production. Even when battery cells are manufactured outside China, sourcing upstream materials remains challenging due to the concentration of refining capacity. This creates strategic hurdles for countries seeking greater industrial autonomy. At the same time, more manufacturers are shifting toward chemistries optimized for stationary storage, leveraging industrial maturity and lower production costs. LFP batteries consolidate their dominant position Lithium iron phosphate (LFP) batteries have firmly established themselves as the leading technology for stationary energy storage. Safer, more durable and more cost-effective, LFP systems are increasingly replacing nickel-based chemistries. This transition reduces exposure to critical metals and makes large-scale storage projects more economically and operationally attractive, reinforcing storage as a foundational element of modern power systems. Sodium-ion batteries emerge as a strategic alternative Among emerging technologies, sodium-ion batteries are gaining attention as a potential medium-term alternative. Sodium is abundant, low-cost and does not rely on lithium, making it strategically appealing. Although energy density remains a limitation, sodium-ion technology is well suited for stationary applications where size and weight are less critical. Its future competitiveness will depend on production scale and the ability to diversify manufacturing beyond China. Long-duration energy storage moves into focus Another key trend is the shift toward storage systems capable of delivering energy over longer durations typically six to eight hours exceeding the traditional four-hour benchmark. As renewable generation dominates power grids, the need for solutions that can shift large volumes of energy across longer periods becomes increasingly important. Alongside conventional batteries, alternatives such as thermal storage, flow batteries and gravity-based systems are gaining attention. In this context, the market is no longer focused solely on cost per kilowatt-hour, but also on flexibility and discharge duration . 2026 marks the strategic maturity of energy storage More than a technological trend, energy storage reaches strategic maturity in 2026. Falling costs, growing scale, regulatory evolution and technological diversification position the sector at the center of decisions related to energy policy, industrial strategy and national security. For governments, utilities and energy developers, energy storage is no longer optional it has become a fundamental pillar of the global energy transition. Energy storage enters a new global phase in 2026 with falling costs and technological advances

By, Renato Zimmermann - rena.zimm@gmail.com The oil industry is a labyrinth that traps humanity. It sustains economies, but corrodes the future. And at the center of this dilemma stands Donald Trump. Re-elected president of the United States in 2024, Trump chooses to act as a “luxury office boy” for the fossil fuel industry rather than lead an energy transition. The Climate Abyss: Trump, Oil, and the Resistance of a Fragmented United States Before occupying the White House, Trump had already presented himself as a picturesque figure on television a “boss” who took pleasure in firing employees on camera in the reality show The Apprentice . The catchphrase “You’re fired!” became entertainment. The cruel irony: now he fires international commitments vital to the planet. As a fan of The Simpsons , I remember how the series once anticipated Trump as president of the United States. At the time, it seemed like an inconceivable joke, a satire meant to provoke laughter. But the caricature became reality and worse, a re-elected reality. The Absence of the U.S. at COP30 COP30, held in Belém, brought together 194 delegations but without the United States. The absence was met with fears of weakened negotiations, but also with a sense of relief among environmentalists who feared denialist pressure. American companies, however, participated independently, showing that the private sector does not necessarily follow the White House’s script. Withdrawal from the IPCC and International Organizations Trump ordered the United States to withdraw from 66 international organizations, including 31 linked to the United Nations among them the IPCC. The IPCC is the world’s leading scientific body on climate change, responsible for consolidating data and guiding global policy. Abandoning it is like throwing away the instruction manual in the middle of a fire. Experts described the move as a “colossal own goal.” Polarization and Collective Delusion Polarization in the United States fuels a true “collective delusion”: part of the population believes that rolling back environmental commitments is a sign of sovereignty. Trump has described climate change as “one of the greatest hoaxes of all time,” reinforcing denialist narratives. Geopolitics as a Chaotic Chessboard Geopolitics has always been complex, but today it resembles a chessboard that has fallen to the ground, mixing all the pieces. There is no clear strategy—only chaotic moves that favor immediate interests. The U.S. withdrawal from international institutions weakens multilateralism and undermines global cooperation. A Strategic Mistake Trump is steering the United States toward the edge of the abyss—and dragging all of humanity with it. By abandoning the IPCC and COP30, the country that has historically emitted the most greenhouse gases isolates itself. Governments have a duty during their mandates: to protect the future of their citizens. Trump, however, prefers to protect the fossil past. The United States and International Credibility The contrast between the federal government and subnational states reveals that the U.S. is living through an internal war over its climate future. While Trump insists on being the oil industry’s “office boy,” California and New York try to preserve the country’s international credibility. But time is running out for everyone: either we clean fossil fuels out of the economy, or we will become lost pieces on this chaotic chessboard. The Climate Abyss: Trump, Oil, and the Resistance of a Fragmented United States

By Vinicius Luiz – Country Manager, Rockcore The Chinese government officially announced this Friday (January 9) a change to its value-added tax (VAT) rebate policy for the export of photovoltaic products. The measure, published by China’s Ministry of Finance in conjunction with the country’s tax authority, provides for a gradual reduction in rebates throughout 2026, with total elimination for certain product categories. In practice, the announcement signals the gradual end of one of the main mechanisms that have sustained extremely low prices for Chinese solar equipment in recent years. Its effects are expected to be felt directly in importing markets such as Brazil. China Announces Changes to Solar Export Tax Rebates, with Impact Expected to Reach Brazil in 2026 The broader impact: prices and strategy With the reduction of VAT rebates: Chinese manufacturers will operate with tighter margins; Part of this cost is likely to be passed on to importers; Analysts are already pointing to upward pressure on solar module prices in 2026. Beyond pricing, the change accelerates an important structural shift: importing purely “commodity” modules is no longer a competitive advantage. Fiscal classification, product design, and added value become decisive factors. PowerPad emerges as a competitive advantage China Announces Changes to Solar Export Tax Rebates, with Impact Expected to Reach Brazil in 2026 It is precisely at this point that Rockcore’s PowerPad stands out. Unlike the traditional model of importing modules and inverters separately, PowerPad is marketed as an integrated system, with the microinverter already coupled to the module at the point of origin. This format allows: A differentiated classification under China’s export policy, preserving the VAT rebate benefit; The ability to maintain highly competitive pricing, even amid rebate reductions. While conventional products are likely to face cost increases, PowerPad turns the regulatory change into a strategic advantage. Tax gains and logistical efficiency In addition to the tax aspect, PowerPad’s integrated model delivers further benefits: Reduced logistical complexity; Fewer separate items to import; Lower indirect costs across the installation chain in Brazil. The result is a product that delivers more technology per imported unit, positively impacting both final cost and operational efficiency for integrators. A new scenario for 2026 Today’s announcement from China makes it clear that the global solar market is entering a new phase. Competition will no longer be driven solely by artificially low prices, but increasingly by strategy, integration, and efficiency. For the Brazilian market, the message is straightforward: those who understand the new rules of the game now will be ahead in 2026. Solutions like PowerPad demonstrate that, even in a scenario of global fiscal adjustment, it is possible to remain competitive provided that technology and the import model are aligned with the new reality. China Announces Changes to Solar Export Tax Rebates, with Impact Expected to Reach Brazil in 2026

Researchers at the Chalmers University of Technology in Sweden have developed an innovative method to produce hydrogen from sunlight and water without relying on platinum, one of the planet’s scarcest and most expensive metals. The breakthrough promises to lower costs, reduce environmental impact, and accelerate the role of green hydrogen in the global energy transition. Platinum-Free Solar Hydrogen: A Breakthrough for Cleaner, More Affordable Fuels Hydrogen is considered a key element for decarbonizing industry and heavy transport. However, conventional solar-driven production methods still depend on platinum as a co-catalyst. Platinum’s high cost, limited geographic availability, and environmentally harmful extraction processes have hindered large-scale deployment of solar hydrogen. To address this challenge, the Swedish team created conductive plastic nanoparticles engineered to act as photocatalysts. When immersed in water and exposed to sunlight, these particles efficiently trigger hydrogen production in a sustainable and cost-effective way. “Developing efficient platinum-free photocatalysts has been a long-standing goal in this field,” says Alexandre Holmes, one of the study’s lead authors. “By redesigning the plastic at the molecular level and transforming it into nanoparticles, we increased the interaction between light, water, and the catalyst, achieving performance that can surpass traditional platinum-based systems at a fraction of the cost.” The researchers report that just one gram of the polymer material can produce approximately 30 liters of hydrogen per hour , marking a significant step toward industrial and transport applications. Additionally, the plastic can now be manufactured without harmful chemicals, further improving sustainability and scalability. The team’s next goal is to eliminate the need for any auxiliary chemicals, relying solely on sunlight and water to split molecules into hydrogen and oxygen. For Professor Ergang Wang, the project’s lead researcher, “removing platinum from the process is a critical step toward making hydrogen production truly sustainable and accessible.” If scaled up, this innovation could enable clean fuels for industry, energy storage, and heavy transport , helping reduce emissions in sectors where direct electrification remains challenging. Platinum-Free Solar Hydrogen: A Breakthrough for Cleaner, More Affordable Fuels

On January 6, 2026, Petrobras announced that oil leaks had occurred during drilling tests in the Amazon River Mouth region. The incident, still under investigation, reignites a debate that seemed buried under layers of speeches at COP30: are we truly committed to the energy transition, or are we still trapped in our addiction to oil? The answer, unfortunately, seems clear—and disappointing. Oil Spilling at the Amazon River Mouth and Humanity’s Blindness While Brazil grapples with the dilemma of exploring an environmentally sensitive area, neighboring Guyana celebrates record production following billion-dollar offshore discoveries. Until a few years ago, the country had a modest economy based on agriculture and mining; today it projects annual GDP growth of over 25%, driven by oil. Venezuela, meanwhile, after U.S. military intervention, is seeing production rise again, with previously abandoned fields reactivated and exports resumed. The geopolitical energy map of South America is being redrawn—but not toward the sustainable future many had hoped for. The energy transition—meant to guide our choices—is the gradual replacement of fossil fuels with renewable sources such as solar, wind, green hydrogen, and biomass. It is a natural evolution for humanity, comparable to the shift from firewood to coal and then to oil. Unlike previous transitions, however, this one demands not only technological innovation but also political courage and structural changes in the global economy. And that is precisely where the biggest barriers lie: oil still accounts for about 30% of the world’s energy mix and moves trillions of dollars each year. Governments and companies hesitate to give up such immediate wealth. The IPCC has been clear: greenhouse gases—especially carbon dioxide from burning fossil fuels—are the main drivers of global warming. In 2025, global emissions exceeded 37 billion tons of CO₂. COP30, held in Belém, should have been a historic milestone, but it ended with vague promises and no more ambitious targets. The result is that we continue down the worst possible path, insisting on opening new oil frontiers while the planet pleads for drastic emissions cuts. Only the blind fail to see it. From an economic standpoint, there is a harsh logic: oil finances infrastructure, creates jobs, and secures foreign exchange. Countries like Guyana and Venezuela see it as a chance to escape poverty or regain international relevance. Brazil, pressured by internal and external interests, also wavers. But this logic is shortsighted. The cost of climate change is already estimated in the trillions of dollars: prolonged droughts, devastating floods, loss of agricultural productivity, and migration crises. The money oil generates today may not offset the disaster it fuels tomorrow. It is true that eliminating fossil fuels still lives more in rhetoric than in practice. Yet there are actions underway that deserve recognition. The European Union is advancing its “Fit for 55” plan, aiming to cut emissions by 55% by 2030. China leads global solar energy production and already accounts for more than 40% of installed capacity worldwide. Brazil, despite its contradictions, has expanded investments in distributed generation with solar, wind, and biomass. Green hydrogen is beginning to gain ground through pilot projects in Germany, Japan, Chile, and Brazil. These are signs that the energy transition is not merely utopian but a real process albeit slow and insufficient given the climate emergency. To defend the energy transition is to defend humanity’s survival. We are late, we hesitate to be more ambitious, and every new spill, every new drilling operation, every new military intervention that reactivates oil wells reminds us that time is against us. 2026 has begun intensely, and this column has already warned that it will be a challenging year. The opening chapters confirm it: either we accelerate the energy transition, or we will remain blind to the abyss opening before us. Renato Zimmermann is a sustainable business developer and an energy transition activist. Oil Spilling at the Amazon River Mouth and Humanity’s Blindness

Global battery leader behind Brazil’s Heliar brand lays out an industrial roadmap for scalable sodium-ion manufacturing CES 2026: Clarios Advances Sodium-Ion Battery Technology and Targets Series Production by Decade’s End At CES 2026 in Las Vegas, Clarios — a global leader in low-voltage battery solutions and the company behind Brazil’s Heliar brand — unveiled major progress in its sodium-ion battery strategy, signaling a clear path toward series production before the end of the decade. The announcement positions sodium-ion chemistry as a core pillar of Clarios’ next-generation portfolio, reinforcing its commitment to sustainable mobility and energy-agnostic solutions for automotive OEMs. The strategy is supported by the company’s US$6 billion investment plan, with US$1 billion earmarked specifically for next-generation technologies. CES 2026: Clarios Advances Sodium-Ion Battery Technology and Targets Series Production by Decade’s End From market leadership to technological frontier In Brazil, Clarios is deeply embedded in the automotive ecosystem. The company supplies batteries for roughly two out of every three vehicles produced in the country, spanning passenger cars, heavy vehicles and motorcycles. Its Sorocaba (SP) manufacturing complex employs more than 1,200 people and produces a full range of automotive, motorcycle, heavy-duty and stationary batteries. Now, Clarios is leveraging this industrial strength to accelerate innovation globally with sodium-ion batteries emerging as a strategic alternative to conventional chemistries. A three-pillar strategy for sodium-ion scale-up During CES 2026, Clarios detailed a three-pronged approach to bring sodium-ion technology from development to industrial reality: Deeper investment in Altris Clarios has expanded its partnership with Swedish battery innovator Altris through a Joint Development Agreement (JDA) centered on the Power Sodium platform. The goal is to accelerate product development while establishing a resilient European supply chain for sodium-ion technology, paving the way for industrial-scale manufacturing. Prototype development with InoBat In collaboration with Altris and Slovak battery manufacturer InoBat, Clarios is preparing to assemble its first automotive-grade sodium-ion test cells at InoBat’s facilities in Slovakia. The prototype cells, based on Altris’ technology, are currently being validated at Clarios’ R&D laboratories in Hannover, Germany. According to the companies, early results show robust performance, including reliable cold-start capability down to –25°C, low internal resistance and high power density — key requirements for automotive low-voltage applications. Series production by the end of the decade Clarios confirmed plans to launch series production of low-voltage sodium-ion batteries at a dedicated facility in either Europe or North America before 2030. The move is designed to support OEM sustainability targets, comply with evolving regulations and reduce dependence on critical raw materials sourced outside Western markets. Strategic positioning and sustainability Sodium-ion batteries are increasingly viewed as a sustainable complement to lithium-based technologies. The chemistry relies on abundant raw materials and avoids critical minerals, simplifying recycling and improving circularity. By anchoring future production in Europe or North America, Clarios aims to build a secure, regionally integrated supply chain while mitigating geopolitical and logistical risks — a growing priority for global automakers. Leadership perspectives “Launching series production of sodium-ion batteries is a fundamental step in our mission to deliver innovative, energy-agnostic solutions for the automotive industry,” said Federico Morales-Zimmermann , Vice President and Global OEM Customer & Technology General Manager at Clarios. Christer Bergquist , CEO of Altris, highlighted the industrial momentum behind the partnership: “Our deepened collaboration with Clarios marks a major milestone. We are accelerating product development and preparing for industrial-scale production, delivering a sustainable solution to meet the rapidly growing global demand for battery innovation.” That shared vision is already taking shape at InoBat’s Slovak operations, which include advanced R&D laboratories and a pilot line capable of producing up to 50,000 cells per year — a critical stepping stone toward full-scale series manufacturing. About Clarios Clarios is the global leader in advanced low-voltage battery technologies for mobility. The company delivers increasingly intelligent energy solutions for nearly all types of vehicles. With 17,000 employees in more than 100 countries, Clarios supports OEM and aftermarket partners with deep expertise, reliability, safety and comfort for everyday life. Sustainability is central to its strategy, with up to 99% of battery materials recovered, recycled and reused. Clarios is a Brookfield portfolio company. About Altris Altris is a Swedish sodium-ion battery developer focused on its proprietary Prussian white cathode material. Originating from the Ångström Laboratory at Uppsala University, the company is advancing patented innovations from concept to commercialization. Altris aims to become Europe’s leading supplier of sodium-ion battery cathodes, enabling scalable and sustainable battery solutions. About InoBat InoBat is a European battery manufacturer specializing in high-performance, sustainable energy solutions. Operating pilot and industrial facilities, the company develops and produces customized battery cells for automotive, aerospace and industrial applications. Its Volta I facility in Slovakia serves as a customer qualification plant and innovation hub for next-generation battery technologies. CES 2026: Clarios Advances Sodium-Ion Battery Technology and Targets Series Production by Decade’s End