With more than 1,700 clean hydrogen projects mapped worldwide and demand projections requiring annual investments exceeding US$1 trillion starting in 2030, according to the International Energy Agency (IEA), the question is no longer whether green hydrogen will become a major commodity, but who will produce and export it.
While the world’s eyes turn to intermittent sources such as solar and wind power, Brazil holds within its fields and industries a sleeping giant, ready to awaken and lead the next phase of the global energy transition: biomass. With COP30 in Belém approaching, the country is in a unique position to showcase not only its potential but also a consolidated model of energy security rooted in one of its greatest strengths: agribusiness.
What was once viewed as a regulatory cost or a concession to the ESG agenda has now emerged as the primary driver of growth, innovation, and capital allocation in the sector. By 2025, the question is no longer whether we should invest in the transition, but where and how fast in order to stay ahead in a rapidly redefining market.
In 2025, the ESG agenda has consolidated itself as the central force that redefines the Brazilian electricity sector, moving from discourse to practice and becoming a decisive criterion for investments, regulation and risk management. The transformation is led by the Environmental pillar, which has evolved from simple decarbonization to an urgent concern with the climate resilience of infrastructure.