The world must reduce CO2 emissions by 30 to 50% by 2030 while simultaneously increasing electricity generation by at least 40% by 2035. These two goals must move forward together, yet they are still progressing at opposite speeds. The paradox is not climate rhetoric. It is the central challenge documented by the study Back to 2050, from the Schneider Electric Sustainability Research Institute, and by the World Energy Outlook 2025 from the International Energy Agency (IEA). Understand what is at stake, how we got here, what the main agreements and laws determine, and why Brazil could play a leading role.
Brazil starts 2026 with 215.9 GW of installed electrical capacity, 84.63% of which comes from renewable sources. ANEEL projects expansion of 9.1 GW throughout the year. At the same time that Roraima finally connects to the National Interconnected System, the solar sector is going through its second consecutive year of slowdown, pressured by generation cuts, high interest rates and network bottlenecks.
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.
ESG, standing for Environmental, Social, and Governance, is an increasingly relevant approach in corporate and investment decisions. These criteria are essential for assessing a company’s commitment to sustainable and responsible practices, indicating a global movement towards more conscious and ethical operations. The Environmental pillar of ESG focuses on business practices related to environmental sustainability, which […]
As the world becomes more aware of the environmental and social impacts of its actions, the Brazilian logistics sector is at the forefront of adopting ESG (Environmental, Social, and Governance) practices. This article addresses the innovations and challenges faced by the sector, with a special look at the contribution of sustainable initiatives such as the use of biomethane.









