Yuav Ua Li Cas Txhawb Kev Hloov Kho Thiab Txhim Kho Lub Zog Cia Hauv Brazil?

 

 

Daim Ntawv Pom Zoo Nrhiav kom rov ua tus nqi them rov qab rau Brazil thawj lub roj teeb muaj peev xwm Auction

 

Tsoomfwv Brazilian tab tom txiav txim siab txog qhov kev thov kom kho tus nqi - sib koom txoj hauv kev rau lub teb chaws thawj lub roj teeb cia muag. Bill PL 3.716/2026, xa los ntawm Tsoom Fwv Teb Chaws Tus Neeg Sawv Cev Arnaldo Jardim, lub hom phiaj txhawm rau tshem tawm cov kev cai hauv Txoj Cai No. 15.269 uas xav kom cov tuam txhab tsim hluav taws xob tsuas yog them tus nqi cog lusroj teeb cia muaj peev xwm. Lub tswv yim sib cav hais tias lub roj teeb cia yuav tsum ua raws li tus nqi tib yam - sib koom ua ke raws li lwm cov kev daws teeb meem, nrog rau cov nqi sib koom los ntawm txhua tus neeg koom hauv kev lag luam hluav taws xob. Qhov kev hloov kho no tau pom tias yog qhov tseem ceeb ua ntej lub Kaum Ob Hlis 2026 kev sib tw, uas yuav tsum tau cog lus ntau gigawatts ntawm lub peev xwm hauv qab 15-xyoo kev cog lus pib thaum Lub Yim Hli 2028.

 

 

 

Kev Lag Luam Koom Haum Koom Tes Rally Tom Qab Tus Nqi Sib Raug Zoo

 

Cov koom haum kev lag luam suav nrog Abeeólica, Abiape, Absae, Absolar, thiab Apine txhawb qhov kev hloov kho no, sib cav tias cov cai tam sim no qhia txog qhov tsis paub tseeb rau kev muag khoom roj teeb uas yuav los tom ntej. Cov koom haum no hais tias qhov kev hloov pauv tau yooj yim thiab muaj peev xwm muab kev pabcuam los ntawmroj teeb cia systemstau txais txiaj ntsig zoo rau cov neeg siv khoom, cov tuam txhab tsim hluav taws xob, cov neeg ua haujlwm sib kis, cov tuam txhab faib khoom, thiab tag nrho cov tshuab hluav taws xob; faib cov nqi rau cov tuam txhab tsim hluav taws xob nkaus xwb yuav cuam tshuam kev lag luam, txo cov kev sib tw ntawm - thev naus laus zis, thiab tsav cov nqi hluav taws xob raws li cov nqi tau dhau los ntawm cov khoom siv. Daim nqi piav qhia tau hais tias qhov kev hloov pauv yuav tsis tshem tawm cov kev cai tswjfwm uas twb muaj lawm rau cov ntawv cog lus muaj peev xwm, raws li Brazilian txoj cai lij choj tau teev tseg tias cov nqi tuaj yeem sib koom ntawm cov neeg siv khoom kawg thiab cov tuam txhab tsim hluav taws xob. ABSAE tau hais ntxiv tias kev kho cov roj teeb sib npaug nrog lwm cov peev txheej xws li cov pa roj lossis cov nroj tsuag thee yog qhov tseem ceeb rau kev sib tw ua tiav.

 

 

Kev tswj hwm lub moj khaum thiab cov qauv kev sib tw ua kom zoo

 

Brazil thawj zaug - ib txwm auction ntawm roj teeb muaj peev xwm yog teem rau lub Kaum Ob Hlis. Ob qhov kev sib tw sib cais yuav raug tuav: LRCAP 2026 - Lub Tebchaws Cia rau 2 Lub Kaum Ob Hlis ( txwv rau cov haujlwm ua tau raws li BNDES hauv zos -cov ntsiab lus cov ntsiab lus) thiab LRCAP 2026 - Cia rau 4 Lub Kaum Ob Hlis (qhib rau txhua qhov haujlwm tsim nyog). Brazilian Bureau of Energy Storage and Technology (ABSAE) tau xa cov lus pom zoo rau cov neeg tswj hwm, suav nrog kev qhia meej cov cai rau sawv cev-ib leeg thiab koom ua ke- cov phiaj xwm khaws cia, cov kev xav tau hauv cheeb tsam, thiab tswj hwm 15-xyoo cov lus cog lus sib haum nrog lub neej kev cia siab ntawm cov cuab tam. Cov kev xav tau muaj xws li qhov tsawg kawg nkaus 30 MW muaj, plaub teev sib law liag ntawm kev tso tawm, qhov ua tau zoo tag nrho ntawm 85%, thiab qhov siab tshaj plaws ntawm ob lub voj voog ib hnub (capped ntawm 366 cycles txhua xyoo). Cov ntawv sau npe ua ntej tau tshaj 260 GW rau thawj qhov kev sib tw thiab 280 GW rau qhov thib ob, nrog rau qhov muaj zog nyob hauv cheeb tsam Northeast.

 

 

Kev nqis peev loj heev muaj peev xwm underscores lub tswv yim tseem ceeb ntawm kev cia

 

Lub tswv yim hais txog kev tshawb fawb kwv yees tias Brazil tuaj yeem siv kwv yees li 71.8 gigawatt-teev chaw cia khoom nruab nrab ntawm 2025 thiab 2034, xav tau kev nqis peev ntawm kwv yees li 77.2 billion reais (US $ 14 billion), uas kwv yees li 36 billion reais muaj feem cuam tshuam nrog cov peev txheej tshwj xeeb txuas nrog lub teb chaws daim phiaj. Cov pab pawg kev lag luam hais tias cov kev cai kom meej meej thiab cov kev cai sib tw twv yuav yog qhov tseem ceeb heev rau kev nyiam kev nqis peev thiab ua kom nrawm rau kev xa cov roj teeb cia hauv Brazil. Tom qab--'meter' kev lag luam thiab kev lag luam tshuab tau kwv yees kwv yees kwv yees li 45% ntawm qhov peev xwm no (32.3 GWh), thaum pem hauv ntej - ntawm- meter peev peev cia daim ntawv thov yuav pab txog 42% (30.2 GWh). Cov nqi roj teeb cia siab tias yuav poob ntxiv 28% los ntawm 2034, txhawb nqa kev siv dav dav.

 

 

Loj hlob xav tau rau roj teeb cia Systems rau hnub ci zog hla ntu

 

Kev nthuav dav sai ntawm lub hnub ci hauv Brazil-Twb dhau 50 GW thiab tau npaj kom muaj kev loj hlob ntxiv mus ntxiv- tau tsim cov teeb meem ntawm cov khoom siv thaum nruab hnub thiab yav tsaus ntuj tsis txaus. Lub roj teeb cia tshuab rau lub hnub ci zog tau tshwm sim los ua qhov kev daws teeb meem tseem ceeb rau kev hloov pauv lub zog, txo qis qis, thiab muab lub peev xwm ruaj khov.Kev siv hluav taws xob -scale BESS hnub ci roj teeb lub zog cia qhov systemcov chaw tsim khoom ua haujlwm tau nrawm dua, nrog cov tuam txhab npaj cov haujlwm rau lub Kaum Ob Hlis auctions. Nyob rau theem kev faib tawm, kev thov rau lub zog cia roj teeb rau lub hnub ci vaj huam sib luag ru tsev yog nce ntawm kev lag luam, kev lag luam, thiab cov neeg siv vaj tse nyob nrhiav qhov siab tshaj plaws -shaving thiab nws tus kheej- tau txais txiaj ntsig. Tuam Tshoj cov chaw muag khoom ntawm Tuam Tshoj lithium-ion roj teeb rau hnub ci zog cia, suav nrog cov kws tshaj lij xws li BLOO POWER, tau zoo- qhov chaw los muab ob qho loj - nplai thiab cov kev daws teeb meem. Ib qho nruab nrab ntawm - qhov loj me ntawm kev lag luam teeb tsa tuaj yeem xa mus rau 48kw hnub ci zog cia roj teeb teeb tsa (lossis ntau qhov ntawm) txhawm rau txhim kho lub hnub ci ru tsev thiab txo cov nqi thov.

 

Brazil roj teeb cia kev lag luam kwv yees rau 2034

 

Ntu	Projected peev (GWh)	Qhia tag nrho	Cov Tsav Tsheb Tseem Ceeb
Qab - tus -meter (C&I)	32.3	~45%	Peak tariff txo, tus kheej -siv
Pem hauv ntej - ntawm -meter (muaj peev xwm cia)	30.2	~42%	Kev ruaj ntseg system, auction daim ntawv cog lus
Tawm -grid / lwm yam	9.3	~13%	Tej thaj chaw deb systems, resilience
Tag nrho	71.8	100%	Kev nqis peev ~ R $ 77.2 billion

 

 

 

Lub luag hauj lwm ntawm International Manufacturers thiab cov ntsiab lus hauv zos xav tau

 

Ntev -tail paj yog loj hlob nyob rau hauv cov nqe lus xws li "zoo tshaj48kW coj mus muag hnub ci roj teeb cia tshuabBrazil", "BESS manufacturers rau utility-scale hnub ci Brazil auction", "Tuam Tshoj lithium-Ion roj teeb cov chaw muag khoom rau ru tsev hnub ci cia", "lub zog cia roj teeb rau Brazilian faib hnub ci tiam", thiab "BLOO POWER LiFePO4 cov kev daws teeb meem rau hnub ci zog cia". Cov chav nyob thiab cov chaw nqa tau mus rau kev lag luam - nplai cov kev daws teeb meem tsim nyog rau kev sib txuas nrog cov ru tsev arrays lossis loj dua hnub ci ua liaj ua teb nyob rau hauv thawj lub Kaum Ob Hlis auction aims txhawb kev tsim khoom hauv tsev thaum qhib kev sib tw ua kom cov nqi sib tw thiab kev siv thev naus laus zis xws li WEG tau ruaj ntseg nyiaj txiag BNDES rau BESS cov chaw tsim khoom, qhia txog lub sijhawm muaj kev lag luam.

 

Qhov tseem ceeb ntawm Brazil thawj lub roj teeb muaj peev xwm Auctions (LRCAP 2026)

 

Parameter	Paub meej
Cov hnub sib tw	2 Lub Kaum Ob Hlis (Cov ntsiab lus hauv tebchaws) & 4 Lub Kaum Ob Hlis (qhib) 2026
Daim ntawv cog lus ntev	15 xyoo
Pib muab khoom	1 Aug 2028
Tsawg zog	30 MW muaj
Lub sijhawm xav tau	4 teev sib law liag rau ib lub voj voog
Lub voj voog	Txog li 2 lub voj voog / hnub, max 366 / xyoo
Kev ua tau zoo	Tsawg kawg 85% tag nrho
Remuneration	Kev them nyiaj txhua xyoo tas rau qhov muaj (IPCA-kho)
Sau npe txaus siab	>260 GW (first tender), >280 GW (thib ob)

 

 

Kev lag luam dav dav thiab cov txiaj ntsig kev lag luam

 

Tshaj li qhov khoom siv hluav taws xob- ntsuas qhov ntsuas, Brazil lub khw muag khoom xa tawm tau nrawm dua. Cov ntaub ntawv Greener qhia tias kev muag khoom BESS tau nce mus txog kwv yees li 1.9 GWh thaum kawg ntawm Q1 2026, nrog 504 MWh xaj hauv lub quarter ntawd ib leeg. Capex rau ib tus neeg sawv cev 500 kW / 1,000 kWh system tau poob ntau dua 50% txij li xyoo 2020. Txhua gigawatt ntawm cov roj teeb muaj peev xwm cog lus tau kwv yees los ntawm ABSAE kom xa cov khoom siv hluav taws xob txhua xyoo txuag ntawm ib ncig ntawm R$ 4.6 billion piv nrog qhov sib npaug thermal muaj peev xwm, feem ntau los ntawm kev txo cov nqi roj thiab txo qis. Cov kev hloov pauv no ntxiv dag zog rau rooj plaub rau ob qho tib siloj roj teeb cia tshuab rau hnub ci zogthiab cov roj teeb me me rau lub hnub ci vaj huam sib luag ru tsev.

 

Tus nqi piav qhia thiab kev ua tau zoo rau Lithium-Ion Cia hauv Brazil

 

Metric	Tsis ntev los no / Tus nqi kwv yees	Kev cuam tshuam
Capex txo (2020-2025)	~53%	Txhim kho qhov project economics
Ntxiv tus nqi poob rau 2034	~28%	Dav dav C&I & kev txais yuav tsev nyob
Piv txwv coj mus muag system	48 kW / multi- teev	Peak shaving & hnub ci tus kheej -siv
System efficiency phiaj (auction)	Ntau dua lossis sib npaug li 85%	Kev sib tw nrog cov qauv thoob ntiaj teb
Cov neeg siv khoom / qhov txiaj ntsig	R$ 4.6 bn txuag ib GW / xyoo vs thermal	Muaj zog economic rational

 

 

Outlook: Los ntawm kev tswj kom meej meej mus rau loj -Txoj kev xa tawm

 

Kev daws teeb meem tau zoo ntawm tus nqi- sib cav sib cav los ntawm PL 3.716/2026, ua ke nrog cov kev cai sib tw pob tshab thiab cov nqi poob qis, ua haujlwm Brazil los hloov nws cov peev txheej hnub ci thiab cua kom ruaj khov, hloov tau lub zog. Thoob ntiaj teb Tuam Tshoj lithium-ion roj teeb rau cov chaw tsim khoom hnub ci zog, suav nrog BLOO POWER, ua ke nrog cov tuam txhab tsim tawm hauv zos, yuav ua lub luag haujlwm tseem ceeb hauv kev xa tawm ob qho kev siv hluav taws xob- nplai BESS thiab cov kev daws teeb meem. Cov kev cai kom meej meej thiab cov ntawv cog lus 15-xyoo tau pom zoo yuav tsum qhib qhov phiaj xwm R$ 77 billion txoj hauv kev nqis peev thiab txhawb nqa Brazil lub zog kev ruaj ntseg raws li kev nkag mus txuas ntxiv mus ntxiv.