LatAm Grid & Ground "Weekly Newsflow: Data Center, BESS Auction,..."

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LatAm Grid & Ground "Weekly Newsflow: Data Center, BESS Auction,..."

Global Research

17 July 2026ab

LatAm Grid & Ground Equities

Latin AmericaWeekly Newsflow: Data Center, BESS Auction,

Renewables, Critical Minerals, and Biofuels Global Sustainability

Luciana Carvalho

Product Manager

luciana.carvalho@ubs.com

Battery Auctions Advance as Flexibility Needs Grow +55-11-2767 6524

Across the Grid segment, the key theme this week was the advancement of storage Shneur Z. Gershuni, CFA

and digital infrastructure, with Ceará approving fast-track licensing for data Analyst

centers and battery projects as competition to attract AI-related investments shneur.gershuni@ubs.com

intensifies (see interest in Figure 3GogleSearchtermfrequency"DataCenter"(Brazil)). In parallel, battery auctions gained momentum +1-212-713 3974

through proposed regulatory adjustments aimed at improving project execution Victoria Kalb

and market design. At the same time, renewable self-generation continued to Analyst

expand, as illustrated by Petrobras’ new solar project, while storage remains vicki.kalb@ubs.com

increasingly viewed as a key solution to enhance grid flexibility and mitigate +65-6495 4584

curtailment. Giuliano Ajeje

Analyst

Resource Security and Biofuels Gain Strategic Relevance giuliano.ajeje@ubs.com

In the Ground segment, the leading theme this week was the strengthening of +55-11-2767 6371

resource security and strategic supply chains, with Brazil advancing its critical Alberto Valerio

minerals agenda and reinforcing its role in global transition-related value chains. In Analyst

parallel, biofuels remained in focus, supported by progress on E32 adoption, alberto.valerio@ubs.com

restrictions on biodiesel imports for the mandatory market, and new SAF +55-11-2767 6918

investments.