LatAm Grid & Ground Weekly Newsflow: Storage, Rare Earths, Electrification and El Niño

Research evidence excerpt

LatAm Grid & Ground Weekly Newsflow: Storage, Rare Earths, Electrification and El Niño

Global Research

26 June 2026ab

LatAm Grid & Ground Equities

Latin AmericaWeekly Newsflow: Storage, Rare Earths,

Electrification and El Niño Global Sustainability

Luciana Carvalho

Product Manager

luciana.carvalho@ubs.com

Flexibility solutions gain pace as demand and constraints converge +55-11-2767 6524

Across the Grid segment, the key theme this week was the tightening link between Shneur Z. Gershuni, CFA

renewable expansion, storage adoption, and data center-driven demand, with Analyst

infrastructure availability emerging as a key bottleneck. While news indicate to shneur.gershuni@ubs.com

new wind projects in Brazil, rapid growth in data centers is exposing misalignment +1-212-713 3974

between deployment timelines and grid readiness. In parallel, storage (see interest Victoria Kalb

in Figure 4GogleSearchtermfrequency"Batery"(Brazil)) is gaining traction - supported by strong investment potential and Analyst

improving economics, with news highlighting higher returns in distributed solar - vicki.kalb@ubs.com

though regulatory clarity and grid constraints remain key barriers to scaling. +65-6495 4584

Giuliano Ajeje

Industrial strategy and transition technologies advance amid climate risks Analyst

In the Ground segment, the leading theme this week was the strengthening of giuliano.ajeje@ubs.com

critical minerals and industrial strategy, supported by Brazil’s large rare earth +55-11-2767 6371

reserves and policy initiatives such as fast-track licensing, alongside coordinated Alberto Valerio

efforts from BNDES and Petrobras and a broader R$140 bn investment pipeline. In Analyst

parallel, low-carbon solutions gained momentum, with advances in SAF, BECCS, and alberto.valerio@ubs.com