LatAm Grid & Ground "Weekly Newsflow: LRCAP; Data Center; Renewables; In..."

研报英文原文证据摘录

LatAm Grid & Ground "Weekly Newsflow: LRCAP; Data Center; Renewables; In..."

neel has revoked authorizations for approximately 3.4

GW of wind and solar projects due to transmission constraints, curtailment risks,

and economic unviability. Major developers cited a lack of grid capacity and delays

in transmission infrastructure, which undermine project timelines and investment

feasibility. The cancellations span multiple regions and contribute to a broader

wave of revoked permits in 2026, highlighting structural challenges in integrating

renewable generation. The situation underscores growing mismatches between

generation expansion and transmission readiness, raising concerns over future

project execution and sector growth.

Ground:

Brazil advances Inova+Mineral program and governance plan

According to Eixos, the Ministry of Science, Technology and Innovation has launched

a working group to design Inova+Mineral, a national program aimed at strengthening

innovation and increasing value-added production in the critical minerals sector.

The initiative seeks to integrate public policies, financing, research institutions,

and industry, supporting Brazil’s shift toward industrialization amid rising global

demand. The proposal is expected within 90 days and comes alongside legislative

discussions that include the creation of the National Council for the

Industrialization of Critical and Strategic Minerals (CIMCE), which would be

responsible for selecting priority projects and guiding incentives, reflecting broader

debates on governance and industrial strategy.

Petrobras scales Bio-Bunker and SAF initiatives

Eixos indicated that Petrobras plans to invest R$3.3 billion to expand infrastructure

at the Port of Santos, enabling the supply of bunker fuel with a 24% biodiesel blend