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LatAm Grid & Ground: Weekly Newsflow: Data Center, BESS Auction, Renewables, Critical Minerals, and Biofuels

发布日期: 2026-07-17研究机构: UBS Equities报告页数: 11原文语言: English证据页码: 3

研报英文原文证据摘录

LatAm Grid & Ground: Weekly Newsflow: Data Center, BESS Auction, Renewables, Critical Minerals, and Biofuels

WTO highlights Fertilizer vulnerability for Brazil

According to Valor, WTO has highlighted ongoing risks to global fertilizer trade

stemming from tensions in the Persian Gulf, particularly around the Strait of

Hormuz, a key route for fertilizer and oil shipments. The organization warned that

disruptions in fertilizer flows could affect agricultural productivity, food prices, and

global food security. For Brazil, one of the world's largest agricultural exporters, the

report underscores the country's continued dependence on imported fertilizers and

reinforces concerns over supply security amid persistent geopolitical uncertainty.

E32 Blend gains momentum as government signals long-term adoption

Eixos published that Brazil’s Energy Minister, Alexandre Silveira, indicated that the

recently approved increase in the mandatory gasoline blend to 32% ethanol (E32)

could eventually become a permanent policy, despite initially being implemented

for 180 days starting in August. Also, MegaWhat highlighted that the measure is

expected to increase demand for anhydrous ethanol by 900 million to 1 billion liters

, expanding the market by roughly 6.6% and providing greater demand visibility for

producers. Industry representatives argue that the higher blend should support

market stability, strengthen energy security, and advance decarbonization efforts

by increasing the share of domestically produced renewable fuels in Brazil’s

transport sector.

USA Rare Earth advances recycled Rare Earth production

Valor reported that USA Rare Earth has produced commercial-grade dysprosium

oxide and neodymium-praseodymium (NdPr) oxide from recycled rare-earth magnet

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