Brazil Renewables Report

Published 12 August 2015

  • 55 pages
  • Instant access to your report online and PDF format through your account library
  • Includes 3 free updated quarterly reports
$1,295.00
Brazil Renewables Report

BMI View : Brazil's renewable energy sector is somewhat withstanding the wider slump in the Brazilian economy, a weak real and increasing interest rates by the Brazilian Development Bank , al though th is macroeconomic environment is expected to increase risks for investors entering the market. While April's auctions remained below expected levels, record numbers in projects have been announced in the run-up to the tenders in November. Despite this positive news, increasing obstacles have led us to maintain our more conservative growth estimates for 2015 and 2016, slightly reducing for example wind capacity growth for this year. Nonetheless, the country's need for energy diversification and vast potentials especially for wind and solar continue to fuel investors interest in the market for the time being.

Key Trends And Developments:

  • Going into 2016, we expect overall non-hydro renewables to see a y-o-y capacity and generation growth of 11.0% and 6.7%, respectively, slightly below the expected 2015 levels, as the wider economic downturn is making itself felt.

  • For 2015, the First Reserve Auction, scheduled for August 14, will be specifically for solar projects, with the Second Reserve Auction taking place on November 13 and will also include wind power, with winning projects to start supplying power by November 2018. The latter tender registered a record total of 1,379 renewable power projects with combined installed capacity of 38.9GW, indicating the solid interest in developing Brazil's renewable energy.

  • The Brazilian government announced in April 2015 that it will launch an investment fund of up to USD6.5bn to increase the production of renewable energy in the north-east of the country. The proposed fund will finance up to 8GW of wind and solar energy projects and will consist of Brazil's state-owned utility Companhia Hidro Eletrica do Sao Francisco (Chesf) and private investors. Chesf will own a 49% stake in the fund, while private investors...

BMI Industry View
5
SWOT
6
Industry Forecast
8
Brazil Renewables Forecast Scenario
8
Table: Total Electricity Generation Data And Forecasts (Brazil 2013-2018)
8
Table: Total Electricity Generation Data And Forecasts (Brazil 2019-2024)
9
Table: Electricity Generating Capacity Data And Forecasts (Brazil 2013-2018)
11
Table: Electricity Generating Capacity Data And Forecasts (Brazil 2019-2024)
12
Table: Projects Accepted By EPE For Reserve Auction (October 2014)
16
Brazil Renewables Projects Database
19
Table: Brazil Renewables Key Projects
19
Industry Risk/Reward Index
38
Brazil Renewables Risk/Reward Index
38
Rewards
38
Risks
38
Market Overview
40
Sustainable Energy Policy And Infrastructure
40
Targets (Renewables And Emissions)
40
Subsidies
41
Infrastructure
42
Competitive Landscape
44
Eletrobr-s
45
Tractebel Energia
46
Vestas Wind Systems A/S
46
Acciona
46
Impsa
47
Glossary
48
Table: Glossary Of Terms
48
Methodology
49
Methodology And Sources
49
Industry Forecast Methodology
49
Sources
51
Risk/Reward Index Methodology
51
Table: Renewables Risk/Reward Index Indicators
53
Table: Weighting Indicators
54

The Brazil Renewables Report researched at source contains BMI Research's assessment of the current renewables market in Brazil. The report also contains historical data together with forecasts to end-2018 covering electricity generation (TWh) and electricity capacity (MW).

The renewables sectors covered in the report include Wind, Solar, Geothermal, Tidal and Wave, and Biomass (See Table of Contents for exact coverage). The report also features details on government green energy agendas and funding opportunities, as well as presenting a detailed list of key renewables projects currently being planned or undertaken in Brazil, their capacity, the timeframe of construction and their current status.

The report discusses the various energy policies currently in force, including targets, subsidies and the relevant infrastructure developments or limitations which might impact on renewables growth, analysing the potential effects of regulatory changes in conjunction with the background macroeconomic outlook. Finally, there is a general overview of the competitive landscape in Brazil, together with a detailed summary of the main utilities and manufacturers present and their business operations.

BMI's Brazil Renewables Report provides industry professionals and strategists, sector analysts, investors, trade associations and regulatory bodies with unique independent forecasts and competitive intelligence on the Brazil renewables industry.

Key Benefits

  • Benchmark BMI's independent renewables industry forecasts for Brazil to test other views - a key input for successful budgeting and planning in the renewables market.
  • Target business opportunities and risks in the Brazil renewables sector through our reviews of latest industry trends, regulatory changes and major deals, projects and investments in the country.

Coverage

BMI Industry View

Summary of BMI's key industry forecasts, views and trend analysis covering the renewables market in Brazil, regulatory changes, major investments and projects and significant multinational and national company developments.

Industry SWOT Analysis

Analysis of the major Strengths, Weaknesses, Opportunities and Threats within the renewables sector and within the broader political, economic and business environment.

BMI Industry Forecasts

Historic data series (2010-2012) and forecasts to end-2018 for electricity generation (TWh) and electricity generating capacity (MW) for each individual renewables sector present in the country.

These in turn are broken down into:

Electricity Generation: Overall capacity (TWh), growth % change year-on-year, KWh per capita, % of Total Non-Hydropower renewables generation, % of total electricity generation.

Electricity Capacity: Overall capacity (MW), growth % change year-on-year, % of non-hydroelectric renewables capacity and % of total capacity.

These forecasts are in turn supported by explicit assumptions, in conjunction with analysis of the key risks to the main forecast.

Business Environment Rankings

BMI's Renewables Business Environment Rankings provide fully comparable Risk-Reward Rankings aimed at investors in the regional renewables market.

The rankings methodology makes sophisticated use of various industry, economic and demographic data point.

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