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Thu, Sep 22

Brazil: capture or miss an opportunity?

Capture or miss an opportunity?

Europe is facing a gigantic energy challenge in the coming months, when winter arrives.

The Russia-Ukraine conflict caused a major (future) drop in gas supply and the associated explosive rise in energy prices.

An extremely delicate situation, which analysts have even compared to the 2nd World War.

If Brazil had creativity, interest, determination and drive to make it happen, it could bring to the country a list of activities that, due to the situation in Europe, are practically unfeasible in the old continent.

I see the possibility of opening up a large volume of available energy to attract productive activities to Brazil. Maybe an average of 20 GW (30% of national consumption):

1°) Swap instant showers for accumulation ones
2°) Implement a demand response program
3°) Significantly reduce power theft

What would we prefer: leaving everything as it is, privileging our comfort zone or taking the initiative to capture the opportunity that has the potential to bring about USD 200 Billion to our GDP?