Recording of Thursday, August 27, 2026 | The smarter E South America Conferences 2026 | Language: English | Duration: 105:27 .

Investment and Regulatory Landscape for Energy Storage and Infrastructure in Brazil

The investment strategy for renewable energy projects, particularly in battery storage, emphasizes utilizing project finance and corporate finance, supported by the BNDES's climate fund, Fundo Clima, which offers lower interest rates. Eligibility for infrastructure projects currently faces regulatory hurdles, necessitating a comprehensive understanding of compliance requirements. The BNDES local content policy highlights the importance of local manufacturing, aiming to bolster the national economy through increased investment. Additionally, various financing avenues like BNDES Plus Innovation allow for significant investments, with specific funding requirements geared towards predictability in revenue and stable electricity access. Challenges in financing small projects persist, necessitating strategies such as pooling to enhance financial viability. Tax reforms poised to impact BESS adoption indicate significant changes in operational costs and market dynamics, stressing the need for strategic tax planning tailored to differing client types. Overall, the regulation and financing landscape is essential for advancing energy innovation and addressing key challenges in Brazil's energy sector.

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Taxation, Financing, and Contracts: What it Takes to Get Energy Storage Projects Off the Ground

The viability of energy storage projects depends not only on technology but also on adequate tax, financial, and contractual arrangements. This session will discuss the key factors influencing the bankability of BESS in Brazil, including the impacts of tax reform, models such as BESS as a service, risk allocation, long-term contracts, access to capital, and incentive mechanisms. The panel will bring together perspectives from investment, finance, tax, and project development specialists to examine what is needed to turn opportunities into bankable projects.

Talks of this session:

Welcome and Introduction

Speaker

Felipe Guimarães
Senior Consultant
CELA - Clean Energy Latin America
Brazil

The Evolution of Electricity Markets: How Ancillary Services Are Enabling Storage Systems

Speaker

Jovanio Santos
Director, Strategy - Power & Utilities
Deloitte
Brazil

Financing Alternatives for Energy Storage Projects

Speaker

Eduardo Tobias Ruiz
Managing Partner
Watt Capital
Brazil

Tax Reform and Transactions Involving BESS

Speaker

Fabio Lima
Director
ABSAE - Associação Brasileira de Soluções de Armazenamento de Energia
Brazil

Tax Implications and the Impact of Tax Reform on BESS Projects

Speaker

Ana Martinez
Global Associate Tax Director
Recurrent Energy
Brazil

Q&A