INSUBCONTINENT EXCLUSIVE:
The region has attracted R$128 billion (about $25 billion) in planned investments for green hydrogen and data center projects.These
global clean energy market
However, a mismatch between energy demand and grid capacity now threatens to stall these ambitions.Casa dos Ventos plans to build a green
hydrogen plant costing $8.4 billion (R$49 billion) and a R$50 billion data center
Fortescue has announced a $5 billion (R$29 billion) hydrogen facility.Together, their projects would require about 3 GW of power, equivalent
The state government and private partners have signed nearly 40 memoranda of understanding with national and international companies.The
goal is to produce clean ammonia and hydrogen for export, mainly to Europe, leveraging a strategic partnership with the Port of Rotterdam
Hydrogen and Data Center Boom Faces Power Grid Bottleneck
(Photo Internet reproduction)Projected investments for expansion reach $7 billion, with another $3.7 billion needed for the second phase
The ONS cites the need for network stability and careful planning, especially after the 2023 blackout that exposed vulnerabilities in the
They warn that delays could allow other regions to develop competing technologies, reducing demand for Brazilian hydrogen.The federal
government has launched the Low Carbon Hydrogen Development Program, offering R$18.3 billion in tax incentives from 2028 to 2032
However, companies fear missing out if grid upgrades lag behind.The Ministry of Mines and Energy and the Energy Research Company (EPE) are
studying how to expand the grid by 4 GW
However, new transmission lines may not be ready until 2032.This timeline could prevent projects from accessing incentives and meeting
centers illustrates a classic infrastructure challenge
slow expansion now threaten to turn opportunity into frustration
The outcome will depend on how fast authorities can align infrastructure with the scale of private ambition.All figures and claims in this
report are based on official documents, company statements, and government sources.
