The approval by the European Council of the trade agreement between the European Union and Mercosur creates a new growth vector for the renewable energy agenda in Brazil, by unlocking investments in critical minerals essential for the energy transition.
This assessment comes from XP Investimentos, which sees the treaty as a strategic opportunity to integrate the country into global clean technology supply chains.
According to an analysis released by the company, the supply chain of critical minerals played a central role in the progress of the negotiations. These inputs are fundamental for the production of solar panels, wind turbines, batteries for energy storage, and electric vehicles—sectors that are priorities for European energy policy and for the decarbonization of the economy.
information of ApexBrasil (Brazilian Trade and Investment Promotion Agency) Studies indicate that the European Union accounts for approximately 25% of global consumption of critical minerals, but possesses only 5% of known reserves, increasing its dependence on external suppliers, especially China.
In this context, Brazil emerges as a strategic partner to guarantee security of supply and regulatory predictability.
In the view of XPStrengthening trade relations can attract foreign capital to projects linked to sustainable mining and the industrialization of inputs geared towards clean energy. This movement tends to benefit not only the mineral sector, but the entire B2B chain associated with the energy transition, including infrastructure, technology, and green financing.
The analysis also highlights that the agreement could help mitigate one of the main obstacles to the sector's progress in the country: the restriction of financing.
In recent dialogue with representatives of IBRAM (Brazilian Mining Institute)The limited supply of capital was identified as a structural challenge to making viable projects aligned with the environmental, social, and governance standards required by international investors.
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