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Home / Articles / Opinion Article / "I want my battery": the strategic shift in the electricity sector.

"I want my battery": the strategic shift in the electricity sector.

Consumers are no longer just generating energy; they are now deciding when and how to use it.
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  • Photo by Marcelo Rodrigues Marcelo Rodrigues
  • February 23, 2026, at 09:50 PM
5 min 54 sec read
"I want my battery": the strategic shift in the electricity sector.
Photo: Freepik

In the 1980s, a phrase echoed throughout the country and changed the Brazilian imagination: "I want my Caloi." More than just an advertising slogan, it was a cultural landmark that popularized the bicycle, created a market, and consolidated the strength of a national industry.

Today, four decades later, a new desire is beginning to take shape in Brazilian homes: "I want my own drum set."

If before the symbol of autonomy was cycling freely through the streets, now the appeal is for energy autonomy, security, and continuity within the home. The home battery has ceased to be a technological experiment and has become an emerging family necessity.

While Brazil surpasses 3,6 million solar rooftops, a huge potential for resilience, intelligence, and systemic value remains underutilized, awaiting the next decisive step.

This step is no longer theoretical. The experience of AustraliaStudies in the UK, where one in three homes with solar power operates on battery power, and the innovative model from Octopus Energy, which transforms consumers into grid service providers, show that this future is not far off.

It is already in operation. This is concrete proof that an individual desire ("I want mine") can be transformed into a collective change that strengthens the entire electrical system.

This article proposes that Brazil not only monitor this transition, but lead it. Latin AmericaTo achieve this, it will be necessary to go beyond the product and build a complete ecosystem: modern regulation, user-friendly technology, innovative business models, and a value chain prepared for scaling.

It is the same spirit that inspired initiatives like "Sempre Luz" in the Amazon, empowering families while strengthening national infrastructure.

The era of the passive consumer is over. The era of the prosumer—the one who generates, stores, and manages their own energy—has begun.

The international benchmark: the future that has already arrived.

Australia: Mass adoption through intelligent regulation and concrete need. Australia has built the most mature residential energy storage ecosystem in the world. Driven by state incentives, a dynamic local industry, and extreme weather events, the country went from virtually nothing to more than 250 installed battery systems by 2025.

The key point was not just the initial support, but creating a market that recognizes systemic value. Virtual Power Plant (VPP) programs, such as those of the South Australian government, aggregate thousands of household batteries to provide essential grid stability services, showing that distributed storage can be a structural part of the electricity system.

United Kingdom and Octopus Energy: rewriting the rules of the game.

While Australia prioritized the widespread adoption of hardware, the United Kingdom innovated in its business model. Octopus Energy identified that the main barrier was not just the cost of the battery, but its operational complexity for the average consumer.

The answer was Octopus Powerloop, a Battery as a Service (BaaS) model. The customer accesses the battery through a simplified model; Octopus operates the asset via intelligent software, aggregates the systems into a VPP (Variable Production Point) and uses this capacity to support the balancing of the national grid. The consumer becomes an active part of the system, without needing to manage the technical operation.

It is the consolidation of the prosumer's role at the center of the new energy design.

Brazil's potential: a unique and urgent opportunity.

Brazil has exceptional conditions to lead this transition: high solar radiation, a robust distributed generation infrastructure, and a growing need for electrical resilience. But the true potential goes beyond houses with solar roofs.

Scale with systemic impact

Studies by ABSolar indicate that equipping 20% ​​of the current distributed generation (DG) fleet with storage could create more than 10 GWh of distributed capacity, equivalent to multiple reversible hydroelectric plants, but decentralized, quick to deploy, and close to consumption centers.

The great hidden market: more than 7 million apartments.

Millions of Brazilians live in high-rise residential buildings, without the possibility of installing individual solar panels. For this population, the battery ceases to be a "solar accessory" and becomes a blackout kit: a household asset capable of guaranteeing lighting, connectivity, cooling, and the operation of essential equipment during power outages.

In densely populated cities, such as São Paulo, Rio de Janeiro, Belo Horizonte, Recife, and Fortaleza, this market represents one of the greatest opportunities for energy resilience in the country.

Resilience with tangible value:

For families and small businesses, batteries mean operational continuity for home offices, clinics, schools, shops, and essential services, as well as protection against water crises and extreme weather events. It ceases to be a luxury and becomes a critical home infrastructure.

The real challenge: building the ecosystem, not just selling the product.

The barrier to a "Brazil with batteries" is not technological. It's systemic. Five fronts need to advance in parallel:

Mentality

Overcoming the view of batteries as an "extra cost in solar projects" and recognizing them as a domestic infrastructure and resilience asset.

Visionary regulation

ANEEL MME and other organizations must make progress on three pillars:

  • Clear rules for VPPs and aggregation of distributed resources.
  • Formal recognition of the value of energy storage for the electrical system.
  • Standardized, digital, and streamlined connection and certification process for residential and commercial batteries.

Technology and user experience:

Plug-and-play systems, with intuitive apps that show in real time available battery life, backup time, and contribution to network stability.

Innovative business models:

The future depends on:

  • Subscriptions (BaaS);
  • Long-term green financing;
  • Value-sharing models via VPPs.

Value chain prepared:

To empower installers and integrators not only technically, but also in selling the value and providing after-sales support for this new model.

Conclusion: the time to take the next step is now.

Just as Caloi's campaign in the 80s transformed an individual desire into a national movement, Brazil has the opportunity to transform "I want my battery" into a milestone for the energy transition.

The difference is that, this time, the impact goes beyond consumer behavior: it involves the stability of the electrical system, urban resilience, decentralization of infrastructure, and the strengthening of national industry, including Brazilian manufacturers capable of leading this new phase.

The vision was always to bring light. Now, it's time for execution. The frontier is open. The first step is to change the mindset: to stop seeing the battery as an accessory product and understand it as the key to a new energy market, more democratic, resilient, and intelligent.

The opinions and information expressed are the sole responsibility of the author and do not necessarily represent the official position of the author. Canal Solar.

battery application Australia Batteries GD (distributed generation) Latam electric sector
Photo by Marcelo Rodrigues
Marcelo Rodrigues
Marcelo Santos Rodrigues is a senior executive in the energy and infrastructure sectors, specializing in energy transition, energy storage, and strategy. He is an Advisor at UCB Power, Co-Founder and Board Member of ABSAE – Brazilian Association of Energy Storage Solutions, and Partner at MR Partners, where he works on accelerating impact businesses and providing strategic support to companies in the sector.
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Answers of 3

  1. Geraldo Cruz Magela said:
    28 February 2026 to 16: 47

    Could you clarify for me the potential benefit for owners of distributed generation systems if it allows the transfer of energy to another address?

    Reply
  2. Flávio said:
    24 February 2026 to 13: 07

    Batteries are the solution for reversing the energy flow. If every house with solar panels has at least 5kW of subsidized batteries, then things get interesting. Those with 20kW can already disconnect their house from the electrical grid. That's my goal: to not depend on anything external.

    Reply
  3. Pedro Paulo said:
    24 February 2026 to 12: 42

    Brazil will never succeed; it's full of thieves and doesn't care about the people. Clean energy only exists on paper. People have to pay for clean energy. A Brazil of thieves will never move forward.

    Reply

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Comments should be respectful and contribute to a healthy debate. Offensive comments may be removed. The opinions expressed here are those of the authors and do not necessarily reflect the views of the author. Canal Solar.

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