The Brazilian market for energy storage using batteries is expected to reach approximately R$ 2,2 billion in 2025, more than triple the R$ 700 million recorded in 2024, according to estimates from the consulting firm CELA (Clean Energy Latin America).
The company, which specializes in financial advisory and strategic consulting for the energy transition and decarbonization sector, indicates that the volume of sales of storage systems could reach between 1,3 GWh and 2,5 GWh this year.
The projection includes both contracts from the SISOL (Auction of Isolated Systems) in the Amazon and private applications in commerce and service companies, as well as installations of backup systems by consumers in general.
According to CELA, batteries are becoming increasingly attractive to the productive sector and a strategic asset for electrical infrastructure, driven by a drop of approximately 40% in equipment prices throughout 2024. A further reduction of over 15% is expected by the end of 2025.
According to the consultancy, this scenario places the payback period for projects between 3 and 13 years, depending on the concession area, with financial returns that can exceed 40% per year.
Business models and attractiveness
Currently, two models predominate in the Brazilian energy storage market. The first is direct investment by the consumer, who assumes the risks, owns the battery bank asset, and fully enjoys the benefits.
The second is the model “as a serviceThis is a type of rental agreement where the consumer shares in the benefits of energy savings and security, while the service provider finances and maintains ownership of the system.
According to CELA's assessment, energy storage systems represent a strategic solution for energy security and quality in the corporate sector, especially in the commercial and industrial segments. Batteries allow for shifting consumption from peak hours to periods with lower tariffs, with the possibility of migrating from the blue tariff to the green tariff, which significantly reduces energy costs.
Furthermore, the use of batteries reduces contracted demand and ensures autonomy in case of power outages, with backup for up to three hours and activation in 0,3 seconds.
“In a case study we conducted, during off-peak hours the battery is charged, and during peak hours, the energy consumed from the grid is reduced to zero, being supplied by the battery, which translates into safety and savings,” comments Marília Rabassa, Consulting Director and partner at CELA.
Market intelligence and long-term projections
Comprehensive analyses of the segment are compiled in CELA Research, a market intelligence platform launched this month by the consulting firm, which aims to guide investment decisions in the storage sector in Brazil.
According to the study, the Brazilian market for energy storage systems is expected to grow 12,8% annually until 2040, reaching an increase of up to 7,2 GW of installed capacity during that period. This growth could generate more than US$12,5 billion annually under current regulations.
With adequate incentives, well-defined regulations, and specific targets, CELA estimates that the potential could exceed 18,2 GW, not yet considering "behind the meter" systems installed by industries, businesses, rural properties, and residences.
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