Distributed Solar, Storage and EVs

Investors ask the same thing about Brazil’s power reform—what’s the real market size? This breakdown quantifies DG, storage, EMS, VPP, and retail trading to frame a $200B decade-long opportunity.

As rooftop PV and batteries spread, decentralized utilities that pivot from commodity supply to energy services—flexibility, EMS, and P2P platforms—will anchor reliability, affordability, and decarbonization.