Renewable Energy
Solar and wind growing exponentially. Brazil already has clean grid but room for distributed generation.
📊 Evidence
- • Solar cost dropped 90% in 10 years
- • Distributed energy growing 50%/year
- • Green hydrogen gaining traction
- • IRA (US) injected $370B
⚠️ Risks
- • Capital intensive
- • Subsidy dependence
- • Intermittency (storage)
- • Grid connection bureaucracy
💡 Opportunities
- • Solar energy for agribusiness
- • Shared energy communities
- • Generation management software
- • Panel financing
Verdict
Secular megatrend. Software and financing are accessible entry points.
38
of 100
Saturation Score
Low saturation. Potential opportunity.
Trend
↑ Rising
Category
Climate Tech & ESG