Investor Presentaiton
22 >
Portfolio diversification
From a hydropower portfolio of 2.7 GW, located entirely
in the state of São Paulo in 2017, over the last years,
we have transformed into a company with 5.2 GW of
installed capacity present in seven Brazilian states.
Out of this total, we currently have 4.2 GW of installed
capacity in operation and 100% renewable, and another
1.0 GW of capacity under construction at the Tucano
and Cajuína Wind Power Complexes, resulting in a
portfolio with almost half from hydro sources and the
other half from solar and wind sources.
These efforts to diversify our portfolio are directly linked
to our resilience capacity, reinforcing our relentless pursuit
of risk reduction. We work proactively to offer diverse
solutions that meet the changes brought by the energy
market and consolidate our growth strategy. Customer
loyalty is based on distinguished, customized, innovative,
and, above all, safe and reliable solutions.
In line with the strategy to contribute to our customers'
decarbonization, we are attentive to trends and new
technologies, and offer instruments such as carbon
credits and I-RECs to assist them in neutralizing their
greenhouse gas emissions. We have been issuing
I-RECs since 2017, proving that we are pioneers in
offering sustainable solutions.
This year, we traded carbon credits for the first time,
totaling more than 465,000 credits from wind power
sources. Backed by the Mandacaru and Salinas Wind
Power Complexes, these credits corresponded to a
revenue of over US$2.2 million.
We are committed to our continued growth strategy,
which has led us to invest in green hydrogen (H2V) as
an important new energy vector for the clean energy
chain, capable of attracting a potential market of almost
Portfolio
7%
64%
29%
4,2 GW
+ 1.0 GW under
construction
R$100 billion by 2040, according to a McKinsey survey
(2021). We strive to be ahead of the curve and be well
positioned to unlock the immense market potential,
including the possibility of serving customers abroad,
by exporting inputs by ship. Hence, in September we
signed a pre-agreement with the Pecém Complex (CE)
for a feasibility study for producing H2V.
The pre-agreement seeks to advance preliminary
studies for the production of up to 2 GW of H2V and
up to 800 thousand tons of green ammonia per year.
These studies aim to make the production plant feasible
as well as selling H2V, using the Ceará terminal as an
export platform.
Portfolio Breakdown
6%
10%
5.2 GW
43%
51%
+1.6 GW
pipeline²
39%
Hydropower
6.8 GW
Wind
Solar
51%
2022 Integrated Sustainability Report > About us
Operating Installed
Capacity
1 Subject to modification due to project optimizations.
Contracted Installed Capacity
per Source
Estimated Installed Capacity
Expansion Plan
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