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Brazil: 23% Of World’s Rare Earth Reserves

However, the country accounts for only 1% of global production, PwC Brazil says

IEA: 2026 Oil Demand Expected To Be 930 K bpd Greater Than 2025

The International Energy Agency’s monthly oil report highlights stronger demand growth in 2026 than in 2025 and forecasts a 2.5 million bpd increase in global supply.

Operation Targets lllegal Transpetro Pipeline Tapping

Criminal scheme involving theft of crude oil from a Transpetro pipeline in suburban Rio de Janeiro and selling the stolen product across several Brazilian states – losses of approximately R$ 6 million (US$1.14 M)

Ibama Awaits Equatorial Margin Incident Update

The Environmental Regulator said that Conama Resolution No. 398/2008 establishes a 30-day deadline, counted from the conclusion of response actions, for operators to submit a detailed report containing a critical analysis of the incident. Petrobras reported the loss of drilling fluid on January 4

NBS Petróleo e Gás Acquires 2 Origem Energia Fields

The ANP board approved the transfer of Origem Energia’s stake in the Mosquito and Saíra fields, located in the Espírito Santo Basin, to NBS, which was recently qualified by the regulator as a Category D operator

Oversupply Eases Uncertainty Over Iran & Venezuela

An analysis by Fitch Ratings shows that a disruption in supply from Iran and/or an increase in volumes from Venezuela would not affect prices due to excess supply

Petrobras Seeks Subsea Pipeline Inspection Technology

The company is also looking for partners to develop a Predictive Emissions Monitoring Software (PEMS) for combustion sources, with a focus on methane for FPSOs and onshore upstream operations. The opportunities are part of the “Connections for Innovation” program

Equinor Considers Tie-back Between Itaimbezinho & Raia Project

This is one of the possibilities under consideration, given that Equinor wants to use the knowledge gained from developing the Raia project to then outline an exploration plan for Itaimbezinho, according to Fabricio Aquino, the company’s Director of Business Development

Eneva 4Q25: 0.7 Billion M³ Natural Gas

The company’s production at the Parnaíba Complex and in the Amazon Basin increased compared with 4Q24

Petrobras Produced 2.4 M bpd Of Oil In 2025

The result represents an 11% increase compared with 2024 production, according to data from the state-owned company. Total oil and natural gas production reached 2.99 million bpd, also representing an 11% rise year over year

Equinor Wins 1st Government Bacalhau Field Oil Auction

The company won the first tranche of the 5th Federal Government Spot Auction held by PPSA. The second phase of the auction will take place on March 11

Petrobras-Odfjell Sign Renewable Bunker Fuel Deal

The contract provides for the delivery of up to 12,000 tonnes over the course of this year. Bunkering will be carried out by dedicated barges from the Rio Grande Terminal (Terig), located in the state of Rio Grande do Sul

Transpetro’s Pipelines Thefts Increase In São Paulo

Company recorded a 29% annual rise in thefts and attempted thefts involving pipelines located in the state

Tradener Signs New Supply Contract With YPFB

The agreement covers natural gas volumes intended to serve both the regulated market and the deregulated market

Independent O&G Producers Support Royalty Reduction For Mature Fields

The Brazilian Association of Independent Oil and Gas Producers (Aboip) highlights this incentive as one of the main topics of the 2026 Regulatory Agenda as a way to extend the asset’s useful life, increase the recovery factor, and ensure economically viable production

Ibama Denies São Paulo Thermal Plant’s Preliminary Environmental License

In its decision, the agency lists significant technical shortcomings that prevented a conclusive assessment of the project’s environmental viability

EDP To Install Solar Energy Systems In Social Organizations

With investment of up to R$ 650,000 (US$ 121,269), initiative will be implemented in the states of São Paulo, Espírito Santo, and Paraná to reduce energy costs

Neoenergia Sets Carnival Power Grid Safety Campaign

Special operation steps up network maintenance across five distribution utilities

Guarulhos Kite-Related Incidents Increased 21% In 2025

Accidents affected power supply to more than 283 K customers, according to the EDP power company

Cemig Awaits Hydrogram Definition To Sell Belo Monte

According to the company’s president, uncertainty over water flow for power generation hinders the attraction of interested investors

Antitrust Authority Approves Petrobras-Lightsource bp JV

Equity will be split 49.9999% for Petrobras and 50.0001% for bp’s solar energy company. The transaction must be reported to Brazil’s Electricity Regulator (Aneel)

LRCAP 2026: Remaining Capacity Favors Hubs

Itaú BBA bank analysis, based on an ONS technical note, points to up to 6 GW of initial headroom and advantages for the Sergipe and Pecém hubs, as well as sites such as Mauá III (state of Amazonas).

Electricity Regulator Upholds $1.6 M Mismanagement Fines

The penalties upheld by Aneel were imposed on Amazonas Energia, UTE Suape II, and PCH São Carlos

Aneel Approves Transmission Auction Lots & Sublots Results

Projects totaling R$ 5.5 billion (US$ 1.03 B) in investments are located across 12 states

Energisa: Energy Flexibility Through Open Innovation

With applications open from January 21 to February 25, the initiative aims to accelerate technological products, business models, and regulatory solutions

Distributed Generation Surpasses 44 GW

ABGD expects installed capacity to reach 50 GW in 2026

BEHIND THE NEWS: Europe’s Energy Pivot Runs Through Brazil

EU–Latin America deal reframed as a climate and supply-chain pact, with Brazil as the keystone

MME To Establish Dedicated Electromobility Unit

Minister Alexandre Silveira made the announcement during meetings in China; in October last year, the MME announced the creation of the National Secretariat for Electromobility

3 National Grid Regions Expected To Increase Loads

And reservoirs may end January with stored energy levels above 50% in three subsystems, ONS says

BEHIND THE NEWS: China’s Growing Latin American Energy Role—And Brazil’s Calculus

Investment, trade and control of strategic assets

Most Read

1

Oil & Gas

15 janeiro 2026

Petrobras-Odfjell Sign Renewable Bunker Fuel Deal

Petrobras-Odfjell Sign Renewable Bunker Fuel Deal

2

Oil & Gas

15 janeiro 2026

Equinor Wins 1st Government Bacalhau Field Oil Auction

Equinor Wins 1st Government Bacalhau Field Oil Auction

3

Oil & Gas

16 janeiro 2026

Petrobras Produced 2.4 M bpd Of Oil In 2025

Petrobras Produced 2.4 M bpd Of Oil In 2025

4

Oil & Gas

16 janeiro 2026

Eneva 4Q25: 0.7 Billion M³ Natural Gas

Eneva 4Q25: 0.7 Billion M³ Natural Gas

5

Power

16 janeiro 2026

MME Invites Saudi Arabia And Sabic To Expand Opportu...

MME Invites Saudi Arabia And Sabic To Expand Opportunities In Brazil

From The Media

JAN 22, 2026 - Merco Press

The European Parliament voted on Wednesday (Jan. 21) to freeze its approval track for the EU-Mercosur trade agreement and request a legal opinion from the Court of Justice of the European Union (CJEU) on whether the deal is compatible with EU treaties. The motion passed by a razor-thin margin —334 in favour, 324 against, with 11 abstentions— injecting new uncertainty into a pact that the two blocs had only just signed in Asunción after a quarter-century of negotiations. The move relies on the EU’s treaty mechanism under Article 218(11), which allows EU institutions to ask the CJEU to assess the legality of international agreements. Until the court issues its opinion, the Parliament is effectively pressing pause on its own scrutiny — a step that can delay the broader ratification process even if political backing already exists among EU governments.

JAN 22, 2026 - Reuters

Oil prices rose this week after production at the Tengiz oilfield in Kazakhstan, one of the world’s largest, was halted on Sunday (Jan. 18) due to a fire. The field, operated by a Chevron-led consortium, produced around 900,000 barrels per day in 2025, nearly 1% of global supplies. Reuters learned that the outage could last up to 10 days. Kazakhstan has set up a special commission that is investigating this weekend’s incident which led to the halt of the huge Tengiz oilfield, the Kazakh Energy Ministry said on Thursday (Jan. 22). The commission includes members of the Chevron-led field operator Tengizchevroil, as well as representatives of regional and state agencies.

JAN 22, 2026 - US International Trade Administration

Projects for data centers and hydrogen and ammonia production with connection requests to Brazil’s National Grid by 2038 already total 54.2 GW, more than half of the highest electricity demand peak ever recorded in the country (105 GW in February 2025). According to Brazil’s Energy Research Company (EPE), this demand is split between 26.3 GW for data center projects and 27.9 GW for hydrogen-related facilities, underscoring the scale of new, electricity-intensive loads entering the system. The surge in interest reflects Brazil’s high share of low-emissions generation and its potential for further renewable expansion, but project realization depends on several critical factors. Data center viability hinges on adequate telecommunications infrastructure, financial feasibility, and new grid-connection guarantee rules intended to deter speculative reservations that increase system costs.

JAN 22, 2026 - Data Center Dynamics

Digital infrastructure company V.tal is developing a new subsea cable linking Brazil to the US. The firm recently announced the deployment of a new international submarine cable, Synapse, which will connect Tuckerton, New Jersey (USA), to the city of São Paulo. In Brazil, the 320Tbps cable will have an anchor point in Praia Grande, on the coast of the state of São Paulo, as well as a new terrestrial fiber optic route that will connect to the capital. Construction is scheduled to begin in the second half of 2026, with completion estimated between 2029 and 2030. The 9,700 km,16-fiber-pair system will also include a future Branching Unit (BU) in Fortaleza (Northeastern state of Ceará), potentially adding approximately 460 kilometers to the main route. The branch will allow direct connection to Mega Lobster, Tecto's newly opened 20MW data center.

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