Brazil – Powering Growth Amid Climate Pressures Ahead of COP30: BI Replay

In the run up to COP30 we look at how climate is impacting companies and industries in Brazil. From surging data-center demand and tightening power markets creating upside for low carbon utilities peers, to its ambition to double cocoa output by 2030 and sustain coffee exports while navigating higher temperatures and deforestation pressures. Expanding sustainable finance and infrastructure signal that the sustainable path may be the most profitable as global demand for clean, resilient supply chains grows. We'll also discuss the status of decarbonization in Brazil, the country's exposure to physical climate risks, and expectations for COP30.