Insights
Independent intelligence on energy, mining, critical minerals, and infrastructure — built for institutional investors and senior decision-makers.
FDI Analysis
Brazil ranked 3rd globally and 1st in Latin America for FDI in H1 2025, attracting US$77 billion — a 48% year-on-year increase. A structural inflection driven by pre-salt oil, renewables, and critical minerals.
Read analysis →Geopolitics
A structural shift in Chinese investment across Brazil's energy and infrastructure sectors — and what it means for global market participants.
Read analysis →Earnings Analysis
A rigorous reading of Petrobras's first-quarter results — beyond the headline figures, a closer look at debt trajectory and downstream dynamics.
Read analysis →Analysis
An assessment of Magda Chambriard's strategic direction at Petrobras and its implications for Brazil's upstream sector.
Read analysis →Critical Minerals
How graphite consolidation in Bahia is positioning Brazil as a critical supplier in the global battery supply chain.
Read analysis →Climate Risk
Assessing the hydrological and agricultural risks of a Super El Niño event on Brazil's sugarcane-based biofuel production and energy security.
Read analysis →Carbon Markets
A first-principles reading of Brazil's regulatory framework for carbon markets and the investment implications for domestic and foreign players.
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