Where the math is defensible.
Long-form research on live enterprise decisions. Publication is selective. Every number traces to a named source. No takes without evidence.
Brazil's Green Hydrogen Northeast Cluster: From MoUs to FID
Pecem, Suape, and Acu enter the year after COP30 with a hydrogen law, a 18.3 billion BRL tax credit envelope, and roughly 50 memoranda of understanding signed since 2022, but only a handful of projects within twelve months of final investment decision.
Brazil enters 2026 with the highest paper claim on the global green hydrogen export trade. The combination of capacity factors above 55 percent for hybrid solar and wind in the Northeast, the Sao Francisco wind corridor, hydropower as a firming resource, and three deepwater ports designated as hydrogen hubs gives the country a levelized c...
Spain's renewables surplus and the Iberian export problem in 2026
Spain has crossed 64 GW of installed solar plus wind capacity and routinely produces more clean electricity than Iberia can absorb, but the binding constraint is no longer kit, it is wires, market design, and the 2.8 GW pipe to France.
Spain ended 2024 with roughly 32 GW of installed solar PV and 32 GW of wind on the peninsular system, according to Red Electrica de Espana (REE) operating data, and tracked toward the PNIEC 2023 update targets of 76 GW solar and 62 GW wind by 2030. The buildout is now generating an Iberian surplus that the market cannot fully clear. OMIE ...