Recently, a news from Singapore exploded in the hydrogen energy industry. While the European and American markets are still building trade barriers and Southeast Asia is deeply mired in a low price sea, the Brazilian Ministry of Finance officially sounded the green hydrogen charge at the Sao Paulo Hydrogen Energy Exhibition site - a tax incentive policy worth 3.3 billion US dollars is about to be implemented, and the first round of 1.7 billion Brazilian reals bidding is locked in for January 2027. This policy rain, which was delayed by two years, finally awakened the fertile land of top scenic resources in South America, and also let the Chinese hydrogen energy personnel, who are separated by half the world and hold mature electrolytic cells and hydrogen storage equipment, smell the new warm breeze of large-scale sea expansion.

The two-year shutdown has officially ended

As early as October 2024, Lula signed the authorization bill, but was caught in a long-term wait-and-see situation due to disputes over departmental regulations. On June 26, 2026, at the exhibition site, Carlos Colombo confirmed that all coordination obstacles have been cleared, and the dual tools of tax deferral and tax credit will cover the period from 2030 to 2034. The pressure of building factories and equipment procurement in the early stage has been greatly reduced, and the willingness to invest in the entire industry chain has been concentrated.

Triple dividend of South American blue ocean

The cost of coastal wind power and inland photovoltaics in Brazil is globally low, and there are plans for a continuous stream of 10000 ton green hydrogen and green ammonia. The local equipment manufacturing is almost blank, and the core equipment relies entirely on imports, with a tax benefit of 3.3 billion US dollars covering the entire chain. Chinese equipment has both cost delivery and supporting advantages, highlighting its competitiveness compared to European and American manufacturers. Foreign cooperation in building factories or exporting complete sets can enjoy dividends. Keywords: New energy news and information, hydrogen energy

Grab the bidding window of Erqi

There are only over six months left until the first round of bidding in January 2027, and 2026 is the golden preparation period. Large scale industrial hydrogen production requires megawatt level electrolytic cells, storage and transportation tanks, and green ammonia matching. China's complete machine auxiliary equipment EPC can be connected to developers and energy departments through Hyvolt Brasil 2027, and included in the shortlist to lock in billions of orders in South America, opening up a second growth curve.Editor/Gao Xue