On November 10, 2026, the Federal Official Gazette published instruction No. 4249, stating that the winds on the coast of Caucaia in the state of Cear á continued to sweep over the Pec é m port area as usual. A document that allows the long-awaited blueprint for green ammonia to touch the doorknob of the power grid for the first time. On November 11th, ANEEL, the Brazilian electricity regulatory agency, announced that Pec é m VDB 1 Ltda. has been approved to connect to the backbone network of the national interconnected power grid SIN, and will be powered by the Pec é m III 500 kV substation. The contracted electricity demand is 645MW, and it is planned to start using it from December 2028. This is Brazil's first green hydrogen project approved to connect to the backbone power grid.

The batch is for electricity consumption, not power generation

This admission ticket is for electricity usage, not power generation. The issue addressed this time is the regulatory link for VDB 1 as a power load connected to the backbone network, not the approval to construct a 645MW power station. 645MW is equivalent to 645000 kilowatts, which is the power demand; Assuming continuous 24-hour electricity consumption at this power level, one day corresponds to 15.48 million kilowatt hours. The actual electricity consumption depends on production load and operating time, and this conversion is not a project's electricity consumption forecast. The network access permit is independent of power procurement, engineering construction, and formal power transmission, but only connected before and after.

Its weight comes from the reality of the power grid: renewable energy accounts for 86.8% of Brazil's electricity structure by 2025, and the expansion of wind and solar power in the northeast is accompanied by the pressure of power abandonment; Brazil has switched to quarterly batch review for access instead of first come, first served. Continuous high loads such as green hydrogen must be separately accounted for by ONS for grid surplus and access sequence. Approval is equivalent to occupying a position recognized by the system in a crowded transmission channel.

From electricity to hydrogen and then to ammonia

After entering the power plant, it is divided into three steps: the backbone power grid supplies power through the access point, the electrolysis water device produces low-carbon hydrogen, and hydrogen is then combined with nitrogen to synthesize ammonia. The announcement positions VDB 1 as part of the Pec é m Green Ammonia Industrial Complex, with the final product being green ammonia and hydrogen being only an intermediate product. The project does not sell electricity to the grid.

The word 'low-carbon' is not automatically obtained with approval. The source of electricity and the emissions from the entire production process are the basis. The Brazilian low-carbon certification system is still being developed, and the rules are planned to be completed by 2027, which is considered by the industry as one of the prerequisites for investment pricing. The internet access qualification cannot replace this green ID card.

Sales have already been prepared: The Pec é m port area is jointly operated by the state of Cear á and the Port of Rotterdam in the Netherlands. Casa dos Ventos has signed a memorandum of understanding with Comerc Efici ê ncia and TransHydrogen Alliance (THA) to send the first phase of green ammonia to Europe through the Port of Rotterdam, with an earlier planned maximum power generation of 2.4GW and an annual production of approximately 2.2 million tons of green ammonia. But the memorandum is only a preliminary intention, and this announcement did not disclose the final buyer, export ratio, destination port, or signed sales contract of VDB 1, nor did it confirm the corresponding relationship between the old plan and the current commercial arrangement. The direction is Europe, and the order has not yet been finalized.

The admission ticket is not an order

Approval of one unit does not mean clearance of the entire complex. VDB 2、 3. The four related power units of 4 and 5 are still waiting for the permanent connection opinion from ONS. It is not possible to directly multiply 645MW by five and write it as the approved total demand of the complex.

A few days ago, Xinhua Finance and Economics conducted an investigation in Peisen Port Area and found that multiple large-scale green hydrogen and green ammonia projects are still coordinating power supply, financing, storage and transportation, and long-term procurement. Some Chinese funded enterprises have postponed their follow-up work after completing preliminary research due to a large gap between production costs and sales prices, and an immature long-term procurement mechanism; At the same time, a green hydrogen plant with an annual output of about 800 tons has been put into operation in Yacarrei, Sao Paulo state, supplying 20% of the production to nearby glass enterprises. The temperature difference between large and small projects indicates that there is still a hard threshold between grid connection and production.

For Chinese electrolytic cell, rectifier power supply, transformer, gas compression, and ammonia synthesis equipment enterprises, opportunities need to be examined along specific engineering stages: currently, there is no basis to write this approval into an equipment bidding announcement, nor can it be concluded that all financing and licenses are complete. The focus should be on the pace of the access project, long-term power arrangements, approval results of the other four units, and the formal procurement documents of the project party.keywords:New energy information network

The wind is still blowing, and the door has only opened a crack. Turning clean electricity into a ship of green ammonia will only begin timing in December 2028.Editor/Yang Meiling