Trends in South American Energy Markets

arpol3 matheus de moraes
Argentina, Economy, Oil & Gas

Argentina targets top-five global LPG exporter ranking by 2031 as Vaca Muerta output scales

Argentina is positioning to climb from 14th to among the world’s five largest liquefied petroleum gas exporters within the next decade, driven by three major infrastructure projects and expanding Vaca Muerta production. The country produced approximately 3 million tonnes of LPG in 2025 and exported 1.63 million tonnes, with projections reaching 8 million tonnes annually […]

Argentina targets top-five global LPG exporter ranking by 2031 as Vaca Muerta output scales Read Post »

br6 lucaspezeta
BESS, Brazil, Economy

Brazil positioned for second-lowest solar-plus-storage costs globally by 2035, McKinsey projects

McKinsey & Company projects Brazil’s solar-plus-battery firm levelized cost of energy will fall 40% from US$65/MWh in 2025 to US$39/MWh in 2035, positioning the country behind only China in cost competitiveness for renewable storage systems. The trajectory reflects declining battery costs and high solar irradiation, with distributed generation retrofit emerging as a near-term market driver

Brazil positioned for second-lowest solar-plus-storage costs globally by 2035, McKinsey projects Read Post »

arpol4 gaby lopez
Argentina, Oil & Gas, Politics

Argentina expands criminal charges against oil firms in Malvinas to include individual executives and directors

The Argentine government will file criminal complaints against five additional oil companies operating in the Malvinas continental shelf while broadening existing cases to target individual executives, directors and managers. The action marks an escalation in enforcement of Law 26.659, which prohibits unauthorized hydrocarbon activity in waters claimed by Argentina, with penalties including prison terms up

Argentina expands criminal charges against oil firms in Malvinas to include individual executives and directors Read Post »

oilgas5 michael pointner
Argentina, Economy, Oil & Gas

Oil rally above $100/bbl drives divergent Wall Street targets for YPF and Vista Energy

Brent crude’s return above $100 per barrel amid Middle East escalation has reignited institutional interest in Argentine oil producers, with Wall Street assigning Vista Energy nearly double the upside potential of YPF despite both companies trading near multi-month highs. The divergence reflects differing views on pure-play Vaca Muerta exposure versus integrated operations as global crude

Oil rally above $100/bbl drives divergent Wall Street targets for YPF and Vista Energy Read Post »

vepol3 altamar
Industry, Markets, Venezuela

Private AI Campus Project in Venezuela Proposes 80 MW Self-Generation to Address Grid Reliability

A private initiative named TP AI Factory is structuring a technology campus dedicated to artificial intelligence infrastructure on more than 50 hectares of industrial land in the Guarenas-Guatire corridor in Miranda state, central-northern Venezuela. The project’s defining feature is an integrated energy generation system designed to bypass dependence on the national grid, a response to

Private AI Campus Project in Venezuela Proposes 80 MW Self-Generation to Address Grid Reliability Read Post »

hy3
Brazil, Hydrogen, Politics

Brazil’s comprehensive hydrogen decree establishes emissions threshold and industrial incentives, setting benchmark for regional policy frameworks

Brazil’s Decree No. 13.096/2026 creates an integrated regulatory architecture for low-emission hydrogen that combines certification based on lifecycle emissions intensity, fiscal incentives through the Rehidro program, and demand mechanisms targeting hard-to-abate sectors. The framework establishes 7 kgCO₂ per kg H₂ as the threshold for low-emission hydrogen until December 2030, positioning certification as an economic asset

Brazil’s comprehensive hydrogen decree establishes emissions threshold and industrial incentives, setting benchmark for regional policy frameworks Read Post »

br5 lara jameson
Brazil, Economy, Oil & Gas

Brazil Escalates Fuel Subsidies to R$40 Billion as Brent Crude Returns to $100 Per Barrel

The Brazilian government’s expanded fuel subsidy program, now totaling R$40 billion through September, reflects mounting pressure from international oil markets despite domestic price controls. The intervention comes as geopolitical tensions in the Middle East push Brent crude back above $100 per barrel, testing the sustainability of Brazil’s fiscal strategy ahead of October elections. President Luiz

Brazil Escalates Fuel Subsidies to R$40 Billion as Brent Crude Returns to $100 Per Barrel Read Post »

oilgas5 michael pointner
Brazil, Oil & Gas, Politics

Underground gas storage enters Brazilian flexibility debate as GBS Storage advances offshore field conversion in Bahia

Underground gas storage is gaining traction in Brazil’s energy policy discussions as the country confronts supply shifts and rising demand volatility from thermal power plants. GBS Storage will convene international specialists from Geostock, YPF Midstream Gas, and S&P Global’s CERA Consulting on September 22 in Rio de Janeiro during the ROG.e conference to examine global

Underground gas storage enters Brazilian flexibility debate as GBS Storage advances offshore field conversion in Bahia Read Post »

br7 murilo fonseca
Brazil, Oil & Gas, Politics

Brazil expands fuel subsidies to R$7 billion monthly as global refining crisis and crude surge converge

The Brazilian government has escalated its fuel subsidy program amid sustained Brent crude prices above $100 per barrel and structural constraints in global refining capacity. The new measures layer tax cuts and direct payments totaling R$7 billion per month, with the diesel subsidy alone accounting for R$5 billion. The intervention comes as Brazil heads into

Brazil expands fuel subsidies to R$7 billion monthly as global refining crisis and crude surge converge Read Post »

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