BRASÍLIA — Brazil's first national energy storage auction has drawn a record 6,091 project bids totaling 296,908MW — the highest participation of any energy auction in the country's history, the Energy Research Office (EPE) confirmed. The two-auction programme (LRCAP – National Storage) marks the moment storage officially entered Brazil's electricity sector agenda.
Key facts:
- Record scale: 6,091 bids / 296.9GW registered for the programme's two categories — "National Storage" (with a domestic content requirement threshold) and "Storage" (open to all systems)
- Regulatory milestone: Auction announced in early June, one day after regulator ANEEL approved Brazil's first market rules for energy storage — first floated back in 2019 — covering grid access and revenue stacking for multi-function batteries
- CATL * Moura: The world's largest Li-ion battery maker has partnered with Brazilian battery manufacturer Moura — an established local inverter/PCS supplier — to meet the auction's local content requirements while supplying winning projects
- Cornex * Windey: A separate 1.5GWh cell supply agreement (signed 26 August) supports Windey's Camaçari Energy Storage Factory in Bahia — Windey's first BESS plant outside China — with Cornex as core cell supplier
- Market weight: CATL (20%) and Cornex (9%) together delivered nearly a third of global BESS cell supply in 2025, per Benchmark Mineral Intelligence
- Demand drivers: Mandatory safety/labelling rules (InMetro Ordinance 140/2022), rising electricity prices and blackout risk; Sungrow reports 25GW of PV inverter orders and 10GWh of BESS orders under contract across Latin America
WHY IT MATTERS
- 296.9GW of bids against any national auction — a signal that storage demand is no longer a US/China/Europe story; Latin America is now a primary market.
- "Local content" requirements are becoming the global playbook — exactly as the US turns to import bans, Brazil demands domestic participation. Suppliers must build local partnerships or local factories.
- The redirect is already visible: as Chinese equipment makers face barriers in the US, deals like CATL*Moura and Cornex*Windey confirm emerging markets as the new destination for supply.
THE EXLIPORC PERSPECTIVE Every new market adds its own compliance layer — Brazil demands local content, the US bans imports outright, the EU certifies hard (CE/UN38.3/IEC). For cross-border buyers, the safest procurement strategy is a supplier whose stock already sits inside the market they sell into. EXLIPORC's Poland warehouse ships CE/UN38.3/IEC-compliant systems — the 16.58kWh 324Ah long-life model and the 20.48kWh 400Ah LVB20WTC — across the EU in 3-7 days, with compliance paperwork standard on every unit. When every border is a policy risk, in-market inventory is the hedge.
Sources Energy-Storage.news, August 31, 2026.
