Brazil's energy grid relies heavily on hydropower, and modernizing this vast infrastructure presents a significant economic theme. This basket offers exposure through global US/EU-listed companies that supply the essential technology, engineering, and equipment for hydroelectric projects.
Published on October 27
Brazil's massive hydropower network requires constant modernisation and expansion. The companies that build and maintain this critical infrastructure are positioned at the heart of a multi-billion-pound opportunity.
As the world shifts towards clean energy, Brazil's hydropower leadership becomes even more valuable. These companies are riding the wave of global renewable energy investment and technological advancement.
These multinational engineering and technology leaders have the scale and expertise to win major contracts in Brazil's energy sector. Their success directly ties to one of the world's most important renewable energy markets.
Brazil leads the world in hydroelectric power generation, with dams forming the backbone of its national energy grid. This creates ongoing opportunities for companies that build, maintain, and modernise this critical renewable infrastructure. We've identified the global industrial firms positioned to benefit from Brazil's hydropower dominance.
This group focuses on multinational companies listed on US and EU exchanges that supply essential technology to Brazil's hydropower sector. These firms provide everything from turbines and generators to advanced grid control systems. The theme offers exposure to Brazil's energy growth without direct emerging market risk.
These companies were handpicked based on their strategic roles in supporting hydroelectric infrastructure globally. They include major energy producers, specialised equipment manufacturers, and engineering leaders with proven track records in large-scale renewable energy projects that power Brazil's progress.
Summary of total market capitalisation and concentration characteristics for the provided basket.
ELP: $7.26B
CIG: $6.23B
GEV: $156.28B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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On average, analysts expect assets in this group to grow 3.61% over the next year.
4 of 6 assets in this group are rated Buy by professional analysts.
Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+3.61%
