Brazil's Energy Revolution: EVs, Data Centers, and Hydrogen Transforming Electricity Demand
Key Ideas
  • Aurora Energy Research's study predicts Electric Vehicles (EVs), data centers, and hydrogen electrolysers could collectively drive up to 16% of Brazil's power consumption by 2060, a significant increase from the current 2%.
  • The report highlights the potential growth of EVs, with projections indicating they could account for 3% to 16% of electricity demand, depending on factors like fleet penetration and charging infrastructure development.
  • Data centers are expected to contribute 4% of total demand by 2060, facing challenges related to grid capacity constraints and technical limitations.
  • Hydrogen electrolyzers are projected to experience rapid growth, aiming to represent 8% of total electricity demand in Brazil by 2060, driven by European import demand and domestic market expansion.
Aurora Energy Research's recent report delves into the upcoming transformation of Brazil's electricity demand driven by Electric Vehicles (EVs), data centers, and hydrogen technologies. The study outlines a potential rise in these technologies' contribution to the national power consumption share, projecting a notable increase from the current 2% to up to 16% by 2060. The analysis suggests that while traditional sectors like industrial and commercial segments will exhibit moderate growth, the emergence of EVs, data centers, and hydrogen electrolysers presents higher growth potential, contingent on regulatory and market factors. EVs are anticipated to play a significant role, potentially constituting 3% to 16% of electricity demand based on fleet penetration and charging infrastructure advancement. Data centers, on the other hand, face challenges such as grid capacity restrictions but could still contribute 4% to total demand by 2060. The fastest growth is expected in hydrogen electrolyzers, projecting an 8% share of electricity demand in Brazil by 2060, supported by both domestic market expansion and European import demand. The report also explores alternative scenarios like the Ambitious Growth Scenario and the Higher Flexibility Scenario to anticipate the impact of these technologies on the energy mix and system efficiency. With the country's continued focus on decarbonization through renewables, understanding the consumption patterns of these emerging technologies becomes crucial for long-term capacity planning and market dynamics.
ADVANCEH2

Our vision is to be the world's leading online platform for advancing the use of hydrogen as a critical piece needed to deliver net-zero initiatives and the promise of a clean H2 energy future.

© 2025 AdvanceH2, LLC. All rights reserved.