Brazil uniquely positioned to become global leader on climate transition, research finds
A new study published today (23 June 2026) by the Centre for Economic Transition Expertise (CETEx) at the London School of Economics and Political Science and the Institute of Climate and Society (iCS) sets out the financial benefits of the green transition for Brazil.
‘Brazil’s Investment-led Growth in the Ecological Transition’ argues that Brazil “possesses a combination of assets that few economies can match: abundant renewable energy, significant reserves of critical minerals, world-leading agricultural capabilities and exceptional biodiversity.”
The analysis will be presented during a public event at London Climate Action Week bringing together policymakers, investors, researchers and representatives from Brazil and the international community.
In the report, the authors also state that “Brazil is well placed to attract part of the US$600–800 billion invested each year in energy-intensive sectors such as clean fuels, low-carbon industry, critical minerals and sustainable agriculture, where the country holds important competitive advantages.”
At the same time, the authors stress that success depends on: “realising these opportunities by also addressing infrastructure bottlenecks, reducing investment risks, strengthening implementation capacity, improving regulatory certainty and continuing efforts to combat illegal deforestation.”
Luiz Awazu Pereira da Silva, Visiting Professor in Practice at CETEx, said: “Climate change, technological transformation and geopolitical fragmentation are durable shocks reshaping global investment and production patterns.
“The challenge for Brazil is to convert its structural advantages into sustained investment, productivity growth and shared economic development.”
Jorge Arbache, Senior Fellow at Instituto Clima e Sociedade (iCS), said: “Brazil has the opportunity to combine decarbonisation with reindustrialisation, attracting huge levels of investment.
“Brazil can offer security to the world in clean energy at scale, and with predictability and sustainable biofuels for global transport. Not just clean energy, also critical minerals sourced with social and environmental responsibility and innovative food security.”
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