1、0Copyright 2025 by Boston Consulting Group.All rights reserved.Seizing Brazils potential for low-emission marine fuelsUNLOCKING OPPORTUNITIES IN BIOFUELS UNDER THE IMO NET ZERO FRAMEWORKBRAZIL CLIMATE SUMMIT NEW YORKSeptember 20252 2Copyright 2024 by Boston Consulting Group.All rights reserved.Prota

2、gonist in Wind and Solar:LCOE:$33/MWh and$15B+/yrin investments2Brazil is a global forerunner towards a low-carbon future its innate advantages could unlock$2-3T in investments until 20501.Brazil:Biofuels Annual(USDA/FAS),31 ago 2024;2.Average Levelized Cost of Energy for wind&Solar plants,consideri

3、ng experts inputs,capacity expansion as disclosed by ONS in 2023,and average renewable energy investments in Brazil between 2015-2022 as reported by UNCTAD in 2023 3.AFOLU:Agriculture,Forestry and Other Land Use;4.Bloomberg NEF(2025).World Energy Transition Investment;5.Gibbs,H.K.,Rausch,N.F.(2015).

4、Brazils Soy Moratorium.Science,347(6220),377378;6.Path toward Sustainability in Wastewater Management in Brazil”,International Journal of Environmental Research and Public Health,vol.20,n.16,2023;7.Brasil(MMA).PPCDAm 5 fase(20232027):meta de desmatamento zero at 2030,com foco no combate ao desmatame

5、nto ilegal(Portuguese).Green H Hub positioningto capture 10-15%of global exports+2030Increased Sustainability in wastewater treatment and water supply6Zero illegal deforestation through command and control7#1 CO-offset supplier:mitigate up to 1 Gt COe/yr5A global biofuels leader,the second-largest p

6、roducer of ethanol and biodiesel worldwide1#1 country in Regenerative Agri.at scale(up to 100 Mha including Crop-Livestock-Forest Integration and non-till-farming)Potential to become a hub for sustainable biofuels-marine fuels as a lighthouse10.200.8Investment to reach Net-Zero0.3Total40.40.3$2T$2.6