Brazil's northeast coast has some of the world's best combined wind and solar resources, with capacity factors exceeding 50% for wind in Ceará and Rio Grande do Norte. Multiple projects are planned to use this cheap renewable electricity to split water into hydrogen via electrolysis.
Enegix plans a 3.4GW plant producing 600,000+ tons of green hydrogen per year near Fortaleza. Casa dos Ventos, partnered with TotalEnergies, is developing an even larger facility at Pecém targeting 900,000 tons annually. Brazil's government forecast R$40 billion in green hydrogen investment for 2025.
The strategic advantage is cost: green hydrogen requires cheap renewable electricity and water. Brazil has both in abundance. If production scales as planned, Brazil could become the Saudi Arabia of green hydrogen — exporting clean fuel to Europe, Japan, and Korea via the northeast's deepwater ports.