The Brazilian Green Hydrogen Industry Association (ABIHV) has requested an additional 60-day period from the federal government so that projects with ongoing grid access processes can present their financial guarantees to the authorities.
The financial guarantee aims to ensure the fulfillment of the obligations assumed by the companies, protecting commercial operations and the system against default or non-fulfillment of contractual and regulatory commitments.
The request is based on regulatory changes implemented in 2025: the decree (No. 12.772), which established the new national policy for access to the transmission system (PNAST), as well as a resolution (No. 1.122) and related acts by the regulator Aneel and the National System Operator (ONS), which govern the process for calculating, defining, and presenting financial guarantees.
According to ABIHV, this means, in practice, that large electricity consumers will have to provide guarantees that reach approximately 50 million reais (US$9.27mn) per GW requested within just 45 days, counted from the date of publication of the decree, on December 5 last year.
“With the publication of the aforementioned decree, the companies suddenly and compulsorily had to bring these amounts forward, under penalty of losing their priority in the access queue and having to wait for the possible opening of the ‘access seasons’, with rules still unknown,” argued the association in a letter sent to Aneel.
Access seasons are the mechanism that replaces first-come, first-served rules with batch analyses, with selection based on technical and competitive criteria. They will take place at least twice a year and will involve competitive processes only at the points of the network where there is more demand than flow capacity. The first must take place by October 2026.
ABIHV brings together 38 companies with investments across the entire green hydrogen, ammonia, methanol, and fertilizer value chain, including producers, consumers, clean energy generators, states of the federation, ports, as well as machinery and equipment suppliers.
The association works to encourage the incorporation of hydrogen, methanol, ammonia and green fertilizers to reduce greenhouse gas emissions in production processes and in the Brazilian energy mix. The organization takes part in the development of public policies, promoting harmonious dialogue, contributing technical and economic knowledge, and seeking support instruments for projects.
The investments planned for ABIHV members’ projects with FID (final investment decision, in English) through 2029 amount to more than 110 billion reais.
(The original version of this content was written in Portuguese)
