As Brazil accelerates its transition toward a hydrogen-based economy, China’s Envision Energy plans to develop a Net Zero industrial park in the country, anchored by the production of sustainable aviation fuel (SAF) and green ammonia.
The project, which will utilize green hydrogen to synthesize what the company calls “green oil,” signals a deepening strategic partnership between Brazil and China on decarbonization technologies ahead of COP30.
The announcement was made during Brazilian President Luiz Inácio Lula da Silva’s visit to China, where Envision also committed to supplying hydrogen and ammonia equipment as part of the broader industrial cooperation framework. Though details on location and timeline remain limited, the project is positioned as a core element of Brazil’s ambitions to become a global leader in low-carbon fuel production.
Envision Energy, a Shanghai-based company widely known for its wind turbine manufacturing, battery storage systems, and proprietary energy management software, has already demonstrated its ability to deliver high-scale integrated solutions. Its 1.67 GW wind turbine supply agreement with Air Products in 2023 helped establish credibility in renewables-linked hydrogen production. The company’s Chairman, Lei Zhang, emphasized that Brazil’s natural advantages — namely vast biomass resources and a renewable-heavy grid — make it an ideal candidate to host the world’s leading green oil hub.
This Brazilian Net Zero park will mirror Envision’s model tested in Chifeng, Inner Mongolia, where the company claims to have built the largest and lowest-cost green hydrogen and ammonia project globally. In Chifeng, large-scale integration of renewable electricity with electrolysis and chemical conversion infrastructure enables hydrogen and ammonia production at industrial scale, significantly reducing unit costs through co-location and digital optimization.
Applying a similar architecture in Brazil, Envision intends to integrate SAF production — likely through power-to-liquids (PtL) or biomass-to-liquids (BtL) pathways — into the park’s core offerings. SAF, as a drop-in fuel compatible with existing aviation infrastructure, is increasingly seen as the aviation sector’s most viable near-term decarbonisation route. Brazil’s abundant feedstocks from agriculture and sugarcane ethanol also provide competitive advantages in sustainable feedstock sourcing.
The strategic value of the project is further underscored by Brazil’s broader hydrogen policy framework. Earlier this year, the Ministry of Mines and Energy (MME) shortlisted 12 hydrogen hub projects for $1 billion in international funding under its low-carbon hydrogen development agenda. Separately, the government granted fiscal incentives — including CAPEX and OPEX tax exemptions — for a 3 GW green hydrogen and ammonia project, which is currently preparing for a final investment decision.
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