- Brazil’s clean industry pipeline spans 34 projects worth $306 billion in potential investment, according to Mission Possible Partnership’s Global Project Tracker
- Potential investment includes: $87 billion in industrial production assets and $219 billion in renewable energy, storage and infrastructure
- Pipeline covers sustainable aviation fuel, clean ammonia, methanol and aluminium
- Acelen Renewables becomes the first ITA-supported project in Brazil to reach Final Investment Decision, securing $1.5 billion for its sustainable aviation fuel biorefinery in Bahia
São Paulo, 8th June 2026 - Brazil is emerging as one of the world’s most compelling clean industry stories, combining their vast resources, including renewable energy, biomass, and critical minerals, with strategic access to growing global demand centres – foundations for a major industrial transformation.
New data from Mission Possible Partnership’s
Global Project Tracker now captures the scale of the opportunity taking shape, with 34 projects representing $306 billion in potential investment across clean fuels, chemicals and metals. In a new report from Mission Possible Partnership and the Industrial Transition Accelerator (ITA),
“Clean Industry Rising: the foundation of resilient value chains”, the report finds that globally, 19 clean industry projects worth an estimated $43 billion reached final investment decision (FID) in the past six months – more than double the pace recorded a year earlier – as countries and companies look to reduce exposure to volatile fossil-fuel markets and strengthen industrial supply chains.
Faustine Delasalle, CEO of Mission Possible Partnership and Executive Director of the Industrial Transition Accelerator, said:
“Clean industry is rising because the world has changed. In an increasingly fragmented and unstable environment, fossil-fuel dependence has shown time and again to mean exposure to price shocks, supply disruption, and economic crises, while continuing to fuel the climate crisis and its own compounding impacts. Countries that build cleaner industrial systems can gain greater control over the essentials of their economies: energy, food, materials, and industrial goods that underpin every dimension of people’s lives.”
Brazil’s $306 billion clean industry pipeline
Of the 34 projects tracked, three aluminium plants are already in operation. One SAF project has since reached FID following the tracker’s release; 25 green ammonia projects and four methanol projects and an additional aviation fuel project have been announced.
Of the $306 billion pipeline, $219 billion is linked to renewable energy, storage and infrastructure, while $87 billion is associated with industrial production assets such as plants, equipment, engineering and logistics. The balance highlights a defining feature of Brazil’s clean industry opportunity: its competitive advantage begins with energy. With abundant renewable resources, Brazil is well placed to provide the low-cost clean power inputs that will increasingly determine industrial competitiveness.
Clean fuels are Brazil’s opportunity in a fast-moving global market
Clean fuels are one of the most active areas of Brazil’s pipeline, with projects in sustainable aviation fuel, clean methanol, and clean ammonia. Globally, investment in clean fuels is accelerating. In the past six months, four SAF facilities, nine clean methanol plants and three clean ammonia projects reached final investment decision.
Pioneering SAF mandates in the EU and Asia are helping accelerate investment further, giving producers a clear route to securing long-term buyers and giving investors greater confidence in future returns. Brazil’s native feedstocks, abundant land and established agricultural expertise position it well to capture a share of this growing market. Against this backdrop, Acelen Renewables has reached final investment decision on a $1.5 billion sustainable aviation fuel biorefinery in Bahia, becoming the first ITA-supported project in Brazil to reach this critical stage.
The project provides an early proof point for Brazil’s clean fuels opportunity. The biorefinery will use macaúba – a native Brazilian oilseed – as feedstock for sustainable jet fuel. The oleaginous plant is a hardy native tree that thrives in poor soil, requires little water and does not compete with food crops, making it an environmentally responsible feedstock that contributes to decarbonising aviation without posing a threat to biodiversity, forests, food security or land use priorities.
Marc Farre Moutinho, Brazil lead for the Industrial Transition Accelerator, said:
“Projects selected by the ITA receive dedicated support to strengthen their investment case and the Acelen FID is a perfect example of that support in action. For SAF project in Brazil, the ITA has been working on ways to improve the access of high-integrity Brazilian bio-SAF to international markets. That market access is vital for securing the types of offtake agreements that Acelen has achieved to unlock their financing.”
Trade partnerships and the path to industrial resilience
The report highlights how clean trade partnerships between countries with complementary strengths offer a route to greater resilience, competitiveness and industrial growth. For Brazil, with its vast renewable energy resources, large domestic market and growing project pipeline, the opportunity extends well beyond its domestic market to becoming a competitive exporter of clean industrial commodities into global markets.
Despite the current growth, further acceleration is not yet guaranteed. The report identifies three priorities for turning today’s momentum into a broader industrial shift: creating stronger markets for clean products, building win-win trade and commercial partnerships that connect clean technology leaders, low-cost clean energy regions with major industrial demand centres, and mobilising public and private finance to reduce the risk of investing in early projects.
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Global Project Tracker 2026
Launched in April 2024, the Global Project Tracker is an ongoing initiative by Mission Possible Partnership that tracks the development of clean industrial projects globally across sectors such as fuels, chemicals and low-carbon manufacturing.
Note: The Global Project Tracker tracks Category 1 commercial-scale clean industrial projects aligned with deep decarbonisation pathways. Other Industrial Transition Accelerator programme materials may refer to a broader project universe that includes additional categories of transition and enabling projects.
About Mission Possible Partnership
Mission Possible Partnership (MPP) is an independent non-profit organisation advancing global clean industry transformation. Since 2019, we have been working with some of the most energy-intensive industries – aluminium, aviation, cement, chemicals, shipping and steel – to cut their global GHG emissions. We mobilise business, finance, government and civil society leaders to speed up the shift to clean materials, chemicals and fuels. Having charted sectoral pathways to net-zero, we continue to forge new territory, lifting the barriers to enable a critical mass of clean industrial projects to break ground by 2030. Mission Possible Partnership has people and partners on the ground in North America, Brazil, Europe, the Middle East, North Africa, India and Asia Pacific.
About the ITA
The Industrial Transition Accelerator (ITA) is a global multistakeholder initiative, managed by Mission Possible Partnership (MPP), to fast-track decarbonisation in energy-intensive industry and transport sectors.
Launched in December 2023 at the COP28 World Climate Action Summit by the UAE COP28 Presidency, UN Climate Change, and Bloomberg Philanthropies, the ITA brings together global leaders from across industry, energy, financial institutions, and governments to overcome challenges and unlock investment at scale to speed up the use of decarbonisation solutions across the following sectors: aluminium, aviation, cement, chemicals, shipping and steel.
Drawing on Mission Possible Partnership’s extensive industry networks and deep expertise, the ITA works on the ground to unlock project finance and elevates learnings on the global stage.
The ITA is led by Co-Chairs H.E. Dr. Sultan Al Jaber, Simon Stiell, and Michael R. Bloomberg, supported by the wider ITA Leadership Council.
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