Jorge Arbache_Green Silk Road in Action Brazil-China Powershoring for Decarbonisation, Industrial Upgrading and Sustaina.pdf

1、Green Silk Road in ActionBrazilChina Powershoring for Decarbonization,Industrial Upgrading and Sustainable GrowthJorge ArbacheUniversity of Braslia and ICS,BrazilMacao International Environmental Co-operation Forum,March 2026The Global ContextGeopolitics,Climate and the New Geography of ProductionDe

2、carbonization is reshaping global industry and tradeSupply chains face energy,regulatory and geopolitical pressuresCarbon policies,CBAM and sustainability standards are changing competitivenessClean energy access is becoming the key location factor for industryThe geography of energy will increasing

3、ly shape the geography of industry.The Concept of PowershoringWhat is Powershoring?Powershoring is the relocation of energy-intensive production to regions with abundant renewable energy and environmental compliance advantages.Focus on energy availability and carbon footprintParticularly relevant fo

4、r hard-to-abate sectorsDifferent from nearshoring,reshoring or friendshoringRelevant sectors include:Steel,Aluminium,Fertilizers,Green chemicals,Synthetic fuels,Sustainable aviation fuelsThese sectors are major candidates for relocation because of their high energy intensity.Why Powershoring Matters

5、A Platform for Global DecarbonizationPowershoring creates three simultaneous benefits:1.Lower global emissions2.Lower production costs for energy-intensive sectors3.More resilient supply chainsGlobal logic:Energy-rich regions productionIndustrial economies technology&demandBrazils Strategic Advantag

6、esBrazil:A Natural Hub for Clean ProductionBrazil offers unique structural conditions:Electricity matrix 90%renewableLarge renewable expansion pipelineMassive biomass potentialAbundant fresh waterStable access to ports and shipping lanesAdditional strategic assets:Large availability of land,Advanced