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Jinko ESS, UCB Power MoU Targets Brazil BESS Manufacturing – News and Statistics


Sep 17, 2026

Jinko ESS has entered into a Memorandum of Understanding with UCB Power, aiming to investigate avenues for collaboration concerning the domestic manufacturing of battery energy storage systems (BESS) in Brazil.

The effort aims to merge Jinko ESS’s technology, product range, and global expertise with UCB Power’s manufacturing strengths, technical proficiency, and on-the-ground presence. This partnership could allow certain solutions to fulfill local content stipulations and become eligible for projects demanding equipment produced domestically.

A pivotal juncture for Brazil’s energy industry

This deal emerges at a crucial time for Brazil’s power sector, as energy storage systems grow more vital for boosting grid adaptability and dependability, alleviating transmission and distribution bottlenecks, and facilitating higher penetration of renewable energy sources.

Emphasis on the capacity reserve auction

A key focus of the partnership will involve evaluating prospects tied to Brazil’s Capacity Reserve Auction (Leilao de Reserva de Capacidade – LRCAP). The possible integration of BESS solutions into this framework underscores the necessity of establishing a supply chain that can underpin large-scale energy storage ventures and satisfy the distinct demands of the Brazilian market.

Initial manufacturing pathway in Extrema

The first manufacturing pathway being explored would be situated at UCB Power’s plant in Extrema, Minas Gerais. The firms might also consider other production options down the line, contingent on market demand, project specifications, and prevailing market conditions. Domestic manufacturing might additionally broaden access to financing options in Brazil, such as credit facilities from the Brazilian Development Bank (BNDES), as long as products and projects fulfill the relevant criteria and conditions.

Advancements with SunTera G3

In line with its approach to large-scale initiatives, Jinko ESS is readying SunTera G3, a containerized energy storage system with a 6.25 MWh capacity. The system incorporates 587 Ah cells, boosting energy density while keeping the container’s exterior dimensions unchanged. This offering is part of the manufacturing strategy under review for Brazil and is presently in the last phase of its certification procedure.

While LRCAP offers a notable short-term prospect, the partnership might also aid in advancing other energy storage uses linked to grid stability and flexibility, lessening transmission and distribution bottlenecks, and incorporating renewable energy sources.

Interactive table based on the Store Companies dataset for this report.


# Company Headquarters Focus Scale Note
1 BYD Brasil Campinas, SP EV & ESS batteries Large Major global player, local plant
2 Moura Belo Jardim, PE Lead-acid & lithium batteries Large Traditional battery leader, expanding lithium
3 Eletra São Bernardo do Campo, SP Bus batteries & powertrains Medium Leading electric bus systems integrator
4 WEG Jaraguá do Sul, SC ESS & industrial batteries Large Major industrial group, battery solutions
5 Cobasi (Cobatec) São Paulo, SP ESS & custom lithium packs Medium Battery tech division of Cobasi group
6 Nexus São Paulo, SP ESS & telecom batteries Medium Energy storage solutions provider
7 Heliar São Paulo, SP Automotive & lithium batteries Medium Part of Clarios, lithium line
8 Tracel São Leopoldo, RS ESS & custom lithium packs Small Battery assembly and solutions
9 E-Volt São Paulo, SP ESS & micro-mobility batteries Small Lithium battery packs for various uses
10 Movitherm São Paulo, SP Thermal management & battery packs Small Specialized in battery systems
11 Brasil Ozônio São Paulo, SP ESS & solar integration Small Energy storage with solar focus
12 NeoCharge São Paulo, SP EV charging & battery buffers Small Integrated charging and storage
13 Sólens Rio de Janeiro, RJ Solar + storage systems Small ESS for residential/commercial
14 Strong São Paulo, SP UPS & backup batteries Medium Lead-acid and lithium lines
15 Alltec São Paulo, SP Solar systems & ESS Small Battery storage integration
16 E-Bike Caxias Caxias do Sul, RS E-bike lithium batteries Small Battery packs for light electric vehicles
17 Nacional Voltz São Paulo, SP Automotive & traction batteries Small Battery assembly and distribution
18 Rômulo Batteries Diadema, SP Custom lithium battery packs Small Battery assembly for various applications
19 Lithium Batteries Brazil São Paulo, SP Import & assembly of Li-ion packs Small Distributor and assembler
20 Eletro Power São Paulo, SP Backup power & ESS Small Power solutions with lithium batteries
21 JC Battery São Paulo, SP Lithium battery distribution Small Battery importer and seller
22 Baterias Itaipu Foz do Iguaçu, PR Automotive & special batteries Small Regional battery company, lithium lines
23 Energy Source Belo Horizonte, MG Solar + storage kits Small Integrated energy solutions
24 LR Battery São Paulo, SP Lithium battery importer/assembler Small Focus on cell distribution and packs
25 Baterias Guarany São Paulo, SP Battery distribution Small Includes lithium-ion product lines
26 Volts Energia Curitiba, PR ESS for residential use Small Local energy storage solutions
27 Renobrax Contagem, MG Solar energy & battery storage Small System integrator with storage
28 DynaMex São Paulo, SP Power electronics & battery systems Small Custom battery pack assembly
29 Efort São Paulo, SP Electric forklift batteries Small Industrial traction batteries
30 Brasil Baterias São Paulo, SP Battery retail & distribution Small Distributor carrying lithium-ion lines
  1. 1. INTRODUCTION

    Report Scope and Analytical Framing

    1. Report Description
    2. Research Methodology and the Analytical Framework
    3. Data-Driven Decisions for Your Business
    4. Glossary and Product-Specific Terms
  2. 2. EXECUTIVE SUMMARY

    Concise View of Market Direction

    1. Key Findings
    2. Market Trends
    3. Strategic Implications
    4. Key Risks and Watchpoints
  3. 3. DOMESTIC MARKET SIZE AND DEVELOPMENT PATH

    Market Size, Growth and Scenario Framing

    1. Market Size: Historical Data (2012-2025) and Forecast (2026-2035)
    2. Growth Outlook and Market Development Path to 2035
    3. Growth Driver Decomposition
    4. Scenario Framework and Sensitivities
  4. 4. CATEGORY SCOPE, DEFINITIONS AND BOUNDARIES

    Commercial and Technical Scope

    1. What Is Included and How the Market Is Defined
    2. Market Inclusion Criteria
    3. Product / Category Definition
    4. Exclusions and Boundaries
    5. Distinction From Adjacent Products and Substitute Categories
  5. 5. CATEGORY STRUCTURE, SEGMENTATION AND PRODUCT MATRIX

    How the Market Splits Into Decision-Relevant Buckets

    1. By Product Type / Configuration
    2. By Application / End Use
    3. By Customer / Buyer Type
    4. By Channel / Business Model / Technology Platform
    5. Segment Attractiveness Matrix
    6. Product Matrix and Segment Growth Logic
  6. 6. DOMESTIC DEMAND, CUSTOMER AND BUYER ARCHITECTURE

    Where Demand Comes From and How It Behaves

    1. Consumption / Demand: Historical Data (2012-2025) and Forecast (2026-2035)
    2. Demand by End-Use and Buyer Group
    3. Demand by Customer / Consumer Segment
    4. Purchase Criteria, Switching Logic and Adoption Barriers
    5. Replacement, Replenishment and Installed-Base Dynamics
    6. Future Demand Outlook
  7. 7. DOMESTIC PRODUCTION, SUPPLY AND VALUE CHAIN

    Supply Footprint and Value Capture

    1. Production in the Country
    2. Domestic Manufacturing Footprint
    3. Capacity, Bottlenecks and Supply Risks
    4. Value Chain Logic and Margin Pools
    5. Distribution and Route-to-Market Structure
  8. 8. IMPORTS, EXPORTS AND SOURCING STRUCTURE

    Trade Flows and External Dependence

    1. Exports
    2. Imports
    3. Trade Balance
    4. Import Dependence
    5. Sourcing Risks and Resilience
  9. 9. PRICING, PROMOTION AND COMMERCIAL MODEL

    Price Formation and Revenue Logic

    1. Domestic Price Levels and Corridors
    2. Pricing by Segment / Specification / Channel
    3. Cost Drivers and Margin Logic
    4. Promotion, Discounting and Procurement Patterns
    5. Revenue Quality and Commercial Levers
  10. 10. COMPETITIVE LANDSCAPE AND PORTFOLIO POWER

    Who Wins and Why

    1. Market Structure and Concentration
    2. Competitive Archetypes
    3. Segment-by-Segment Competitive Intensity
    4. Portfolio Breadth and Product Positioning
    5. Capability Matrix
    6. Strategic Moves, Partnerships and Expansion Signals
  11. 11. DOMESTIC MARKET STRUCTURE AND CHANNEL LOGIC

    How the Domestic Market Works

    1. Core Demand Centers
    2. Local Production and Distribution Roles
    3. Channel Structure
    4. Buyer and Procurement Architecture
    5. Regional Imbalances Within the Country
  12. 12. GROWTH PLAYBOOK AND MARKET ENTRY

    Commercial Entry and Scaling Priorities

    1. Where to Play
    2. How to Win
    3. Distributor / Partner / Direct Entry Options
    4. Capability Thresholds
    5. Entry Risks and Mitigation
  13. 13. WHERE TO PLAY NEXT: MOST ATTRACTIVE GROWTH OPPORTUNITIES

    Where the Best Expansion Logic Sits

    1. Most Attractive Product Niches
    2. Most Attractive Customer Segments
    3. White Spaces and Unsaturated Opportunities
    4. High-Margin and Underpenetrated Pockets
    5. Most Promising Product Adjacencies
  14. 14. PROFILES OF MAJOR COMPANIES

    Leading Players and Strategic Archetypes

    1. Leading Manufacturers and Suppliers
    2. Production Footprint and Capacities
    3. Product Portfolio and Segment Focus
    4. Pricing Positioning and Indicative Price Logic
    5. Channel / Distribution Strength
    6. Strategic Archetypes
  15. 15. METHODOLOGY, SOURCES AND DISCLAIMER

    How the Report Was Built

    1. Modeling Logic
    2. Source Register
    3. Publications, Regulatory and Industry References
    4. Analytical Notes
    5. Disclaimer

BYD Brasil

Major global player, local plant

Moura

Traditional battery leader, expanding lithium

Eletra

Leading electric bus systems integrator

WEG

Major industrial group, battery solutions

Cobasi (Cobatec)

Battery tech division of Cobasi group

Nexus

Energy storage solutions provider

Heliar

Part of Clarios, lithium line

Tracel

Battery assembly and solutions

E-Volt

Lithium battery packs for various uses

Movitherm

Specialized in battery systems

Brasil Ozônio

Energy storage with solar focus

NeoCharge

Integrated charging and storage

Sólens

ESS for residential/commercial

Strong

Lead-acid and lithium lines

Alltec

Battery storage integration

E-Bike Caxias

Battery packs for light electric vehicles

Nacional Voltz

Battery assembly and distribution

Rômulo Batteries

Battery assembly for various applications

Lithium Batteries Brazil

Distributor and assembler

Eletro Power

Power solutions with lithium batteries

JC Battery

Battery importer and seller

Baterias Itaipu

Regional battery company, lithium lines

Energy Source

Integrated energy solutions

LR Battery

Focus on cell distribution and packs

Baterias Guarany

Includes lithium-ion product lines

Volts Energia

Local energy storage solutions

Renobrax

System integrator with storage

DynaMex

Custom battery pack assembly

Efort

Industrial traction batteries

Brasil Baterias

Distributor carrying lithium-ion lines



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