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Two Blokes Mon at 9:00 AM -
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Engie Brasil is investing heavily to boost energy capacity, anticipating a major regulatory shift opening Brazil's residential energy market by 2028. The company is strategically avoiding long-term contracts, preserving capacity to capture higher-margin residential customers as the market liberalizes. Despite current stock underperformance, investments in wind and solar position Engie for significant earnings growth, as new capacity comes online.
