ESG MORREU! A NOVA PRIORIDADE DO MUNDO VAI TE SURPREENDER

Summary

Marcos Troyjo argues that ESG has metamorphosed into ESG 2.0, where the priorities are economy, security, and geopolitics rather than environmental purity alone. He shows that the energy transition is not linear, with major powers continuing to rely on fossil fuels for economic and strategic reasons. In this context, Brazil is presented as a major beneficiary due to its environmental, energy, and food resources, plus its strategic neutrality and distance from geopolitical conflicts.

• ESG is shifting from environmental focus to economy, security, and geopolitics (ESG 2.0).
• Energy transition is non-linear; Canada, Europe, China, India, and the US still prioritize fossil fuels.
• China is expanding nuclear and coal use; India is growing fast and refining more oil.
• Brazil is portrayed as an environmental, energy, and food superpower with a diversified matrix.
• Brazil's ethanol and pre-salt resources give it flexibility across traditional and renewable energy.
• Brazil's strategic neutrality allows it to deal with China, the US, and Europe.
• South America's distance from major conflicts makes Brazil a relatively stable geopolitical destination.
• Troyjo sees an open window for Brazil to attract trade and investment.