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Plants Sold by the Mineradora Form One of the Largest Renewable Complexes in the Country, with Solar, Hydroelectric, and Wind Generation Spread Across Different States.
The Vale has completed the sale of 70% of its subsidiary Aliança Energia to the Global Infrastructure Partners (GIP) fund in March 2025, receiving about US$ 1 billion.
The operation was confirmed in an official announcement and documents submitted to the CVM.
The transaction involves six hydroelectric plants, three wind farms, and the Sol do Cerrado solar park in Minas Gerais.
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The total installed capacity amounts to approximately 1,300 MW, or 1.3 GW, according to company and joint venture documents.
This set is already capable of supplying around 5.85 million households, which corresponds to serving 19 million people, considering the Brazilian average of 3.3 people per household.
Vale’s Sale Redirects Focus to Mining
The operation is part of Vale’s strategy to redirect its investments to the mining of metals such as iron, nickel, and copper.
The miner remains with 30% of the joint venture, but operational and commercial control has passed to GIP.
With the exit from control, Aliança Energia can operate in the free energy market, with potential gains in revenue and efficiency.
Sol do Cerrado Enters Full Operation
The Sol do Cerrado park, located in Jaíba (MG), has entered full operation with 17 subunits, totaling 766 MWp.
The project has about 1.4 million panels, occupies an area equivalent to 1,300 football fields, and generates 2.6 TWh per year — enough to supply a medium-sized city for a year.
The investment was approximately US$ 590 million (R$ 3 billion) to meet Vale’s emissions reduction targets.
Energy Distribution and Contracts in the Free Market
With control of Aliança, GIP began negotiating energy directly with industrial consumers, municipalities, and commercial networks.
Integration into the free market allowed competitive auctions, long-term contracts, and revenue predictability for the assets.
Modernization of Hydroelectric and Wind Plants
The six hydroelectric plants and three wind farms underwent reviews and modernization after the transfer.
The investments include the upgrade of turbines, monitoring systems, and preventive maintenance.
GIP’s expectation is to increase the availability factor and profitability of the assets by about 5 to 8 percentage points.
Transformative Divestments in the Electric Sector
The sale of Aliança follows a trend that began with Petrobras, which transferred mature oil fields to smaller companies — many of these assets became success stories, doubling production after the transition.
Now, in the electric sector, Vale repeats the pattern: sold assets considered “off the core business” for a modest price, and they have become protagonists under new management.
Relevant Environmental and Socioeconomic Impacts at Sol do Cerrado
Sol do Cerrado represents about 16% of Vale’s total energy consumption in the country, helping to reduce around 134 thousand tCO₂e per year, equivalent to removing 100,000 cars from circulation.
Additionally, the project employed about 3,000 workers at the peak of construction, with 50% local workforce and the presence of women on the team.
About 10.2 million meters of cables were installed, with a solar tracking system allowing better use of solar energy throughout the day.
Finances and Plans for Future Expansion
Vale received around US$ 1 billion in cash, reinforcing its position to invest in mining.
GIP, in turn, plans to expand the renewable portfolio of the joint venture with new plants and optimization of existing assets.
The current governance model sets goals for energy self-sufficiency of the joint venture by 2027, with installed capacity expansion to up to 1.6 GW.
Sector Observes New Appreciation of Forgotten Assets
The operation reveals how renewable assets in Brazil are appreciating in the hands of investors focused on clean energy.
Furthermore, it strengthens the free energy market and may stimulate similar processes in other companies, such as Suzano, JBS, and Siemens.
Do you believe that other state-owned companies and large Brazilian corporations will follow the same path, transforming neglected assets into great potentials under new management?
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