Business Models and Opportunities for Solar Developers, EPCs and System Integrators

Tuesday, August 26, 2025

Time
04:00 pm - 05:30 pm
Hall
2nd floor
Room
Cantareira 2

This panel will explore how companies within the solar ecosystem - including project developers, integrators, EPC providers and technology suppliers - can strategically position themselves along the green hydrogen value chain. The session will discuss viable business models for the production and use of green hydrogen, as well as partnership structures and financing mechanisms. Concrete case studies will be presented, highlighting potential pathways for the solar sector to expand beyond traditional electricity generation and contribute to the development of low-emission energy solutions.

04:00 pm - 05:30 pmBusiness Models and Opportunities for Solar Developers, EPCs and System Integrators

Camila Ramos

CEO

CELA - Clean Energy Latin America

Eduardo Tobias Ruiz

Managing Partner

Watt Capital

Mariana Galhardo

Senior Partner

G2A Consultores

Nelson Falcão

Vice President of Value Chain

ABSOLAR - Associação Brasileira de Energia Solar Fotovoltaica

South America’s Hot Spot for Batteries and Energy Storage Systems
Learn more
Speakers
Speaker
Nelson Falcão, ABSOLAR - Associação Brasileira de Energia Solar Fotovoltaica

Vice President of Value Chain

Brazil

Nelson Falcão has been Senior Director, LATAM Business Development at Nextracker Brazil since the beginning of its operations in the country in 2015, accumulating from 2013 to 2023 the leadership of the energy business development area for the Flex group. He has extensive experience in the production chain of equipment for electrical energy generation, transmission and distribution systems. During his career, he held important positions at ABB, Cegelec Alstom and Cooper Power Systems, in Brazil and Canada. Nelson is also Vice-President of Supply Chain of the board of directors of ABSOLAR (Brazilian Association of Photovoltaic Solar Energy). He graduated in Electrical Engineering from the USP Polytechnic School in 1980 and specialized in Reactive Compensation, in Sweden, in 1983.

Speaker
Mariana Galhardo, G2A Consultores

Senior Partner

Brazil

Mariana Galhardo is a Senior Partner at G2A Consultores. She has a degree in Business Administration from PUC Campinas, an MBA and a Master's degree from UNIFEI, as well as specializations in Project Management from FACAAMP and Government Relations from INSPER. She began her career in the financial market, working for institutions such as Itaú, Banco do Brasil (including working for the IDB) and Opportunity, always with a focus on new business. Since 2007, Mariana has worked in the energy industry, in all its segments (generation, commercialization, transmission and distribution), having contributed in leadership positions in companies such as Neoenergia (Elektro), Renova, Serena (Omega) and Alupar. In 2017, she opted for entrepreneurship, providing consultancy services to clients such as Grupo Ultragaz, the Ministry of Mines and Energy, the Ministry of Science and Technology, Eletrosul, Pronto Energy and Grupo Colibri, focusing on the analysis and development of new projects. Currently at G2A, as well as prospecting and leading due diligence projects, she coordinates ABSAE's Regulation Working Group (WG) and is vice-coordinator of Absolar's Storage WG.

Speaker
Eduardo Tobias Ruiz, Watt Capital

Managing Partner

Brazil

Eduardo Tobias is the founder and Managing Partner of Watt Capital. He is a specialist in project investment analysis, project financing, and on mergers & acquisitions of renewable energy projects and assets in Brazil. He is a cofounder and currently the vice-coordinator of ABSOLAR's Green Hydrogen Working Group. Tobias is also a visiting Professor at FGV, teaching for its Power Sector Executive Program, and at Head Energia, as well as the author of the books 'Investment Analysis in Utility Scale PV Projects' (2021) and 'Investment Analysis in Bioenergy Greenfield Projects' (2015). He has a BSc. in Business Administration from FGV-EAESP and a Professional Master in Bioenergy from FGV-EESP.

Speaker
Camila Ramos, CELA - Clean Energy Latin America

CEO

Brazil

CEO and Founder of CELA, with 22 years of experience in the renewable energy sector, including bioenergy, wind energy, solar PV and green hydrogen. Camila currently also serves as Investment and Green Hydrogen Vice-President of the Board of Directors of ABSOLAR (the Brazilian Solar PV Association), Non-Executive Director of the Board of Administration of Brazilian Rare Earths, member of the Advisory Board of the Federation of Industry of São Paulo (COINFRA - FIESP) and is a Finance Expert at the Clean Energy Finance Solutions Center (NREL - USA). Prior to founding CELA, she was Country Manager and Head of Latin America at Bloomberg New Energy Finance (BNEF), where she advised clients with research and analysis of renewable energy sectors and markets, and trends in the region. She has also worked in the past at PricewaterhouseCoopers, ERB - Energias Renováveis do Brasil and Infinity Bio-Energy. Camila holds a Master's and Bachelor's degree from the London School of Economics and Political Science (LSE).

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