Daily Current "Brazilian Utilities" Ajeje

Research evidence excerpt

Daily Current "Brazilian Utilities" Ajeje

Global Research

18 May 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Union defends LRCAP in court and says suspension can generate reverse damage Analyst

According to MegaWhat, the Federal Government defended in court the legality of giuliano.ajeje@ubs.com

the 2026 Reserve Capacity Auction (LRCAP) and stated that the suspension of the +55-11-2767 6371

effects of the auction may generate a risk of reverse damage to the sectoral public Henrique Simoes

interest, with an impact on energy security, expansion planning and costs for Associate Analyst

consumers. (link) henrique.simoes@ubs.com

+55-11-2767 6308

CCEE implements new accounting rules for hydroelectric plants in the MRE Julia Ongarato

According to MegaWhat, the Electric Energy Trading Chamber (CCEE) concluded last Associate Analyst

week the implementation of systemic and operational adjustments to update the julia.ongarato@ubs.com

+55-11-2767 6694

rules applicable to hydroelectric plants not centrally dispatched under the Energy

Reallocation Mechanism (MRE). Among the main changes is the adoption of new

methodologies for evaluating the performance of hydroelectric plants participating

in the MRE. One of them considers the comparison between the average generation

of the plant and its physical guarantee, using indicators such as the Generation

Factor (FG) and the Contribution Factor to the MRE (FCM), calculated by the CCEE.

Another innovation is the measurement of water unavailability through the poured

flow (IVV), a mechanism that makes it possible to differentiate hydrological impacts

from operational unavailability of hydroelectric plants. (link)

Without dispute, Acciona wins sanitation PPP in Paraíba