Daily Current "Brazilian Utilities" Ajeje

Research evidence excerpt

Daily Current "Brazilian Utilities" Ajeje

Global Research

22 May 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Aneel approves LRCAP 2026 and confirms contracting of thermal plants Analyst

According to MegaWhat, Aneel approved, in an extraordinary public meeting on giuliano.ajeje@ubs.com

Thursday, May 21, the approval of the results and the award of thermoelectric +55-11-2767 6371

products from the 2026 reserve capacity auctions (LRCAP), releasing the Henrique Simoes

contracting of winning plants in the bids aimed at natural gas, coal, coal, Associate Analyst

hydroelectric plants, in addition to fuel oil, diesel oil and biodiesel projects. (link) henrique.simoes@ubs.com

+55-11-2767 6308

CMSE to decide CVar at June meeting Julia Ongarato

According to MegaWhat, after postponing a possible change in the risk aversion Associate Analyst

criteria (CVar) in the operating models and energy price formation at the ordinary julia.ongarato@ubs.com

+55-11-2767 6694

meeting in May, the Electric Sector Monitoring Committee (CMSE) has until July 31

to decide on the issue. The government's expectation, according to MegaWhat, is

that the decision will be taken at the next ordinary meeting, in early June, but this

will depend on the conclusion of the additional studies requested by the committee

in relation to the impacts of the reserve capacity auction (LRCAP). (link)

Lack of flow and economic risk lead to the abandonment of ~800 MW in solar

According to MegaWhat, Aneel revoked, upon request, another 806 MW of installed

capacity of photovoltaic solar plants in the states of Bahia and Minas Gerais.

According to the entrepreneurs, from Álamo Energia Renováveis and Edena Energia