Daily Current "Brazilian Utilities" Ajeje

Research evidence excerpt

Daily Current "Brazilian Utilities" Ajeje

Global Research

28 May 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Court upholds RBSE's indemnity, but suspends fee linked to cost of capital Analyst

According to MegaWhat, the 7th Panel of the Federal Regional Court of the 1st giuliano.ajeje@ubs.com

Region (TRF1) decided partially in favor of consumers in lawsuits that question the +55-11-2767 6371

collection of the so-called Basic Existing System Network (RBSE) Financial in Henrique Simoes

electricity transmission tariffs. The judgment maintains the legality of the inclusion Associate Analyst

of RBSE's assets in the remuneration basis of the transmission companies, but henrique.simoes@ubs.com

overturns the charge related to the cost of equity, with an impact on the 2026/2027 +55-11-2767 6308

tariff cycle. (link) Julia Ongarato

Associate Analyst

Pumped storage plants may gain ground with the end of hydroelectric contracts julia.ongarato@ubs.com

+55-11-2767 6694

According to MegaWhat, the Energy Research Company (EPE) evaluates taking

advantage of about 19 GW in hydroelectric contracts expiring over the next decade

to incorporate storage solutions and pumped storage plants, in an attempt to

increase the efficiency of existing reservoirs and respond to the advance of

intermittent renewables in the Brazilian electricity system. (link)

Cemig's electricity bill will have an average adjustment of 6.5%

According to MegaWhat, on Tuesday, May 26, Aneel approved an average tariff

adjustment of 6.5% for Cemig. The new values will take effect from May 28, and the

impact was divided as follows: 9.43% for high voltage consumers and 5.21% for B1

residential consumers. (link)

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