Daily Current "Brazilian Utilities" Ajeje

Research evidence excerpt

Daily Current "Brazilian Utilities" Ajeje

Global Research

17 June 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Aneel opens hearing on tightening energy market rules Analyst

According to MegaWhat, the board of directors of the National Electric Energy giuliano.ajeje@ubs.com

Agency (Aneel) approved on Tuesday, June 16, the opening of a public hearing on a +55-11-2767 6371

proposal that tightens the rules for monitoring conduct in the energy market. The Henrique Simoes

text creates the Market Monitoring Sanctioning Process (PSM), to be conducted by Associate Analyst

the Electric Energy Trading Chamber (CCEE), with a warning, fine, temporary henrique.simoes@ubs.com

restriction of access to the chamber's systems and even dismissal of agents. (link) +55-11-2767 6308

Julia Ongarato

Batteries: BNDES will equalize local cost; auction attracts foreigners Associate Analyst

According to Agencia Infra, the director of Planning and Institutional Relations at julia.ongarato@ubs.com

+55-11-2767 6694

BNDES, Nelson Barbosa, said on Monday (15) that the facilitated credit package for

batteries that meet the local content conditions of the first auction in the sector

will leave the cost to these agents close to or equal to that of imported projects.

This lower cost of capital, said the executive, has already aroused the interest of

the market, which can access even more advantageous financing if, in addition to

using national services and components, it actually installs plants and develops

battery technology in Brazil, where they will have the demand for auctions and

supply of raw material (critical minerals). According to BNDES, European and

Chinese companies, as well as the Brazilian WEG, have already moved in this

direction. (link)