Daily Current "Brazilian Utilities" Ajeje

Research evidence excerpt

Daily Current "Brazilian Utilities" Ajeje

Global Research

30 June 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Wind and solar power in the Northeast generated for only one hour on Sunday Analyst

The National Electric System Operator (ONS) cut 14,278 MW of renewables in the giuliano.ajeje@ubs.com

Northeast on Sunday, June 28. The amount is higher than the installed capacity of +55-11-2767 6371

Itaipu Binacional (14 GW) and is close to the combined power of wind and solar Henrique Simoes

power in the state of Bahia. The plants operated only for one hour, from 5:50 pm to Associate Analyst

6:45 pm. According to the operator, the cut occurred due to control of regional henrique.simoes@ubs.com

inequalities of normal operation instruction and ongoing interventions and +55-11-2767 6308

frequency control. (link) Julia Ongarato

Associate Analyst

Tariff will remain under pressure without cost reform, says Sandoval julia.ongarato@ubs.com

+55-11-2767 6694

According to MegaWhat, the director general of Aneel, Sandoval Feitosa, said that

the electricity tariff will continue to be under upward pressure in the coming years

if there is no restructuring of the costs that make up the electricity bill. The

assessment was made when commenting on the effects of the early payment of the

Use of Public Property (UBP), which will provide temporary relief to tariffs, and the

exhaustion of other financial components that helped to contain recent

adjustments. (link)

Energy futures prices fall on BBCE after PMO indicates improvement in

hydrology

According to MegaWhat, the last week was marked by a drop in the prices of

electricity futures contracts traded on the BBCE, a movement driven by the release