Daily Current "Brazilian Utilities" Ajeje

Research evidence excerpt

Daily Current "Brazilian Utilities" Ajeje

Global Research

8 July 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Aneel proposes to restrict submarkets and increase guarantees in existing Analyst

energy auctions giuliano.ajeje@ubs.com

According to MegaWhat, Aneel has proposed to tighten the rules for the sale of +55-11-2767 6371

energy in the notices of existing energy auctions, after recent cases of traders who Henrique Simoes

were unable to honor contracts in the regulated market. The agency's board of Associate Analyst

directors approved, on July 7, the opening of a public hearing to discuss henrique.simoes@ubs.com

improvements in the notices of the A-1, A-2 and A-3 auctions scheduled for +55-11-2767 6308

November. Among the proposed changes is the restriction of the submarket for the Julia Ongarato

delivery of contracted energy, pointed out by the rapporteur as responsible for a Associate Analyst

negative result of approximately R$495mn in 2025 for distributors, according to a julia.ongarato@ubs.com

simulation by the Electric Energy Trading Chamber (CCEE). (link) +55-11-2767 6694

Distributors may not have enough to receive feedback from customers of the

free market, warns CPFL

According to MegaWhat, distributors may no longer have surplus generation

contracted to receive consumers returning from the free market in case of problems

with retail traders, said Luiz Henrique Ferreira Pinto, vice president of Regulated

Operations at CPFL. According to him, the possibility of customers returning to the

regulated environment increases the need for clear rules before the market opens

to Group B consumers. (link)

ONS Remains Alert for Power Shortages by 2030 Despite LRCAP