Daily Current Brazilian Utilities

Research evidence excerpt

Daily Current Brazilian Utilities

Global Research

15 June 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

ONS raises inflow forecast in the South and Southeast/Midwest Analyst

According to Agencia Infra, the ONS (National Electric System Operator) raised the giuliano.ajeje@ubs.com

inflow projections for the South and Southeast/Midwest subsystems in the PMO +55-11-2767 6371

(Monthly Operation Program) bulletin for the operating week from June 13 to 19. Henrique Simoes

The estimates indicate an improvement in relation to the previous week and point Associate Analyst

out that both subsystems should end the month with levels above 80% of the MLT henrique.simoes@ubs.com

(Long-Term Average). (link) +55-11-2767 6308

Julia Ongarato

Aneel schedules vote on rule that creates queue and apportionment for Associate Analyst

generation cuts julia.ongarato@ubs.com

+55-11-2767 6694

According to MegaWhat, Aneel has scheduled for the public meeting on Tuesday,

June 16, the proposal for a normative resolution that creates criteria for generation

cuts, known as curtailment, and defines how the commercial effects of these

restrictions will be apportioned among generators. The vote was released by the

Federal Prosecutor's Office with the agency, which concluded that there was no

legal-formal impediment to the deliberation of Public Hearing No. 45/2019 (link)

Aneel raises forecast for average tariff increase to 8.6%, even with relief from

UBP

According to MegaWhat, Aneel revised the forecast for the average tariff effect in

Brazil in 2026 from 8.0% to 8.6%, even after incorporating into the calculation the

expected relief from the resources from the renegotiation of the Use of Public

Goods (UBP).