Daily Current "Brazilian Utilities" Ajeje

研报英文原文证据摘录

Daily Current "Brazilian Utilities" Ajeje

Global Research

9 June 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

LRCAP and improvement in reservoirs in the South should postpone red flag Analyst

According to Agencia Infra, the contracting of thermoelectric plants in the LRCAP giuliano.ajeje@ubs.com

(Reserve Capacity Auction in the form of Power) to start operating in 2026, along +55-11-2767 6371

with the improvement of reservoirs in the South region, should postpone – or even Henrique Simoes

avoid – the activation of the red flag this year. These two factors helped to maintain Associate Analyst

the level in yellow this June and tend to relieve the pressure on the flags for the henrique.simoes@ubs.com

remaining months of drought, they assess. (link) +55-11-2767 6308

Julia Ongarato

Taesa anticipates line between SP and PR, and adds R$44.5mn to RAP Associate Analyst

According to MegaWhat, Taesa received from the National Electric System Operator julia.ongarato@ubs.com

+55-11-2767 6694

(ONS) the Release Terms related to the energization of the 525 kV Bateias – Curitiba

Leste C1 and C2 transmission line, in the Ananaí Transmissora de Energia Elétrica

concession, 100% controlled by Taesa. With this energization, Ananaí will add to its

annual permitted revenue (RAP) the approximate amount of R$44.5mn (referring to

the 2025-2026 cycle), equivalent to 26.0% of the total RAP of the concession, with

retroactive effect to May 26, 2026. (link)

Cemig pays R$155mn for DG plants in Potenza

According to MegaWhat, Cemig Sim announced the acquisition of the entire capital

stock of three Special Purpose Companies with 11 photovoltaic distributed

generation plants with an installed capacity of 26.2 MWp. The acquisition price was

R$155mn.