Daily Current "Brazilian Utilities" Ajeje

研报英文原文证据摘录

Daily Current "Brazilian Utilities" Ajeje

Global Research

18 June 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

MME wants to review capacity reservation charge and improve price signal Analyst

According to MegaWhat, the Ministry of Mines and Energy plans to move forward in giuliano.ajeje@ubs.com

the revision of the allocation of the Reserve Capacity Charge (Ercap) to bring the +55-11-2767 6371

cost paid by consumers closer to the need that each profile imposes on the Henrique Simoes

electricity system. According to João Daniel Cascalho, MME's Secretary of Associate Analyst

Electricity, the current rule may produce a signal contrary to the demand response, henrique.simoes@ubs.com

by making consumers with higher demand at times of less systemic need pay less for +55-11-2767 6308

the charge. (link) Julia Ongarato

Associate Analyst

ONS will have three criteria to define locational signal of batteries for LRCAP julia.ongarato@ubs.com

+55-11-2767 6694

According to MegaWhat, the National Electric System Operator (ONS) will follow

three criteria to define the flow margin of battery projects for the reserve capacity

auctions in the form of power (LRCAPs) in December. The objective is to ensure that

storage systems can be loaded and discharged daily without transmission

restrictions, preventing the equipment from absorbing energy surpluses during the

day, but not being able to drain at night, which makes it unfeasible to use it the next

day. (link)

TCU authorizes the continuation of LRCAP 2026 and rejects sending the case to

the Federal Police and CADE

According to MegaWhat, the Federal Court of Auditors (TCU) decided to authorize

the continuation of the Reserve Capacity Auction in the form of Power (LRCAP) held