Daily Current "Brazilian Utilities" Ajeje

研报英文原文证据摘录

Daily Current "Brazilian Utilities" Ajeje

Global Research

2 July 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

CMSE foresees thermal plants and Itaipu as reinforcement for power in scenarios Analyst

of higher demand giuliano.ajeje@ubs.com

According to MegaWhat, the Electric Sector Monitoring Committee (CMSE) assessed +55-11-2767 6371

that the operating conditions of the electric system improved at the beginning of Henrique Simoes

the dry season, with recovery of the reservoirs after rains in important basins for Associate Analyst

the National Interconnected System (SIN), especially in the South region. Despite henrique.simoes@ubs.com

the more favorable scenario for electricity supply in 2026, the National Electric +55-11-2767 6308

System Operator (ONS) reported that, in situations of greater demand and adverse Julia Ongarato

weather, it may be necessary to activate thermal plants complementarily, in Associate Analyst

addition to optimizing the operation of hydroelectric plants on the São Francisco julia.ongarato@ubs.com

River and strategically using the Itaipu reservoir. (link) +55-11-2767 6694

Government grants benefits to biomethane projects in Minas Gerais and Paraná

According to MegaWhat, the Secretariat of Petroleum, Natural Gas and Biofuels of

the Ministry of Mines and Energy (MME) approved the granting of benefits for two

biomethane projects in the states of Minas Gerais and Paraná. In Minas Gerais, the

classification in the Special Incentive Regime for Infrastructure Development

(Reidi) of the "Juiz de Fora Biomethane Plant" project. The project consists of the

implementation of a biomethane production plant, with an installed capacity of

28,600 Nm³/day, from the purification of raw biogas captured from the landfill