Daily Current Brazilian Utilities

研报英文原文证据摘录

Daily Current Brazilian Utilities

Global Research

21 July 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

PL of thermal power plants could increase curtailment costs by R$500mn Analyst

According to Brasil Energia, the proposed legislation aimed at expanding thermal giuliano.ajeje@ubs.com

generation may significantly worsen curtailment levels in Brazil's power system. +55-11-2767 6371

Sector estimates indicate that the additional thermal dispatch could lead to Henrique Simoes

approximately R$500mn in extra curtailment costs, primarily affecting renewable Associate Analyst

generation assets that are already experiencing increasing restrictions due to henrique.simoes@ubs.com

transmission bottlenecks and system operation constraints. The measure has +55-11-2767 6308

reignited discussions about system planning efficiency, energy security, and the Julia Ongarato

economic impacts of mandatory thermal generation on renewables. (link) Associate Analyst

julia.ongarato@ubs.com

Power prices move in opposite directions on BBCE platform +55-11-2767 6694

According to Brasil Energia, electricity prices traded on the BBCE platform showed

divergent movements across different products and delivery periods. The market

reflected distinct expectations regarding supply-demand fundamentals,

hydrological conditions, and short-term operational dynamics, resulting in some

contracts appreciating while others declined. The price behavior highlights the

continued uncertainty surrounding the Brazilian power market and the different

outlooks participants are assigning to near-term and longer-term energy balances.

(link)

CPFL signals interest in Enel São Paulo should asset become available for sale