UTILITIES COMP TABLE Figure 1: Utilities IRR tracker

研报英文原文证据摘录

UTILITIES COMP TABLE Figure 1: Utilities IRR tracker

Global Research

30 July 2026ab

Daily Current Equities

Latin AmericaBrazilian Utilities

Utilities

Giuliano Ajeje

Winds shut down substation and knock down 1.5 GW of load in Rio Analyst

The blackout recorded in RJ on July 29 was caused by the strong winds that hit the giuliano.ajeje@ubs.com

state and caused shutdowns in the transmission and distribution networks, including +55-11-2767 6371

the total loss of the Grajaú substation, responsible for supplying areas in the Center, Henrique Simoes

South and North of the capital. According to ONS, the occurrence removed about Associate Analyst

1.5 GW of load from the system. The high voltage supply has already been henrique.simoes@ubs.com

normalized, but the restoration of supply in the distribution networks occurs +55-11-2767 6308

gradually. Despite the normalization, Radar, the interruption panel of ANEEL Julia Ongarato

showed, with data extracted from distributors at 6:20 p.m., 840k consumer units Associate Analyst

without power in Light's concession area and another 12.5k in Enel Rio's area. (link) julia.ongarato@ubs.com

+55-11-2767 6694

ANA wants to create tariff regulation models for drainage and waste

The regulatory agenda of ANA (National Water and Basic Sanitation Agency) for 2027

and 2028 may provide for new NRs (Reference Standards) that will establish

guidelines for tariff regulation models for drainage and solid waste services. The

document that will be under consultation for 45 days provides rules on: 1)

regulatory guidelines for the subdelegations of the provision of water and sanitary

sewage services and the provision of urban solid waste management services; 2)

criteria for regulatory accounting for urban solid waste services; 3) eligibility