“- COPEL sells R$ 450 million in 13 small mills to the Electra Group
COPEL sold a lot of power generation assets for R$ 450.5 million to the Electra Group. According to Diogo Mac Cord, Vice President of Strategy, New Business and Digital Transformation at COPEL, with the transaction, the company will focus its efforts on large mills. According to Claudio Alves, president of the Electra Group, the portfolio in SMEs now almost doubles, from 13 to 24, and the company is now among the ten largest in the segment. 73% of the funding came from Jive Mauá, through the issuance of Electra debentures to be acquired by the management company's infrastructure and credit funds.
- CMSE approves storage reference curves for 2025
The Electricity Sector Monitoring Committee (CMSE) approved, this week, the Storage Reference Curves (CREF) for 2025, updating the strategic tool for the management of the National Interconnected System (SIN). The resolution aims to improve the capacity to monitor the storage conditions of hydroelectric power plant reservoirs, making it possible to quickly identify situations that require exceptional measures. The CREFs vary according to the critical nature of the storage, and indicate amounts of thermoelectric generation to guarantee the supply of electricity even in adverse hydrometeorological conditions.
- SIN load is expected to increase by an average of 3.3 between 2025 and 2029
The Electric Energy Trading Chamber (CCEE), the National Electric System Operator (ONS) and the Energy Research Company (EPE) announced that the National Interconnected System (SIN) load is expected to expand at an average annual rate of 3.3% from 2025 to 2029. For this year, studies show an increase of 5.3% compared to 2023, with the result reaching an average of 79,899 MW at the end of the year. The analyses consider the Micro and Mini Distributed Generation and the integration of Roraima into the SIN in February 2026.
- Aneel approves rules for commercialization in 2025
The National Electric Energy Agency (ANEEL) approved, this week, the proposal for the 2025 marketing rules. The proposal, which takes effect in January, brings improvements to the modules resulting from new energy and existing energy auctions and the removal of the Differences Settlement Price (PLD) in the assessment of the penalty for insufficient ballast. Other changes are adjustments as a result of Resolution 1,067/2023, and changes in the methodology for calculating the Structural Unit Variable Cost.
- Prudential monitoring was effective, CCEE points out
Prudential monitoring in the shadow period was effective in mitigating risks in the sector and helped promote the transparency of the trading environment, according to the CCEE. Now, Aneel will open a process for the definitive implementation of the model, which proposes that generators, marketers, and consumers commit to sending their Leverage Factor periodically, which shows the exposure of companies to risks in the market.
- Retail consumer migration should increase the burden on nighttime
The migration of medium and high voltage consumers to the free market should stimulate the burden during nighttime rush hours, according to an analysis carried out by the ONS, EPE and CCEE. This is because, in the free market, consumers can use encouraged energy, benefiting from the discount on the distribution system usage rate (Tusd). In the captive market, they can choose tariff modalities (blue or green) that show a higher cost rate signal during the nighttime rush period, thus reducing consumption.
- Mercado Livre pushes generation expansion and changes auction profile
Among the mills that entered into commercial operation in Brazil in 2024, 84% were destined for the free contracting environment (ACL), according to data from ANEEL. The figures indicate that 299 power plants started operating this year (mostly solar and wind), of which 251 (with 8.5 GW of capacity) focus on the free market. A study by the Brazilian Association of Electric Energy Dealers (Abraceel) shows that the projects scheduled to start operating by 2030 have a 93% share of projects for sale in the free market.
- ANA resolution enables improvements for reservoirs in the wet season
New resolutions from the National Water and Sanitation Agency should help accelerate the recovery of the reservoirs at the headwaters of the Grande and Paranaíba rivers, especially the Furnas and Emborcação UHEs. The measures impose flow restrictions at the beginning of the wet period. Simulations carried out by the ONS indicate that the maximum average monthly runoff will be 500 m³/s and 140 m³/s, respectively, which corresponds to about 35% and 14% of their respective maximum turbining capacities. The resolution also covers the Mascarenhas de Moraes and Itumbiara power plants.
- Aneel must propose a solution for generation cuts in the first half of 2025, says director general
The director general of ANEEL, Sandoval Feitosa, said that the agency must propose, in the first half of 2025, solutions for power cuts. The shortailment problem is expected to be reversed before the next “windy harvest”. “It's important for companies and thematic associations to understand that ANEEL is making its best efforts. What we can't, in any way, is to seek the easiest solution, which is simply to impute that cost to the electricity consumer,” he said.
- Summer rains should guarantee the recovery of reservoirs, predicts Climatempo
Clima tempo forecasts that the storage levels of hydroelectric reservoirs will remain above 70% in the Southeast/Midwest, with the intense and frequent rainfall of October and November in the Paraná river basin expected to remain above average in the summer months. The positive configuration of the wet period, raising water levels, enabled a reduction in the price of energy, from the ceiling to the minimum level, in a short period of time
- Bill for the opening of the market should be in February, estimates Abraceel
Abraceel believes that the bill to open the market should be submitted by the government starting in February. This horizon is due to the approaching end of the term of office of the current presidents of the Chamber and the Senate. The text is expected to be simple and without details about the process. Among the points of attention that need to be addressed is the issue of subsidies and other costs that are left for consumers to pay.”
Source: Electra Clipping— Issue 25/24 of 06/12/2024
