Until now, the initial firm energy of a solar plant was based on P50. The public consultation opened by MME on 4 November proposes replacing that criterion with P90 and adding to the average generation of wind and solar plants the energy lost to curtailment caused by external constraints.
Sourcepv magazine Brasil, MME propõe P90 para cálculo da garantia física de usinas solares, 04/11/2026
Ecom Energia, a trader with more than 20 years in the market, warns that small and medium-sized companies moving to the free market from 2027 should not choose a supplier on discount alone: price formation, contract terms and service also matter.
SourcePresidência da República, Decreto nº 13.097/2026, 12/08/2026
Vestas argues for bringing cybersecurity into the senior leadership decisions of wind generators, because SCADA and remote access widen the exposure of wind farms.
SourceLefosse, alerta sobre a REN ANEEL nº 964 de 14/12/2021
Inova Cemig.Lab opened its fifth cycle with 13 challenges and investment of up to R$ 1.6 million per project, with applications open until 8 November, according to Cemig's post.
SourcePlanalto, Lei Complementar nº 182/2021, 01/06/2021
Until September, shared distributed generation lived with doubt over the zero rate of PIS and Cofins on offset energy. In an opinion article in Canal Solar, lawyer Einar Tribuci argues that distribution companies still charge the contributions on each participant's total consumption and advocates…
SourceReceita Federal, Solução de Consulta Cosit nº 168/2026, 01/09/2026
On 22 September, the peak reached 257,900 consumer units without power in Paraná. On 3 and 4 October, it hit 325,000. On 2 November, more than 200,000 were affected.
SourceCanal Solar, Temporais provocaram mais de 750 mil desligamentos de energia no Paraná, 03/11/2026
The Bundesnetzagentur, Germany's grid regulator, has concluded its first long-term capacity auction: 11 winning bids, about 5,160 MW of de-rated capacity against 4,500 MW tendered, and a volume-weighted average of 155,296 euros per MW a year, below the 244,000 cap.
SourceWindkraft-Journal, reprodução do comunicado da Bundesnetzagentur sobre a primeira licitação de capacidade de longo prazo, 03/11/2026
Neoenergia came out of ANEEL's Transmission Auction No. 4/2026, Brazil's power regulator auction held on 30 October, with two lots, according to CanalEnergia, and restated R$ 50 billion for distribution over five years plus R$ 8 billion for transmission.
SourceCenário Energia, Leilão da ANEEL: EDP, Celeo, Neoenergia e COX arrematam lotes 2, 6, 7 e 8, 30/10/2026
Curtailment for energy reasons, previously allocated separately between wind and solar plants, has a new rule. Thiago Costa, founder of AeroGrid AI, starts from ANEEL's transmission auctions to propose computing co-located with constrained assets, with zero capex for the asset manager and…
SourceLefosse, ANEEL aprova novas regras para o curtailment e estabelece compartilhamento dos cortes de geração entre fontes renováveis, 22/10/2026
BCR-i Brasil published an article on the growing weight of the Capacity Reserve Charge on companies' bills, after the procurement of almost 19.5 GW in the 2026 capacity reserve auctions and with new auctions scheduled until 2029.
SourceCNN Brasil, Aneel: Lrcap pode custar até R$ 2,3 bi nas contas de luz até abril de 2027, 19/06/2026
On 30 October Cemig opened registrations for Cycle 2 of Inova Cemig Tec 3.0, a research, development and innovation call with planned investment of BRL 200 million. There are 12 challenges, with registrations until 31 January 2027 and selection by July 2027.
SourceCanal Solar, Novo guia de PDI da ANEEL agiliza processos do setor, 16/08/2024
On 29 October the Ministry of Mines and Energy opened a public consultation on the guidelines for the 2027 Isolated Systems Supply Auction, with contributions until 17 November. There are eight lots, around 123.66 MW, 31 localities in the North region, with contracts of up to 180 months.
SourceEPE, Horizonte 2026 a 2030, Planejamento do Atendimento aos Sistemas Isolados, Ciclo 2025, dezembro de 2025
Britain's system operator, NESO, wants to contain the bill for switching off wind farms by sending more power through existing overhead lines. Sensors monitor cable conditions and calculate in real time how much each can carry.
SourceArgus, UK unveils plans to cut power constraint costs, 21/04/2026
Migration to the free market has become shorter for some consumers. On 27 October ANEEL approved the Open Energy rules: standardised and free access to consumption, billing and metering data, an offer comparison platform operated by CCEE and a period of 90 days, instead of 180, for units in…
SourceCanal Solar, ANEEL aprova Open Energy, 28/10/2026
Grupo Condumax Incesa inaugurated the expansion of its Olímpia factory on 27 October. According to EXAME, annual wire and cable capacity rises from 25,000 to around 35,000 tonnes, and a new BRL 160 million medium-voltage cable factory is planned for 2027.
SourceAIE, Electricity Grids and Secure Energy Transitions, outubro de 2023
Migration of Group A to the free market used to take 180 days. With the rules approved by ANEEL on 27 October, most AS and A4 units under the simplified model move to 90 days, and the regulated contract only ends once migration is complete.
SourcePresidência da República, Lei nº 15.269, de 24/11/2025, art. 2º
FromRepost of ANEEL - Agência Nacional de Energia Elétrica
In 1970, agribusiness bioenergy was 9.7% of Brazil's domestic energy supply. In 2025, it reached 29.8%, according to a study by the FGV Bioeconomy Observatory reported by Canal Solar, accounting for around 60% of the renewable energy supplied in the country.
SourcePresidência da República, Lei nº 14.993/2024, art. 33, 8/10/2024
The Ministry of Mines and Energy approved PNE 2055, prepared with EPE. According to Canal Solar, clean sources reach 97% to 99% of electricity generation in 2055 in the scenarios assessed, compared with 96% in 2025.
SourceO Setor Elétrico, reportagem sobre a Portaria MME nº 938/2026, 30/9/2026
São Paulo City Hall upheld the BRL 11.4 million fine imposed by Procon Paulistano on Enel São Paulo for the outages of 8 to 10 December 2025. The decision, published in the Municipal Official Gazette on 21 October, cites article 22 of the Consumer Protection Code.
In September, ANEEL revised its projection of the average tariff increase in 2026 from 8.6% to 9.4%, above estimated inflation of 5%, in the third InfoTarifas bulletin.
The White Tariff was created as an option for low-voltage consumers and remains little used. In Public Consultation 46/2025, ANEEL proposed applying the time-of-use tariff automatically to low-voltage units with monthly consumption from 1 MWh, around 2.5 million units.
SourceCenário Energia, ANEEL avança na modernização tarifária e abre consulta pública para aplicação automática da Tarifa Horária, 10/12/2025
Demand for transformers is growing with electrification, renewables and data centres. On Thursday (22), Hitachi Energy inaugurated the expansion of its Guarulhos (SP) factory, with capacity almost 50% higher, according to Canal Solar.
SourceAIE, Building the Future Transmission Grid, 25/02/2025
Cemig plans to invest around BRL 3.8 billion by 2030 in refurbishing its generation fleet, within the BRL 44 billion plan for 2026 to 2030, according to Diário do Comércio. Spending ranges from BRL 123 million in 2026 to BRL 1.7 billion in 2030.
SourceCemig Geração Três Marias S.A., Demonstrações Financeiras de 31/12/2022, 30/04/2023
The free energy market today brings together around 220,000 high-voltage consumers. With the opening of low voltage, the potential universe rises to around 90 million, said César Pereira, of CCEE, on Canal Conecta VI.
SourcePresidência da República, Decreto nº 13.097, 12/8/2026
Less than a month after obtaining Cade approval to buy 12 SPVs from Vestas in the Três Divisas project, Casa dos Ventos has submitted a new acquisition to the authority: seven SPVs from Voltalia, with more than 300 MW under development in Tocantins and Rio Grande do Norte, via Salus FIP.
SourcePresidência da República, Lei nº 12.529, de 30 de novembro de 2011, art. 88
The Energisa Group has opened a public call of around BRL 31 million under the Energy Efficiency Programme, regulated by ANEEL, for projects in the areas of its nine distribution companies across 11 states. Applications close on 16 November 2026 and the result is expected on 15 March 2027.
SourcePlanalto, Lei nº 9.991, de 24/07/2000, art. 1º
Deputy Arnaldo Jardim tabled, and the Chamber approved on the night of 13 October, the urgency regime for Bill 3,716/2026, which repeals paragraph 6 of Article 3-A of Law 10,848/2004.
SourceCâmara dos Deputados, PL 3.716/2026, ficha de tramitação, 13/10/2026
For years the debate in the Brazilian power sector revolved around how much was being installed. Laís Víctor's post shifts the axis: it cites EPE's National Energy Balance 2026, with 86.8% of domestic electricity supply coming from renewables in 2025, and argues that expanding generation does not…
SourceANEEL, Consulta Pública nº 36/2026, aprovada em 6 out 2026
The migration of mid-sized consumers to the free market already happens almost entirely through retail representation. Diário do Comércio reports that Hospital Ville Roy signed a contract in July with Cemig in the Free Contracting Environment, under this modality, seeking cost predictability,…
Dr. Wang Zhiqiang published Beyond Carrots and Sticks in the Dr. Wang Insights newsletter on 11 October 2026, arguing that supporting decarbonisation does not require accepting every policy instrument designed to achieve it, and that a technology must move from policy-supported to…
SourceRegulamento (UE) 2024/1747, 13 jun 2024, art. 19d do Regulamento (UE) 2019/943
The World Economic Forum's Energy Transition Index 2026 benchmarks 120 countries. In the video, Roberto Bocca reads it region by region: the Nordics ahead, China as Asia's strongest performer, India standing out for preparedness, the UAE leading over the long term and Sub-Saharan Africa gaining…
SourceFórum Econômico Mundial, Energy Transition Index 2026, 18 jun 2026
Spring pushes solar generation to the centre of the load curve. In an article of 10 October, economist Daniel Lima describes the operation of the SIN on 9 October 2026: centralised solar of 47,207 MW at 11:16, close to half the load of 101,378 MW, thermal dispatch of 10,272 MW and renewable…
SourceONS, Boletim Mensal de Custos e Valoração da Segurança da Operação, ago 2026
Cleitinho Azevedo (Republicanos), elected governor of Minas Gerais in the first round of 2026, said this week that he does not intend to privatise Cemig. Privatisation had been Romeu Zema's banner since 2019 and became a bill filed in the Legislative Assembly in November 2024, without advancing.
SourceCemig, Fato Relevante, 12 de dezembro de 2025
Until September the proceedings were still discussing evidence. On 29 September 2026 ANEEL's board rejected Enel São Paulo's request for reconsideration against the refusal of a technical expert examination and closed the investigation phase.
SourcePresidência da República, Lei nº 8.987, de 13 de fevereiro de 1995, art. 38
Until now, compensation for generation cuts at wind and solar plants ran through administrative and judicial dispute. On the evening of Monday, 5 October, at the request of the MME, the CCEE published the list of plants that expressed prior interest in adhering to the Commitment Agreement provided…
SourcePresidência da República, Lei nº 10.848/2004, art. 1º-B, incluído pela Lei nº 15.269/2025
In July ANEEL was still discussing the text of the notices in public consultation. On Tuesday, 6 October 2026, the board approved the notice for the 2026 A-1, A-2 and A-3 Existing Energy Auctions, with the public session scheduled for 13 November 2026, in the order A-1, A-2 and A-3, and supply…
SourceANEEL, Consulta Pública 019/2026 sobre os editais dos Leilões de Energia Existente A-1, A-2 e A-3, 7/7/2026
The ONS reports that the National Interconnected System reached 260,991 MW of installed capacity in October 2026, and makes available on its website the evolution of the series and the forecast up to December 2030.
SourceEPE, Governo do Brasil aprova o Plano Decenal de Expansão de Energia 2035, 2/7/2026
FromRepost of ONS - Operador Nacional do Sistema Elétrico
A system operator produces as much data as dispatch. The ONS reported that Carlos Alexandre Prado, executive adviser to the Directorate of IT, Agent Relations and Regulatory Affairs, took part on 30 September in an executive public-sector forum in Brasília and highlighted the launch of Tiago Dados…
SourceDPL News, Um ano de Plano Brasileiro de Inteligência Artificial, 13/06/2025
FromRepost of ONS - Operador Nacional do Sistema Elétrico
Climate planning and energy planning used to run on separate tracks. IRENA has published new analysis on alignment between long-term low-emission development strategies and long-term energy scenarios, arguing that convergence gives a shared direction and helps translate long-term pathways into…
SourceUNFCCC, Long-term strategies portal, consultado em 07/10/2026
FromRepost of International Renewable Energy Agency (IRENA)
The Central Bank released the highlights of the Focus Report of 18 September 2026. Market medians point to IPCA of 4.92% in 2026 and 4.30% in 2027, Selic at 13.50% per year at the end of 2026 and 12.00% at the end of 2027, GDP of 1.88% in 2026 and an exchange rate of BRL 5.20 per dollar at year-end.
SourceCanal Energia, Aneel: WACC regulatório de G&T para 2026 fica em 8% depois dos impostos, 05/03/2026
The ONS reported that on 1 October it received, at its headquarters in Rio de Janeiro, representatives of ABRATE to discuss the impacts of extreme weather events on transmission facilities of the National Interconnected System.
SourceEixos, Nova regulação incentiva distribuidoras a se prepararem para eventos climáticos extremos, diz Aneel, 24/10/2025
FromRepost of ONS - Operador Nacional do Sistema Elétrico
The ONS published the Monthly Operation Programme bulletin for the period from 3 to 9 October 2026. Natural Inflow Energy projections put the South at 291% of the Long-Term Average and the Southeast/Centre-West at 119%, while the Northeast stands at 68% and the North at 47%.
SourceEixos, Às vésperas da eleição, Aneel determina bandeira verde para energia em outubro, 25/09/2026
FromRepost of ONS - Operador Nacional do Sistema Elétrico
The World Economic Forum reports that in the Energy Transition Index 2026, published on 18 June and covering 120 countries, global progress has flatlined and transition readiness declined for the first time in over a decade.
SourceAgência Internacional de Energia, World Energy Investment 2026
The weekly bulletin of the Monthly Operation Programme brings the first load projections for October. According to the ONS, the National Interconnected System should accelerate 3.6% against October 2025, with increases of 9.3% in the North, 9.2% in the Northeast, 1.9% in the Southeast/Centre-West…
SourceEPE, Boletim Trimestral de Consumo de Eletricidade nº 26, 18 de setembro de 2026
FromRepost of ONS - Operador Nacional do Sistema Elétrico
Before PNAST, access to the basic network ran in order of filing, with no organised competition for capacity. According to Canal Solar, the ONS made 30.7 GW of access requests viable in 2026 and has analysed more than 43 GW since the policy was instituted, with 19.7 GW made viable in the…
SourcePresidência da República, Decreto nº 12.772, de 5 de dezembro de 2025
Until now, generation connected to the distribution grid sat outside the ONS's direct operational reach. The proposal the operator took to ANEEL changes this on an experimental basis, with an Intermediated Dispatch Mechanism tested by Cemig-D, Copel, CPFL Paulista, Energisa Mato Grosso and…
In an article dated 11 September 2026, "Brazil Does Not Need to Copy Someone Else's Energy Transition", Dr. Wang Zhiqiang argues that Brazil should build its energy architecture around its own resources rather than reproduce European, Middle Eastern or Chinese models.
Self-generation has become the entry point for large industrial consumers into renewable generation. Olfar and Energir Geração de Energia Elétrica, of Grupo Olfar, bought 48.6% of Sertão Solar Barreiras XVIII, controlled by Echoenergia, of Grupo Equatorial, which is responsible for a photovoltaic…
SourceLei nº 15.269/2025 e art. 16-B da Lei nº 9.074/1995
Scatec reported that the Rio Urucuia solar plant, in Minas Gerais, has entered commercial operation with 142 MW, raising the company's installed capacity in Brazil to 835 MW. Estimated production is 321 GWh per year and, according to the report, investment exceeded BRL 439 million.
Distributed solar generation, batteries and electric vehicles connect to the grid under rules written for one-way flow. On 8 September 2026 ANEEL opened Public Consultation No.
SourceANEEL, ANEEL propõe novas regras para preparar a rede elétrica para geração solar, baterias e veículos elétricos (Consulta Pública 033/2026), 08/09/2026
Canal Solar published on 4 September 2026 an analysis of the government programmes of the twelve presidential candidates for the energy sector. Lower electricity bills, review of sector charges, storage and transmission expansion are the recurring themes.
SourceCanal Solar, Eleições 2026: o que cada presidenciável propõe para o setor de energia, 4/9/2026
ANEEL approved an average reduction of 14.67% in Roraima Energia's tariffs, in force since 1 September 2026, reaching the distributor's 213,000 consumer units. The agency attributes the fall to the early release of funds from the renegotiation of the Use of Public Assets.
SourcePresidência da República, Lei nº 15.235, de 8 de outubro de 2025, artigo 4º, parágrafo 8º
For years, startup valuation looked at addressable market and technology. The post by Pedro Drumond Jr, CEO of RH Renováveis and a director of ABSOLAR, reverses the order: for him, the behavioural profile of the founding team predicts success better than capital, market or technical training, based…
SourceAIE, World Energy Employment 2025, 5 dez 2025
The Central Bank of Brazil released the highlights of the Focus Report of 28 August 2026, with median market projections: IPCA of 5.01% in 2026 and 4.28% in 2027, GDP of 1.92% and 1.50%, and Selic of 13.75% and 12.00% a year.
SourceBanco Central do Brasil, Relatório Focus de 28/08/2026, publicado em 31 de agosto de 2026
The tariff flag system, created in 2015, signals month by month the cost of generating energy in the country. ANEEL kept the yellow flag in September 2026, for the fifth month in a row, with an additional charge of BRL 1.885 per 100 kWh, owing to less favourable generation conditions.
SourceCanal Solar, "ANEEL mantém bandeira amarela pelo quinto mês consecutivo", 31 de agosto de 2026
ANEEL will hold a public consultation from 3 September to 2 October 2026 on the trading rules applicable in 2027. Under the proposal, the seasonalisation of the physical guarantee of MRE plants will follow the average generation profile of the last five years, instead of the monthly distribution…
SourceCCEE, InfoBandeira Tarifaria n. 95, marco de 2026
At the monthly meeting of the Monthly Operation Programme, on 27 August 2026, ONS presented an initial load projection of 85,118 average MW for September in the National Interconnected System, a change of 5.93%.
SourceCCEE, InfoMercado nº 225, contabilização de março de 2026
ONS published the Monthly Operation Programme bulletin for the period from 29 August to 4 September 2026 and highlighted the first load projections for September: growth of 5.9% in the National Interconnected System, 7.1% in the Northeast, 6.5% in the North and South and 5.3% in the Southeast and…
SourceEPE, Resenha Mensal do Mercado de Energia Elétrica de agosto de 2026
FromRepost of ONS - Operador Nacional do Sistema Elétrico
Until now, hydroelectric generators in the Energy Reallocation Mechanism have distributed their physical guarantee month by month over the year, respecting the annual amount.
SourceCCEE, InfoMercado nº 225, contabilização de março de 2026
The ONS Monthly Operation Programme bulletin for 22 to 28 August 2026 projects Natural Inflow Energy of 118% of the Long-Term Average in the South subsystem, 82% in the Southeast and Centre-West, 59% in the Northeast and 51% in the North.
SourceAgência Brasil, Bandeira tarifária continuará amarela em agosto, 31 de julho de 2026
FromRepost of ONS - Operador Nacional do Sistema Elétrico
The ONS reports that Marcio Rea, the body's director-general, took part on 20 August 2026, in Brasília, in the opening panel of the event Super El Niño e a Resiliência do Setor Elétrico Brasileiro, promoted by ANEEL, and stressed that the El Niño forecast for 2026/2027 requires expanding the…
SourceCCEE, Comunicado 333/26, Publicação de Regras e Procedimentos de Comercialização relativos à participação de usinas hidrelétricas não despachadas no MRE, REN AN
FromRepost of ONS - Operador Nacional do Sistema Elétrico
ABSOLAR, in statements reproduced in the publication, presents the regulation of supply of last resort (SUI) as one of the main advances of Decree 13,097 of 12 August 2026, which opens the free market to consumers supplied at voltages below 2.3 kV from 25 November 2027.
SourcePresidência da República, Decreto nº 13.097, de 12 de agosto de 2026, art. 7º
Six companies of the Tramontina group are joining TotalEnergies' Maral I and Maral II wind projects, in a transaction approved by Cade on 18 August 2026 and aimed at self-generation. The amount negotiated and the planned capacity were not disclosed, and the plants are not yet in operation.
SourceMME e EPE, Caderno de Parâmetros de Custos, Geração e Transmissão, PDE 2035
The TCU blocked BRL 5.02 billion arising from the renegotiation of hydropower generators' debts for the use of public assets, funds that had already been earmarked to reduce electricity bills. The decision may raise tariff adjustments for 22 distribution utilities, mainly in the North and Northeast.
SourceAgência Brasil, Aneel aprova R$ 5,5 bi para reduzir conta de luz em 22 distribuidoras, maio de 2026
The ONS released the Monthly Operation Programme bulletin for 15 to 21 August 2026, with stored energy stable in all subsystems at the end of the month: South at 86.4%, North at 84%, Northeast at 74.6% and Southeast/Centre-West at 59.4%.
SourceCCEE, Fatores definitivos de sazonalização de garantia física utilizados para fins de MRE para 2026
Bow-e, the distributed generation company of Grupo Bolt, released a survey of 201 consumers, conducted between 13 and 24 July 2026, according to which 60% do not know they will be able to choose their supplier from 2028 and 72.6% of the sample show interest in choosing.
SourcePresidência da República, Decreto nº 13.097, de 12 de agosto de 2026, art. 7º
Until now, only high-voltage consumers could choose their energy supplier. The publication reports that low-voltage commercial and industrial consumers will be able to choose in 2027 and that residential consumers will gain access in 2028.
SourceCCEE, Documento de Apoio Patrimônio líquido e limite operacional mínimos, valores atualizados para 2026
CCEE calculated R$ 778.3 million in the Capacity Reserve Charge for September 2026. The video explains how the charge is shared among users, why contracted capacity is not energy consumed and what each company needs to check in the cost breakdown.
Cemig plans R$ 3.8 billion for generation assets within its investment plan. The episode separates announced budget, studies, works and operating results, with a focus on reliability, availability and execution of the refurbishments.
Expanding transformer manufacturing can increase supply, but announced capacity and actual delivery run on different timelines. Specification, components, testing and logistics shape projects, and purchase planning starts before construction.
Governance of the computational models affects confidence in how the spot price (PLD) is set, but the Ministry of Mines and Energy consultation does not automatically change the price or the current methodology.
Different average adjustments at neighbouring distributors change cost assumptions and contracts, but they do not equal the individual increase on every bill.
PDE 2036, Brazil's ten-year energy plan, projects R$ 3.3 trillion in energy investment over ten years. It is a planning scenario, not an approved budget or a contract portfolio.
Grid timing can decide when a project starts earning revenue. In transmission, announced investment and available infrastructure are different moments.
