BRIEF · EP273:31
Mobility & industry
Hyperion e a escala da demanda
A Meta ampliou a capacidade planejada do Hyperion. A conversão direta para energia é apenas um cenário, não uma previsão de consumo.
Episodes
BRIEF · EP273:31
BRIEF · EP263:31
Storage
Batteries enter the capacity auction
The approved tender documents put batteries in the competition for capacity. This episode explains how contracting connects to system security, the steps up to operation and the points that still need to be proven before a project becomes an investment.
BRIEF · EP253:17
Markets & regulation
Capacity reserve: the charge has arrived
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.
BRIEF · EP243:56
Markets & regulation
Cemig: R$ 3.8 billion to renew power plants
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.
BRIEF · EP234:02
Markets & regulation
Transformers: bigger factory, shorter lead time?
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.
BRIEF · EP224:01
Mobility & industry
Itaipu and AI: who keeps the surplus?
The announcement of AI infrastructure in Paraguay opens a discussion on the use of Itaipu's energy: computing capacity, power consumption and exportable surplus.
BRIEF · EP214:12
Markets & regulation
Power prices: the risk behind the models
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.
BRIEF · EP204:08
Markets & regulation
Tariffs in São Paulo: two increases, two bills
Different average adjustments at neighbouring distributors change cost assumptions and contracts, but they do not equal the individual increase on every bill.
BRIEF · EP194:16
Solar & generation
Curtailment: new order, delayed effect
On 6 October 2026, ANEEL approved a rule to organize generation cuts caused by oversupply. The new order seeks to redistribute the cuts among sources.
BRIEF · EP183:45
Markets & regulation
PDE 2036: R$ 3.3 trillion of scenario, not of contracts
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.
BRIEF · EP173:43
Markets & regulation
Transmission: R$ 8.9 billion is still a forecast
Transmission Auction 4/2026 plans eight lots in seven states, 1,866 kilometres of new lines and R$ 8.9 billion in estimated investment.
BRIEF · EP163:39
Markets & regulation
Existing energy: what the auctions buy
The A-1, A-2 and A-3 auctions contract existing energy to supply the regulated market. They are not auctions to build new plants.
BRIEF · EP154:12
Storage
Batteries: the connection is worth as much as the equipment
A battery can have the right equipment and a wrong connection assumption. In storage, location, charging and delivery have to close the same account.
BRIEF · EP144:03
Markets & regulation
R$ 8.9 billion in transmission: timing decides the business
Grid timing can decide when a project starts earning revenue. In transmission, announced investment and available infrastructure are different moments.
BRIEF · EP134:41
Markets & regulation
Tariffs: why 9.4% is not your power bill
A national estimate frames the scenario; decisions require the local tariff, consumption and the actual components of the bill.
BRIEF · EP124:43
Markets & regulation
Demand response: the model has to prove delivery
Representing flexibility in planning requires verifiable response, not just an intention to cut consumption.
BRIEF · EP114:49
Storage
Batteries: contracted revenue does not remove risk
The value of storage lies in actual availability; predictable revenue does not replace engineering and risk allocation.
BRIEF · EP103:50
Storage
The first co-located BESS is only the beginning
Statkraft's Sol de Brotas 7 project, in Uibaí, Bahia, was authorized to add a 1.25 MW, 5.016 MWh BESS.
BRIEF · EP094:00
Solar & generation
Curtailment: who takes the loss?
A first-instance ruling by the 13th Federal Civil Court of the Federal District rejected the request by ABSOLAR and ABEEólica for full compensation.
BRIEF · EP084:40
Mobility & industry
A battery passport could change EV after-sales
Brazil's Senate approved Bill 2,132/2025 and sent it to the lower house. The proposal creates a circularity policy for vehicle batteries.
BRIEF · EP074:51
Mobility & industry
REDATA opens opportunities. Where does the infrastructure allow progress?
REDATA became law and created tax incentives for installing, upgrading and expanding data centers in Brazil.
BRIEF · EP064:00
Storage
296 GW of batteries: the auction that separates projects from promises
6,091 projects and 296,807 MW registered do not mean 296 GW of batteries ready to go. They mean Brazil's first storage auction will test who can deliver.
BRIEF · EP054:25
Solar & generation
ANEEL wants to control distributed generation. Who bears the risk?
ANEEL, Brazil's power regulator, opened Public Consultation 033/2026 to expand observability and command capacity over distributed energy resources.
BRIEF · EP044:14
Storage
Storage auctions and the future of the grid
Brazil is about to take an important step with its first auctions for large-scale battery energy storage.
BRIEF · EP034:00
Hydrogen
The hidden cost of electrolysis
A green hydrogen plant can combine solar power, batteries, an electrolyser and a captive customer and still fail to prove that the numbers work.
BRIEF · EP024:13
Solar & generation
Surplus power and curtailment
Consumers still have power at the socket, but the generator loses revenue. How surplus energy in the power system turns into financial risk.
Full playlist on the Linus YouTube channel.