Axia Energia has entered a decisive moment of transformation, combining renewed ambition with a diversification strategy that goes beyond generation and transmission, its historically traditional activities.
After completing a cycle of internal reorganization, reducing contingencies, and finalizing structural projects, such as the Manaus-Boa Vista transmission line, the company is now turning its attention to the promising opportunities that the Brazilian electricity sector has been creating in recent months.
In addition to operating 74 km of transmission lines and more than 40 GW of generation—mostly hydroelectric—the company wants to strengthen its presence in emerging areas with greater technological potential, according to CEO Ivan Monteiro, in an interview with [source missing]. Reuters Agency.
Among these, data centers, green hydrogen, industrial electrification, and batteries are beginning to gain traction. The company provides technical consulting for data center projects and has already signed memoranda of understanding at different stages of development.
Two of them, in Campinas (SP) and Canindé do São Francisco (SE), are making progress in negotiations with the federal government. According to Monteiro, the demand for technical guidance from Axia is growing rapidly: “It’s not just energy. We evaluate location, infrastructure, and access to the grid. The sector is changing, and we are changing along with it,” he said.
Axia is also evaluating opportunities in renewable energy generation, especially solar, although there are no acquisition projects in the immediate pipeline. The goal is to reconcile the modernization of its own assets, which guarantee a low-risk return, with options that allow the company to position itself as a complete energy solutions provider.
With the full opening of the free market and the acceleration of structural changes in the electricity sector, Monteiro states that the company has been investing in what he calls "intellectual funding." That is, technical knowledge and analytical capacity to navigate an increasingly dynamic and competitive environment.
Radar focused on large transmission projects.
Also central to this agenda are the mega-auctions for transmission lines, which are expected to bring billion-dollar infrastructure projects back onto the market.
Monteiro reported that the company will be following the tenders planned by the government with great interest, including the 2,5 km bipole that is expected to connect the Northeast to the South and will require approximately R$ 26,5 billion in investments.
Given the scale of this project, the executive admits that forming partnerships—which have not yet been discussed internally—is a natural possibility.
Monteiro drew a parallel with the oil sector. Even global giants resort to consortia when the investment is very high. And, in Axia's case, competing alone for these projects could significantly increase debt, with returns only in the long term. The presence of major competitors, such as the Chinese company State Grid, adds even more relevance to this strategic assessment.
However, the expansion plans are not limited to auctions. Axia expects to invest around R$10 billion this year, maintaining its growth trajectory in the coming cycles.
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