The Transmission Auction No. 4/2026 ended this Friday afternoon (30), at B3, in São Paulo, with all eight lots awarded and a discount of 50,10%. After just over three hours of bidding, the competition reduced the annual revenue to be paid to entrepreneurs from approximately R$ 1,63 billion to R$ 811,1 million.
The difference represents an annual reduction of R$ 814,32 million compared to the ceiling established by ANEEL (National Electric Energy Agency). Over the 30-year concession period, the estimated savings reach R$ 24,43 billion, not considering adjustments or monetary updates.
With planned investments of R$ 8,9 billion, the projects include the construction of 1.866 kilometers of new transmission lines, the continued operation and maintenance of another 483 kilometers of existing lines, and transformation facilities totaling 12.694 MVA.
The projects cover Bahia, Goiás, Mato Grosso do Sul, Paraíba, Paraná, Rondônia, and São Paulo. According to the ANEELThe expectation is to generate around 20 jobs throughout the production chain during construction.
Implementation timelines range from 42 to 60 months after the contracts are signed, which is scheduled for February 2027. Therefore, the commercial operation of the new facilities is expected to begin between August 2030 and February 2032.
Celeo wins the largest lot.
Celeo Redes won Lot 4, the largest in the auction, by presenting an Annual Permitted Revenue (RAP) of R$ 377,09 million, with a discount of 50,55%. The proposal surpassed offers from competitors such as Axia Energia and Engie. The package includes investments estimated at R$ 4,11 billion, almost half of the total projected for the auction.
The company also won lot 8, in Rondônia, with a bid of R$ 66,66 million and a discount of 48,02%. Together, the two lots represent approximately R$ 4,87 billion in investments.
Neoenergia Transmissão won lots 1 and 7. In the bidding for the first lot, it won a close competition in the open outcry bidding stage against Tradetek Soluções em Iluminação Pública e Infraestrutura. The offer of R$ 59,85 million resulted in a discount of 51,21%. In lot 7, the winning bid was R$ 68 million, with a discount of 38,55%.
Cymi Construções e Participações also won two lots. In lot 3, it presented a RAP (Annual Permitted Revenue) of R$ 78,70 million and achieved the largest discount in the auction: 57,08%. Lot 5 was won with an offer of R$ 96,40 million, equivalent to a reduction of 46,36% on the ceiling.
Rounding out the list of winners are Cox Brasil, which won lot 6 for R$ 37,85 million with a discount of 53,46%, and EDP Transmissão Goiás, winner of lot 2 with a bid of R$ 26,53 million and a discount of 53,29%.
Get to know each lot.
Lot 1 – Bahia
In addition to the continued operation and maintenance of 483 kilometers of existing lines and the Brumado II, Tomba, and Itagiba substations, the project includes 238 kilometers of new 230 kV lines: Poções III–Itabuna III and Ibicoara–Brumado II. A third 100 MVA transformer will also be installed at the Brumado II substation. The works will meet existing loads and the expansion of demand in the South and South-Central regions of Bahia, with an implementation period of 48 months.
Lot 2 – Goiás and Bahia
Aimed at serving the Northeast of Goiás, the project includes the Rio das Éguas–Iaciara 2 transmission line, at 230 kV and double circuit, and the Iaciara 2 substation, with a transformation capacity of 300 MVA. The complex totals 126 kilometers of circuits and should be implemented in 48 months.
Lot 3 – Sao Paulo
The main project is the Santana substation, with a capacity of 500/345 kV and 3.600 MVA, in Mogi das Cruzes. The lot also includes approximately 45 kilometers of connections to existing lines, including Lorena–Tijuco Preto, Tijuco Preto–Itapeti, and Itapeti–Santo Ângelo. With a 48-month timeframe, the installations will reinforce service to the central region of São Paulo.
Lot 4 – Mato Grosso do Sul, Paraná, Goiás and São Paulo
The largest lot comprises 1.167 kilometers of lines and 3.600 MVA of transformation capacity. The complex includes the 500 kV Rio Brilhante–Sarandi double-circuit lines, the Rio Verde Norte–Chapadão and Chapadão–Rio Brilhante lines, as well as expansions at the Rio Brilhante and Chapadão substations and synchronous compensation at Rio Brilhante.
With a 60-month implementation period, the works will reinforce the electricity supply to Mato Grosso do Sul and expand generation connection capacity. Although the main installations are in Mato Grosso do Sul, Paraná, and Goiás, the details of the project are still being developed. ANEEL It also includes a stop in the municipality of Rosana in São Paulo state.
Lot 5 – Paraná
Designed to serve the Curitiba Metropolitan Region, the project includes 173 kilometers of lines and 2.094 MVA of transformation capacity. Among the works are the Curitiba Oeste–Barigui 2 line, at 230 kV and double circuit, with overhead and underground sections, the construction of the Barigui 2 substation, and expansions at the Curitiba Oeste and Uberaba substations. The deadline is 60 months.
Lot 6 – Paraná
The project includes the Iguaçu substation, with a 525/230/138 kV capacity and 900 MVA transformation capacity, in Santa Terezinha de Itaipu. It also includes approximately four kilometers of connections to existing lines. The facilities will reinforce service to the western and southwestern regions of Paraná, with implementation expected within 42 months.
Lot 7 – Paraíba
Focused on the Sertão region of Paraíba, the project includes the Coremas II substation (500/230 kV) and the Cajazeiras II substation (230/69 kV), as well as lines and connections to the existing network. It comprises 113 kilometers of lines and 2.100 MVA of transformation capacity, with an implementation timeframe of 42 months.
Lot 8 – Rondônia
The project includes the installation of three synchronous compensators at the Porto Velho Collector substation, each with an operating range of -200 to +300 MVAr. The equipment will support the voltage and increase the resilience of the transmission system serving Acre and Rondônia in the face of the effects of climate change. The implementation period is 42 months.
all the content of Canal Solar is protected by copyright law, and partial or total reproduction of this site in any medium is expressly prohibited. If you are interested in collaborating or reusing part of our material, please contact us by email: redacao@canalsolar.com.br.
Comments
Comments are moderated before publication.Comments should be respectful and contribute to a healthy debate. Offensive comments may be removed. The opinions expressed here are those of the authors and do not necessarily reflect the views of the author. Canal Solar.