The compensation provided for by MME (Ministry of Mines and Energy) for renewable energy generators affected by generation cuts, known as curtailment, it could reach R$ 2,7 billion, according to a study released by Volt Robotics.
According to the consultancy, although the ordinance represents progress in regulating the issue by establishing guidelines for the reimbursement of some of the losses, there are still points that require greater clarity, especially regarding the criteria adopted for classifying the cuts.
According to the company's assessment, the lack of transparency regarding how each event will be classified compromises the sector's operational predictability, hinders the planning of new projects, and maintains uncertainty surrounding the... curtailment, a problem that has been affecting the profitability of renewable energy generation projects.
The consultancy also highlights that this scenario contributes to the paralysis of investments and increases the legal uncertainty for stakeholders.
Volt emphasizes that the classification of each event directly influences the distribution of risks among generators, the electrical system, and consumers, in addition to impacting revenues, contracts, investments, and potential legal disputes. According to the company, defining the criteria will be crucial in determining which losses can be compensated and which will remain the responsibility of the developers.
Published last Tuesday (21), the MME ordinance establishes the procedures for financial compensation for cuts classified as external unavailability and electrical reliability that occurred between September 1, 2023 and November 25, 2025.
The regulation also defines the conditions for joining the compensation mechanism and seeks to offer greater predictability to agents in the electricity sector. However, for Volt Robotics, further clarifications are still needed to reduce uncertainties and ensure greater security for investors and other market participants.
MME regulates compensation for solar and wind power plants due to curtailment.
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