Brazilian consumers' electricity bills are expected to see an average increase in 2026 that is almost twice the projected inflation rate for the period, according to a study by [organization name]. Thymos Energia.
Nationally, electricity rates are expected to rise by 7,64%, while the financial market projects inflation of 3,99% for 2026, according to... Focus Bulletin.
The survey indicates, however, that in some distributors the readjustment may exceed three times the estimated inflation for the year. The largest increases are expected for: Neoenergia Pernambuco (13,12%), CPFL Paulista (12,50%) and Enel Ceará (10,66%).
According to Thymos Energia, the most significant increases mainly reflect higher generation costs and the high volume of losses, which include energy theft.
Conversely, some distributors are expected to reduce their rates in 2026. The smallest adjustments are projected for Neoenergia Brasília (-3,73%), Amazonas Energia (-1,72%), and Equatorial Piauí (-0,83%).
Curtailment and operational challenges
In addition to tariff pressure, Thymos Energia warns of increasing operational challenges in the electricity system in 2026, with direct impacts on the economic sustainability of the sector.
One of the main points of concern is the increase in generation cuts at solar and wind power plants, the so-called curtailment, which reached record levels in 2025. On average annually, the cuts reached 24,3% in solar power and 18,7% in wind power.
By 2026, the consultancy projects a slight worsening of the problem, which has ceased to be a peripheral issue and has begun to directly influence investors' appetite in the electricity sector.
According to Thymos Energia's assessment, curtailment can no longer be treated as a one-off event and requires structural solutions, such as expanding energy storage and adopting appropriate economic mechanisms to mitigate the impacts on generators.
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.
An answer
I'd like to understand how the cost of generation is increasing if, every day, more and more people are generating their own electricity. During the day, companies don't even need to make an effort. For God's sake, shut down the damn hydroelectric plant during the day.