Four entities linked to large consumers and investors in the electricity sector released, this Tuesday (21), an open letter to the candidates for the Presidency of the Republic asking for changes in Brazilian energy policy, including the review of subsidies and the creation of a National Energy Competitiveness Agenda.
The document is signed by ABIHV (Brazilian Association of the Green Hydrogen Industry), GRA (Green Renewable Association), ABRACE (Brazilian Association of Large Industrial Energy Consumers and Free Consumers), and ABIAPE (Brazilian Association of Investors in Self-Production of Energy).
"The signatory entities urgently register a concern that has become unavoidable: the rising and unpredictable trajectory of electricity costs in Brazil and its impacts on national competitiveness and industrial development," the document states.
Organizations request review of subsidies.
One of the main points raised by the associations is the growth of the CDE (Energy Development Account), a fund that pools resources intended to finance various public policies and subsidies in the electricity sector, the costs of which are largely incorporated into energy tariffs.
According to the organizations, the annual costs of the CDE (Energy Development Fund) increased from approximately R$ 23 billion to over R$ 52 billion between 2022 and 2026. The associations advocate for periodic reviews of the subsidies and greater transparency regarding their beneficiaries, costs, objectives, and results.
"The point is not to oppose competitiveness to social policies, universal access, or energy transition, but to ensure that their objectives, beneficiaries, costs, funding sources, and results are transparent, periodically evaluated, and compatible with the competitiveness of the Brazilian economy," the document states.
Organizations point to rising prices on Mercado Libre.
Another point highlighted in the letter is the behavior of prices in the Free Energy Market. According to data presented by the entities, quarterly contracts increased by 121% between 2024 and 2026, rising from R$ 143/MWh to R$ 317/MWh.
According to the associations, rising costs and price volatility make planning difficult for large consumers and may affect decisions about new investments in Brazil.
The concern particularly involves ventures with high electricity consumption, such as data centers, low-carbon hydrogen production, green fertilizers, and industrial electrification projects.
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