Power generation cuts at centralized solar plants — known as curtailment — have already caused losses exceeding R$1,9 billion, according to estimates presented by Bárbara Rubim, vice president for DG (Distributed Generation) at ABSOLAR (Brazilian Photovoltaic Solar Energy Association).
The statement was made this Tuesday (15), during a meeting of the Joint Committee of Provisional Measure 1.304/2025, at the National Congress, which discussed generation cuts and the current challenges of the electricity sector.
Bárbara highlighted that, in the last six months, some plants have seen between 30% and 70% of their production reduced, which puts the financial viability of several projects at risk.
“There is no business that can sustain itself with cuts at this level (…) Only 10% of these losses are eligible for reimbursement, which makes the scenario unsustainable,” she stated.
The executive explained that the restrictions are related to Resolution 1.030 of the ANEEL, which limits financial compensation to investors affected by the cuts. According to her, without a quick solution, the sector could face business collapse, with R$30 billion in projects stalled due to a lack of regulatory predictability.
Inclusion of amendment and storage as a solution
To reverse the situation, Bárbara said that the entity defends the inclusion of amendment no. 9 in the report of MP 1.304, as it understands that the proposal “brings a concrete solution for reimbursements” and establishes fairer compensation mechanisms.
This amendment aims to guarantee legal security for consumers who were already considered self-producers before MP 1.300/2025 came into force.
Furthermore, the executive emphasized that the curtailment problem is not an isolated debate and that the country needs to start observing how other nations are dealing with it, in order to incorporate structural solutions.
Among the paths outlined, Bárbara highlighted energy storage as an essential tool for mitigating the impacts of curtailment and providing stability to the electrical system.
She cited the example of Chile, where 76% of solar plants already operate with storage systems, demonstrating the role of regulation and public policy in technological advancement.
The vice president of ABSOLAR He also defended that the proposal to create the Legal Framework for Energy Storage — prepared by the association together with ABSAE, ABGD and ABEEólica — be incorporated into MP 1.304.
Regulatory uncertainties
For Bárbara, the current situation demands a coordinated response from the government and the National Congress to restore legal certainty and ensure continued investment in renewable sources.
"The Brazilian electricity sector has always been an attractive environment for structural investments. Today, financiers perceive it as a high-risk market with regulatory unpredictability. We need to change this perception," he concluded.
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