Dear readers,
Provisional Measure 1.300/2025 consolidates the regulatory inflection environment that has been taking shape in recent years in the Brazilian electricity sector. The proposal changes the operational, economic and tariff fundamentals of the market, reigniting discussions on cost allocation, financial sustainability and competitive balance.
The text that opens this edition presents a detailed analysis of the vectors of this reform, which tends to redesign the architecture of the sector in the short and medium term.
In the following report, we examine the practical effects of the new zero-tariff policy for certain consumers, and how this decision, on the other hand, produces cost shifts that impact different user profiles. Tariff dynamics return to the center of the debate, with relevant repercussions both in the regulated environment and in the advancement of the free market.
At the same time, there is an acceleration in the adoption of distributed generation and storage solutions, which are gaining ground not only in the search for efficiency, but also as a response to scenarios of tariff instability and energy insecurity.
The report on the implementation of hybrid systems on a farm in the interior of São Paulo illustrates how decentralized models are consolidating themselves as strategic assets for consumers of different profiles.
In the same direction, the expansion of the charging infrastructure for electric vehicles, analyzed in the report on business models for electric charging stations, highlights how electric mobility is beginning to generate new monetization fronts — a phenomenon that tends to intensify in the next investment cycles.
In the technical field, this edition dedicates a sequence of articles that detail indicators and tools that will be increasingly relevant in the context of the operation, maintenance and performance of photovoltaic systems.
The analysis of the Performance Index (PR), the traceability of modules and batteries, the functioning of tracker systems, and the adoption of the Digital Twin concept in the Brazilian market, reveals how operational efficiency and intelligent asset management become central elements in the new dynamics of the sector.
Structural issues, in turn, continue to put pressure on the system. The analysis of transmission bottlenecks reinforces that, without expanding infrastructure, efficiency and renewable generation gains will not be fully captured.
Along the same lines, the challenges associated with making offshore wind energy viable in Brazil and the role of the carbon market in pricing and making storage systems more attractive show how technological, regulatory and economic frontiers overlap at the current stage of the energy transition.
Finally, the report on the progress of the storage sector in Germany — which has reached the 20 GW mark of installed capacity — offers a valuable international perspective.
The study of this market reveals possible paths, lessons learned and the necessary conditions for Brazil to accelerate its own trajectory in consolidating storage as a strategic vector for the energy transition.
This edition reflects a sector undergoing structural transformation, in which regulatory changes, technological advances and new business models converge — elements that, combined, are shaping the future of the Brazilian electricity matrix.
Good reading!
