ENASE (National Meeting of Electricity Sector Agents), promoted by Informa Markets Latam, was held on June 11 and 12, in Rio de Janeiro, and brought together public authorities, regulators and business leaders to discuss the direction of the energy sector in Brazil.
Representatives from the MME (Ministry of Mines and Energy), ANEEL (National Electric Energy Agency), ONS (National Electric System Operator), CCEE (Electric Energy Trading Chamber) and EPE (Energy Research Company).
The urgency of the issue is reflected in the numbers. In 2023, global investments in energy transition totaled US$1,77 trillion, according to BloombergNEF – a growth of 17% compared to the previous year.
Brazil remained among the five emerging countries that received the most investments in clean energy, with US$37 billion invested in projects such as data centers, electric vehicles and energy storage solutions.
New regulation and tariff justice
In Brazil, the federal government announced concrete measures during ENASE to consolidate a fair and efficient energy transition. According to Fernando Colli, deputy executive secretary of the MME, Provisional Measure No. 1.300 provides for the full opening of the free energy market by the end of 2027.
The proposal includes an end to cross-subsidies, a new, fairer tariff structure and a reformulated social tariff with uniform criteria for low-income consumers. “The transition needs to be inclusive. We will ensure legal certainty and balance for all consumers,” Colli highlighted.
Agnes da Costa, director of ANEEL, reinforced that the advancement of the transition depends on an efficient allocation of costs and a focus on the most vulnerable. The Agency launched the Call for Subsidies No. 7/2024 to listen to society on regulatory paths with social and climate responsibility.
Agnes also warned about the effects of oversupply and energy curtailment, a consequence of the rapid expansion of distributed generation. “We need technical and regulatory coordination to ensure efficiency and operational safety,” she said.
Renewable matrix and infrastructure
The existing infrastructure places Brazil in a strategic position. In 2024, 84% of electricity generation came from renewable sources, and 50% of the total energy matrix was also renewable – a high level compared to OECD (Organization for Economic Cooperation and Development) countries.
With 90% of the country's territory connected to the SIN (National Interconnected System), the country has one of the largest transmission networks in the world. “This is an important competitive advantage. We have a solid base to attract investment and innovate safely,” said Elisa Bastos, Director of Corporate Affairs at ONS.
The event also addressed the importance of sectoral governance to ensure predictability and competitiveness. Alexandre Ramos, president of CCEE, and Thiago Prado, president of EPE, highlighted the role of data intelligence and regulatory reforms to make the market more accessible and efficient.
Data centers and digitalization
Experts have highlighted the urgency of modernizing the planning of the electricity sector, advocating the adoption of an induction model – more flexible and guided by market signals – to replace the current centralized model, considered incompatible with the speed of technological transformations.
Luís Carlos Ciocci, former director of the ONS, stressed the need to integrate energy, mining and finance into a national strategy. Leonardo F. Oliveira, secretary of the Ministry of Finance, assessed that MP No. 1.300 represents progress towards tariff balance. Congressman Arnaldo Jardim argued that any reforms in the sector should be processed through a bill.
Increasing digitalization is also putting pressure on energy infrastructure, especially with the expansion of data centers. During ENASE 2025, Oliveira announced that the government is preparing a specific bill for the sector, given the growing demand for stable and clean energy.
Lucas Salgado, Global Director of Commercial Strategy at Atlas Renewable Energy, highlighted in the ENASE merger between the technology and energy sectors, with data center companies becoming major operators.
According to him, Atlas is already working on strategic links in the chain to make this expansion in Latin America possible. Experts have warned of the need for long-term planning and investments in technologies such as storage and reversible hydroelectric plants.
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