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Amazon Isolated-Systems Auction Awards Two Lots With Deep Discounts, Over R$310 Million Pledged

The largest lot was withdrawn due to uncertainty over post‑2030 gas transport costs tied to the CoariManaus pipeline.

Overview

  • The virtual sale contracted supply for six localities in Amazonas and Pará with discounts up to 46.8%, securing more than 50 MW against 18.7 MW required under rules mandating at least 22% renewables or gas.
  • Lote 1 (Amazonas) went to Energias do Acre at R$ 2,729.70/MWh, a 22% discount, with a hybrid diesel‑plus‑solar solution totaling 20.1 MW and planned investment of R$ 72.8 million.
  • Lote 3 (Pará) was awarded to the IFX‑You.On–Sisol consortium at R$ 1,593.16/MWh, a 46.8% discount, with a hybrid setup totaling 30.1 MW and planned investment of R$ 240 million.
  • Supply is scheduled to start in 2027 for a 15‑year term, with Amazonas Energia and Equatorial Energia as the respective purchasing distributors.
  • The Ministry of Mines and Energy removed Lote 2, citing risks from the 2030 expiry of the CoariManaus pipeline transport contract, a decision criticized by Aneel leadership; bid guarantees for the 29 proposals in that lot will be returned.