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2h ago

Aneel Launches Time‑of‑Use Tariff Overhaul as 2026 Subsidy Budget Enters Consultation

The regulator seeks to align price signals with renewables‑driven supply swings while preparing to pass most of a R$52.7 billion subsidy bill through consumer tariffs next year.

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Relator vota para não antecipar prorrogação do Contrato de Concessão da Enel no Ceará - Negócios - Diário do Nordeste

Overview

  • Aneel opened a public consultation to introduce hourly pricing with automatic migration of roughly 2.5 million higher‑consumption units from 2026, and will scrutinize effects on distributed solar and the option for more frequent price updates (consultation runs Dec 10 to Mar 9, 2026).
  • The agency proposed a 2026 CDE budget of R$52.7 billion, with R$47.8 billion to be collected on bills, driven by sharp increases in distributed‑generation support and an expanded Social Tariff; contributions are invited Dec 10 to Jan 26, with provisional monthly quotas set at R$3.787 billion and final approval targeted for February.
  • Aneel fixed Itaipu’s 2026 repass tariff at US$17.66 per kW‑month from Jan 1, and noted a US$285 million Itaipu contribution to keep the consumer component near US$16.71, though costs remain exposed to exchange‑rate swings as contracted power falls to 111,216 MW.
  • On concessions and rates, Aneel recommended a 30‑year renewal for Energisa Mato Grosso, approved an average 11.54% increase for Energisa Acre effective Dec 13, pulled the Amapá tariff case for further review, and postponed a decision on Enel Ceará’s renewal after a request for additional analysis.
  • The board approved new Social Tariff rules requiring the beneficiary to be the account holder and extended the regularization deadline to Dec 31, 2026, and separately opened consultation on repacting hydropower royalty payments expected to raise about R$8.8 billion for targeted tariff relief in 2025–2026.