Aneel Technical Unit Keeps Recommendation to End Enel São Paulo Concession

Overview

• The Superintendence of Technical Oversight (SFT) at Aneel concluded in a July 31 memorandum that Enel Distribuição São Paulo did not show structural capacity to restore service adequately after the December 10, 2025 cyclone and therefore kept its recommendation for caducity.
• Aneel formally opened the administrative caducity process on April 13 and the SFT has now rejected Enel's final defenses and its request for an independent perícia, saying a new technical exam would only rehash issues already analyzed.
• A central technical dispute concerns restoration metrics: Enel says 80.2% of customers were restored within 24 hours using a total-duration method, while Aneel calculated 67% using a 'pico simultâneo' approach, and SFT says the methodological difference does not change that Enel underperformed versus peers.
• If the Aneel collegiate board accepts the SFT recommendation on August 11, the concession could be extinguished, a move that would affect about 8.5 million customers in Greater São Paulo and likely trigger legal challenges and operational transitions.
• Regulators note that prior financial penalties failed to force sufficient change, SFT acknowledged normal-condition improvements by Enel, and the case spotlights how extreme-weather resilience and restoration rules are being applied to utilities in Brazil.