Highlight of the month
In June 2026, in the power generation sector, the Ministry of Mines and Energy (“MME”) published the guidelines for the “A-1”, “A-2” and “A-3” Existing Power Auctions, with supply due to commence in 2027, 2028 and 2029, respectively.
In the electricity distribution sector, ANEEL launched Public Consultation No. 016/2026 to discuss replacing the minimum allowance with a fixed monthly charge to be paid by all low-voltage consumers — with the exception of those eligible for the Social Tariff and participants in the Micro and Mini Distributed Generation (“MMGD”) scheme. The measure forms part of the Tariff Model Review Plan and aims to make the cost of distributors’ commercial services more transparent. In addition, ANEEL published the 2026 Distribution Development Plan (“PDD”), forecasting investments of R$ 258 billion by distribution companies between 2026 and 2030, earmarked for the expansion, improvement and renewal of the electricity infrastructure.
In the energy storage systems (“SAE”) segment, June marked a significant regulatory milestone: ANEEL published the regulations applicable to stand-alone and co-located storage systems, officially introducing this concept into the Brazilian electricity sector.
Furthermore, in the electricity transmission sector, the Ministry of Mines and Energy (MME) published the fifth edition of the Electricity Transmission Concession Plan (“POTEE”), with 31 new projects planned, notably the expansion in the regions of Pecém (CE) and Parnaíba (PI), aimed at connecting electricity-intensive loads in the Northeast, including low-carbon hydrogen projects and data centres. Finally, in the electricity trading segment, ANEEL approved the launch of Public Consultation No. 017/2026 to structure the Sanctioning Process for Monitoring the Electricity Trading Market (“PSM”) of the Electricity Trading Chamber (“CCEE”). The initiative comes in response to the detection of irregular conduct during the ‘shadow period’ of Prudential Monitoring.
Power Generation
MME plans to hold Existing Energy Auctions in 2026
On 1 June, the MME published Ordinance No. 135/2026 setting out the guidelines for holding the “A-1”, “A-2” and “A-3” Existing Energy Auctions in November 2026, as envisaged by the Ministry. It is now up to ANEEL to draw up the Tender Notice and the respective annexes, including draft Energy Trading Contracts in the Regulated Market (“CCEARs”) for the organization of the Auctions.
The energy to be traded in these Auctions will enable the procurement of energy generated by power stations already in commercial operation and will be traded on a quantity-based basis, open to all generation sources, with the quantity to be determined on the basis of the Declarations of Need submitted by the distributors throughout the tender process. Furthermore, the supply periods for the CCEARs are scheduled to commence in 2027, 2028 and 2029, respectively.
It is also worth noting that there will be no price adjustment for electricity during the term of the CCEARs resulting from the Auctions; that is, there will be no adjustment based on the Broad National Consumer Price Index (‘IPCA’). This measure represents an innovation in the national electricity sector and aims to keep prices in line with market practices for short- and medium-term contracts.
Finally, distribution companies interested in purchasing electricity through the Auctions must submit their Declarations of Need between 11 and 21 August, and must take into account the volumes of electricity required to meet the needs of their respective consumer markets in line with the start of supply for each Auction (2027, 2028 and 2029).
Distribution System
ANEEL launches Public Consultation to discuss the modernization of electricity tariffs
On 8 June, ANEEL launched Public Consultation No. 016/2026 to discuss replacing the minimum allowance—based on energy availability and paid by low-voltage consumers—with a fixed monthly charge, with the aim of modernizing tariff structures in the Brazilian electricity sector.
Under the current rules, the tariff consists of a minimum charge added to the electricity bill when monthly energy consumption falls below the minimum level required to cover the cost of transporting energy to the point of consumption. Consequently, commercial services, such as meter reading and billing, are included in the electricity bill and are paid for proportionally by all consumers, based on the amount of electricity consumed.
The proposed new rule, on the other hand, seeks to balance the costs of commercial services, as these represent a fixed cost for distributors and do not depend on the amount of electricity consumed. In this context, ANEEL proposes that remuneration for commercial services be separated from the tariff and form part of a fixed monthly charge, which will be paid by all low-voltage consumers, with the exception of (i) consumers covered by the Social Electricity Tariff; and (ii) consumers included in the Electricity Compensation Scheme – those participating in the credit system via the MMGD.
Finally, the tariff modernization proposal forms part of the Tariff Model Review Plan and aims to make the amount allocated to maintaining commercial services more transparent; this includes, amongst other things: meter reading; the issuing and delivery of bills (printed or digital); and investment in and maintenance of electricity meters. Accordingly, the Public Consultation will be open for submissions between 8 June and 8 September 2026, alongside the Regulatory Impact Analysis report.
ANEEL publishes the 2026 Distribution Development Plan
On 8 June, ANEEL published the Distribution Development Plan (PDD), which contains data and information on the investments made by electricity distributors in 2025 and the planning of works and actions envisaged for the period from 2026 to 2030.
According to the PDD, the distributors plan to invest R$ 258 billion, allocated mainly to:
- Expansion: works designed to meet load growth and connect new consumers;
- Improvement: works aimed at enhancing the quality and reliability of the electricity supply; and
- Renewal: the replacement of equipment and installations that have reached the end of their useful life or that need to be replaced due to faults.
In addition to these categories, the financial plan also includes specific programmes and projects, such as the ‘Light for All’ Programme, works involving financial contributions from consumers, and projects arising from sectoral planning.
Thus, the PDD constitutes an important mechanism for planning distribution infrastructure in Brazil, which is updated annually in April using data provided by distribution companies, as well as the results of electricity and energy planning studies.
Energy Storage Systems
ANEEL publishes regulations on Energy Storage Systems
On 23 June, ANEEL published the regulatory standards applicable to Energy Storage Systems, in both stand-alone and co-located configurations. The publication of these standards marks the introduction of Energy Storage Systems (SAE) into the Brazilian electricity sector and formalizes the integration of these systems into the national infrastructure.
MME publishes fifth edition of the transmission concession plan
On 18 June, the MME published the fifth edition of the POTEE, the main planning instrument for the expansion of the National Interconnected System (“SIN”).
The fifth edition provides for 31 new transmission projects, the most notable being the expansion in the regions of Pecém, in Ceará, and Parnaíba, in Piauí, with the aim of enabling the connection of electricity-intensive loads in the North-East region, primarily from the industrial sector, through low-carbon hydrogen projects and data centers.
As such, the POTEE consolidates both the projects to be put out to tender and those to be authorised, including new transmission lines, substations and reinforcement equipment at existing facilities in various regions of the country.
Energy Trading
ANEEL launched Public Consultation to discuss the CCEE sanctioning process
On 16 June, ANEEL approved the launch of Public Consultation No. 17/2026 with the aim of structuring the Sanctioning Process for the Monitoring of the Electricity Trading Market.
The need for the PSM arose following the detection by the CCEE of irregular conduct posing a risk to the electricity trading market during the ‘shadow period’ of Prudential Monitoring, during which the CCEE monitored the level of financial leverage in the Free Contracting Environment (“ACL” in Portuguese).
As such, the PSM aims to strengthen the business environment by regulating irregular conduct, such as the creation of artificial conditions of supply, demand and price; price manipulation; and fraudulent operations, amongst others, with the consequent imposition of sanctions.
Accordingly, the PSM is included in ANEEL’s Regulatory Agenda for the 2025–2026 biennium, and the Public Consultation will remain open for participation until 3 August 2026.
Public Consultations
ANEEL
No. 017/2026
Purpose: to gather input to establish the disciplinary procedure of the Electricity Trading Chamber (CCEE).
Contribution period: From 18 June 2026 to 3 August 2026
No. 018/2026
Subject: to gather input for improving ANEEL’s Regulatory Impact Analysis within the scope of activity P&E 22-02 – “Improvement of the Energy Efficiency Programme for the Energy Transition” of the Regulatory Agenda.
Contribution period: From 25 June 2026 to 10 August 2026