Provisional Measure 1304/2025 represents a significant change in the Brazilian electricity sector, with direct impacts on subsidy management, natural gas marketing, and the contracting of energy generation sources. Below is a detailed analysis of the MP's main points and how Expert Energy, with its Energy Link software, can strategically position itself to benefit its customers and attract new users.
🧭 Key Points of Provisional Measure 1304/2025
1. Cap on the Energy Development Account (CDE)
- Sets a spending cap for the CDE, which funds subsidies and public policies in the electricity sector
- From 2026, the cap will be based on that year’s budget (estimated at R$ 40.6 billion).
- If exceeded, a Supplementary Resource Charge will be created, paid by the agents who benefit from the subsidies.
2. Replacement of Thermoelectric Plants with Small Hydropower Plants (PCHs)
- Replaces mandatory contracting of inflexible thermoelectric plants with PCHs in reserve capacity auctions.
3. Reorganization of Natural Gas Commercialization
- The state-owned PPSA can now negotiate directly with agents like Petrobras.
- The CNPE will define access conditions and pricing for infrastructure, aiming to reduce costs and increase competitiveness.
4.Energy Planning Based on Technical Criteria
- Energy contracting will be limited to needs identified by national energy planning, based on technical and economic criteria.
🚀 Opportunities for Expert Energy and Energy Link
1. Smart Management of Charges and Subsidies
Energy Link can offer:
- Custom dashboards to monitor subsidies and charges.
- Tariff impact simulations.
- Financial risk alerts for companies exceeding subsidy limits.
2.Strategic Energy Planning
Tools for:
- Demand and generation modeling.
- Feasibility analysis of renewable sources like PCHs.
- Automated reports for auctions and regulatory processes.
3.Integration with the Natural Gas Market
Energy Link can include:
- Contract management modules for gas.
- Regulatory compliance tools.
4.Transparency and Stakeholder Communication
Energy Link can generate:
- Auditable reports for regulators.
- Communication tools for investors and clients.
Disclaimer:
It reflects the reading and interpretation by the Expert Energy team, based on the information researched and professional interpretations of the Electrical sector.