The Brazilian electricity sector is advancing on an agenda that combines regulatory modernization, improvement of market mechanisms, and the pursuit of greater operational efficiency.
This is the starting point of the “Opinion” section of the March edition of the Energy Report, which analyzes recent developments associated with the proposed two-settlement and its role in the evolution of the Brazilian commercial model. The editorial highlights that the topic, discussed for decades in the sector, is now gaining new relevance in light of regulatory advances and the need to align market operations with international best practices.
At the same time, the editorial contextualizes the topic within a broader agenda of institutional modernization, marked by the need to improve market instruments, increase regulatory predictability, and strengthen transparency in the operations of the electricity system. Thus, the evolution mechanisms is presented as an important step towards consolidating an environment more aligned with the ongoing changes in the sector.
The March 2026 edition of the Energy Report, “What’s at Stake and What’s Coming with two-settlement mechanism,” is now available to subscribers.
Other highlights of this edition:
In addition to the analysis of two-settlement mechanism and market modernization, this edition of the newsletter also covers:
- Regulatory – We comment on MME’s CP 217/2026 for the implementation of Access Seasons in the PNAST. We analyzed Aneel’s TS 05/2026 on rules for accessing the transmission system.
- Water Resources – Water security on World Water Day: challenges in the face of climate change.
- Energy Transformation – Current climate models may be optimistic according to new research.
- International – We analyzed different battery contracting strategies in Argentina, Brazil, and Chile.
- Innovation – The theme of this section is the importance of the flexibility of consumption in AI Data Centers.
- Geonomics – Energy power is migrating from those who produce energy to those who can deliver it.
- The Material World – Silver: a strategic mineral in the energy transition.
- Structural Analysis of Supply – Presents the updated balance of structural energy supply and demand for the coming years and our traditional delay meter.
