With expectation of investments of R$ 18,2 billion, ANEEL (National Electric Energy Agency) approved this week – and has already forwarded to the TCU (Federal Audit Court) – the draft notice for the first transmission auction in 2024, which foresees the construction of 6.464 kilometers of transmission lines e 9.200 MVA in power transformation capacity. The event is scheduled for March 28, at B3 headquarters, in São Paulo.
O auction will be divided into 15 lots (click here) and, according to ANEEL, implementation of 69 projects should create 35 thousand direct and indirect jobs.
The projects will generate investments in the states of Ceará, Piauí, Rio Grande do Norte, Paraíba, Pernambuco, Alagoas, Bahia, Minas Gerais, Tocantins, Rio de Janeiro, Santa Catarina, São Paulo, Mato Grosso do Sul and Maranhão.
Most projects aim to expand the Basic Network to enable the flow of renewable energy plants in the Northeast region, with emphasis on wind and solar plants.
Stricter rules
After the negative experience with the Genesis Consortium, ANEEL took new precautions to prevent companies without a history in the electricity sector from participating in the competition.
Companies that win the auction will need to show that they have already carried out similar work, corresponding to at least 30% of the project size of the lot in dispute.
If it is a transmission line, this percentage will be equivalent to the project length at the same voltage. In the case of a substation or installation of equipment, the power of the project or equipment will be taken into .
Furthermore, the requirements for the financial and economic capacity of the proposing companies will be changed compared to previous notices. The winning company must present financial statements, accompanied by an opinion from an independent auditor ed with the CVM (Securities Commission).
“If the winning bidder is disqualified, the remaining bidders will be called, in ascending order of the bid values offered in the auction, to present the qualification documents, provided that they accept the financial proposal presented by the disqualified bidder. If none of the remaining bidders accepts the financial proposal offered by the disqualified bidder, the Special Auction Commission of the ANEEL may call them to present, in an extraordinary public session, an envelope containing an additional proposal or an expression of non-interest. If one or more proposals are presented that are lower than the one classified in second place in the auction, the participant offering the lowest value of Annual Permitted Revenue (RAP) will be called to present the qualification documents. If there is no proposal at the time, the second classified during the auction will be called to present the qualification documents, for the value of its own bid”, said the ANEEL in note.
The Gênesis Consortium, formed by shareholders The Best Car Transportes de Cargas and Entec Empreendimentos, was the main winner of the first transmission auction held on June 30, when it won lots 1 and 8, with an expected investment of R$3,4 billion .
Read also Transmission auction ends with a 51% discount
However, the consortium was disqualified for not presenting the necessary documentation. ANEEL applied a fine of R$34,1 million. The companies that formed the consortium had never participated in investments in the electricity sector.
On December 15th, the second transmission auction of 2023 will be held, with investments totaling R$21,7 billion. 9 lots will be tendered, totaling more than 3 thousand kilometers in transmission lines and sections and 9.840 MVA in conversion capacity in substations.
