The full opening of the energy market in Brazil offers a unique opportunity for photovoltaic module integrators to establish strategic partnerships with energy traders, maximizing business opportunities and diversifying their revenue sources.
Benefits of strategic partnerships
These collaborations can generate important synergies. Check out the opportunities below.
Access to ACL (Free Contracting Environment)
Integrators can offer customized solutions for consumers who wish to migrate to the free market, incorporating solar energy as part of their purchasing strategies.
Portfolio expansion
Traders gain more competitive products by incorporating solar energy into their portfolios, while integrators expand their customer base.
Efficiency in energy planning
Traders can assist in the management of generation surpluses, helping integrators and consumers to monetize credits or surpluses in the market.
Criteria for Selecting Traders
Choosing a marketing company should be strategic and based on clear criteria. Check out the criteria below.
market reputation
Choose established companies that have experience, reputation and credibility.
Technical and financial capacity
the financial solidity of the trading company and its technological infrastructure to operations in the ACL.
Contractual flexibility
Prioritize partnerships with retailers that offer customizable contract models that are compatible with the distributed generation profile.
Focus on sustainability
Companies aligned with ESG principles have a greater chance of attracting conscious, long-term consumers.
Monetization Strategies in ACL
Integrators can generate value by exploring opportunities in the free market.
Sale of solar energy in ACL
- Structure Power Purchase Agreement (PPA) contracts with free market consumers interested in clean, lower-cost energy;
- Offer energy generated by our own or our customers' photovoltaic plants in the form of self-production.
Surplus Management
- Transform surpluses into revenue through sale in the short-term market (STM) or allocation to other consumers within the same economic group.
Migration Consulting for ACL
- Assist consumers in migrating to the free market, including feasibility analysis and energy consumption planning combined with solar generation.
New Products and Services
- Offer hybrid solutions (solar + batteries) and act in carbon offsetting, attracting companies concerned with sustainability.
Preparing for Full Market Opening
With the opening scheduled for 2028, integrators need to position themselves strategically now:
- Invest in technical training to operate in the ACL;
- Develop relationships with retailers of different profiles and sizes;
- Adapt their business models to meet the needs of smaller consumers, who will soon have access to the free market.
Conclusion
The integration of photovoltaic modules and retailers in the free market is a natural way to leverage the energy transition in Brazil. By choosing strategic partners and structuring robust business models, integrators will be able to transform regulatory and market challenges into opportunities for growth and sustainable profitability.
The opinions and information expressed are the sole responsibility of the author and do not necessarily represent the official position of the author. Canal Solar.
