The resumption of dynamism in the M&A (mergers and acquisitions) environment for the coming years, driven by the renewable generation, commercialization and transmission segments, motivated the launch of Thymos Capital.
The company will be the right arm of Thymos Energia, a business consultancy specializing in the energy area.
The new company arrives at a time of resumption of investments, due to the reduction in interest rates, the reduction in capex in transmission and generation projects and the uncertainty regarding the duration of the period of low energy prices.
In the opinion of André Fonseca, Managing Director of Thymos Capital, the Brazilian market has been observed by international players.
“The expansion of renewable energy in Brazil has attracted international investors seeking to decarbonize their activities, especially large global oil companies. Furthermore, the opening of the market and the expansion of transmission will be windows of business opportunities”, highlights Fonseca.
“Our main differentiator compared to other financial consultancies is our in-depth knowledge and commercial reach in the electricity sector. In addition to conventional financial analysis, we stand out for our expertise in valuing assets and energy generation, transmission, commercialization and distribution companies”, adds Fonseca.
He also points out the investments that should take place this year, such as the auction scheduled for March this year, whose notice is in the public consultation phase.
It is estimated that, over the next 10 years, the volume of investments in this area should reach R$ 158,3 billion, in order to enable a 23% expansion in the national network, to 220 thousand kilometers, according to EPE estimates ( Energy Research Company).
Furthermore, the insertion of new technologies in the electricity sector and new market models, with a large expansion of intermittent generation sources, will also provide opportunities.
In this new scenario, it will be necessary to adopt measures to guarantee the reliability of energy supply.
Still according to demand projection prepared by Thymos Energia for the next Capacity Auctions, to be organized by ANEEL, investments in the order of R$50 billion will be necessary by 2030 to serve the energy reserve segment.
