Deregulated power markets in Brazil
As of 2024, it is estimated that around 100,000 customers connected at medium voltage and who demand less than 500 kW will migrate to the free market as the customers will have savings that - at today's prices - result in around 30%.
The question I always ask myself is: what will the whole market (free and captive) look like? What will the new equilibrium look like, since captive consumers pay for a list of costs that free consumers do not.
This should be dealt with and reported with all transparency - and promptly - to the market because what would be super unpleasant is the massive decision-making around migration to the free market and, in the sequence, a rule" to increase deregulated related costs to meet the costs that only the regulated ones bear these days.