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Power: 7 mega trends for 2022 (Brazil)

Rafael Herzberg's picture
Consultant energy affairs, Self employed

Rafael Herzberg- is an independent energy consultant, self-employed (since 2018) based in São Paulo, Brazil* Focus on C level, VPs and upper managers associated to energy related info, analysis...

  • Member since 2003
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  • Dec 2, 2021

Power: 7 mega trends for 2022 (Brazil)

2022 comes with important legacies, which should significantly affect the power business.

1. National consumption should remain at the same level as in 2021
2. Hydroelectric reservoirs are a question mark!
3. The application of tariff flags is an enigma!
4. Tariffs will increase sharply due to the liabilities of the 2021 water crisis
5. Future deregulated prices should be impacted by inflation
6. Official "pedaling" avoiding rate increases in an electoral year
7. Gas used by thermals rising with the dollar

One way to summarize this picture is: uncertainties.

It is very difficult to plan in Brazil, also when it comes to electricity. But... there are alternatives!

What attracts me the most, right now, is creating long-term scenarios and making decisions that avoid "mitigating" the official, unpredictable craziness.


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Thank Rafael for the Post!
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