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The Brazilian spot "mystery"

The Brazilian spot "mystery"
Canal Energia published this month that the official power clearinghouse (CCEE) predicts the average 2021 spot around R$ 90/MWh for the SE region.
The graph shows the 2020 SE spot and an associated average (dashed line in the graph) of R$ 177/MWh.
This chart includes, of course, the effects of the pandemic, which practically spanned the entire year 2020.
This current, economic activity is stronger than last year.
That is to say, the most likely scenario is an average spot well above that disclosed by CCEE.
What's happening: does the Canal Energia article contain an error or does the CCEE have information that is unknown to the public?
Would you have the courage to follow CCEE's projection and expose your company to the SPOT?
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