Within a single 24-hour window in late May, Brazil's electricity regulator did something that will not move a stock price, will not clear a megawatt, and will not produce a headline outside the trade press. ANEEL anno...
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A month ago in these pages, I argued that ANEEL's Âmbar decision was not a consumer-protection ruling but a credit event — a regulator quietly repricing the bankable cashflows under Brazil's senior infrastructure debt...
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By P & L Energy | May 22, 2026
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May 2026
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May 2026 · Part three in a series on FERC data center interconnection policy
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On May 13, Wärtsilä announced it had secured equipment supply contracts to deliver 36 balancing engines — totaling 371 MW of flexible generation capacity — to a power complex being developed by Origem Energia in Brazi...
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From Petrobras signing 12-year vessel contracts to US utilities drafting decade-long bilateral agreements for renewable capacity, the global energy sector is abandoning spot-market flexibility in favor of supply chain...
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In April, I wrote about how FERC's interconnection rulemaking was finally unclogging the generation-side bottleneck that had stalled thousands of megawatts of new capacity. The thesis was straightforward: regulatory m...
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Last week, Brazil's electricity regulator Aneel denied Newen Energia's request for a liability exemption after a three-year delay on its solar PV portfolio, signaling the likely revocation of the company's generation ...
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By approving 2.18 GW of firm thermal capacity while publicly declaring the death of pure price arbitrage, ANEEL is telling foreign capital that Brazil's power market is now strictly for infrastructure adults, not spec...
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