1) ANP publishes technical reports enabling the start of CGOB certification
ANP published Technical Reports No. 04/CGOB and No. 05/CGOB, which detail the procedures and documentation required for certification of biomethane origin. Following their publication, Origin Certifying Agents accredited by ANP may now begin certification processes for biomethane producers and importers interested in joining the National Program for Decarbonization of Natural Gas Producers and Importers and Incentive to Biomethane.
This development is central to the operationalization of the Certificate of Guarantee of Origin for Biomethane (CGOB), an instrument created to evidence biomethane’s environmental attributes and its traceability from production through commercialization. Certification will be used to support compliance with the individual decarbonization targets of natural gas producers and importers, through the retirement of the corresponding certificates.
2) Ministry of the Environment creates national reverse logistics system integrated with SINIR
The Ministry of the Environment and Climate Change published an ordinance establishing the National Reverse Logistics System (Sisrev-BR), a module integrated with the National Solid Waste Management Information System (SINIR). The system will be used for registration, reporting, monitoring, and traceability of information related to reverse logistics systems.
The requirements include recording the quantities by mass of recycled inputs, identifying suppliers, monitoring material inflows and outflows throughout the recycling chain, mechanisms to protect sensitive information, and functionalities that allow data traceability. The measure tends to strengthen results control, target verification, and transparency of reverse logistics obligations.
3) BNDES approves BRL 180.7 million for two biomethane plants in São Paulo and Espírito Santo
BNDES approved financing totaling BRL 180.7 million for the implementation of two biomethane production plants using biogas from sanitary landfills. The projects will be located in Mauá, in Greater São Paulo, and in Vila Velha, Espírito Santo.
Together, the units will have installed capacity of 97,000 Nm³ per day of biomethane, including 65,000 Nm³ per day in the São Paulo project and 32,000 Nm³ per day in the Espírito Santo project. The transaction reinforces the role of long-term financing in structuring the biomethane value chain and highlights the increasing conversion of environmental liabilities — especially waste deposited in landfills — into renewable fuel with potential to replace diesel and fossil gas.
4) ANEEL submits first transmission auction with battery storage procurement to public consultation
ANEEL opened Public Consultation No. 032/2026 to receive contributions on the draft notice for Transmission Auction No. 01/2027. The highlight of the auction is Lot 5, which provides for the procurement of the first set of battery energy storage facilities in the National Interconnected System within the transmission segment.
The initiative represents a new stage in the integration of storage systems into the Brazilian power sector. Until now, the battery agenda had been concentrated mainly in capacity reserve auctions. The procurement of batteries in transmission expands the use of the technology to support system operation, manage constraints, and improve grid reliability.
5) ANEEL releases third 2026 edition of InfoTarifas, with projected average increase of 9.4%
ANEEL published the third 2026 edition of the InfoTarifas bulletin, which now indicates a nationwide average tariff effect of 9.4% for the year. The projection already considers the Agency’s decision to distribute funds arising from the renegotiation of Use of Public Asset (UBP) payment obligations of hydroelectric plants.
The bulletin confirms persistent tariff pressure in the power sector, even after the incorporation of tariff moderation mechanisms directed at consumers in the North and Northeast regions. The tariff trajectory remains connected to sector charges, transmission costs, tariff flags, generation costs, sector renegotiations, and the need to review tariff mechanisms in light of the Tax Reform.
6) BioEnergy Summit highlights still underexplored biomethane potential in Mato Grosso do Sul
During the BioEnergy Summit 2026, in Campo Grande, our partner, Yuri Schmitke, presented a diagnosis of the potential for energy recovery from agro-industrial waste in Mato Grosso do Sul. The presentation highlighted that the state has 20 sugar-energy plants and approximately 800,000 hectares of sugarcane across 42 municipalities.
The central point was the potential for biomethane production from vinasse, a residue from ethanol production. According to the data presented, Mato Grosso do Sul’s sugar-energy complex has a potential of 126 million m³ of biomethane per crop year, equivalent to 345,000 m³ per day. Current production in operation would amount to 8.16 million Nm³ per year, or only 6.5% of that potential. This gap indicates that the main bottleneck is not feedstock availability, but rather the conversion of this waste stock into projects with scale, financing, logistical connection, and economic feasibility.
7) MME opens public consultation on RenovaBio targets for 2027 to 2036
The Ministry of Mines and Energy opened Public Consultation No. 232/2026 to receive contributions on the annual greenhouse gas emissions reduction targets under RenovaBio for the period from 2027 to 2036. The targets guide the issuance of and demand for Decarbonization Credits (CBIOs), serving as a regulatory signal for the biofuels market.
The consultation has a relevant impact on the sector’s long-term predictability, especially for producers, distributors, investors, and financial agents. Although RenovaBio is structured around certified biofuels and CBIOs, its evolution also connects with the broader agenda of renewable fuels, environmental traceability, and integration among decarbonization policies.
8) Yuri Schmitke article addresses the role of firm power supply in attracting data centers
In an article published by Agência CanalEnergia and republished by GESEL/UFRJ, Marcelo Coimbra and our partner, Yuri Schmitke, addressed firm power supply as a decisive factor in attracting artificial intelligence data centers to Brazil. The text notes that global consumption by these facilities is expected to exceed 945 TWh in 2030 and that access requests to the Brazilian system already totaled 38 GW in June 2026, of which 7.1 GW were associated with BRL 159 billion in investments.
The analysis advocates a hybrid architecture with connection to the National Interconnected System, renewable contracts, own firm generation, storage, microgrids, and sources such as biogas, biomethane, biomass, and efficient gas. The discussion brings the waste-to-energy agenda closer to the growing demand for critical loads, reinforcing the potential of biogas, biomethane, and energy recovery from waste as complementary sources of low-carbon firm power.
9) ANEEL maintains yellow tariff flag in September
ANEEL maintained the yellow tariff flag for September 2026, repeating the scenario observed in previous months. As a result, the additional charge of BRL 1.885 per 100 kWh consumed remains in effect.
The maintenance of the yellow tariff flag reflects less favorable generation conditions typical of the dry season, with a greater need to dispatch more expensive sources. The tariff signal maintains moderate pressure on consumers and reinforces the importance of energy efficiency, demand management, and source diversification.
10) Power consumption grows 2.8% in the first half of September
CCEE reported that power consumption in the National Interconnected System grew 2.8% in the first half of September 2026. In the Regulated Contracting Environment, consumption increased by 5.0%, while the Free Contracting Environment recorded a 0.1% decrease.
Demand behavior indicates a slowdown compared with the growth observed in August, while still preserving expansion in the regulated market. A combined reading of consumption, tariff flags, thermal generation, and storage remains important to assess cost pressure, the need for capacity procurement, and flexibility signals in the system.
11) ANEEL opens public consultation to improve operational classification of SIN power plants
ANEEL opened Public Consultation No. 034/2026 to discuss improvements to the criteria for classifying the operating modalities of power plants that are part of the National Interconnected System. Contributions may be submitted until November 2, 2026.
The operational classification of power plants is relevant to system management, ONS operations, operation modeling, and the predictability of agents’ obligations. The consultation takes place in a context of greater operational complexity in the SIN, marked by the expansion of variable renewable sources, the need for flexible resources, and the integration of new technologies.
12) ANEEL approves changes to commercialization rules applicable to thermal power plants
ANEEL’s Board of Directors approved the result of Public Consultation No. 21/2025, which addressed improvements to Module 16 of the Commercialization Rules to comply with Normative Resolution No. 1,093/2024. The decision involves rules applicable to thermal power plants and the operationalization of commercial aspects associated with the sector.
The measure is technical in nature, but forms part of the agenda to improve market rules in a context of greater relevance of capacity procurement, security of supply, and thermal dispatch. The topic should be monitored by agents exposed to contracts, settlement, and charges associated with thermal generation.
