Dear Director: In the energy debate, it is important not to overlook another concerning signal: the recent easing of connection costs by the CNE, which facilitates the entry of new PMGD without internalizing the costs they generate and the safety issues in the operation of the electrical grid identified by the national electrical system operator during the blackout on February 25, 2025. The measure proposed by the CNE will deepen the distortions to free competition already warned about by the National Electric Coordinator since 2023. Additionally, estimates from industrial and mining clients project that PMGD will benefit from subsidies close to US$ 5 billion between 2026 and 2034, which will begin to be directly passed on to regulated clients starting in 2027, further increasing the electricity bills for residential customers.
In a context of rising energy costs, incentivizing greater investment in PMGD without efficient cost signals is a mistake that families will ultimately pay for and that will affect the competitiveness of the industry and mining.