The opening of the free energy market is attracting Navy, Army and Air Force bases. With the possibility of military bodies migrating to the free environment, commercial companies began to pay attention to tenders for contracting services.
The movement is part of a context of market opening, which enabled, from 2024, the migration of customers with consumption of less than 500 kilowatts (KW).
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In October, the Brazilian Navy signed contracts for the migration of 18 military bases and organizations.
Installations in Bahia, Distrito Federal, Mato Grosso do Sul, Pará, Rio de Janeiro, Rio Grande do Sul and São Paulo became part of the free contracting environment (ACL). The estimate is that R$160 million will be saved by 2030.
Matrix Energia was the winner of the bids for seven of the Navy’s bases.
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The company also recently won a competition to supply the Taubaté Air Base, controlled by the Army.
Recently, Urca Trading won one of the bases in the Navy’s tenders, but it was already operating in the segment. The company has contracts with the Air Force.
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Reduction in public coffers spending
Matrix Energia’s commercial manager, Gilberto Rossi, sees the migration of public bodies to the free market as a way of reducing costs to public coffers.
“This is the path of the public sector. It means entering the free market with confidence, well advised, well grounded. It will reduce costs for us, the taxpayers”, he says.
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Matrix claims to be attentive to new tenders. Public bodies under direct administration consume 3% of all electricity in Brazil, according to. That’s around 15 gigawatt hours (GWh) per year.
The savings for public coffers with migration can exceed 30% in electricity costs.
In addition to serving industries with consumption above 20 megawatts (MW), the supplier also acts as an intermediary for public sewage services, such as Sabesp.
Basic sanitation consumes large amounts of energy, due to pumping and water treatment systems.
“A small city of 20 thousand inhabitants uses between 2 MW and 3 MW. It is a very relevant consumption. People think it doesn’t consume much, but (a small city) spends more than an industry. And it’s similar. In a soft drink industry, it is necessary to pump the water, treat it, combine it with syrup and then bottle it”, compares Rossi.
Urca Trading also has contracts with the city halls of Rio de Janeiro and Porto Alegre.
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In addition to tenders from public bodies, suppliers are preparing for a possible total opening, enabling the migration of residential consumers.
For the commercial and marketing director of Urca Trading, Roni Wajnberg, the market is currently in a time of consolidation of economic groups.
“We are already seeing a market with a lot of movement in relation to consolidation, mergers, acquisitions and that will most likely end up happening.
There is a very similar parallel to what happened in the telecommunications market. It happened in the early 2000s and, over time, the companies ended up consolidating”, he states.
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