Análise com viabilidade econômica de uma unidade consumidora da aquicultura para o ambiente de contratação livre de energia

Abstract

The Free Contracting Environment (ACL), known popularly as free energy market, appears as na alternative to the Regulated Contracting Environment (ACR), offering contractual flexibility and economic advantages, for instance, the abscende of tariff flags and discounts by using the i5 from the stimulated energies, which promote the reduction of 50% in the demands and the tarrif of use, system and distribution (TUSD) in the peak billing time. This research evaluate the economic viability from a migration of a rural and aquaculture consumption unit on the west region of Paraná, from ACR to ACL, considering demands that are below 500kW. In order to do so, three scenarios were analyzed: the convencional ACR with the tariff subsidies from aquiculture; the ACL combining the benefit of i5 and the benefit of the reserved time; and the ACL using only the stimulated energy. The metodology used the consumption and demand real data between the periods of december 2023 and november 2024 with the current tariffs in the ANEEL Resolutions 3209/2023 and 3336/2024, using financial modeling in the Excel plataforma incorporating burdens (ESS and EER) and taxes (PIS/COFINS) along with the exceeded demand. The results demonstrated that the ACL, with both benefits (reserved time and stimulated energies), provided average reduction of 12% in the total cost, with expressive economy of 25% in months of level II red tariff flags. For the ACL, with the unique cost of stimulated energies, there was a reduction of 4.5% in the spendings, which demonstrate the the importance of the aquiculture tariff descount. Also, a simulation was performed with an uptaded and elevated tarrif for the ACL (R$ 330,00/MWh), showing an increase of 13% in the costs between the first and the second scenario, and and increase of 25% comparing the first and the third scenario, reinforcing the model dependency in relation with the Free Contracting Environment volatility. It is concluded that, for this research, the ACL migration is viable for aquacultures, however requires individualized evaluation of the consumption profile, energy price monitoring and compability from the sectorial policies and discounts in the free energy market. This research contributes with a quantitive analysis of the different compensations from both environments, highlighting oportunities and risks for rural consumers in an expansion contexto of the ACL.