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    Filipe Andrade • Itaú BBA

    Filipe Andrade's questions to Companhia Paranaense de Energia (ELP) leadership

    Filipe Andrade's questions to Companhia Paranaense de Energia (ELP) leadership • Q1 2025

    Question

    Filipe Andrade requested details on the energy trading sales strategy for long-term contracts from 2027 onwards, including price levels, and asked for an estimate of how much intraday price volatility contributed to the first quarter 2025 results.

    Answer

    Executive Daniel Slaviero stated that Copel secured long-term contracts with prices close to 190 BRL/MWh for 2027 and above 170 BRL/MWh for 2028. He also quantified the benefit from intraday price volatility, noting it contributed BRL 10 million in February and BRL 20 million in March to the results, and that this positive effect is expected to grow.

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    Filipe Andrade's questions to Centrais Eletricas Brasileiras SA - Eletrobras (EBR) leadership

    Filipe Andrade's questions to Centrais Eletricas Brasileiras SA - Eletrobras (EBR) leadership • Q2 2024

    Question

    Filipe Andrade asked about Eletrobrás's energy trading strategy, specifically focusing on the significant volume of free market contracts set to mature in 2025-2026 and the company's approach to capturing or extending these contracts.

    Answer

    Italo de Carvalho Freitas Filho, Head of Trading, confirmed they are actively targeting this addressable market. The strategy, enabled by a new customer-centric team in Sao Paulo, is to pursue end consumers directly, increase contract durations, and reduce portfolio churn by leveraging their renewable energy assets and developing new products.

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