【环球财经】巴西2025年电价预计涨幅超通胀水平

Core Insights - Brazil's electricity prices are expected to rise by approximately 6.4% in 2025, exceeding the anticipated inflation rate of 4.8%, which may significantly impact household spending [1] - The increase in electricity costs is becoming a major burden for low-income families in Brazil, ranking alongside essential expenses such as food, housing, and water [1] - The reliance on renewable energy sources, particularly hydropower (55%) and wind and solar energy (approximately 25%), makes Brazil's electricity supply vulnerable to rainfall conditions [1] Energy Structure and Challenges - About 90% of Brazil's energy comes from renewable sources, with hydropower stations in the Midwest and Southeast generating around 70% of the country's electricity [1] - Current reservoir levels are only at 50%, increasing uncertainty in electricity supply [1] - Wind and solar energy, while rapidly developing, face limitations due to natural conditions, with solar power only generating electricity during the day and wind power dependent on specific climatic conditions [1] Recommendations for Improvement - Industry experts suggest that Brazil needs to optimize its energy structure by promoting energy storage, upgrading the grid, and diversifying investments to reduce over-reliance on hydropower and enhance the resilience of the energy system [1]