在巴西,电力市场有两种商业环境:受管制的契约环境(ACR)和自由契约环境(ACL)。在第一个模式中,分销商通过拍卖采购能源,价格由国家电力局(Aneel)决定。在ACL(Ambiente de Contratação Livre)模式中,消费者直接与发电商或贸易公司达成购电协议(PPA)。
根据圣保罗咨询公司拉丁美洲清洁能源的一份最新报告,ACL模式下的大型风电与太阳能项目在2021年1月到2022年2月之间增长了2.6GW(37%)。
这项研究以该国最大的可再生能源发电公司展开的采访和问卷调查为基础,提供对自由市场中91个风力和太阳能光伏PPA(相当于平均2.6GW)的信息和分析。其中34份为风电合约,57份为太阳能合约。
整体来看,风电和太阳能相关的双边PPA达到了10.7GW装机容量,相当于巴西风电与太阳能总容量(约26.1GW)的41%。
CELA总监Marilia Rabassa表示,“在2021和2022年,自由能源市场中风电和太阳能行业的表现得到了加强,公司不仅能够更好地开发这些PPA,也能了解能源消费者的主要需求。”
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