Fitch Ratings: New compensation rules to benefit Brazilian wind and solar power generators in 2027.

Fitch Ratings announced that new rules for compensating power generation cuts (curtailment) in Brazil are expected to benefit wind and solar companies, with the financial impact to be realized in 2027. The compensation is particularly relevant for companies like Auren Energia, Engie Brasil Energia, and Serena Geracao, whose ratings could be affected. Fitch estimates the impact on 2026 consolidated EBITDA could reach up to 17% for Auren.