Owner agents — economic concentration

Economic exposure is pro-rata: each agent's MWh and R$ are weighted by pct_participacao in the ANEEL asset-owner bridge, pooled across EOL wind and UFV solar. The concentration curve answers "how many agents do we need to call to cover X% of the backlog?" — which is the whole GTM scoping question. Toggle the ranking metric to flip between the retroactive backlog (2023-09-01 → , the Law 15.269/2025 scope) and the post-backlog window (ongoing Layer-2 RevOps).

Ranking window

Compensable (REL + CNF) is the claims-ready slice; total includes Tipo II-C ENE (not compensable under Law 15.269) and is the right denominator for operational loss accounting.

Agents with exposure
of agents total
comp R$ — economic
pro-rata, across agents
comp MWh — economic
pro-rata, across agents
Top-10 share
target the first 10 calls

Concentration curve — cumulative share of comp R$ by agent rank

Top 20 agents by comp R$

Agent table

Column anatomy. Backlog = 2023-09-01 → 2025-11-25 (retroactive scope under Law 15.269/2025). Post-Backlog = everything after the statutory cut-off, i.e. the ongoing Layer-2 RevOps universe. Comp columns restrict to compensable-proxy cause classes (REL + CNF). All figures are economic (pro-rata by pct_participacao), pooled across EOL wind and UFV solar.
Economic allocation uses ANEEL pct_participacao. It does not consolidate to the ultimate parent (holdco / grupo econômico). For the 9-agent curated top concentration, add a manual dim_grupo_economico that maps CNPJs to a holding label (Engie, EDP, Enel, Omega, AES, Casa dos Ventos, CPFL, Statkraft, Iberdrola/Neoenergia).