Public-data pipeline · v0

Tartana — Curtailment Opportunity

Brazilian renewable curtailment (wind + solar), → . Event sources: ONS constrained-off eólica + fotovoltaica detalhado. Price proxy: ONS CMO Semi-Horário. Compensable is a public-data proxy — legal eligibility under Law 15.269/2025 requires private per-event flags.

Backlog window →

Post-backlog start

Plants in universe total · EOL · UFV

Price asof

Built

Headline — backlog commercial universe (Law 15.269/2025)

Compensable-proxy R$ · →

curtailed and flagged compensable (REL + CNF) across plants. Priced at ONS CMO; PLD-adjusted upside on 2023 volume.

Backlog plants (any)

Backlog plants (comp)

Total MWh

Comp share · MWh

Backlog — compensable vs total (R$ at CMO)

Backlog — compensable vs total (MWh)

Scope comparison — three windows, side by side

Backlog column is the retroactive claims universe under Law 15.269/2025 — the commercial focus of Layer 1. Post-backlog is Layer 2 RevOps territory. Full period is the pipeline's total observation window.

EOL wind vs UFV solar — full period

By MWh (full period, all cause classes)

By compensable-proxy R$ (CMO)

Cause-class split — full period

By MWh

By R$ (CMO)

Why the R$ number is conservative: CMO — the energy cost proxy — hit the PLD floor (≈R$ 6/MWh) for most of 2023 under Brazilian hydro abundance. PLD, the settlement price, sat at its PLD-min floor of ~R$ 69/MWh that year. A PLD-based rerun of the backlog would push compensable-proxy R$ materially higher for 2023 volume. Wiring CCEE PLD horário is the next upgrade.

Generated UTC · Price asof · Pipeline sources: ONS constrained-off eólica + fotovoltaica detalhado · CMO Semi-Horário · ANEEL SIGA + Agentes