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Âmbar: Batista Brothers Debt & Eletronuclear Cash Flow Issues

Summary of the Article: Angra‌ 3 Nuclear Project in Crisis

This article details⁣ the⁤ financial struggles surrounding the unfinished ​Angra 3 nuclear power plant in Brazil.‌ Here’s a breakdown of the key points:

*⁢ Project ​History​ & Debt: ⁤Angra 3 began in​ the 1980s, funded by Eletrobras. Debt ⁢was incurred in⁢ 2011, intended ​to be repaid by⁤ the plant’s‌ future revenue. Construction halted in 2015 due ‌to Operation Lava Jato (a corruption scandal), but debt‌ payments continued from 2017.
* Current Financial Situation: The project is 67%​ complete, having already cost R$12 billion. ‍However,​ completing it is⁣ now estimated ‍at R$23 ​billion, while abandoning it ‍would cost R$21⁢ billion. Eletronuclear is heavily indebted, with R$800 million in interest payments alone this year (rising to R$1 billion​ with maintenance‍ costs). Revenue from Angra 1 &⁣ 2⁢ is being used to service⁢ the ‌Angra 3 debt.
* Government⁣ Hesitation & Debt‌ Waivers: ⁣ Initial hope for resumption under the Lula ⁢management led‍ to a six-month debt payment waiver, ⁣but‌ that has expired and banks are unwilling to offer further extensions without⁣ a clear project plan.
* Lack of​ Support Post-Privatization: ⁢ After eletrobras’ privatization, the⁤ financial⁣ support previously provided by Eletrobras (R$5 billion from ⁢2015-2021) disappeared. enbpar, ‌the successor holding company, couldn’t fill the gap.
* Revenue/Expense Mismatch & Regulatory⁣ Hurdles: Eletronuclear struggles to balance revenue and expenses.Attempts ‍to raise tariffs to cover‍ the shortfall⁢ have ⁤been blocked by Aneel (the energy regulatory agency), which ⁣is reluctant to pass the costs onto consumers. Aneel recognized R$1.1 billion in expenses in 2022, ‌but the ‌actual expenses were R$1.6 billion.
* Future Uncertainty: ‌the government is expected to decide ‍the fate of Angra ⁢3 by ⁤December, pending⁤ further studies from BNDES (the progress bank)⁤ due at the end of ⁤October.

In⁢ essence, ‌the article paints a picture of a​ stalled ​nuclear project burdened by debt, lacking financial⁣ support,‌ and ⁣facing⁣ an uncertain future. ‍ ‌The project’s viability is being questioned, and the‍ government⁣ is weighing the‌ costs of completion ‌versus abandonment.

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