Consolidated free and captive electricity consumption (2,978.5 GWh) growth in Energisa Group’s concessions was of 11.5% in April compared with the same month last year. If unbilled sales are included, the volume in the month was 2,871.1 GWh, 7.7% more than in 2020. The change in consolidated consumption was the highest for the month of June in 21 years, making up the losses observed in Jun/20 (-5.1%), which was impacted by pandemic restrictions – multiple concession areas still have compromised commercial establishments, limitations on in-person classes at educational institutions, restrictions on certain public services and industrial activities still making a recovery. In addition to the small basis, the longer billing calendar and relaxation of restrictions in June 21 also helped, given the gradual improvement in the pandemic crisis and progress made by the vaccination roll-out in various locations. Given this impressive result, the Group’s energy consumption recovered the losses suffered in Jun/2020 and grew by 5.9% on June/19.
All sectors experienced higher consumption, especially residential (+13.4% or 136.0 GWh), the main driver of performance in the month, with growth across all concessions, driven by the calendar, higher volume of recovered energy and lower than average growth in 2020 (weather in the South-east and Paraíba state). The commercial and industrial sectors also performed well, with consumption increases of 17.5% (79.3 GWh) and 10.2% (58.9 GWh) respectively. Amongst the concessions, the following stood out for energy consumption in the captive and free markets: i) EMT, with an increase of 11.3%, driven primarily by the residential (+20.7% or 46.6 GWh) and commercial sectors (+17.5% or 21.5 GWh), influenced by the calendar, the smaller base in the previous year and the warmer weather experienced for most of the month; and industrial (+4.7% or 8.3 GWh), driven by the boom experienced by the construction and agricultural consumables industries – ii) EPB, with an increase of 16.6% (51.1 GWh) driven by the industrial sector, with an increase of 35.5% (16.5 GWh) by the textile sector, in line with the positive performance of the sector in Brazil in industrial production measured by IBGE; residential sector, which registered growth of 10.3% (14.5 GWh) given the increase in recovered energy and the commercial sector +29.2% (13.9 GWh) both affected by the longer calendar and small base in 2020 (climate and Covid effect on the commercial sector); iii) ESS, with growth of 14.8% (46.2 GWh), primarily driven by the industrial sector (+17.7% or 15.7 GWh), especially the food, textile and paper and pulp production, residential sector (+13.9% or 15.2 GWh) and commercial sector (+17.3% or 8.7 GWh), small base and calendar effect; iv) EMS +8.6% (35.3 GWh) mainly driven by the residential sector (+13.2% or 18.0 GWh) and commercial sector (+13.1% or 8.9 GWh), small base and calendar effect and rural sector (+12.0% or 5.5 GWh), calendar effect and grain producers; v) ERO, with growth of 12.2% (30.1 GWh), driven primarily by the residential sector (+16.5% or 17.2 GWh) – calendar and energy volume recovered – and commercial (+11.6% or 5.8 GWh) – small base – Covid effect, followed by the rural sector (+16.0% or 4.3 GWh), which was also boosted by the calendar effect and strong performance of protein producers, especially poultry and eggs, dairy and soy;
Energisa Group’s captive and free electricity consumption (9,049.4 GWh) grew by 7.9% in the second quarter of 2021 (2Q21) % over the same period last year. If unbilled sales are included the volume rises to 9,013.7 GWh, an increase of 10.5% over the same quarter of the previous year. We emphasize that in 2020 the consumption in Q2 was hit hard (downturn of 4.9%) by severe pandemic restrictions, such as the opening hours of shopping centers, industries and people being sent to work from home. The sectors driving the positive performance in 2Q21 were therefore the industrial sector, 14.4% (237.3 GWh), followed by the commercial sector (+13.1% or 188.4 GWh) and residential sector (+4.7% or 159.6 GWh). The former was spurred by the positive performance of the construction and food industries and the resumption of the textile sector, which were decimated in 2020. Industrial consumption also exceeded the prepandemic level (2Q19). The commercial sector remains at pre-pandemic levels (2019), given the lack of normality in activities, due to the second Covid wave. Residential consumption, in turn, continued growing in 2Q20 and 2Q21, spearheaded by ERO, ESS, EMG and EMS – due to the calendar effect, a certain effect from social distancing and the small base in the case of ESS and EMG. Rural consumption also rose (+4.0%), primarily spurred by ESE, EPB (irrigation), ESS (citric and poultry/eggs) and ETO (mainly eggs, soy and rice).
Captive and free energy consumption in the second quarter was strong in North-east Brazil, increasing by 10.4% (EPB +11.6%, ESE +8.0 and EBO +13.4%); Midwest region, with growth of 4.9% (EMS +7.2% and EMT +3.4%); South/Southeast Region with an increase of 12.3% (ESS +12.6%, EMG +11.8% and ENF +10.1%); followed by the North region with an increase of 7.9% (ERO +8.1%, ETO +8.9% and EAC +4.8%).
Click here to read the Investor Relations Newsletter, edition July 2021.