São Paulo leaders—Minister Silveira, Governor Freitas, and Mayor Nunes—unite at press conference to formalize Enel concession revocation request amid blackouts.
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São Paulo Governments Unite to Accelerate Enel Concession Revocation

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Building on last week's state request for intervention amid blackouts, federal Minister Alexandre Silveira, Governor Tarcísio de Freitas, and Mayor Ricardo Nunes will formalize a caducidade request to Aneel by Wednesday, amid unified dissatisfaction with Enel's service failures.

Following the São Paulo state government's December 15 demand for federal intervention—cited in prior coverage amid lingering outages affecting ~95,000 properties after cyclone blackouts—the crisis has escalated with rare political alignment across federal, state, and municipal levels against Enel.

President Lula, Governor Tarcísio de Freitas, and Mayor Ricardo Nunes converged on the issue during the SBT News inauguration on Friday (12), pressing for action on power shortages. In a subsequent meeting at Palácio dos Bandeirantes, Minister of Mines and Energy Alexandre Silveira agreed to initiate the caducidade process, emphasizing Lula's role, with a formal joint request to Aneel planned by Wednesday (17)—though the mayor's legal standing is limited.

Aneel's caducidade process, paused until February but now poised to resume in January due to this pressure, faces hurdles: a technical opinion favoring Enel's continuation could spark lawsuits. Federal lawyers are weighing continuation or a new process (taking ~6 months). The move aims to force Enel to sell, akin to Amazonas Energia's 2023 transfer to Âmbar Energia after outages. Interested parties include Equatorial, Neoenergia, and Copel. Caducidade, per the Concessions Law, demands proof of grave breaches, offers company defenses and indemnity, and may take a year. Enel's contract (from Eletropaulo, 1998) ends in 2028; Aneel has pursued it before (CEA 2007, Amazonas 2023).

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X discussions show widespread frustration with Enel's repeated blackouts in São Paulo. Users across the political spectrum praise the unified federal, state, and municipal governments' decision to initiate the caducidade process for contract revocation. Left-leaning voices criticize privatization failures and urge re-nationalization, while highlighting irony in pro-privatization leaders seeking federal help. Some express skepticism about the lengthy regulatory process ahead.

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Experts in a São Paulo conference room debate preferring Enel sale over concession termination amid blackouts, skyline view.
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Experts Favor Enel Sale Over São Paulo Concession Termination

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Following the unified federal-state-municipal push for Enel concession review after December blackouts—as reported earlier—experts argue selling the distributor is simpler than unprecedented caducidade, amid Minister Silveira's formal referral to Aneel.

Following last week's cyclone blackouts, the Tarcísio de Freitas administration officially demanded federal intervention in Enel's operations on December 15, citing chronic underinvestment and service failures under federal laws. Mayor Ricardo Nunes supported the call with evidence of Enel shortcomings, as outages persist for ~95,000 properties and federal penalties loom.

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Four days after the extratropical cyclone that blacked out over 2 million properties in São Paulo, Enel reports restoration nearing normalcy with 76 external teams aiding efforts, though ~160,000 properties remain affected as of December 14. Federal threats loom over potential concession revocation amid ongoing criticism.

São Paulo Governor Tarcísio de Freitas published an article praising his achievements over three years in office, claiming to have had the 'courage to make the impossible happen'. A response from a state deputy from the PT party questions these claims, pointing out half-truths and omissions based on official data. The text highlights failures in areas such as the Sabesp privatization, infrastructure, and public security.

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Right-wing governors met in Rio de Janeiro on October 30, 2025, to support the police operation against Comando Vermelho that left 121 dead in the Alemão and Penha complexes. They announced the creation of the 'Peace Consortium' to integrate public security actions and criticized the federal government. São Paulo Governor Tarcísio de Freitas joined remotely and advocated classifying factions as terrorists.

Federal police conducted searches against parliamentary assessor Mariângela Fialek on Friday (12), probing irregularities in emenda allocations. Lawmakers from various political spectrums united to protect her, fearing compromising revelations. The case highlights structural issues in the emenda system, linked to figures like Arthur Lira and Ciro Nogueira.

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The absence of Chamber President Hugo Motta and Senate President Davi Alcolumbre from the Income Tax exemption sanction event on November 26 signals an escalating crisis between Congress and Lula's government. This tension threatens key agendas like the 2026 Budget and Jorge Messias's STF nomination. Jair Bolsonaro's imprisonment takes a backseat, with mild reactions from the right.

 

 

 

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