Signing to works, understand the subsequent chapters of sanitation in Para

After winning Sanitation auction of managementWas held last Friday (11), the AEGEAThe second largest in its category, expands dominance in the national scenario, consolidate its strategic presence Norte Of the country.

At the auction auction ceremony, Renato MedicisThe company’s regional vice president, along with “cooperation” the company expects Sanitary inclusion In Brazil, Para also brings respect for residents.

“We have already worked in two cities in Para, Barcarena E. New progressNow we are able to expand, always look at the problem of vulnerability, ”added medicine.

However, when bringing a subsidy in the state, AEGEA now has to deal with questions about the executing and dangerous parrynons water infrastructure transformation capacity – With warning forms and additional charges depending on the spotlight to the Belem and COP30s.

Teresa Vernaglia, Iguya Sanitation and Marquis CouncilorState geographical dimensions, combined with it The population is dispersedStrong investments are required to start Universalization of services.

In the exam interviewExecutive, led by about six years Environment BRK And one of the top experts on this topic, explained the specifics of today and potential competitions Post auction horizon.

Billionaire auction construction

A. Project Structure Sanitation runs a perfect way to improve over the years. The process usually starts Technical studies Coordinated by BNDES whose duration is extended to three years.

“When the BNDES proposes this model in between -2017, it joined the ten and thirteen states at first. When the deadline was developed, many were forgotten.”

Expansion of these studies requires detailed analysis Service coverageWater losses, Default And other operational factors. One of the most sensitive elements of this process is the volatility of available information.

AS State institutions Often there is no reliable data Infrastructure Already exist, which transfers significant losses Concessions.

“So if a company takes into account a percentage of sewage coverage, if reality is very bad, Project can be fully compromised by profitability“, Describes the expert.

BNDES did not want to interview before auction to explain modeling. However, the Notice of Parayens It seems to have practiced practice from previous experiences, especially in the risk division.

“In Alagovas, the first auction after the sanitation Marco approved in 2020The concessions were completely considered the risk of conflict in coverage. Currently, more than 15% of variations can produce Contract RefoolBrisServing more Safety Explains the Executive to investors.

Teresa adds with a large entry Private sectorEven more needed Discussion on social tariff. It indicates that the evolution is Legal frame Increased not only the universalization of services but also the mechanisms Social inclusion.

Why can Aegia win where others are hesitant?

AGia’s successful trajectory in this field is not coincidence. After winning Piyo’s 224 municipalities in October 2024, R 8.6 billion investmentsThe company now expands its presence 766 cities em 15 Brazilian states.

And the company’s corporate structure competing differentiation. Although it contains investors Ita And the Singapore Sovereign FundAegia manages Family controlIt gives you a decision -they gives you typical appetite for agility and losses.

“Companies that are controlled by investment funds are facing more bureaucratic processes to accept proposals at auction. Once a value is defined by the board, there will be less margin to raise it to the authorities during the conflict, ”explains Vernaglia.

In this case, the agia is higher Flexibility To adjust the strategies in Real timeWhat indicates what The purpose of competition Important in cases like para auction.

In other words, competitors need to be respected Pre -approved limits By Administrative CouncilsEjia representatives can recalibrate the strategies at the event.

This ability to realize the loss of other market agents partially escaping Domain In the recent auction company, especially in more challenging areas North and northeast.

“Aegia owner is the company. They take the risk of not taking others or not taking othersThere is no permanent scene in the business that does not have investment funds with investment funds and devastment environments“, Teresa analysis.

Time and Pipe: A distant way for effective improvements

Despite a significant amount of planned investments – approximately R $ 15 billion – visitors of COP30 In November this year, they will find the current health reality in Belem.

Because, later Signature of contractAre expected to take place in 120 days, dealers will go for a period of time “Auxiliary Operation” About six months.

“In this early stage, companies know the customer base, assessing existing infrastructure and maintaining their operational teams. The effective beginning of expansion work is only after this period, perhaps at the beginning of 2026“, Clears Vernagley.

“In six months, when we received Cap in NovemberThe sanitation situation does not change. The state is an important movement of what is seeing Hiring experts E. Preparation of logistics For future intervents, “Teresa Vernaglia says

“This is common in the implementation cycle. It is not Is deepTime to create complex activities Environmental Licensing E. Engineering projects“, Completing an expert.

Will establish the deal Universalism of water supply Up to 2033 And 90% sanitary fatigue coverage 2039The expiration of the required resources technical complexity and size is the defined deadline.

Paradox of sanitation in the north: terrible indicators in an abundant area of ​​water

A. The northern region It is an excellent contrast: it has more than 60% of the country’s water reserves, but displays some of the worst rates of basic sanitation. In para, the situation is particularly critical.

The water coverage in the south and southeast does not exceed 60% in the state. “The state has a sewage level 0 to 12%. To get an idea, when we have auctioned the Alagovas, this number went to 30%. Teresa revealed.

In municipalities That isPart Prevent from auctionSome of the worst indicators in the country are observed Open -air sewage. Already Bloc bAEGEA with a good way 650%has a zero index of sewage coverage. Disagree with the perception of this reality Water abundance In this area.

“Water is expensive. She is more expensive so that people are infinitely good and we have a subconscious water and we are abundant, ”thinking about Terasa, how highlights Climate change Are transformed The availability of water Even inside Amazonian.

The absent block: is the most C empty?

The relevant aspect of the auction is the lack of proposals Bloc cIt is, including 27 municipalities Santaram and Altamira. Initially, the project requires a minimum R $ 400.6 million grant, R. $ 3.6 billion.

“Investment funds have low risk appetite. When there are areas away from low population concentration, capital cost increases significantly”Clarifies Vernagley.

Governor Helder Barbalho Already pronounced with bndes a The reconstruction of this Lot. “Need to review two points: an extensive geographical area, which corresponds to about half The territory of the paraensAnd the value of granted was initially proposed, ”the governor said at B3 in Sao Paulo, where the auction was held.

Estimated to resume the competition at the end of this year with more attractive situations To start investing in this area with a very low population density (about 2 inhabitants of KM²) and Logistics challenges Significant.

Between public and private: Hybrid operating model

Para subsidy offers a significance: the Sanitation Company Para (Kospa) It continues to work partially. The second Ricardo SeferState Attorney General, Water Production is in charge of the state agency, which also continues to perform acting Rural.

“Subsidies get water distribution and wastewater treatment in urban areas, while Kosanpa preserves strategic functions”S said, after the auction was completed. That Hybrid model It tries to take advantage of the current infrastructure when transferring the private initiative to the challenges.

The important social part of the statement Social duty reference to 30% of the population, with a reduction of 50% Low -income families.

“Peripheral areas, definitely needed infrastructure, are facing a lot of difficulties in paying tariffs,” said Vernaglia. “Although the tariff difference is economically justified, its implementation requires social sensitivity.”

Cap Beyond Legacy: Long -Term Transformation

The concession process only indicates the first stage of A Construction transformation It will expand over the next decades. However Improvement Will not be noticeable during the COP30, establishing a established commitment Progressive goals It should be significantly modified of the Paramens Health Scenario.

“When we talk about sanitation, we are dealing with invisible, underground service. It is only recognized in the absence of Vernagley.

“Investments made today can cause permanent effects Public healthEnvironmental quality and Economic development Regional “, complete.

R is the attraction of $ 15 billion Private investments Para’s sanitation can be considerable, especially in the case of Shortness Public resources.

AS Legal and economical structures This process is used as a reference to future projects established Amazon regionIn the universalization of this important services, consolidating the role of the private sector.

“Until the COP30, we already have the size of the investment, which is applied and how much it is paid by grants. There will be a huge change in the state, even if there are no things seen in November “Teresa ends.

Source link