Del riesgo inmanente al riesgo inminente
La situación del sector energético tiende a agravarse, viene de mal en peor sin que se vislumbre una solución. El riesgo de un racionamiento en la prestación del servicio de energía sigue latente. Yo distingo el riesgo inmanente del riesgo inminente.
TL;DR
- Risk of energy rationing remains latent due to dependence on hydro capacity and critical hydrology.
- Deficit in firm energy offer (OEF) compared to demand is growing, projected to worsen.
- Significant delays in key generation projects (Hidroituango, wind farms) contribute to the OEF deficit.
- Financial stress on energy commercialization companies is driven by user debt and unfulfilled government commitments on subsidies.
- Government debt for consumer subsidies and to gas distributors adds to the financial strain.