Companhia Sanea (SBS)

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Link to Reservoir Status

http://www2.sabesp.com.br/mananciais/DivulgacaoSiteSabesp.aspx

Cantareira and Alto Tiete stand to benefit from the 5 m3/s diversion from the Iguape River, which should come on line in 2017.

https://en.wikipedia.org/wiki/Water_management_in_the_Metropolitan_Region_of_S%C3%A3o_Paulo

However, in the meantime the reservoir storage levels will be critical. The situation was extremely critical in late may 2014 when only 8.6% of capacity remained. If SBS can build storage over this wet season (which is projected to be very wet since it is an El Nino year), they should be able to negotiate the dry season in 2016 until the improvements are completed that will pave the way for a more reliable system.

SBS indicates that they may operate water and sanitation systems outside of Sao Paulo. Does anyone out there have a sense of how big a growth opportunity this represents. Given that Sao Paulo is the economic center of Brazil and it is not even fully served, new connections to the existing system would appear to be low hanging fruit.

Major infrastructure improvements/expansion will probably wait until borrowing conditions are more favorable.

FL