Lula assina pacote para incentivar energia verde

Spanish Market: Agriculture, Biofuels, Crude oil, E-fuels, Emissions, Oil products
14/09/23

O presidente Luiz Inácio Lula da Silva assinou, nesta quinta-feira (14), a mensagem de envio dos termos do projeto de lei (PL) Combustível do Futuro, em uma tentativa de acelerar a transição energética e substituir gradualmente os combustíveis fósseis.

O projeto, que foi lançado em cerimônia no Palácio do Planalto, em Brasília, ainda depende de aprovação do Congresso Nacional para se tornar lei.

Se aprovado, o Brasil adotará formalmente normativas estabelecendo metas para o uso sustentável de combustível de aviação (SAF, na sigla em inglês) e diesel verde para apoiar seu compromisso de carbono zero até 2050.

O tão discutido aumento da mistura de anidro na gasolina de 27,5pc para 30pc também foi incluído na proposta.

"O Brasil poderia se tornar tão ou mais importante para os combustíveis renováveis quanto o Oriente Médio é para o petróleo", disse Lula, repetindo declarações semelhantes que fez durante oboom de biocombustíveis do país na década de 2000. Abrir caminho para um futuro energético mais limpo é uma grande parte da sua agenda internacional, disse ele.

Lula também aludiu a reuniões oficiais com empresas do setor nos Estados Unidos, na próxima semana, e na Alemanha, ainda neste ano, para discutir assuntos relacionados aos combustíveis renováveis.

O ministro de Minas e Energia, Alexandre Silveira, disse que a iniciativa é resultado direto dos esforços do governo para a transição energética global. "O Brasil será provedor de soluções de baixo carbono para outras nações", disse ele.

Palestrantes na Cúpula do Clima no Brasil, em Nova York, esta semana, pediram um plano de eliminação progressiva dos combustíveis fósseis para que o país pudesse se posicionar como um pioneiro na implementação de políticas climáticas.

O que pode mudar?

Algumas das mudanças propostas são:

Captura e armazenamento de carbono (CCS, na sigla em inglês): propõe um marco regulatório para o exercício das atividades de captura e estocagem geológica de dióxido de carbono, cuja regulação será atribuída à Agência Nacional do Petróleo, Gás Natural e Biocombustíveis (ANP).
Diesel verde: cria o Programa Nacional do Diesel Verde (PNDV) para incorporação gradativa do diesel verde à matriz de combustíveis do país, com um mandato ainda a ser definido pelo Conselho Nacional de Política Energética (CNPE).
E-fuels: estabelece meios legais que incentivem a produção dos chamados e-fuels, alternativas sintéticas aos combustíveis fósseis feitos a partir de hidrogênio e CO2.
Mistura de anidro na gasolina: aumenta a mistura máxima de etanol anidro na gasolina de 27,5pc para 30pc.
SAF: estabelece metas de emissões para as companhias aéreas, incentivando o aumento do uso de SAF, visando alcançar uma redução de 1pc nas emissões para as companhias aéreas até 2027 e 10pc até 2037.

Possíveis repercussões para o etanol

O pacote deve oferecer algum alívio à indústria do etanol, que tem encontrado dificuldades para defender suas margens em meio a uma maior oferta de produto e um mercado consumidor em contração.

Um eventual aumento da mistura de anidro na gasolina, de 27,5pc para 30pc, poderia ajudar a elevar a demanda por etanol no mercado interno, avalia a BP Bunge, citando um aumento potencial de 80.000 m³/mês na comercialização.

A mudança também poderia aumentar a octanagem da gasolina e potencialmente alterar as operações das refinarias brasileiras de combustíveis fósseis.

Nos termos do projeto, a via de conversão da tecnologia alcohol-to-jet (AtJ, na sigla em inglês) surge como o caminho mais viável para aumentar o uso de SAF no país.

Mandato de biodiesel

O setor de biodiesel ficou fora do PL.

A Frente Parlamentar Mista do Biodiesel (FPBio), liderada pelo deputado federal Alceu Moreira (MDB-RS), tem uma proposta para aumentar o mandato de mistura do biodiesel dos atuais 12pc para 13-14pc, disseram fontes à

Argus

Durante a cerimônia, Lula sugeriu que o Conselho Nacional de Política Energética (CNPE) se reúna para discutir o aumento do mandato, mas a data ainda não foi definida.

"Se depender de mim, reabriremos todas as usinas de biodiesel fechadas [nos últimos anos]", afirmou o presidente.

Erasmo Battistella, presidente da Be8, também defendeu o aumento da mescla em discurso no evento, argumentando que o Brasil deveria trabalhar para elevar o mandato a 15pc em 2024.

"A Embrapa [Empresa Brasileira de Pesquisa Agropecuária] tem 19 variedades de oleaginosas mapeadas que podem ser usadas na produção de biodiesel", disse Battistella, sobre a disponibilidade de insumos.

Além disso, Heloisa Borges Esteves, diretora de petróleo, gás e biocombustíveis na Empresa de Pesquisa Energética (EPE), afirmou que as novas regulamentações para o setor de hidrogênio estão "caminhando em ritmo acelerado".

Por Vinicius Damazio, Laura Guedes e Alexandre Melo

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11/10/24

Florida fuel supply edging toward normal post-storm

Houston, 11 October (Argus) — Some Florida fuel terminals and a major refined products pipeline expect to restore operations over the weekend thanks to minimal damage from Hurricane Milton, but a return to normal in Port Tampa is being hampered by power outages. Kinder Morgan's Orlando terminal is operational but the company is still assessing its Tampa area terminals and the Central Florida Pipeline (CFPL) after Hurricane Milton made landfall as a category 3 storm late Wednesday, a spokesperson said at 3pm ET Friday. Kinder plans to have its Tampa fuels rack and 16-inch CFPL pipeline online by late Saturday and the 10-inch CFPL pipeline online by the end of the weekend. The company's three Tampa bulk terminals are likely to remain offline Friday due to widespread power outages and damage to the surrounding area. The CFPL pipeline transports gasoline, diesel, ethanol and jet fuel to Orlando, including to Orlando International Airport, and is connected to Kinder's Tampa refined products terminal that has 1.8mn bls of storage. Nearly half of Florida's supply of petroleum and refined products passes through Port Tampa Bay, the majority via waterborne cargo from the US Gulf coast. Port Tampa Bay is still assessing its land and seaside operations, port officials said this morning. It re-opened for limited operations late Thursday having avoided widespread flooding, though power outages in the area remain an issue. Global Partners' Tampa terminal is without power and running on generators, the company said today. Employees are cleaning up minor damage and Global expects the facility to be "fully operational soon". Buckeye Partners' Jacksonville and Fort Lauderdale, Florida, terminals are fully operational and the company is working to restore operations at its two Tampa terminals, a Buckeye spokesperson said today. Chevron is repairing damage at its Tampa terminal, but did not give a time line for a return to normal operations. The company's Port Everglades and Panama City terminals are online and selling fuels, the company said today. Citgo expects its Tampa terminal to restore operations by mid-to-late next week, the company said today. The St Petersburg-Clearwater International airport (PIE) west of Port Tampa is expected to open at 4pm ET Friday according to the Federal Aviation Administration. The Sarasota-Bradenton International Airport further south is expected to reopen early Saturday morning. Miami airport is open and Orlando International resumed commercial flights today. Prices for Florida CBOB delivered at Tampa and Port Everglades fell by 1.87¢/USG to $2.15/USG today. Cash differentials were stable in the Florida gasoline cargo markets at Argus Gulf coast Colonial CBOB +10¢/USG. Prices for Florida ULSD delivered to Port Everglades fell by 0.44¢/USG to $2.39/USG today. Cash differentials were unchanged in the waterborne ULSD cargo markets at Argus Gulf coast Colonial ULSD +12.25¢/USG. By Nathan Risser Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Feds probing fatal Pemex Deer Park accident

11/10/24

Feds probing fatal Pemex Deer Park accident

Houston, 11 October (Argus) — The US Chemical Safety and Hazard Investigation Board (CSB) and Occupational Safety and Health Administration (OSHA) are both launching independent investigations into this week's fatal accident at Pemex's 312,500 b/d Deer Park, Texas, refinery. A hydrogen sulfide (H2S) release that killed two workers and injured dozens more occurred on Thursday evening at the plant located near Houston. It also led to shelter-in-place orders for surrounding communities, which have since been lifted. The CSB will investigate the causes of the fatal release, the agency said Friday. The CSB is responsible for investigating industrial accidents in the US, such as the deadly 2022 explosion at BP's Toledo refinery in Ohio and a probe into operations at Marathon's Martinez renewable diesel plant after several fires earlier this year . A representative for CSB was not immediately available for comment. OSHA — charged with enforcing compliance with federal workplace safety laws — is also investigating the incident, and has "up to six months" to complete the investigation, according to an OSHA representative. OSHA would not stop company operations during the duration of the investigation, but "could not speak for other agencies at the site," an OSHA official told Argus. The Harris County Sheriff's department has also opened an investigation into the incident. The release occurred as workers began planned maintenance on a unit. An H2S leak was detected, resulting in several units being shut down as staff sought to secure the leak. The Deer Park refinery had previously been damaged in a February 2023 fire, resulting in two weeks of repairs. A slew of accidents at Deer Park and several other Mexican state-owned Pemex's refineries in part led Fitch Ratings to downgrade Pemex's credit rating in July 2023 . By Gordon Pollock Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Brazil's drought: Northern rivers continue to drop

11/10/24

Brazil's drought: Northern rivers continue to drop

Sao Paulo, 11 October (Argus) — The worst drought in Brazil's history continues to reduce river levels in the Northern Arc region, hampering navigation on rivers that are used as waterways and are important routes to transport grains and fertilizers. Madeira waterway The waterway links Rondonia state's capital Porto Velho to the Itacoatiara port, in Amazonas state. Itacoatiara port is expected to receive around 78,100 metric tonnes (t) of fertilizers in October, according to line-up data from shipping agency Unimar. Status: The situation is critical in Porto Velho on the Madeira waterway, the second largest in the northern region. The state's ports and waterways authority (Soph) halted operations on 23 September because the Madeira River registered the lowest water level since monitoring began in 1967. The Madeira River's depth in Porto Velho decreased to 24cm on 11 October, from 48cm on 2 October, according to monitoring data from the Brazilian Geological Survey (SGB). Navigation remains suspended in the port. Amazonas waterway It is the main waterway in Brazil's north, handling around 65pc of the region's cargo, according to the national transportation and infrastructure department (Dnit). It links Amazonas' capital Manaus to Para's capital Belem. Status: The Negro River has also been falling. The depth was at 12.25m at the SGB monitoring point in Manaus on 11 October, down from 12.89m on 2 October. This is an extreme drought level and below the historic low of 12.7m recorded in 121 years of monitoring. Tapajos waterway It is an important waterway to move product from Mato Grosso state's northern area, with the Santarem port, in Para state, as a destination. The Santarem port is expected to receive 90,976t of fertilizers in October, according to line-up data from Unimar. Status: The Tapajos-Teles Pires waterway is also facing a dire situation. The national water and sanitation agency ANA declared a water shortage on the Tapajos River on 23 September. Drier than usual weather has dropped the levels of Tapajos, especially in the stretch between Itaituba and Santarem cities, in Para state, where flows are below historic minimum levels. The depth of the Tapajos River at the Itaituba monitoring point, where the transfer point for the Miritituba waterway is located, was at 86cm on 11 October, from 87cm on 2 October and below the record low of 1.32m, according to SBG data. At the Santarem monitoring point, where the port of Santarem is located, the Tapajos River was at -6cm, a level considered dry. The level was 25cm on 2 October. The historic minimum at the location is -55cm below the port's reference point. A level below zero does not mean the river is dry, but a negative reading indicates very low conditions. Tocantins-Araguaia waterway The Tocantins-Araguaia waterway encompasses the Araguaia and Tocantins rivers. It runs from the Barra do Garcas city, in Mato Grosso, into the Araguaia River, or from Peixes city, in Tocantins state, into the Tocantins River, to the port of Vila do Conde, in Para state. Soybeans, corn, fertilizers, fuels, mineral oils and derivative products are transported via the northern waterways. Vila do Conde port is expected to receive 152,800t of fertilizer in October, according to Unimar. Status: The SGB has two monitoring points on the Araguaia River. In the Nova Crixas city, in Goias state, the river was at 2.84m on 11 October, from 2.87m on 2 October. The river remains below the historical level of 3.10m. In Sao Felix do Araguaia city, in Mato Grosso state, the river was at 2.54m, from 2.55m in the prior week, a situation of extreme drought and close to the historical minimum level of 2.51m. By João Petrini Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

USDA orders west African organic soy inspections

11/10/24

USDA orders west African organic soy inspections

St Louis, 11 October (Argus) — The US Department of Agriculture (USDA) is warning organic soybean importers that product from west Africa may pose risks to consumers and is directing organic certifiers to increase inspections and testing. USDA's National Organics Program (NOP) on 27 September issued a directive to certifiers of organic soybeans and soybean meal from west Africa requiring increase oversight of the organic soybean supply chain over concerns about a lack of adequate controls in the region. Organic certifiers in west Africa are being required to increase on-site inspections and expand sample testing of organic soy products. The certifiers also by 28 October must provide NOP with descriptions of their oversight practices, as NOP evaluates whether to expand its own surveillance. Regulators took action in response to "the rapid growth of soybeans represented as organic in the region, security concerns in the region that can impede the ability for certifiers to conduct unannounced inspections, the prevalence of producer groups with thousands of members and associated issues with full traceability, feasible yields and adequate internal control systems, and known attempts to sell nonorganic soybeans from the region as organic", according to the directive obtained by Argus. The directive also prohibits certifiers from issuing time-based NOP import certificates within the region. Time-based certificates allow for multiple shipments of organic products to be certified for export over a period of time, in contrast to non-time-based certificates which are specific to each shipment. The move comes in the wake of a sharp increase in US imports of organic soybeans and soybean meal from west Africa over the past two years. Organic certification within west Africa is relatively concentrated. According to the Organic Integrity Database, Ecocert SAS certifies over half of all organic operations in the region. The next most common certifier in the countries is the Control Union Certifications, which certifies about 33pc of operations. US reliance on west African organic soy supplies has ballooned in recent years. Through September 2024, 42pc of US organic soybean meal imports and 11pc of organic whole soybean imports were sourced from west African countries, according to Argus organic import data . Two years ago, west African countries accounting for only 3.6pc of US organic soybean meal imports. Regarding what impact this directive could have on organic soy markets, Jennifer Tucker, the deputy administrator of the USDA NOP, said that "in the past, directives have led to both certifier and operation surrenders and some changes in exports as fraud was removed from the system". But "buyers who have invested in and continue to do effective due diligence and oversight on their supply chains should not be affected," she said. By Ryan Koory and Rachel Nelson Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Opec+ cuts hit 4mn b/d

11/10/24

Opec+ cuts hit 4mn b/d

London, 11 October (Argus) — Opec+ has reduced its crude production by 4mn b/d since it started cutting output almost two years ago, Argus' latest output survey shows. Crude output by members subject to cuts fell by 220,000 b/d in September to 33.52mn b/d, driven by reductions in Iraq and Nigeria (see table). This compares with 37.52mn b/d in October 2022, when the alliance announced what would prove to be the in a series of production cuts. September output was not only the lowest since April 2021, but also 330,000 b/d below the group's collective production target. But even with the removal of such a vast amount of crude from the market, oil prices remain $11-15/bl below where they were when Opec+ announced its October 2022 cut. This is partly because production from non-Opec members such as the US, Guyana and Brazil has surged. The US alone has boosted production by 830,000 b/d over the past two years. The lower prices are also partly down to lower-than-expected oil demand, particularly in China. The IEA has made and sees global oil demand growing by under 1mn b/d this year and next, well below the 2.1mn b/d increase seen in 2023. Despite the gloomy demand picture, eight Opec+ members are scheduled to start unwinding 2.2mn b/d of production cuts from December — two months later than initially planned. This is not a foregone conclusion — the group has said this could change depending on market conditions — but a decision to push ahead would only widen an expected supply surplus next year. The eight members are expected to decide on whether to start returning production in early November. Opec+ will be keenly watching how the conflict between Israel and Iran plays out over the coming days and weeks. Rising tensions propelled Atlantic basin benchmark North Sea Dated above $81/bl on 7 October. There are fears that Israel could strike Iran's oil infrastructure in retaliation for . This would put Iranian production — which rose to 3.37mn b/d in September — at risk. Any attack on Iran's oil sector could conceivably see Tehran disrupt regional oil flows through the strait of Hormuz , through which more than 15mn b/d of crude and products are exported. Compensation questions Another factor that could influence Opec+ policy in the coming weeks is the extent to which serial overproducers Iraq, Kazakhstan and Russia can show they are for exceeding their targets. In an effort to start complying with its commitments, Iraq reduced its production by 130,000 b/d in September, Argus estimates. But this was still 70,000 b/d above its Opec+ target of 4mn b/d, and 170,000 b/d above its effective target in September under its compensation plan. Kazakhstan's output rose by 40,000 b/d to 1.48mn b/d in September, 10,000 b/d above its Opec+ quota and 40,000 b/d above the effective target in its compensation plan. All eyes are now on the country's October output, when it is due to deliver the largest chunk of its compensation commitment, which has been designed to coincide with maintenance at its Kashagan field . Russia's production edged down by 10,000 b/d to 8.97mn b/d, in line with its target. Libya's output fell by a hefty 370,000 b/d to 550,000 b/d in September as an oil blockade declared in late August took its toll. But with the blockade lifted in early October, production has already returned close to the country's normal level of about 1.2mn b/d. Venezuela's production rose by 20,000 b/d to 900,000 b/d — the highest since February 2019. Both Venezuela and Libya are exempt from production targets. Opec+ crude production mn b/d Sep Aug* Target† ± target Opec 9 21.18 21.45 21.23 -0.05 Non-Opec 9 12.34 12.29 12.62 -0.28 Total 33.52 33.74 33.85 -0.33 *revised †includes additional cuts where applicable Opec wellhead production mn b/d Sep Aug* Target† ± target Saudi Arabia 8.92 8.96 8.98 -0.06 Iraq 4.07 4.20 4.00 +0.07 Kuwait 2.46 2.40 2.41 +0.05 UAE 2.95 2.98 2.91 +0.04 Algeria 0.91 0.91 0.91 0.00 Nigeria 1.36 1.45 1.50 -0.14 Congo (Brazzaville) 0.24 0.26 0.28 -0.04 Gabon 0.21 0.23 0.17 +0.04 Equatorial Guinea 0.06 0.06 0.07 -0.01 Opec 9 21.18 21.45 21.23 -0.05 Iran 3.37 3.33 na na Libya 0.55 0.92 na na Venezuela 0.90 0.88 na na Total Opec 12^ 26.00 26.58 na na *revised †includes additional cuts where applicable ^Iran, Libya and Venezuela are exempt from production targets Non-Opec crude production mn b/d Sep Aug* Target† ± target Russia 8.97 8.98 8.98 -0.01 Oman 0.76 0.76 0.76 +0.00 Azerbaijan 0.49 0.48 0.55 -0.06 Kazakhstan 1.48 1.44 1.47 +0.01 Malaysia 0.32 0.31 0.40 -0.08 Bahrain 0.16 0.15 0.20 -0.04 Brunei 0.09 0.09 0.08 0.01 Sudan 0.02 0.02 0.06 -0.04 South Sudan 0.05 0.06 0.12 -0.07 Total non-Opec 12.34 12.29 12.62 -0.28 *revised †includes additional cuts where applicable Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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