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Itaqui lança Aliança para Descarbonização de Portos

  • : Biofuels, Freight, Hydrogen
  • 24/03/25

O porto de Itaqui lançou a Aliança Brasileira para Descarbonização de Portos, visando reduzir emissões e aumentar o uso de combustíveis marítimos alternativos, como biobunkers e hidrogênio verde.

O grupo está em vigor desde 6 de março e conta com 36 participantes, entre portos, associações, empresas, terminais, sindicatos, órgãos públicos e startups. Grandes portos como Itaqui (MA), Paranaguá (PR) e Suape (PE) fazem parte da aliança.

Os portos do Pecém (CE), Açu (RJ), Rio Grande (RS), Cabedelo (PB) e Rio de Janeiro (RJ) também aderiram à iniciativa.

O maior porto da América Latina, Santos (SP), demonstrou interesse no projeto, mas ainda não assinou, contou Luane Lemos, gerente de meio ambiente de Itaqui e coordenadora da aliança, à Argus.

A aliança marítima espanhola para zerar as emissões inspirou o projeto. Um dos seus membros – o porto de Valência – é signatário do projeto brasileiro.

O grupo não divulgou uma estimativa total de quantas emissões de gases de efeito estufa planeja reduzir.

Seus principais objetivos incluem a troca de informações e a garantia de conhecimentos básicos aos participantes para nivelar questões de descarbonização, disse Lemos.

Outro ponto chave para a aliança é acelerar a transição energética, dado que alguns portos já desenvolvem projetos para mitigar as emissões, mas lutam para encontrar equipamentos e mão de obra adequados.

Os membros também poderão usar a aliança para pesquisar e financiar projetos de hidrogénio verde, ela afirmou.

Itaqui, que propôs e lidera a iniciativa, divulgou seu próprio plano de descarbonização no fim de 2023.

O porto tem uma parceria com Valência para zerar as emissões de efeito estufa.

A Transpetro, braço de distribuição da Petrobras – que faz parte do grupo – está conversando com Itaqui para iniciar um projeto piloto para zerar emissões em um dos berços que opera no Maranhão, disse Lemos.

"Uma das propostas da Transpetro é pensar em como levaríamos bunker verde ao estado para abastecer os navios atracados", acrescentou. Se aprovada, a experiência teria início no segundo semestre de 2024.


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EU-Minister einigen sich auf verzögerten ETS 2-Start


25/11/05
25/11/05

EU-Minister einigen sich auf verzögerten ETS 2-Start

Hamburg, 5 November (Argus) — Die Umweltminister der EU-Mitgliedstaaten planen, den Start des international Emissionshandel für den Verkehr- und den Gebäudesektor um ein Jahr auf 2028 zu verschieben. Dies ist Teil einer Einigung der Ministerien bezüglich des Klimaziels bis 2040 vom 5. November. Ursprünglich hätte der internationale Emissionshandel (ETS 2), welcher die nationale CO2-Abgabe ablösen soll, bereits 2027 starten sollen. Deutschland führt daher als Übergangsregelung für 2026 eine auktionsbasierte CO2-Abgabe ein, da auch im ETS 2 die CO2-Zertifikate versteigert werden sollen. Allerdings sieht die europäische Richtlinie für das ETS 2 die Option vor, ein Jahr später zu starten, sollten die durchschnittlichen Gas- oder Rohölpreise außergewöhnlich hoch sein. Die EU-Kommission hätte bis zum 15. Juli 2026 Zeit, dies zu evaluieren und zu entscheiden. Da die Minister jedoch vorschlagen, die Verschiebung des Starts des ETS 2 im Rahmen des Gesetzes zu verabschieden, welches auch die Klimaziele bis 2040 festlegt, müsste dies durch das EU-Parlament beschlossen werden. Dieser Beschluss wird bis Ende des Jahres erwartet. Die Initiative ging von Polen aus. Sollte die Verzögerung eintreten — sei es durch den Beschluss des EU-Parlaments auf Basis des Vorschlages der EU-Umweltminister oder aufgrund der Energiepreisklausel — würde der nationale Emissionshandel in seiner am 31. Dezember 2026 gültigen Form fortgesetzt werden. Aktuell bedeutet dies, dass Unternehmen dann zwischen 55 € und 65 € pro Zertifikat bei Auktionen bieten müssen, mit der Möglichkeit, zu einem Festpreis von 68 € pro Zertifikat nach Abverkauf der Versteigerungsmenge Zertifikate nachzukaufen. Inverkehrbringer von Heizöl, Diesel und Benzin stellt dies vor die Hürde, nicht genau zu wissen, wie hoch die CO2-Abgabe für sie ausfallen wird, da sie den Zuschlagspreis der Auktionen nicht vorhersagen können. Somit ist es für sie schwieriger, die CO2-Kosten in ihren Preiskalkulationen zu berücksichtigen. Die Minister haben sich darüber hinaus darauf geeinigt, dass die EU-Staaten ihre Treibhausgasemissionen bis 2040 um 90 % reduzieren müssen gegenüber dem Niveau von 1990. Bis zu 5 Prozentpunkte der Minderungen der gesamten EU dürfen dabei über die Anrechnung hochqualitativer internationaler Zertifikate erreicht werden. Ab 2036 soll die Anrechnung der Zertifikate möglich sein; bereits ab 2031 soll ein Pilotmarkt für den Handel mit diesen Zertifikaten initiiert werden. Deutschland — vertreten durch Bundesumweltminister Carsten Schneider — hat sich gemeinsam mit den Niederlanden dafür eingesetzt, dass maximal 3 Prozentpunkte durch Zertifikate erreicht werden können. Von Max Steinhau & Dafydd ab Iago Senden Sie Kommentare und fordern Sie weitere Informationen an feedback@argusmedia.com Copyright © 2025. Argus Media group . Alle Rechte vorbehalten.

Brazil may expand ethanol, RNG usage by 2040: Study


25/11/04
25/11/04

Brazil may expand ethanol, RNG usage by 2040: Study

Sao Paulo, 4 November (Argus) — Brazil may increase its demand for ethanol and biomethane (RNG) by 2040 thanks to increasing decarbonization targets in the transport sectors, according to a study by Brazil-based LCA consulting Brazil's ethanol demand may more than double to 52.2bn l (900,980 b/d) by 2040, driven by larger export flows and increasing share in other biofuels production, such as sustainable aviation fuel (SAF) and low-emission marine fuels, the study, which was requested by low-carbon mobility institute MBC Brasil, said. LCA also projects that both aviation and maritime transport ethanol demand in 2040 could consume the equivalent of up to 80pc of 2025 ethanol consumption in motor fuels, which includes a 30pc mandate blend into gasoline (E30). LCA also projects that the aviation and maritime transport sectors could account for up to 80pc of this year's ethanol consumption. Sugarcane crop yields will double in the next 15 years — driving sugarcane-based ethanol output — while corn-based ethanol production may more than triple to 25bn l by 2040, LCA said. Ethanol can be used either for SAF's alcohol-to-jet (ATJ) production route and as an alternative for methanol to fuel vessels. As for biomethane, the waste-based biofuel may replace up to 70pc of diesel in the heavy vehicle transport segment by 2040, with 120mn m³/d. Brazil's mines and energy ministry recently submitted a 238,500 m³/d target for its first-ever biomethane mandate in 2026. Gas producers and importers will have to blend biomethane into natural gas to comply with a target to reduce greenhouse gases by 0.25pc/yr. But the study considered a 1pc mandate blend in the following years to estimate a demand of 8.5mn m³/d of biomethane by 2034, excluding the voluntary market. Brazil's diesel-fueled trucks would still represent 85pc of the national heavy vehicles fleet, regarding its increasing biodiesel mandate blend, while biomethane and battery electric vehicles would add up to 15pc by 2040, according to the study. Electric fleets will require R20.7bn-24.9bn ($3.8bn-4.6bn) in infrastructure investments to reach an estimated increase of 807,000 electric recharging stations by 2040. Brazilian public policies should include selective taxes for lower-emission vehicles and biofuels to accomplish its climate targets in both energy and transport sectors, MBC and LCA said. Another solution would be to expand markets for national biofuels. That can be done with deals such as the Mercosur-EU agreement and bilateral agreements with Mexico . By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

US Gulf product tanker rates near six-month lows


25/11/04
25/11/04

US Gulf product tanker rates near six-month lows

New York, 4 November (Argus) — Medium Range (MR) tanker freight rates for refined oil product shipments from the US Gulf coast are nearing six-month lows on ample vessel supply and tepid demand from geopolitical turmoil and weather disruptions. Commodity trader Sol on 4 November put the Aquila L MR tanker on subjects for a US Gulf coast-Pozos, Colombia, voyage loading from 11-12 November at $490,000 lumpsum, representing the lowest rate on that route since 20 May and a 62pc drop from the two-month high hit on 16 October at $1.3mn. Hurricane Melissa sprang up shortly after 16 October, contributing to a significant drop in Caribbean demand in the spot market and wreaking havoc in Jamaica and Cuba later that month. The drop in Caribbean buyers, one of the major demand drivers for the US Gulf coast spot market, alongside a high number of vessels ballasting into the region from west Africa, Europe and even some transiting the Panama Canal from the Pacific basin boosted the region's tonnage pool by 30 October. There were 19 MR tankers available to load within a five-day window on that day, according to a shipbroker, the highest in that window since 19 May when rates were nearing multi-year lows partly on tariff and regulatory uncertainties . Time-charter equivalent (TCE) rates represent potential returns on voyages for shipowners, and the US Gulf coast-Pozos voyage TCE rate ballooned from $11,766/d on 17 September to $50,670/d by 16 October. Meanwhile, the Rotterdam-New York voyage TCE rate dropped from $8,314/d to $6,087/d in that same period, maintaining the US Gulf coast spot market as the most alluring destination for MR tanker operators in the Atlantic basin compared to Europe and triggering the steady build-up of MR tonnage around Houston. Long-haul rates resisting downward pressure Rates for west coast Americas-bound voyages loading in the US Gulf coast may be shrugging off downward pressure on reduced competition for these voyages after rates pushed down near range lows on 3 November. Shipowners could be counting on an influx of east coast Mexico and Caribbean near-term demand in the wake of Hurricane Melissa that could chew through the prompt tonnage that had built up in recent weeks. Vessel operators who secure the short-duration voyages to these regions in the coming days would be well positioned to reenter the US Gulf coast spot market during that potential rebound, and some shipowners might be leveraging this to secure an uptick in voyage rates for longer Panama Canal-transiting routes. Chevron put the Pintail Pacific MR tanker on subjects for a US Gulf coast-west coast Central America voyage from 11-12 November at $1.55mn, a $100,000 increase from the rate's assessment on 3 November. Meanwhile, Mexican state-owned refiner Pemex's trading arm PMI put the Vukovar MR tanker on subjects for a US Gulf coast-west coast Mexico voyage at $1.99mn, a $90,000 increase from that rate's assessment on 3 November. Large tanker rates hit highs on Brazil, Asia influx Rising Brazilian and Asia-Pacific demand not only buoyed long range 1 (LR1) tanker loadings in the US Gulf coast to their highest in October since US sanctions on Venezuela barred that country from imports in May, but also boosted previously rare LR2 loadings to likely all-time highs. Brazilian diesel demand shifted to the US Gulf coast because of Russian refinery issues beginning in September, which helped to boost LR1 loadings in October to their highest since May alongside a jump in Japanese naphtha demand, according to Vortexa data. Rates for US Gulf coast-Europe and US Gulf coast-north Brazil LR1 voyages hit 18-month highs on 31 October at $38.22/t and $33.80/t, respectively, rising by around 75pc since 22 May compared to much more volatile, and overall declining, MR tanker rates in that same period. Venezuelan imports carried by LR1s in May made up the plurality of the US Gulf coast spot market for that vessel segment at 40.6pc of all shipments, according to Vortexa, representing 92,800 b/d of demand. The removal of this demand driver had pushed Argus -assessed LR1 rates for Europe and east coast South America-bound voyages to their lowest levels in two years by the end of that month. Meanwhile, previously rare LR2 tanker demand in the US Gulf coast hit its highest level in October stretching back through 2016, according to Vortexa. Brazilian buyers loaded 74,500 b/d on that vessel segment in October alongside 51,500 b/d to Europe and 48,000 b/d to South Korea. The uptick in long range tanker demand overall is eating into the typically MR tanker-dominated US Gulf coast spot market and contributing to the persistently high vessel supply within that segment. US president Donald Trump's October tour of Asia-Pacific countries like Japan and South Korea could contribute to internal pressure within those countries to expand US business ties, pushing additional buyers toward US Gulf coast LR1 and LR2 loadings of naphtha over closer Mideast Gulf suppliers. By Ross Griffith Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

РЖД сохраняет прогноз погрузки со снижением на 6%


25/11/04
25/11/04

РЖД сохраняет прогноз погрузки со снижением на 6%

Moscow, 4 November (Argus) — Погрузка на сети российских железных дорог по итогам текущего года составит примерно 1 111,8 млн т, что на 6% ниже уровня прошлого года, сообщила заместитель генерального директора РЖД — начальник Центра фирменного транспортного обслуживания (ЦФТО) Ирина Магнушевская на брифинге в конце октября. Она отметила, что в целом снижение показателя связано с внутрироссийскими перевозками, тогда как по экспорту в ряде сегментов наблюдается хороший рост. В начале второго полугодия госкомпания ожидала снижения в пределах 5%. Перевозки контейнеров по сети РЖД прогнозируются по итогам года на уровне 7,5 млн в 20-футовом эквиваленте (TEU), что примерно на 5% меньше, чем годом ранее. Снижение связано со слабой активностью импортеров в этом году. В начале года госкомпания ориентировалась на рост в сегменте на 1,5% к 2024 г., до 8 млн TEU. Магнушевская отметила положительную динамику погрузки зерна в сентябре — октябре, связанную с высоким урожаем, который ожидается в этом году на уровне 135—137 млн т. Также мы наблюдаем осенний рост перевозок строительных грузов, по итогам октября отставание от уровня 2024 г. оказалось минимальным, на уровне 1%, тогда как накопленным итогом за 10 месяцев фиксируется снижение на 11,9%. В свою очередь объемы перевозок нефти и нефтепродуктов сокращаются ввиду внеплановых ремонтов на предприятиях, — рассказала руководитель ЦФТО. В ноябре и декабре снижение погрузки относительно аналогичных месяцев 2024 г. ожидается на 2,6% и 4,8% соответственно. Магнушевская добавила, что скачкообразного роста заявок на ноябрь, перед индексацией тарифа РЖД с 1 декабря, не наблюдается — заявки поступают довольно равномерно. РЖД предварительно закладывает на 2026 г. рост погрузки на 0,6% к текущему году. Но со своей стороны мы, конечно, надеемся на положительные изменения в областях, на которые мы повлиять не можем, в том числе на рост экономики страны в целом, и будем работать над тем, чтобы вырасти на 6%, которые мы в этом году потеряем к уровню 2024 г., — заключила Магнушевская. Константин Мозговой ___________________ Больше ценовой информации и аналитических материалов о рынке транспортировки навалочных, генеральных грузов и контейнеров — в ежемесячном отчете Argus Логистика сухих грузов . Подписаться на аналитический дайджест Вы можете присылать комментарии по адресу или запросить дополнительную информацию feedback@argusmedia.com Copyright © 2025. Группа Argus Media . Все права защищены.

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