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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".


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21/11/25

Cop: Summit in overtime as countries remain deadlocked

Cop: Summit in overtime as countries remain deadlocked

Belem, 21 November (Argus) — Countries are unable to agree on including a so-called roadmap for a shift away from fossil fuels in an outcome decision for the UN Cop 30 climate summit, which has now moved into overtime. No closing plenary — which would allow countries to discuss and agree to any conclusions and decisions — was scheduled at the time of writing. The summit, which started on 10 November, was scheduled to finish today. It is taking place in Belem, northern Brazil. Discussions had not progressed during a meeting of all delegations earlier, which went on for more than four hours, Panama's special envoy for climate change Juan Carlos Gomez said. Country delegations are now meeting separately with the Cop 30 presidency and discussions are ongoing. A draft decision text released early on 21 November by the Cop 30 presidency contained no mention of moving away from fossil fuels, sparking disappointment from many delegations. More than 80 countries had called for a roadmap addressing a shift away from fossil fuels to be included in the summit's outcome. The text released this morning "is a Brics text — Saudi Arabia is happy and probably China and India can live with this, but this should not be acceptable for Europe", member of European Parliament Bas Eickhout told Argus . It is too weak on cutting emissions and moving away from fossil fuels, he said. "If it stays like this no deal is better than a bad deal", Eickhout said. Brazilian president Luiz Inacio Lula da Silva "raised the stakes" and it is up to him to "deliver on it", Eickhout said. He noted that Lula is in South Africa for the G20 summit, so "might do some useful work there". Lula called on world leaders to overcome dependence on fossil fuels at a summit ahead of Cop 30. Developing nations have determined climate finance — specifically finance for adaptation, or adjusting to the effects of climate change — as their ‘red line' at this Cop. UN-designated groups small island developing states (Sids) and least developed countries (LDCs) have called for adaptation finance to triple to $120bn/yr by 2030. Sids and LDCs are the most vulnerable to the effects of climate change. The EU — the single largest climate finance donor — signalled multiple times today that it is ready to open a discussion on adaptation finance. The bloc has suggested that any increase must remain within the goal agreed at Cop 29 , of $300bn/yr in climate finance by 2035. But the EU wants to see ambition on mitigation — cutting emissions — in the Cop 30 outcome text first. "The biggest sticking point for us is ambition", UK energy minister Ed Miliband told reporters today. Support for language on transitioning away from fossil fuels at Cop 30 needs to grow beyond the countries already backing a roadmap, such as the EU, Latin American nations, some Sids and the UK. But other countries, typically large oil and gas producers, are seeking to restrain the fossil fuel discussion and frame it as a trade-off between mitigation and adaptation. Countries are working on "getting as far as we can in the time that we've got available. And also sending a message to the world that… 193 countries realise that working together to tackle this global problem is better than going it alone", Miliband said. By Caroline Varin and Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Colombia to host talks on fossil fuel phase-out


21/11/25
21/11/25

Cop: Colombia to host talks on fossil fuel phase-out

Belem, 21 November (Argus) — Countries will continue discussing the phase out of fossil fuels at an event in Colombia co-hosted by the Netherlands on 28-29 April, Colombia's environment minister Irene Velez Torres said today at the UN Cop 30 climate summit. The conference, which will take place in Santa Marta, Colombia, will be a "broad, intergovernmental, multisectoral platform complementary to [UN climate body] the UNFCCC" to identify "legal, economic and social pathways" to phase out of fossil fuels, Velez Torres said. Countries can move from "words to plans" and "make good on promises in Colombia", the Netherlands' climate policy minister Sophie Hermans said. "By coming together in Colombia we can make an inventory on what levers we can pull, what the impact is and how we can share best practices and models", Hermans said. Spanish ecological transition minister Sara Aagesen confirmed that Spain will also send a delegation to Santa Marta. The transition away from fossil fuels has become one of the main topics at Cop 30, after 80 countries — including developed and developing nations — backed a roadmap to address the issue. But the call faces resistance, mainly from some economies heavily reliant on hydrocarbon production, and there was no mention of moving away from fossil fuels in the latest draft decision text today. Almost 200 countries agreed to transition away from fossil fuels in a landmark decision at Cop 28 in 2023. Australia also supports the call for a roadmap to shift away from fossil fuels, think-tank E3G said today. Although Cop 31 next year will take place in Turkey , Australia will lead negotiations. "With Australia now on board, there is a clear path for a roadmap to be landed in Belem and taken forward into Cop 31", associate director, global clean power diplomacy at E3G Matthew Webb said today. By Lucas Parolin and Caroline Varin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Fossil fuels left out of new draft decision


21/11/25
21/11/25

Cop: Fossil fuels left out of new draft decision

Belem, 21 November (Argus) — A new draft decision text released today and outlining the main outcome of the UN Cop 30 climate summit has dropped any mention of a roadmap to transition away from fossil fuels. The document only refers to "a Belem mission to 1.5°C", aimed at "enabling ambition and the implementation" of countries' climate plans. Cop 30 is underway in Belem, Brazil, and today is the final scheduled day, though the talks could run overtime. Delegations were in a closed-door plenary at the time of writing. The current text is a "non-starter and we will need to significantly beef this up", EU climate commissioner Wopke Hoekstra said. "If that doesn't happen, we are clearly facing a no deal scenario", he added. Brazilian president Luiz Inacio Lula da Silva "was right and we fully stand by his statement on what the world needs in terms of mitigation", Hoekstra said. Lula called on world leaders to overcome dependence on fossil fuels at a summit ahead of Cop 30. Colombia has been vocal in its support for a roadmap outlining a shift away from fossil fuels. "We must leave [Cop 30] with a global roadmap that guides, not symbolically but concretely, our collective efforts to phase out fossil fuels", Colombia's environment minister Irene Velez Torres said. She added that the phase out of fossil fuels "is not only necessary but inevitable". Tina Stege, climate envoy for the Marshall Islands, concurred. The roadmap is a red line for Colombia at this Cop 30, Velez Torres said. Panama's special envoy for climate change Juan Carlos Gomez echoed the comments. The lack of mention of a fossil fuel phase-out roadmap is "simply unacceptable and quite Orwellian", he said. "A climate text that cannot mention fossil fuels is a climate text that refuses to speak the truth", he added. Gomez also pointed to what he said was a lack of scientific basis in the latest draft text. The transition away from fossil fuels has become one of the main topics at Cop 30, after 80 countries — including developed and developing nations — backed a roadmap to address the issue. But the call faces resistance, mainly from some economies heavily reliant on hydrocarbon production. Almost 200 countries agreed to transition away from fossil fuels in a landmark decision at Cop 28 in 2023. If the text does not mention action to move away from fossil fuels, there is a possibility that Cop 30 could end without a deal, French climate minister Monique Barbut said. The countries opposing language on fossil fuels are the fossil fuel producing countries, including Russia, India, Saudi Arabia, she said. Plenty of EU countries support a roadmap, the Netherlands' climate policy minister Sophie Hermans said. "We all know that for the climate, for our economy and for security, we have to realise this energy transition", she said. Spain's ecological transition minister Sara Aagesen said there is still time to improve on a text. Red line for adaptation Other developing countries have expressed support for a roadmap, while some small islands countries signalled "they could leave without it", as long as there is progress on adaptation — adjusting to the effects of climate change — Barbut said. Developing nations are calling for adaptation finance provided by developed nations to reach a minimum of $120bn/yr by 2030, up from a goal of $40bn this year. "We cannot take as good faith a text that fails to set a global goal on adaptation finance," Gomez said. "We are not comfortable with the text", Evans Njewa, chief environment officer at Malawi's climate ministry told Argus . Njewa chairs the least developed countries (LDCs) group, which is calling for tripled adaptation finance, as well as $3bn/yr for LDCs and ambition towards a 1.5°C temperature limit. If demand are not met, "we have a challenge to accept the decision", Njewa said. The EU, the biggest single climate finance donor, said it was "willing to be ambitious on adaptation" but reiterated that it would have to stay within the public finance goal agreed last year at Cop 29. By Caroline Varin and Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Trump removes 40pc tariffs on Brazil’s beef, coffee


21/11/25
21/11/25

Trump removes 40pc tariffs on Brazil’s beef, coffee

Sao Paulo, 21 November (Argus) — The US removed 40pc tariffs on imports of Brazilian beef, coffee and fruits imposed in August, the White House said on Thursday. The new executive order goes into effect retroactively on "goods entered for consumption, or withdrawn from warehouse for consumption" after 12:01am ET on 13 November — the same date that Brazil's foreign affairs minister Mauro Vieira and the US secretary of state Marco Rubio met in Washington, DC, to discuss tariffs and bilateral deals, the Brazilian foreign affairs ministry (MRE) said. In the executive order, President Donald Trump mentioned his phone call with Brazilian president Luiz Inacio Lula da Silva on 6 October and recommendations from officials to lift additional tariffs on agricultural products as "there has been initial progress in negotiations with the Government of Brazil." Earlier this week Trump lifted a 10pc tariff imposed on the same products in April, reducing tariffs on orange juice to zero. But tariffs on coffee and beef were still high and unreasonable, Brazil's vice president and trade ministry Geraldo Alckmin said. Lula praised the lower tariffs in an online statement and said he remains optimistic about further negotiations with Trump. Additional US tariffs remain in place on imports of Brazilian fertilizers, minerals, fossil fuels and oil products, according to MRE. The Brazilian association of beef exporters Abiec lauded the executive order as a reinforcement to global trade stability and market competitiveness. Monthly Brazilian beef exports to the US have halved in August-October from a year earlier under a 76pc tariff on out-of-quota cargoes. By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Giras de cultivo apuntan a mayores rindes en Argentina


21/11/25
21/11/25

Giras de cultivo apuntan a mayores rindes en Argentina

Buenos Aires, 21 November (Argus) — El inicio de una serie de relevamientos de campo en Argentina reforzó las proyecciones de mayores rendimientos de trigo y cebada en la campaña 2025-26, pero las expectativas de un año excepcional podrían verse truncadas por la presión de malezas y una helada temprana en la región. Los resultados del primer día de la gira de cultivos en el sur de la provincia de Buenos Aires mostraron rendimientos de cebada superiores al año anterior en las cuatro regiones estudiadas, mientras que los de trigo fueron mayores en todas menos una. El recorrido, organizado por la Bolsa de Cereales y Productos de Bahía Blanca y la Cámara Arbitral de Cereales de Bahía Blanca, envió equipos de estudios a lo largo de cuatro circuitos que parten de Bahía Blanca, hacia las provincias vecinas de Buenos Aires y La Pampa para informar sobre los rendimientos y el estado de los cultivos de trigo y cebada. El agrotour, que abarca dos días de estudios, concluyó el 19 de noviembre con un periodista de Argus acompañando el circuito Sierra. Trigo Los rendimientos preliminares de trigo fueron mayores en tres de las cuatro regiones recorridas gracias a mejores condiciones de humedad durante el ciclo de crecimiento. En el circuito Mar, los rendimientos del primer día fueron de 5,33 toneladas por hectárea (t/ha), un aumento del 48pc respecto al año anterior. Este circuito avanza hacia el este desde Bahía Blanca a lo largo de la costa atlántica. El circuito Sierra, que se extiende hacia el noreste desde Bahía Blanca por encima del circuito Mar, registró rendimientos de 4,6t/ha, un 18pc más que el año anterior. El circuito Laguna, que avanza hacia el norte en la parte occidental de la provincia de Buenos Aires, registró rendimientos de 4,3t/ha, un 19pc más que el año anterior. El circuito Pampa, que recorre el norte y el oeste a lo largo de pastizales bajos hasta la provincia de La Pampa, fue la única zona con rendimientos inferiores al año anterior, con 2,55t/ha, una caída del 12pc. Los resultados del estudio de trigo en el sur de Buenos Aires se alinearon en gran medida con la estimación de 4,08t/ha de la Bolsa de Comercio de Rosario para la provincia. Sin embargo, se observó presión de malezas y pérdida de potencial en áreas con menor uso de fertilizantes. Algunos campos estaban bien establecidos y probablemente alcancen rendimientos récord, mientras que otros podrían lograr una producción por debajo del promedio. Para la provincia en su conjunto, se espera que los rendimientos en el sur sean menores que en el norte, ya que las heladas recientes probablemente reduzcan el potencial general del cultivo. Cebada Los resultados del estudio de cebada fueron superiores al año anterior en los cuatro circuitos, tras una mala campaña previa. En el circuito Mar, los rendimientos fueron de 5,71t/ha, un aumento del 43pc respecto al año anterior. El circuito Sierra tuvo rendimientos de 4,9t/ha, un 29pc más que el año anterior. El circuito Laguna registró rendimientos de 4,4 t/ha, un 26pc más que el año anterior. En el circuito Pampa, los rendimientos de cebada fueron de 3,7t/ha, un aumento del 68pc respecto al año anterior, en contraste con los menores rendimientos esperados para el trigo. En menor medida que el trigo, las áreas de cebada fueron heterogéneas y mostraron variaciones en los rendimientos. Una helada reciente también podría reducir los rendimientos. Por Jeffrey T. Lewis y Alexander Schultz Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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