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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17/11/25

US removes tariffs on Australian, New Zealand beef

Sydney, 17 November (Argus) — US president Donald Trump removed baseline tariffs on Australian and New Zealand beef on 14 November, returning their tariffs to pre-April levels. The executive order published on 14 November but effective for "goods entered for consumption, or withdrawn from warehouse for consumption" after 12:01am ET on 13 November also reduces tariffs on beef from other major exporters, including Argentina, Uruguay and Brazil . The baseline tariffs introduced on 2 April squeezed margins for US importers and Australian and New Zealand exporters, who were already facing volatile trade conditions and shifting consumer demand . The tariff changes reflect the need to import agricultural products the US cannot produce in sufficient quantities, the White House said. The US cattle herd fell to a 50-year low in July due to drought conditions, according to the USDA, and the ongoing border closure with Mexico is curbing the supply of feeder cattle. Australia, Argentina and Uruguay's 10pc baseline beef tariffs were removed, along with New Zealand's 15pc baseline tariff, but Brazil's 50pc tariff was cut to 40pc for beef and other agricultural products, not including its 26.4pc out-of-quota tariff rate triggered in January. The steep effective tariff rate on Brazilian beef has made it uncompetitive for US importers, driving stronger demand and bids for Australian and New Zealand products. Australian beef exports to the US remained strong despite the 10pc tariff. The country's beef exports to the US climbed by 17pc on the year to 1.27mn t in January-October, data from Australia's Department of Agriculture, Forestry and Fisheries (DAFF) show. Meanwhile, exports of Brazilian beef to the US more than halved on the year to 10,824t in October because of the combined tariffs of 76pc imposed in early August, according to Brazil's development, industry, trade and services ministry. Australia benefitted most under the previous structure, but removing New Zealand's higher tariff now creates a more level playing field among beef suppliers in the region. Australia enjoyed tariff-free in-quota exports to the US, avoiding the 4.4¢/kg in-quota tariff applied to other exporters excluding Mexico and Canada. New Zealand has 60,900t and Australia has 78,700t of US beef export quotas remaining for the calendar year as of 29 September, according to the US Customer and Border Protection. Beef production in New Zealand will likely rise in the coming weeks as summer begins, but values currently offered by New Zealand's processors have been considered too high, traders said, which may change following the tariff cut. New Zealand beef imports into the US have incurred tariffs costs of over NZ$300mn ($170mn) since April, according to lobby group Beef and Lamb New Zealand. Australian and New Zealand beef tallow is excluded from the latest amendments. Tariffs on other exports, including coffee, tea, tropical fruits, cocoa and spices were also reduced. By Grace Dudley and Ed Dunlop Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: More countries join carbon market coalition

17/11/25

Cop: More countries join carbon market coalition

Belem, 17 November (Argus) — Another seven countries have joined the Open Coalition on Compliance Carbon Markets, according to the UN Cop 30 climate summit's presidency. The coalition was launched by Brazil, China and the EU during the leaders' summit, held a week before Cop 30. It is an initiative to standardise and integrate different national carbon markets. Andorra, Guinea, Monaco, New Zealand, Norway, Rwanda and Singapore have now joined the coalition, following Armenia, Canada, Chile, France, Germany, Mexico, the UK and Zambia. Brazil's ministry of finance is leading the development of the initiative, which will enable countries to work together in defining best practices to monitor, report and verify carbon markets, to establish common accounting standards and ensure the integrity of offset mechanisms, the ministry's deputy executive secretary Rafael Dubeux said. A regulated carbon market is an essential pathway to achieve a "structured, orderly and equitable" transition away from fossil fuels, he added. The topic has emerged as one of Cop 30's key points . The EU's energy commissioner Dan Jorgensen also voiced his support for the initiative. "The coalition can establish a benchmark to fully integrate relevant standards into final national targets and the design of domestic carbon markets," he said. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Ministers left with mountain of work at Cop 30

17/11/25

Cop: Ministers left with mountain of work at Cop 30

Belem, 17 November (Argus) — Ministers gathering for the second week of the UN Cop 30 climate summit are tasked with piecing together informal negotiations, including on a potential roadmap on transitioning away from fossil fuels, responses to the lack of ambition in new climate plans, and other topics on the official agenda. Ministers will have to wrap up talks held in informal presidency consultations on four key topics — unilateral trade measures, climate finance obligations, emissions reporting and responses to climate plans — even though it remains unclear how a potential deal might look. The Brazilian Cop 30 presidency released a note on 17 November highlighting where parties continue to disagree. Gaps remain on finance, with some countries eyeing a work programme, while developed countries reaffirm that their obligations towards developing countries are covered under the new $300bn/yr finance goal agreed last year in Baku . There are also five options on the response to climate plans. One is to have an "annual consideration" under official negotiations of the report weighing country targets and actions, while another is to have an unnamed roadmap to accelerate implementation, international co-operation and investment to be published before Cop 31. Some negotiating groups, including the alliance of small island states (Aosis) and the Environmental Integrity Group (EIG) are supporting the creation of a fossil fuel phase-out roadmap, while the "EU strongly welcomes the idea for a roadmap being discussed at Cop 30," energy commissioner Dan Jorgensen said. Germany, Spain, Switzerland and the UK have also signalled support. But UK energy minister Ed Miliband pointed out the difficulty for some countries to move away from fossil fuels, including reliance on hydrocarbons for energy and jobs. Brazil and Colombia are also supporting the roadmap. But few other developing oil producers have spoken in favour of it, pointing to their dependence on hydrocarbons, the need for increased finance flows and a just transition. "It's acceptable that Nigeria is ready to transition, but transitioning now has to be consistent with a bunch of economic priorities," the director general of Nigeria's national council on climate change Omotenioye Majekodunmi said. Transitioning away from fossil fuels "must recognise the very strong differences in economic opportunities," she said. The Arab Group, which includes major oil producers Saudi Arabia and the UAE, wants to focus on the climate finance obligations of developed countries. The calls for a fossil fuel roadmap have yet to turn into something more tangible, according to the presidency. Brazilian environment minister Marina Silva said that she does not expect a decision on this at this Cop but welcomes the "beginning of the construction". Even if a roadmap fails to materialise in Belem, the pressure on fossil fuels is likely here to stay at climate summits. Official talks Ministers will also need to agree on official items this week, including adaptation, just transition and the UAE dialogue, which aims to advance the implementation of the global stocktake (GST). The GST agreed two years ago at Cop 28 in Dubai featured the call to transition away from fossil fuels and triple renewable energy capacity by 2030, which has since received some pushback. To help them, the Brazilian presidency asked countries to finish all technical works on the agenda items by 18 November. Cop 30 chief executive Ana Toni struck a positive note about negotiations at the end of the first week, saying several texts have already been approved, but conceded that a lot of work remained to be done. An informal text on the just transition work programme featured options with language on fossil fuels and the phase-out of fossil fuel subsidies, but the paragraphs face opposition. The text recognises the role of transitional fuels — largely natural gas — while transition minerals have been included within the scope of the programme. "To get, you must give, and being honest, we need to be giving more," UN climate body UNFCCC executive secretary Simon Stiell said. "The issues that may not be priorities for you are clearly issues and priorities for other nations," he added. 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: 'Tangible' transition from fossil fuels needed

15/11/25

Cop: 'Tangible' transition from fossil fuels needed

Belem, 15 November (Argus) — Kazakhstan's deputy minister of natural resources Mansur Oshurbayev today called for a "tangible, not rhetorical" transition away from fossil fuels at a panel during the UN Cop 30 climate summit in northern Brazil. Nigerian and Fijian representatives at the same panel noted the need for "real alternatives" for industry and workers, and for the finance to support a transition, respectively. The topic of moving away from fossil fuels has drawn attention at Cop 30, with host country Brazil's President Luiz Inacio Lula da Silva calling for a roadmap to overcome dependence on them . But talks on the topic are moving slowly. Cop 30 chief strategy and alignment officer Tulio Andrade said earlier this week that they are not on the formal negotiation table. Almost 200 countries agreed to transition away from fossil fuels at Cop 28 in 2023. Some developing nations such as Colombia are eager for a phase-out plan at Cop 30, but others, especially in the Middle East and Africa, are concerned that it might hinder their development, according to delegates. A growing number of countries are discussing an option similar to the so-called Baku to Belem roadmap , which sets out paths to scale climate finance for developing countries to $1.3 trillion/yr by 2035. A fossil fuel phase-out roadmap could look similar, a French delegation source said. Any reduction in fossil fuel production can only come "with real alternatives for firms, workers and regions", Oshurbayev said during the panel. "We must preserve and redeploy this human capital into activities that support the climate transition and do not directly compete with the coal and oil and [natural] gas operations", he added. The phase out of fossil fuels is a "difficult conversation", the director general of Nigeria's national council on climate change Omotenioye Majekodunmi said. Around 80pc of Nigeria's economy relies on fossil fuels and the country uses about 40GW of fossil-powered generators to generate electricity, he said. But there have been some strides at the national level, such as removing taxes on photovoltaic systems, solar panels and batteries, which will allow "small mom and pop shops and homes to adopt renewable energy options other than burning gasoline and diesel", he said. The country also removed long-standing fuel subsidies in 2023. The Netherlands' vice-minister of climate and energy Michel Heijdra called on countries to reduce fossil fuels subsidies earlier in the week during a Cop 30 high-level event. And fossil fuel subsidies throughout the world are mostly "underpriced, underused or unjust", the deputy chief of IMF's climate policy division Diego Mesa said. Nigeria is also considering creating an additional tax on oil products, Majekodunmi said, which would encourage the country to "reimagine alternative energy sources to drive its economy". The country will rely on natural gas as a "transition fuel" as it winds down over-dependence on fossil fuels, Majekodunmi said. Electrification can also help countries reduce fossil fuel usage, Oshurbayev said. Bold and joint action will be needed to mitigate the consequences of irreversible climate change, including to phase out fossil fuels, the permanent secretary of Fiji's environment and climate change ministry Sivendra Michael said. And any such action will require financing, he told Argus on the sidelines. Some countries, such as India and Saudi Arabia, are pressing for the climate finance obligations of developed countries to developing countries to be addressed at this summit. This is one of four contentious topics that did not make it onto the official agenda, but that countries are discussing in consultations overseen by the Cop presidency. "The ball is [in the] rich countries' court", Michael said. The technical phase of Cop 30 is now wrapping up, as countries' ministers are starting to arrive. The talks will shift into a political phase from 17 November. By Lucas Parolin and Rhys Talbot Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

15/11/25

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

Sao Paulo, 14 November (Argus) — US president Donald Trump lifted 10pc tariffs on imports of Brazilian beef, coffee and fruits imposed in April, but 40pc tariffs imposed in August and other quota-tied fees remain in effect. The executive order goes into effect retroactively on "goods entered for consumption, or withdrawn from warehouse for consumption" after 12:01am ET on 13 November. Brazil is a major supplier of these products to the US. Brazil's foreign affairs minister Mauro Vieira and the US secretary of state Marco Rubio have discussed tariffs in recent weeks . Starting in early August, a combination of tariffs equaling 76pc were imposed on US imports of Brazilian beef, cutting those volumes in half . Australia currently fills most US needs for beef, which are subject to a 10pc tariff. While Brazil had a 50pc tariff on in-quota shipments and a 76.4pc tariff on out-of-quota shipments, that has now been reduced by 10 percentage points. US beef imports are forecast at 2.433mn t in 2025, up 16pc from 2024, before easing slightly to 2.245mn t in 2026, according to the US Department of Agriculture. But margins remain tight, squeezed by the volatile tariffs and shifting consumer behavior, importers and exporters said. Tariffs also reduced shipments of Brazilian coffee and orange juice , other key products exported to the US. By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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Lula assina pacote para incentivar energia verde

O que pode mudar?

Possíveis repercussões para o etanol

Mandato de biodiesel

Related news posts

US removes tariffs on Australian, New Zealand beef

US removes tariffs on Australian, New Zealand beef

Cop: More countries join carbon market coalition

Cop: More countries join carbon market coalition

Cop: Ministers left with mountain of work at Cop 30

Cop: Ministers left with mountain of work at Cop 30

Cop: 'Tangible' transition from fossil fuels needed

Cop: 'Tangible' transition from fossil fuels needed

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

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