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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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20/11/25

South Korea's SKGC to explore feedstock shift to ethane

South Korea's SKGC to explore feedstock shift to ethane

Singapore, 20 November (Argus) — South Korea's SK Geocentric (SKGC) will explore using ethane as a feedstock at its naphtha cracking unit (NCC) in Ulsan, in a move away from naphtha feedstock, to enhance the cracker's competitiveness. SKGC signed a business agreement with SK Gas to "promote the ethane business", SK Innovation — the parent company of SKGC — said in a statement on 20 November. The two companies aim to establish a supply chain system from ethane imports to consumption, "thereby securing both price competitiveness and supply stability", according to the statement. SKGC's NCC at Ulsan can produce 680,000 t/yr of ethylene and 340,000t/yr of propylene, largely from naphtha. But SKGC is looking to diversity its "raw material structure", it said. Ethane is more cost competitive than naphtha, with lower price volatility and has a higher ethylene production efficiency, it added. Ethane is already widely used by major petrochemical companies in China, India and Europe, fuelled by an expansion of shale gas production in North America, the company said. US — the world's main exporter of ethane — is expected to continue growing its ethane exports by about 33pc in 2026 , compared with 2024, according to the US Energy Information Administration (EIA). Even after accounting for transport costs and terminal operating costs, ethane is still cost competitive compared with naphtha, said SKGC. Meanwhile, SK Gas will develop a terminal that can store and unload ethane, and aims to use this to supply the Ulsan complex. The two companies will specify ethane supply timing and volumes under the agreement, it said. But the timeline of this shift was not outlined. SK imports naphtha into the Ulsan and Incheon ports, taking in about 100,000-200,000 t/month of naphtha at the Ulsan port, according to data from trade analytics platform Kpler and market participants. Aside from SKGC's ethane project, South Korea's LG Chem, HD Hyundai Oilbank and Hanwha TotalEnergies Petrochemical had previously signed an agreement to look into joint ethane purchasing late last year. The three petrochemical companies had signed a memorandum of understanding to build ethane terminals and other infrastructure in Daesan, where their crackers are located, by 2028. By Cara Wong Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Japan extends crude storage deal with Saudi Arabia


20/11/25
20/11/25

Japan extends crude storage deal with Saudi Arabia

Tokyo, 20 November (Argus) — Japan has agreed to extend a crude storage deal with Saudi Arabia's state-owned Saudi Aramco for another three years, in efforts to secure crude supply in the event of emergency. Japan's state-run energy agency Jogmec renewed the contract with Aramco on 12 November, with the announcement made on 19 November. Jogmec paid fees to borrow oil stockpiling tanks with a total capacity of 1.3mn kilolitres (8.2mn bl) from an oil storage terminal in Japan's southernmost Okinawa prefecture. The terminal is owned by domestic refiners Eneos and Cosmo Oil. Jogmec leased 13 oil tanks to Aramco without charging the fee, under the condition that Aramco will supply crude oil from the storage to Japan with priority in the event of emergency. Aramco can use the storage capacities as a supply hub in Asia. Jogmec and Aramco initially signed this contract in 2010 and have since been renewing it every three years. By Kohei Yamamoto Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Turkey to host Cop 31 in 2026


20/11/25
20/11/25

Cop: Turkey to host Cop 31 in 2026

Singapore, 20 November (Argus) — Turkey will host the UN Cop 31 UN climate summit next year, while Australia will lead negotiations, Australian prime minister Anthony Albanese announced today. The conference and Cop presidency will go to Turkey, while Australia's climate and energy minister Chris Bowen will be Cop president for negotiations, Albanese said in a radio interview with Australia's ABC Perth. This compromise marks the end of a prolonged tussle between the two countries over hosting rights for next year's summit. "We're in a situation where it would not have advantaged multilateral action on climate change if we couldn't even agree on where a conference was, would have been a real setback," Albanese said. "So, what we've come up with is a big win for both Australia and Turkey." If the countries had not reached an agreement during the ongoing Cop 30 summit in Brazil, next year's summit would have been held at the UN climate change secretariat's headquarters in Bonn, Germany. "Australia's motivation in bidding to host Cop 31 has always been to elevate the views and the interests of our Pacific brothers and sisters, and to support multilateralism, particularly as it comes under criticism," Bowen said. "There will be a pre-Cop meeting, particularly focusing on climate financing in the Pacific, the Pacific Resilience Facility, in the lead-up to Cop next year, held in the Pacific. Australia will of course assist with that as well," Albanese said. The Pacific Resilience Facility is a regional financing initiative established by the Pacific Islands Forum to build resilience against the impacts of climate change and the frequent natural disasters that hit the region. Meanwhile, Ethiopia is on track to win its bid to host the Cop 32 summit in 2027 in its capital, Addis Ababa. The African Group has endorsed the country and the upcoming decision at Cop 30 to pick Ethiopia for the 2027 summit should just be a formality. By Prethika Nair Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: EU proposes Cop 30 roadmap text with broader scope


20/11/25
20/11/25

Cop: EU proposes Cop 30 roadmap text with broader scope

Edinburgh, 20 November (Argus) — The EU has presented a proposal calling for a broader energy roadmap to be launched at the UN Cop 30 climate summit, which would include transitioning away from fossil fuels, as well as renewables and energy efficiency. EU climate commissioner Wopke Hoekstra said that the EU "has put its own proposal on the table, which is broader in scope, adjusted to the [UAE outcome] and tailored to many conversations" that the bloc has had with other parties. European countries support the roadmap, and the EU's so-called 'Mutirao' proposal is an invitation for more countries "to step on board", Denmark's minister for climate, energy and utilities Lars Aagaard said. Denmark currently holds the presidency of the EU council. The EU's proposal would see a roadmap launched in Brazil and the text "encourages all parties to accelerate the implementation of the global efforts" referred to in paragraph 28 — energy — and 33 — nature and deforestation — of the Dubai outcome, and in line with the 1.5°C temperature limit of the Paris Agreement. Almost 200 countries agreed at Cop 28 in Dubai to a call to transition away from fossil fuels in energy systems, "in a just, orderly and equitable manner… so as to achieve net zero by 2050 in keeping with the science." The outcome, also referred to as the first global stocktake, called for renewable energy capacity to treble and energy efficiency to double, both by 2030. It also called for "accelerating efforts towards the phase-down of unabated coal power". The EU's proposal requests the current and incoming presidency to "continuously" develop the roadmap, as well as provide an annual synthesis report. The proposal follows the call made by 80 countries — developing and developed nations — to back a roadmap to transition away from fossil fuels at Cop 30 yesterday. Hoekstra said the EU has had conversations with the alliance of small island states (Aosis), Ailac — a grouping of countries from Latin America and the Caribbean — India, China and other developing countries. The EU and China on 19 November both suggested exploring new language around a roadmap to transition away from fossil fuels. Xia Yingxian, deputy head of China's delegation, said that the narrative at Cop 30 on the shift away from fossil fuels could be framed in another way, focusing on renewables, "to try and change the tone a little bit from negative to positive," he said. "I believe this would be more than welcome", he added. The transition away from fossil fuels has become one of the main topics at the summit but the call is facing resistance, mainly from some economies heavily reliant on hydrocarbon production. Hoekstra said that the roadmap will form part of the success of Cop 30, adding that the roadmap "is one of the ways we are articulating ambition on mitigation". By Caroline Varin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Germany commits €1bn to TFFF


19/11/25
19/11/25

Cop: Germany commits €1bn to TFFF

Belem, 19 November (Argus) — Germany will commit €1bn ($1.15bn) to Brazil's Tropical Forests Forever Facility (TFFF), Brazilian environment minister Marina Silva said at the UN Cop 30 climate summit today. TFFF, a fund to to preserve global tropical forests launched by Brazil during Cop 30, has now received around $5.65bn in pledges . Norway, Indonesia, France, Colombia, the Netherlands and Portugal — as well as Brazil — have made pledges. Another 45 countries have endorsed it, according to Brazilian officials. Brazil's finance minister Fernando Haddad said last week that he expects TFFF to reach $10bn before Brazil transfers the Cop presidency in November next year. But some countries have said that they will not be making pledges at this time, as was the case of the UK. The country is endorsing the fund but will not pledge now, although it does not rule out one in the future, officials have said. The fund aims to help pay developing countries $4/hectare for preserved tropical forests. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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