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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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04/11/25

Decision on sunset Australian ACCU methods ‘imminent’

Decision on sunset Australian ACCU methods ‘imminent’

Sydney, 4 November (Argus) — Australia is expected to announce its decision on whether to remake four expired Australian Carbon Credit Unit (ACCU) methods "imminently", while announcements on other key methods would come later this year, a senior official said today. The Emissions Reduction Assurance Committee (Erac) — the statutory body responsible for ensuring the integrity of Australia's carbon crediting framework — gave its advice a few weeks ago about beef cattle herd management, reforestation and afforestation 2.0, land and sea transport, and source separated organic waste methods, Erac chair Karen Hussey told Argus on the sidelines of the 2025 National Carbon Farming Conference in Albury on 4 November. Assistant minister for climate change and energy Josh Wilson will consider whether to remake the methods, as well as their priority, with an announcement possibly being made later this month, Hussey said. Of the four methods, beef cattle herd management has had the highest number of ACCUs issued at a combined 1.13mn units, although spread across just three projects out of 12 currently registered with the Clean Energy Regulator. The method was suspended in December, ahead of its scheduled expiry on 30 September on evidence it no longer complied with integrity standards , the department of climate change, energy, the environment and water (DCCEEW) said at the time. The decision was criticised by lobby group Cattle Australia. The three other methods have faced low uptake. But a remake of the reforestation and afforestation 2.0 method might prove important for the potential inclusion of oil seed tree harvesting as eligible activities , which could bring much-anticipated support to Australia's nascent biofuels sector. Decision on soil carbon method later this year An update about the ongoing review of the Soil Organic Carbon 2021 method, which Hussey was hoping to share with delegates this week, will only come later this year. This is due to the complexity of the review process, with Erac reviewing 42 submissions to a public consultation and going through 38 individual project offsets reports, Hussey told delegates. The soil carbon methodology is also linked to the long-planned Integrated Farm and Land Management (IFLM) method, the first in Australia to combine multiple activities that store carbon in soil and vegetation in a single method . Development of the IFLM method has proved controversial, with the latest update from the DCCEEW in July spurring strong criticism from the Australian carbon industry . The DCCEEW is expected to submit an exposure draft of the IFLM method for preliminary consideration by Erac at a meeting on 12 December, Hussey told Argus . The statutory body has faced an intense schedule over the past couple of years. It reviewed 39 expressions of interest last year under the proponent-led model for new methods , with the government picking up four proposals as a priority. Erac also worked on a complex new method for landfill gas facilities , on which a decision is expected from the climate change and energy minister before the end of the year. More recently, there has been work on changes to the animal effluent management method and on two new savanna fire management methodologies, which have the potential to boost supply, compared with current settings . "No matter how hard you try, methods take a long time to go from beginning to end," Hussey told Argus . "I think the whole system is going to get a lot more efficient when we move to the proponent-led process , but we still have some legacy methods that need to be finished. I'm looking forward to mid next year," she added. By Juan Weik Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Indonesia could see diesel surplus: Energy minister


04/11/25
04/11/25

Indonesia could see diesel surplus: Energy minister

Singapore, 4 November (Argus) — Indonesia could see a diesel surplus once it moves to a mandatory 50pc biodiesel (B50) blending programme and with the impending ramp up of its Balikpapan refinery, said the country's energy and mineral resources minister on 3 November. Energy minister Bahlil Lahadalia reaffirmed the government's optimism in achieving energy sovereignty, adding that Indonesia will not need to import diesel by 2026, in line with the completion and full operations of the expanded Balikpapan refinery. The Balikpapan Refinery Development Master Plan (RDMP) project will be inaugurated on 10 November, added Bahlil. This project will increase the Balikpapan plant's overall refining capacity to 360,000 b/d from 260,000 b/d , in addition to a new residue fluid catalytic cracking unit (RFCC). Product quality will also be raised from the current Euro 2 standards to Euro 5. "If we push forward with B50 going forward, we could potentially have a surplus in diesel supply and even export it," said Bahlil in a statement on 3 November. But several Indonesian market participants expressed some scepticism over these plans. The country is one of the biggest high-sulphur gasoil importing countries in Asia, taking in about 70,000 b/d to over 150,000 b/d each month, according to customs data. The switch to being a diesel exporter will hinge heavily on the country's successful roll out of the B50 blending programme , as well as the successful roll out of the Balikpapan RDMP. But delays are still expected — from both the roll out of the B50 blending mandates and the completion of the RDMP , several market participants said. RFCCs are technically challenging to start up, and delays and issues have plagued the start-up of other RFCCs in the region. Meanwhile, technical and feasibility issues could also hamper the potential roll out of the B50 blending mandate. By Cara Wong Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Brazil's 2024 GHG emissions reach 6-year low


03/11/25
03/11/25

Brazil's 2024 GHG emissions reach 6-year low

Sao Paulo, 3 November (Argus) — Brazil's greenhouse gas (GHG) total gross emissions fell by almost 17pc in 2024 from a year earlier, reaching the lowest levels since 2018, according to greenhouse gases tracking platform SEEG. The country emitted 2.14bn metric tonnes (t) of CO² — including carbon capture offsets from preserved areas and naturally recovered forests — in 2024, down from 2.57bn t of CO² a year earlier and higher than the 2.1bn t of CO² in 2018. The decrease from 2023 was mostly driven by [reduced deforestation in both the Amazon rainforest and tropical savannah Cerrado](http://direct.argusmedia.com/newsandanalysis/article/2749051) biomes, Brazilian climate umbrella group Observatorio do Clima said. Land-use change, mostly deforestation, generated around 906mn t of CO² in 2024, down by 32pc from a year earlier. The sector accounted for 42pc of national emissions, down from 52pc in 2023. Other sectors, such as energy, industry and waste management increased emissions by 0.8pc, 2.8pc and 3.6pc, respectively, from a year earlier. Meanwhile, the livestock industry represented more than half of Brazil's total emissions in 2024. Cattle raising is Brazil's largest emitter because of its widespread deforestation practices, indirect use of energy and methane emissions from cattle digestion. Waste management and sewage emissions rose by 3.6pc last year from 2023, reaching an all-time high level. Despite representing 5pc of total emissions, a larger population and broader solid waste gathering pushed up the sector in 2024. Brazil move 70pc of its solid waste to sanitary landfills but failed to comply with its expired target to eliminate all trash dumps by 2024. As for the energy sector, record ethanol demand in 2024, reaching 36bn l (621,370 b/d), contributed to the sector's timid increase in emissions year-on-year by cutting passenger transport emissions in the period, SEEG said. Mitigation in Brazil relies heavily on countering deforestation. But the country needs to cut emissions in all sectors to achieve its nationally determined contribution (NDC) target of 1.2bn t of CO² by 2030, SEEG's coordinator David Tsai said. Brazil also reduced its net emissions to 1.49bn t of CO² last year, down from 1.92bn t of CO² in 2023, SEEG data show. National net emissions more than halved to 249mn t of CO². But the country might reach 1.44bn t of CO² in net emissions this year, about 9pc above its NDC target for 2025. Brazil will host the upcoming UN Cop 30 climate summit, in Belem, hoping to bolster itself as a [key voice in climate leadership](http://direct.argusmedia.com/newsandanalysis/article/2734245). But it is facing backlash over some environmental decisions, such as the recent license granted to state-controlled Petrobras by environment watchdog Ibama to drill a block in the Foz do Amazonas basin , in the environmentally-sensitive equatorial margin. Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

NWE gasoline cracks near-record for month of October


03/11/25
03/11/25

NWE gasoline cracks near-record for month of October

London, 3 November (Argus) — Benchmark northwest European non-oxy gasoline barge cracks to front-month Ice Brent crude futures in October were the second-highest on record for the month, underpinned by planned and unplanned refinery maintenance and by increased buying interest from other regions. Non-oxy barge cracks to Brent averaged $17.05/bl last month, more than double the $8.37/bl of a year earlier and surpassed in October only by 2022, when the roll-back of Covid-19 restrictions supported a recovery in refined product demand. In Europe, a trader said fluid catalytic cracker (FCC) and reformer unit maintenance weighed on gasoline availability, and said the closures of Petroineos' 150,000 b/d Grangemouth and Prax's 105,700 b/d Lindsey refinery are affecting supply. Norway's state-controlled Equinor has put the 44,000 b/d FCC at its 203,000 b/d Mongstad refinery under maintenance , according to sources, and Essar Oil said at the start of September it was carrying out unplanned maintenance on a secondary unit at its 195,000 b/d Stanlow refinery in northwest England. European gasoline barge loadings slowed considerably over the course of October, with traders noting barge availability had been curtailed by delays around the port of Amsterdam and by strikes at Belgian ports. This helped contribute to subsequent weekly declines in independently-held gasoline stocks at the Amsterdam-Rotterdam-Antwerp (ARA) hub in October, according to data from consultancy Insights Global. Beyond northwest Europe, gasoline supply tightness appeared to emerge in central Europe following a fire at Hungarian Mol's 161,000 b/d Szazhalombatta refinery on 20 October. Market participants told Argus that barges of oil products were being sent from Romania's oil products import hub of Constanta to Serbia, trains were being loaded from Bulgaria's 115,000 b/d Burgas refinery, and gasoline and diesel truck volumes were being booked from Croatia. Further support was lent to benchmark non-oxy cracks from an uptick in Atlantic basin gasoline buying interest, which also contributed to stock drawdowns at ARA. US west coast gasoline imports surged in October to cover refining issues and a wind-down in activities, drawing in uncommon UK-origin cargoes. Phillips 66 stopped processing crude at its 139,000 b/d Los Angeles refinery on 16 October and expects to idle remaining units by the end of 2025. Valero is moving forward with a plan to shut down or repurpose its 145,000 b/d refinery in Benicia, California, by April 2026. The region imported 46,000 b/d, up from 21,000 b/d in October 2024. US west coast gasoline imports are the highest on record to date this year at 58,000 b/d, almost double the 31,000 b/d of a year earlier, according to Kpler tracking data. In Nigeria, an increase in Dangote refinery gasoline prices made arbitrage economics workable. Preliminary Kpler data show Nigerian gasoline imports at a five-month high in October. By George Maher-Bonnett Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

US not sending ‘high level’ officials to Cop 30


03/11/25
03/11/25

US not sending ‘high level’ officials to Cop 30

Washington, 3 November (Argus) — The US will not send any "high level" officials to this year's UN Cop 30 climate summit in Brazil, according to a White House official. Instead, President Donald Trump is engaging directly with world leaders on energy issues, the official said, citing his "historic" trade deals that have a "significant focus" on energy partnerships. "President Trump will not jeopardize our country's economic and national security to pursue vague climate goals that are killing other countries," the White House said. The UN climate conference is being held in Belem, in the Amazon region, and is scheduled to run from 10-21 November. Among the key issues will be getting countries to bolster their greenhouse gas (GHG) emissions-reduction pledges and increasing global climate finance. Brazil is also holding a pre-Cop summit of world leaders in an attempt to provide some early momentum to the talks. The White House did not say whether the US will send any lower-level officials but the decision not to have senior officials attend is not surprising given Trump's increased antagonism toward climate policy during his second term. The president has again withdrawn the US from the Paris climate agreement while seeking to roll back many climate and clean energy policies enacted by prior administrations. He has also been much more vocal about his belief that climate change is the "greatest con job ever perpetrated on the world." With the US federal government presence at Cop diminished, various coalitions of state and local leaders hope to use the conference and to show other countries that there is progress being made in the US. One of those groups, the US Climate Alliance, today said its members , as of 2023, have collectively reduced GHG emissions by 24pc below 2005 levels, largely through the transition away from coal- and natural gas-fired power generation. The coalition of 24 state and territorial governors is aiming for a 26pc reduction by the end of this year. "Americans want a cleaner, safer, healthier future and that's what we will continue delivering," Alliance co-chairs Wisconsin governor Tony Evers (D) and California governor Gavin Newsom (D) said. "No matter the obstacles, we are pressing forward." On the other side, 17 state attorneys general, all Republicans, last month called on Trump to skip the talks , saying a US presence would "... serve only to legitimize such unsound science and policies" that could hurt the country's energy security. By Michael Ball Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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