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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11/11/25

Cop: Itmo prices ‘limiting Article 6.2 participation’

London, 11 November (Argus) — The current price of many internationally-transferred mitigation outcomes (Itmos) generated under Article 6.2 of the Paris Agreement is discouraging participation in the carbon trading mechanism, head of carbon markets at the UN development programme's climate hub Leticia Guimaraes told delegates at the UN Cop 30 climate conference in Belem, Brazil. The price of an Itmos must capture not just the cost of the emissions reduction activity itself, Guimaraes said, but also the transaction and opportunity costs governments face when making so-called corresponding adjustments to their nationally determined contribution (NDC) to the Paris deal — which ensures emissions cuts are not double counted. "Many current prices do not yet internalise these factors," she warned, "limiting participation and risking the long-term viability of cooperative approaches". Expectations that Article 6 will bring large flows of climate finance to all countries must also be managed, Guimaraes said, given that not all countries with low emissions or limited institutional capacity will have equal opportunities to generate Itmos. Other hurdles to Article 6.2 development include a reluctance by countries to issue authorisations under the mechanism, Guimaraes said, many of whom are concerned about overselling their emissions reductions they may later need to meet their own NDC targets. The EU's lead negotiator on international carbon markets, Martin Hession, also spoke of a "capacity crunch" stemming from a reluctance to authorise Itmos transfers. The bloc is running a capacity building project with Peru, Tanzania and Sri Lanka designed to provide a systemic framework for Article 6 in those countries. While the EU will not make use of Article 6 within the next NDC cycle, which runs to 2035, it has provisionally agreed to allow the use of international carbon credits from 2036 onwards as part of efforts to reach its domestic 2040 emissions cut target. Marrying project-level emissions accounting with national-level inventories and NDCs is also "one of the hardest challenges" for host countries, Guimaraes said, requiring national experts, inter-operable data platforms and co-ordination between ministries. And the foundations of using the mechanism — national registries, authorisation procedures and transparent monitoring and reporting frameworks — all require substantial upfront investments and years of capacity development, she said. Boyoung Kang, a director at South Korea's environment ministry, pointed to a lack of procedural foundation or understanding among most countries on elements such as monitoring, reporting and verification, registries, methodologies, and corresponding adjustments, as a key reason why the country has yet to see practical results from its implementation of Article 6.2, which it began in 2023. Some projects on the ground involve local officials who have never heard of the Paris deal, and are reluctant to give administrative permissions to outsiders, she said. But the growing number of countries now indicating they will consider using Article 6 as part of their latest NDC submissions presents more opportunities for collaboration, she said. And the country is planning to increase its funding for readiness initiatives to support project host countries next year. By Victoria Hatherick Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Article 6.4 body working on 19 Pacm methodologies

11/11/25

Cop: Article 6.4 body working on 19 Pacm methodologies

London, 11 November (Argus) — The supervisory body governing Article 6.4 of the Paris Agreement is working on around 19 methodologies for generating carbon credits under the article's Paris Agreement Crediting Mechanism (Pacm) to be considered and adopted over the coming two years, delegates at the UN Cop 30 climate conference in Belem, Brazil, heard. The body expects five or six Pacm methodologies to be adopted in the second quarter of 2026, while "13 plus" further submissions have been received by the group for consideration as new methodologies, said Perumal Arumugam of the UN's climate arm the UNFCCC. The supervisory body approved Pacm's first methodology last month , relating to the flaring or use of landfill gas. There are more than 1,500 projects eligible for transition from Pacm's predecessor the clean development mechanism, Arumugam said, of which only 14 have completed the transition process. And there have been over 100 transition approvals from different project host countries. More than 1,000 prior notifications for new projects under Article 6.4 have been submitted by 106 countries, Arumugam said. The first issuance of Pacm credits is expected by the end of the year or in the first quarter of next year, he added, echoing comments made by the co-chair of Article 6.4's methodological expert panel last month. "It remains to be seen what the demand for A6.4ERs [Pacm credits] will be," the supervisory body's annual report on the mechanism published this week said. But the body "anticipates such demand […] to emerge", driven principally by the Carbon Offsetting and Reduction Scheme for International Aviation (Corsia) and the submission of new nationally determined contributions (NDCs) — climate plans — under the Paris deal. "Significant" capacity building will be required to ensure adequate supply of credits, the report added. The body warned in the report of a financing gap faced by the mechanism as a result of limited revenues ahead of the operationalisation of the market, with "significant upfront investment still required to develop essential infrastructure". It urged the parties to the Paris agreement to "undertake proactive efforts to secure the additional essential resources needed to expedite the full operationalization of the Article 6.4 mechanism", including potentially allocating funding from other sources. By Victoria Hatherick Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

EU to formalise 2040 GHG target soon: Green MEP

11/11/25

EU to formalise 2040 GHG target soon: Green MEP

Brussels, 11 November (Argus) — German Green member of the European parliament Michael Bloss is expecting that a majority will vote for the bloc's proposed emission reduction 2040 target on 13 November in parliament, opening the way for discussions with member states and adoption "within the next weeks". The European Parliament's environment committee voted yesterday on the bloc's 2040 climate target, approving a similar target to the one agreed by EU environment ministers last week , for a 90pc greenhouse gas emissions reduction from a 1990 baseline. The target includes the use of 5pc international carbon credits towards from 2036. "In the [environment] committee, two-thirds of the [centre-right] EPP voted in favor and one-third against," he said. EPP is the European parliament's largest group. "We expect a majority of the EPP to vote in favor [in plenary]," he added, noting many "flaws" in the new target proposed were made to get the EPP on board. But the vote will send an important signal to the UN Cop 30 climate summit in Belem, Brazil, he said. When the 2040 goal is adopted by the parliament on 13 November, members and EU diplomats can begin trilogue negotiations for the final legal text. And Bloss expects that only one meeting between parliament and EU negotiators will be needed because their positions are similar, although they will have to iron out the specificities of the international credits. Bloss notes that a revision clause on the use of international carbon credits from 2036 would allow member states, which fail to meet their climate targets, to purchase an additional 5pc of international certificates. "But it's unclear whether this 5pc would then essentially come from the 5pc that already exists, of if it's an additional 5pc or if it's 5pc relative to each country, meaning only 1pc in total," he said. The postponement of the extension of emissions trading system for housing and heating fuels (ETS2), formally a part of the changes to the climate law to set the 2040 goal, also raises procedural and legal questions for Bloss. By Dafydd ab Iago Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Australia’s Ampol posts higher Lytton refinery margin

11/11/25

Australia’s Ampol posts higher Lytton refinery margin

Sydney, 11 November (Argus) — Australian fuel marketer and refiner Ampol has posted a higher Lytton refinery margin (LRM) for October, and November month-to-date Singapore product cracks have also increased. The LRM reached $13.78/bl in October, the firm told the UBS Australasia conference in Sydney on 11 November, up by 7pc from $12.85/bl in September and above the July-September average of $10.64/bl it posted in its third quarter results . Output reached 101,000 b/d in October, up by 17pc from the July-September average of 86,000 b/d because Ampol capitalised on improving products cracks, on the back of global outages that tightened the supply balance, the firm said. Sanctions on Russian crude and attacks on refining infrastructure have impacted supply side, while Ampol's 109,000 b/d Lytton refinery's crude types have been less affected by increased demand from both new refining capacity and changes to sanctions. Investment bank RBC Capital Markets analysis has forecast LRM at $9.70/bl for 2026, noting that refining remains positive due to a tight market, potential sanctions and outages. Reductions in refinery capacity are outpacing additions for conventional fuels and margins likely to be supported into the first half of 2026, RBC said. By Tom Major Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: IMO pushes forward with carbon pricing

10/11/25

Cop: IMO pushes forward with carbon pricing

Belem, 10 November (Argus) — External politics rather than any failure of the International Maritime Organization (IMO) led to the delay in adopting a greenhouse gas (GHG) emissions pricing mechanism for global shipping, proposal supporters said on Monday. IMO members last month voted to delay the adoption of the Net-Zero Framework (NZF) by a year, despite some of those backing the delay previously supporting the carbon pricing system. The October gathering was "not a typical IMO" meeting, IMO secretary general Arsenio Dominguez said during a side event at the UN Cop 30 climate talks in Belem, Brazil. "We were affected by the global geopolitics that we all face right now. We're not immune to it," he said. Dominguez also sought to assure critics of the vote that the IMO is not backing down from the proposal, citing ongoing work to address some questions that member states raised during last month's meeting. "My message to you is very clear, don't judge IMO for what happened last October. Don't think that IMO stops there because we don't," he said. Dutch climate envoy Jaime de Bourbon Parme struck a similar tone, telling the audience that while the delay may give supporters a "sense of failure" very few countries last month argued the NZF should not be adopted. "I know the Netherlands and many other countries were ready to sign, however, the meeting went a very different direction," he said. While Dominguez and the Dutch prince did not single out any country for causing the delay, many NZF supporters have put the blame on the US. In the days leading up to the vote, the administration of US president Donald Trump threatened to retaliate against countries that back the proposal with measures such as visa restrictions, new port fees or sanctions on officials that sponsor "activist-driven" climate policies. The Trump administration "went outside the rules of engagement," said Andrew Forrest, non-executive chairman of Australian mining company Fortescue, calling US actions before the vote a form of "thuggery." 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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Lula assina pacote para incentivar energia verde

O que pode mudar?

Possíveis repercussões para o etanol

Mandato de biodiesel

Related news posts

Cop: Itmo prices ‘limiting Article 6.2 participation’

Cop: Itmo prices ‘limiting Article 6.2 participation’

Cop: Article 6.4 body working on 19 Pacm methodologies

Cop: Article 6.4 body working on 19 Pacm methodologies

EU to formalise 2040 GHG target soon: Green MEP

EU to formalise 2040 GHG target soon: Green MEP

Australia’s Ampol posts higher Lytton refinery margin

Australia’s Ampol posts higher Lytton refinery margin

Cop: IMO pushes forward with carbon pricing

Cop: IMO pushes forward with carbon pricing

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