Generic Hero BannerGeneric Hero Banner
Latest Market News

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".


Related news posts

Argus illuminates the markets by putting a lens on the areas that matter most to you. The market news and commentary we publish reveals vital insights that enable you to make stronger, well-informed decisions. Explore a selection of news stories related to this one.

14/10/25

IEA hikes 2025-26 global oil supply growth forecast

IEA hikes 2025-26 global oil supply growth forecast

London, 14 October (Argus) — The IEA has raised its forecast for global oil supply growth by around 300,000 b/d for both 2025 and 2026, while keeping demand projections well below historical norms. World oil supply is now expected to rise by 3mn b/d to 106.1mn b/d in 2025, and by a further 2.4mn b/d next year to reach 108.5mn b/d, according to the agency's latest Oil Market Report. This compares with its previous forecast of 2.7mn b/d and 2.1mn b/d, respectively. The upward revision widens the gap with global oil demand, which the IEA now expects to grow by just 710,000 b/d to 103.84mn b/d this year, and by 700,000 b/d to 105.54mn b/d in 2026. Opec+ accounts for 1.4mn b/d of this year's supply growth — about 130,000 b/d more than previously forecast — as the group continues to unwind output cuts. The IEA has downgraded its 2025 supply outlook for Russia and Iran, citing increased sanctions pressure and Ukrainian attacks on Russian refining infrastructure, which it says have cut Moscow's refining capacity by an estimated 500,000 b/d. But these losses are offset by upward revisions to output in Middle Eastern Opec+ countries and Venezuela. The agency also raised its non-Opec+ growth forecast by 200,000 b/d to 1.6mn b/d in 2025, and by 110,000 b/d to 1.2mn b/d in 2026, led by stronger output from Brazil, the US and Canada. While supply growth is expected to accelerate, the IEA continues to forecast a sharp slowdown in demand growth. The 710,000 b/d projection for 2025 marks a 30,000 b/d downgrade from last month and is around 270,000 b/d below growth in 2024. The agency attributes the slowdown to weaker macroeconomic conditions and rising electrification in transport. "The three primary fuels — gasoil, gasoline and jet/kerosine — representing around 60pc of global oil demand, are only now consistently scaling their peak pre-pandemic levels, as sub-par economic conditions, combined with increasing vehicle efficiencies and electrification, make for formidable headwinds," it said. Demand growth is increasingly reliant on petrochemical feedstocks, but consumption has been subdued this year. The IEA now expects combined demand for naphtha, ethane and LPG to rise by just 230,000 b/d in 2025, compared with 690,000 b/d last year. The IEA's outlook remains in sharp contrast to Opec's, which expects global oil demand to grow by 1.29mn b/d this year and by 1.38mn b/d in 2026. By James Keates Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Q&A: Shipping sector at crossroads for GHG emissions


14/10/25
14/10/25

Q&A: Shipping sector at crossroads for GHG emissions

Singapore, 14 October (Argus) — Argus spoke with marine fuels supplier KPI OceanConnect's global head of alternative fuels and carbon markets, Jesper L. Sørensen, on the sidelines of the Marine Fuels 360 conference ahead of the vote for a two-tier greenhouse gas (GHG) pricing mechanism at the International Maritime Organisation's (IMO) Marine Environment Protection Committee's (MEPC) second extraordinary session on 14-17 October. What are some of the key challenges that you see until 2030? The industry faces an important decision point with the forthcoming IMO session, which will shape the future. In the near term, supply for biofuels [and LNG] appears sufficient. The bigger task is scaling advanced feedstocks and building confidence in their use, so we have both technical acceptance and broader adoption as demand grows. For the LNG side, the adoption is accelerating, and a healthy number of LNG-fuelled vessels are entering service. In southeast Asia, the market is highly concentrated today. Expanding licencing and LNG bunker vessel capacity would further support Singapore's role as a major demand hub, increase resilience, and encourage competitive service. If the IMO's two-tier pricing mechanism is passed at the extraordinary session, what are the new fuels that will see an uptick in adoption? Biofuels will continue to play an important role, alongside bio-energy and other low-carbon options. Ultimately, fuel choices will depend on the final IMO agreement. Clear guidance, especially where stakeholders have raised questions about relative treatment of fuels like LNG, will help the market invest and plan with confidence. What is KPI OceanConnect's strategy regarding alternative marine fuels in its business? What is the company's vision? We operate as both partner and aggregator. Producers need dependable offtake to reach FID. We bring customers together and help de-risk the demand side so projects can move forward, whether its methanol, ammonia, biofuels, or others. We also provide technical and commercial support so buyers can adopt new fuels smoothly. Given the current higher adoption of biofuels versus other fuels like ammonia and hydrogen, how does KPI OceanConnect balance investment? How do you plan volumes globally? Our investment focus is capability, not plants. Through our Green Centre of Excellence we have built expertise across biofuels, LNG, carbon markets, methanol and ammonia. It's about people, process, and knowledge to help our partners transition efficiently. How is KPI OceanConnect helping clients prepare for compliance? And what are the challenges that you foresee that need to be tackled in this respect? It's a wrongful assumption that paying the penalty is the cheaper option, and it comes with reputational damage. We aim to make compliance predictable. Beyond advisory and technical support, we can deliver a Compliance-Guaranteed Contract for clients who want an end-to-end solution: we provide input on the optimal fuel mix, routing, pooling and documentation and we stand behind the compliance outcome. It's a practical way to turn regulation into planned performance. What is KPI OceanConnect's expectations of bunker prices for 2025, for both conventional and alternative fuels? What are the likely key drivers? I really don't like to talk about the pricing overall. It almost always ages badly. So rather than point forecasts, we focus on the drivers: policy clarity and timing, and feedstock availability while monitoring geopolitical factors. Those elements will set the tone for conventional and low-carbon fuels alike. Our role is to structure supply and contracts so customers are resilient across scenarios. By Cassia Teo Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Passenger numbers rise at Australia’s Melbourne airport


14/10/25
14/10/25

Passenger numbers rise at Australia’s Melbourne airport

Sydney, 14 October (Argus) — Transits at Australia's second-largest airport Melbourne rose on the quarter and year in July-September, on the back of increased domestic and international travel. Total passengers passing through Melbourne were 9.25mn, up by 320,000 on the year for the first quarter of the airport's fiscal year, aided by a 4pc rise in domestic passengers, while international numbers were up by 3pc. Passenger numbers rose strongly from April-June, when the airport in Victoria state reported 8.74mn transits. Passenger traffic increased by 3pc on the year to 36.15mn in the 12 months to 30 June 2025, from 35.13mn in 2023-24, airport data show. Jet fuel sales in Victoria increased by 11pc in the first seven months of 2025 to 46,000 b/d, from 44,000 b/d a year earlier. July is the latest month for which data from Australian Petroleum Statistics (APS) are available. Australia's year-to-date imports of jet fuel were 136,000 b/d in January-July , up from 134,000 b/d a year earlier, according to APS. By Tom Major Melbourne airport passenger numbers mn Jul-Sep '25 Apr-Jun '25 Jul-Sep '24 q-o-q % ± y-o-y % ± Total 9.25 8.74 8.93 6 4 International 3 2.87 2.91 5 3 Domestic 6.25 5.88 6.02 6 4 — Melbourne Airport Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Baker Hughes see tariff hit at lower end of range


13/10/25
13/10/25

Baker Hughes see tariff hit at lower end of range

New York, 13 October (Argus) — Oilfield services giant Baker Hughes said the impact from tariffs on this year's results will be at the lower end of the $100mn-$200mn range it estimated in April . "It is an incremental pressure point, but it's something that we have to manage through," chief executive officer Lorenzo Simonelli told the Energy Intelligence Forum in London today. With around 70pc of the world's oil and natural gas production coming from mature assets, Simonelli also noted there are technologies in place today that can reduce costs in the drilling process. "We need more exploration, but before we go out and do the greenfield exploration, there's a lot that we can do from a mature asset solution perspective," he said. Baker Hughes is scheduled to report third quarter results on 23 October. By Stephen Cunningham Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

TFFF, REDD+ can generate $9bn/yr for deforestation


13/10/25
13/10/25

TFFF, REDD+ can generate $9bn/yr for deforestation

Brasilia, 13 October (Argus) — The global forest funding initiative Tropical Forests Forever Facility (TFFF) and the reducing emissions from deforestation and forest degradation (REDD+) framework can generate a combined $9bn/yr to combat deforestation, Brazilian environment minister Marina Silva said on Monday. The initiatives could "cover almost 60pc of the financing needed to eliminate deforestation by 2030," Silva told delegates at the pre-Cop summit in Brasilia on Monday, adding that the funding would be "an essential contribution" to implement the global stocktake, the process established by the Paris Agreement to assess the world's collective progress on climate action every five years. Brazil was recently the first to make a financial commitment to its TFFF fund , investing $1bn in it. Brazil expects the fund to draw $25bn by November, with plans to attract private investments through initial public investments from supporting countries. But there have been no further commitments to TFFF announced at pre-Cop as of yet, UN Cop 30 climate summit president Andrea Correa do Lago told reporters. Silva also called for countries to invest in the bioeconomy, especially to conserve forests and oceans. The latter should receive some $16bn/yr, but receives only $1.2bn/yr, she said. "It's time to turn commitments into action, plan and finance the transition to restoration, end deforestation and strengthen ocean conservation efforts," she said, echoing calls from climate activists to use Cop 30 to put previous Cop pledges into action. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Generic Hero Banner

Business intelligence reports

Get concise, trustworthy and unbiased analysis of the latest trends and developments in oil and energy markets. These reports are specially created for decision makers who don’t have time to track markets day-by-day, minute-by-minute.

Learn more