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.

Cop: Singapore, Malawi ink Article 6 carbon credit deal


21/11/25
21/11/25

Cop: Singapore, Malawi ink Article 6 carbon credit deal

Singapore, 21 November (Argus) — Singapore and Malawi have signed a memorandum of understanding (MoU) to collaborate on carbon credits aligned with Article 6 of the Paris Agreement, on the sidelines of the UN Cop 30 climate summit in Belem, Brazil. Under this MoU signed on 20 November, the countries will work towards a legally binding implementation agreement for carbon credits aligned with Article 6.2. Singapore and Malawi will collaborate to jointly identify potential Article 6-compliant mitigation projects that will support both countries in achieving their respective nationally determined contributions. Carbon-tax liable companies in Singapore will be able to purchase carbon credits from eligible projects under this implementation agreement to offset up to 5pc of their emissions. "I hope that our co-operation will demonstrate how high-quality carbon credits can credibly raise global climate ambition, and bring about tangible benefits for local communities, such as environmental protection, improved access to energy, water and food security, and the creation of good jobs," Singapore's minister for sustainability and the environment Grace Fu said. Singapore has signed similar MoUs with 10 other countries . In September, it agreed to pay $76mn to buy 2.17mn nature-based credits from four projects in Ghana, Peru and Paraguay under its deals with these countries. By Prethika Nair Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Blue Zone at summit venue reopens following fire


21/11/25
21/11/25

Cop: Blue Zone at summit venue reopens following fire

Belem, 21 November (Argus) — The Blue Zone — the primary location for negotiations at the UN Cop 30 climate summit — has reopened today at 20:40 Brazilian time (23:40 GMT), according to the Brazilian presidency, after a fire occurred earlier in the day. The fire services have inspected the site and deemed it safe, the presidency said. Although the area has reopened, there will be no plenary today, the organisation said. Activities will resume on Friday . The fire began around 14:00 at a pavilion. The affected area will remain closed and isolated until the end of the summit. It is still unclear what started the fire. No one was seriously injured, according to the presidency, but around 20 people received medical care, mostly due to smoke inhalation. "We appreciate the co-operation, patience and understanding of all participants," the presidency said. "We still have substantial work ahead, and we trust that delegates will return to the negotiations in a spirit of solidarity and determination to ensure a successful outcome for this Cop," it said. Negotiations are continuing at Cop 30, including on moving away from fossil fuels and measuring and tackling adaptation — adjusting to the effects of climate change where possible. The transition away from fossil fuels has become one of the main topics at Cop 30, after 80 countries — including developed and developing nations — backed a roadmap to address the issue. But the call is facing some resistance, mainly from some economies heavily reliant on hydrocarbon production. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Curacao awaits US permit to reopen shuttered refinery


20/11/25
20/11/25

Curacao awaits US permit to reopen shuttered refinery

Kingston, 20 November (Argus) — Curacao has again asked the US to let it do business with Venezuela's state oil company PdV and reopen its shuttered Isla refinery, a government official told Argus this week. Curacao needs the US approval to process crude from neighboring Venezuela, but the request made "a few weeks ago" has not yet been granted by Washington's Office of Foreign Assets Control (OFAC), the official said. The 335,000 b/d Isla refinery has been shuttered since 2019 when a long-term lease to PdV expired. An OFAC license for Curacao to process Venezuelan crude expired in December 2024. Prior efforts to restart the refinery have been set back by Washington's economic sanctions on Caracas. Government-owned company 2Bays Energy said earlier this month it is seeking an agreement similar to one given by OFAC to US major Chevron to conduct limited transactions with PdV at the refinery. "We are encouraged by the permit to Chevron, and by the fact that our request to OFAC has not been immediately rejected," the official said. "The infrastructure, the partners, and the workforce are ready — we are simply waiting for the green light from Washington." The reopening of the refinery would run counter to a regional trend that saw failed attempts to maintain or restart aging refineries in Trinidad and Tobago, and the US Virgin Islands, while the Dominican Republic and Jamaica have contemplated the future of their refineries that were once co-owned by PdV. A permit from Washington would also allow PdV to supply crude to settle $450mn in outstanding debts to Curacao, which is a self-governing department of the Netherlands. Curacao terminated negotiations in February 2023 with US-Brazilian consortium CPR to restart the facility. It earlier failed to reach an agreement for Isla with several firms, including China's GZE, Germany's Klesch and a consortium led by Dutch contractor Corc. By Canute James Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: Fire at venue halts climate negotiations


20/11/25
20/11/25

Cop: Fire at venue halts climate negotiations

Updates with status of venue. Belem, 20 November (Argus) — The Cop 30 climate talks underway in Belem, Brazil, have been halted following a fire at the venue, which has led to a full evacuation. The fire started at around 14:00 local time at a pavilion in the Cop 30 Blue Zone — the primary location for negotiations. It is unclear what started the fire. The fire was controlled and no one was injured, the Cop 30 presidency said. The fire services evacuated the venue, including negotiators, while it is conducting a safety check of the premises, according to UN climate body the UNFCCC. The venue will not reopen before 20:00 local time (23:00 GMT) on Thursday, organizers said. Some delegations are continuing the talks on the next iteration of an outcome text at Cop 30, including on moving away from fossil fuels, and measuring and tackling adaptation — adjusting to the effects of climate change where possible. The transition away from fossil fuels has become one of the main topics at Cop 30, after 80 countries — including developed and developing nations — backed a roadmap to address the issue. But the call is facing some resistance, mainly from some economies heavily reliant on hydrocarbon production. By Caroline Varin and 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