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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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15/11/25

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

Sao Paulo, 14 November (Argus) — US president Donald Trump lifted 10pc tariffs on imports of Brazilian beef, coffee and fruits imposed in April, but 40pc tariffs imposed in August and other quota-tied fees remain in effect. The executive order goes into effect retroactively on "goods entered for consumption, or withdrawn from warehouse for consumption" after 12:01am ET on 13 November. Brazil is a major supplier of these products to the US. Brazil's foreign affairs minister Mauro Vieira and the US secretary of state Marco Rubio have discussed tariffs in recent weeks . Starting in early August, a combination of tariffs equaling 76pc were imposed on US imports of Brazilian beef, cutting those volumes in half . Australia currently fills most US needs for beef, which are subject to a 10pc tariff. While Brazil had a 50pc tariff on in-quota shipments and a 76.4pc tariff on out-of-quota shipments, that has now been reduced by 10 percentage points. US beef imports are forecast at 2.433mn t in 2025, up 16pc from 2024, before easing slightly to 2.245mn t in 2026, according to the US Department of Agriculture. But margins remain tight, squeezed by the volatile tariffs and shifting consumer behavior, importers and exporters said. Tariffs also reduced shipments of Brazilian coffee and orange juice , other key products exported to the US. By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: 10 countries pledge to align transport with 1.5ºC


14/11/25
14/11/25

Cop: 10 countries pledge to align transport with 1.5ºC

Belem, 14 November (Argus) — A group of 10 countries led by Chile called for a global effort to cut energy demand from the transport sector by 25pc by 2035, aligning it with the Paris Agreement goal of limiting global warming to 1.5°C above pre-industrial levels. The coalition was formed at the UN Cop 30 climate summit, which is underway in Belem, northern Brazil. Brazil, Colombia, Costa Rica, the Dominican Republic, Honduras, Norway, Portugal, Slovenia and Spain are the other signatory countries so far. "We are committed to making transport a key pillar of climate action, agreeing a shared framework for resilient and low emissions transport systems", Chile's transport minister Carlos Abogabir told journalists at Cop 30. Cutting energy demand from transport — the second-largest emitting sector — allows for "a clear measurable direction towards a net zero scenario in the transport sector in 2050", he added. Chile is a natural leader for the coalition as it is a global leader in efforts to electrify its public transport fleet. The country's capital Santiago is the city with most electric buses outside of China, Abogabir said. It had around 3,000 electric buses in 2024, according to a report by Agora Verkehrswende, a non-governmental organisation focused on climate neutrality in transport. But it will have 4,400 by March, Abogabir added. The coalition will now work to create a roadmap to reach the pledge's goal and measure progress for future Cops, according to Slocat, a global partnership that promotes sustainable, low-carbon transport. Sustainable fuels, renewable sources Although the pledge will heavily rely on electrification, it also calls on countries to shift one-third of energy powering transport to sustainable biofuels and renewable sources. Brazil is the second-biggest biofuel producer globally, trailing only behind the US. But it will consider any route that both decarbonizes its fleet and drives national industry, Brazilian minister of cities Jader Barbalho Filho told Argus , mentioning specifically liquid nitrogen and biomethane. Including existing and expected projects, Brazil could have 2.4mn m³/d of biomethane capacity by 2027, data from hydrocarbons regulator ANP show. The shift to sustainable biofuels and renewables sources plays well into Brazil's Belem 4x pledge , which calls for a global effort to quadruple global output and use of sustainable fuels by 2035, Filho added. "The Chilean government looked for us [to present the transport pledge] exactly because we already have [Belem 4x]", he said. The Belem 4x pledge now has 23 country signatories, Cop 30 chief executive Ana Toni said today. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Croatia's Omisalj crude receipts drop in October


14/11/25
14/11/25

Croatia's Omisalj crude receipts drop in October

Barcelona, 14 November (Argus) — Crude receipts at the Croatian terminal of Omisalj fell in October, as a refinery served by the port caught fire and a disagreement continued between Omisalj's terminal operator and Hungary. Overall Mediterranean crude imports dropped sharply in the month. Omisalj receipts declined to 75,000 b/d last month, from 145,000 b/d in September, according to Argus tracking. Deliveries averaged 125,000 b/d in January-October, up from 110,000 b/d across 2024. The terminal serves Croatian firm Ina's 90,000 b/d Rijeka refinery and is the start of the 400,000 b/d Adria pipeline that can supply three landlocked refineries — Mol's 161,000 b/d Szazhalombatta in Hungary and 115,000 b/d Bratislava in Slovakia, and NIS' 96,000 b/d Pancevo in Serbia. Receipts fell as the US sanctioned NIS, and Szazhalombatta had a fire . There were sharp words over transit conditions between Mol and Janaf, in a long-running dispute. October deliveries to Omisalj comprised 45,000 b/d of Azeri BTC Blend, plus 30,000 b/d of Caspian CPC Blend. Argus assessed average crude quality at Omisalj in January-October at 37°API and 0.7pc sulphur, lighter than the 2024 average of 35.8°API and 0.7pc sulphur. Seaborne crude receipts at Mediterranean terminals — including Croatia, Spain, Greece, France's Fos-Lavera and Italy excluding Trieste — fell to 3.39mn b/d from 3.63mn b/d on the month. This was the lowest since June, when there were major works at two Greek refineries and Spain sharply cut crude purchases as a consequence of the end-April Iberian power outage. October arrivals were down on a combination of a string of planned and unplanned works and an ownership dispute in Italy, unplanned maintenance in France, Szazhalombatta's fire and the US' NIS sanctions. For refineries functioning correctly, middle distillate and gasoline cracks are buoyant . Greek's Helleniq Energy expects them to stay strong to year-end . For the second month in a row the biggest crude supplier to the Mediterranean region was the US, with 495,000 b/d down from 565,000 b/d in September. Libya supplied 440,000 b/d and Iraq 445,000 b/d. This was the most Iraqi crude in the Mediterranean since November 2023, supported by strong Greek demand for Basrah Medium, plus returning Kirkuk supply . By Adam Porter Mediterranean Europe crude imports mn bl Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

More oil, gas firms have emissions action plans: OGDC


14/11/25
14/11/25

More oil, gas firms have emissions action plans: OGDC

London, 14 November (Argus) — Oil and gas firms that are signatories to the Oil and Gas Decarbonisation Charter (OGDC) have increasingly set out plans to address their operational emissions, methane emissions and flaring, a report from the OGDC said today. Of the companies signed up to the charter in 2024, 36 reported having "interim action plans" for scope 1 and 2 emissions reductions for 2030, 31 reported that they had methane action plans and 33 reported having flaring action plans — up from 31, 20 and 22, respectively, in 2023. Of the signatories, 36 have third-party verification systems in place, the report found. The charter was signed at Cop 28 in 2023 and now has 55 signatories, representing around 40pc of global oil production and around 35pc of global oil and gas output. Of the signatory companies, around two-thirds are state-owned. OGDC signatories produced nearly 59mn b/d of oil equivalent (boe/d) in 2024. The OGDC estimated that total operated scope 1 and 2 emissions for all charter signatories stood at around 1bn t/CO2 equivalent (CO2e) in 2024. The estimate was based on submissions for operated scope 1 and 2 emissions from 41 signatories, which totalled just above 800mn t/CO2e in 2024. Scope 1 and 2 emissions usually make up a minority of oil and gas producers' total emissions. But scope 3, or end-use, emissions represent the vast majority of oil and gas producer emissions, with estimates in the range of 80-95pc of the total. A report from a group of more than 130 scientists on 13 November found that emissions from fossil fuels are projected to reach a record high of 38.1bn t/CO2 this year. Global emissions from "human activities" stood at 53.2bn t/CO2 equivalent (CO2e) in 2024, without factoring in emissions from land use, land use change and forestry, the EU's Edgar programme found in September. Charter signatories invested around $32bn in "low-carbon solutions" which include renewables, carbon capture, hydrogen and "low-carbon fuels" in 2024, according to the report. Signatories agree to aim for net zero operations by 2050, "near-zero upstream methane emissions" by 2030, zero routine flaring by 2030 and to "set and share" a 2030 goal for scope 1 and 2 emissions. TotalEnergies, a signatory to the charter, today committed $100mn to a fund which supports technologies to cut emissions "across the oil and gas value chain". The fund — Climate Investment — is partnered with the charter and will help signatories "on their decarbonisation path", within the charter's scope, TotalEnergies said. By Georgia Gratton Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: US lawmaker pushes for CBAM support


14/11/25
14/11/25

Cop: US lawmaker pushes for CBAM support

Belem, 14 November (Argus) — A senior US lawmaker is hoping to convince delegates at the UN Cop 30 climate summit to preserve the use of a carbon boarder adjustment mechanism (CBAM) in global efforts to reduce greenhouse gas (GHG) emissions. US senator Sheldon Whitehouse (D-Rhode Island) arrived at the conference in Belem, Brazil, on Friday, the sole US federal official to attend the talks so far. Whitehouse said that one of the main messages he wants to convey to delegates is that the CBAM, a carbon fee for imports that do not meet certain emissions benchmarks, may be "our last lifeboat" to avoid severe consequences from climate change. "There is no pathway to climate safety without CBAM, and we must protect that pathway at all costs", he said. While US lawmakers have yet to give serious consideration to creating a CBAM-type mechanism, there have been signs of some bipartisan interest in the idea. Some Republicans view the policy as one way to limit imports from China. Whitehouse, the senior Democrat on the US Senate Environment and Public Works Committee, has also sponsored his own legislation for carbon border fee. The CBAM originated with the EU, which adopted it in 2023, and will launch next year. But countries outside the bloc also plan to enact their own border fees, something Whitehouse said he hopes will encourage others to follow suit. "The fact that the UK is lining up to join and Australia is lining up to join and others could come along behind them is a good signal", he said. The UK plans to introduce its CBAM from 1 January 2027 . The issue of trade measures has been a major one in Belem, one of four non-agenda items that are the focus of ongoing discussions across the first week. Some developing countries have expressed concern that unilateral trade measures, including the CBAM, will harm their ability to fulfil their climate policy goals. Whitehouse questioned the authenticity of some of the opposition, some of which has come from major oil producing countries, attributing it mainly "to the fossil fuel industry." "If we don't do the CBAM, if we don't get a pathway to climate safety, the consequences for many countries will be far worse than anything that can come from CBAM", he said. Whitehouse also said he wants to use his time at the Cop to let other countries know that the policies of President Donald Trump's administration do not reflect the views of most Americans when it comes to climate change. "In fact, they're not even close. What they represent is the fossil fuel industry," he said, echoing comments made at the Cop earlier in the week by California governor Gavin Newsom (D). 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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