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Porto de Itaqui traça plano para zerar emissões

  • Spanish Market: Biofuels, Hydrogen, Oil products
  • 16/11/23

O porto de Itaqui, no Maranhão, prepara um plano de descarbonização, a ser lançado em outubro de 2024, para zerar as emissões de gases de efeito estufa até 2050, em meio a esforços para a transição energética.

O projeto é uma parceria entre a Empresa Maranhense de Administração Portuária (Emap) e o porto espanhol de Valência, que entregará três planos de ação para auxiliar Itaqui a definir futuras políticas e medidas. O porto brasileiro movimenta, principalmente, exportações de grãos e importações de derivados de petróleo, como diesel e gasolina.

Itaqui investiu R$1,8 milhão na iniciativa e recebeu o primeiro plano de ação,a respeito da metodologia do projeto, em setembro. Para os próximos passos, Valencia entregará um inventário da pegada de carbono do porto, em referência aos dados de 2022, que servirão como marco zero para o projeto. O plano final de descarbonização será divulgado em outubro do ano que vem.

Itaqui emite 700 t/ano de carbono, de acordo com pesquisas anteriores. "Acredito que as estimativas de Valencia serão um pouco maiores, pois os parâmetros internacionais podem ser diferentes", contou a gerente de Meio Ambiente do porto, Luane Lemos, à Argus.

Os três escopos de emissões de gases de efeito estufa, relativos a diferentes níveis de atividade, serão considerados no plano, que cobrirá de caminhões a navios e equipamentos portuários. "O documento vai nos orientar como poderemos substituir veículos poluentes, por exemplo", Lemos disse. "Pode ser com ferrovias, mudando o combustível ou trazendo as regiões consumidoras para mais perto."

Os caminhos para zerar as emissões também podem incluir hidrogênio, energia solar e eólicas offshore, ela acrescentou. A iniciativa para impulsionar fontes de energia renováveis no país é uma tendência em ascensão nos portos brasileiros. Suape, Santos e Pecém já anunciaram planos para produzir hidrogênio nos próximos anos.

O estado do Maranhão também está recebendo propostas de empresas internacionais sobre hidrogênio verde, contou Lemos à Argus. "Os navios estão evoluindo para usar combustíveis alternativos, e a amônia, o hidrogênio e gás têm sido ventilados como uma possível alternativa."

Mas os combustíveis fósseis não serão deixados de lado. "O mercado está mudando e estamos tentando acompanhar o mercado de combustíveis fósseis e outras demandas que estão chegando em decorrência de alterações globais", ela afirmou. Itaqui, inclusive, começará a exportar sebo bovino para ser utilizado como matéria-prima para renováveis no mês que vem.

O projeto de descarbonização é o primeiro em um porto brasileiro e teve 90pc de aderência de outras companhias que operam em Itaqui, como operadoras arrendatárias, agências que representam navios, profissionais de praticagem e transportadoras.

As discussões sobre mudanças climáticas não são novidade no porto maranhense, tendo começado em 2021. Após os primeiros inventários de emissões, , calculados no mesmo ano, autoridades enxergaram a necessidade de construir um plano de descarbonização, apontou Lemos. "Olhamos para Valencia, que possui metas de zerar as emissões até 2030 e muita experiência no setor."


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04/11/25

US Gulf product tanker rates near six-month lows

US Gulf product tanker rates near six-month lows

New York, 4 November (Argus) — Medium Range (MR) tanker freight rates for refined oil product shipments from the US Gulf coast are nearing six-month lows on ample vessel supply and tepid demand from geopolitical turmoil and weather disruptions. Commodity trader Sol on 4 November put the Aquila L MR tanker on subjects for a US Gulf coast-Pozos, Colombia, voyage loading from 11-12 November at $490,000 lumpsum, representing the lowest rate on that route since 20 May and a 62pc drop from the two-month high hit on 16 October at $1.3mn. Hurricane Melissa sprang up shortly after 16 October, contributing to a significant drop in Caribbean demand in the spot market and wreaking havoc in Jamaica and Cuba later that month. The drop in Caribbean buyers, one of the major demand drivers for the US Gulf coast spot market, alongside a high number of vessels ballasting into the region from west Africa, Europe and even some transiting the Panama Canal from the Pacific basin boosted the region's tonnage pool by 30 October. There were 19 MR tankers available to load within a five-day window on that day, according to a shipbroker, the highest in that window since 19 May when rates were nearing multi-year lows partly on tariff and regulatory uncertainties . Time-charter equivalent (TCE) rates represent potential returns on voyages for shipowners, and the US Gulf coast-Pozos voyage TCE rate ballooned from $11,766/d on 17 September to $50,670/d by 16 October. Meanwhile, the Rotterdam-New York voyage TCE rate dropped from $8,314/d to $6,087/d in that same period, maintaining the US Gulf coast spot market as the most alluring destination for MR tanker operators in the Atlantic basin compared to Europe and triggering the steady build-up of MR tonnage around Houston. Long-haul rates resisting downward pressure Rates for west coast Americas-bound voyages loading in the US Gulf coast may be shrugging off downward pressure on reduced competition for these voyages after rates pushed down near range lows on 3 November. Shipowners could be counting on an influx of east coast Mexico and Caribbean near-term demand in the wake of Hurricane Melissa that could chew through the prompt tonnage that had built up in recent weeks. Vessel operators who secure the short-duration voyages to these regions in the coming days would be well positioned to reenter the US Gulf coast spot market during that potential rebound, and some shipowners might be leveraging this to secure an uptick in voyage rates for longer Panama Canal-transiting routes. Chevron put the Pintail Pacific MR tanker on subjects for a US Gulf coast-west coast Central America voyage from 11-12 November at $1.55mn, a $100,000 increase from the rate's assessment on 3 November. Meanwhile, Mexican state-owned refiner Pemex's trading arm PMI put the Vukovar MR tanker on subjects for a US Gulf coast-west coast Mexico voyage at $1.99mn, a $90,000 increase from that rate's assessment on 3 November. Large tanker rates hit highs on Brazil, Asia influx Rising Brazilian and Asia-Pacific demand not only buoyed long range 1 (LR1) tanker loadings in the US Gulf coast to their highest in October since US sanctions on Venezuela barred that country from imports in May, but also boosted previously rare LR2 loadings to likely all-time highs. Brazilian diesel demand shifted to the US Gulf coast because of Russian refinery issues beginning in September, which helped to boost LR1 loadings in October to their highest since May alongside a jump in Japanese naphtha demand, according to Vortexa data. Rates for US Gulf coast-Europe and US Gulf coast-north Brazil LR1 voyages hit 18-month highs on 31 October at $38.22/t and $33.80/t, respectively, rising by around 75pc since 22 May compared to much more volatile, and overall declining, MR tanker rates in that same period. Venezuelan imports carried by LR1s in May made up the plurality of the US Gulf coast spot market for that vessel segment at 40.6pc of all shipments, according to Vortexa, representing 92,800 b/d of demand. The removal of this demand driver had pushed Argus -assessed LR1 rates for Europe and east coast South America-bound voyages to their lowest levels in two years by the end of that month. Meanwhile, previously rare LR2 tanker demand in the US Gulf coast hit its highest level in October stretching back through 2016, according to Vortexa. Brazilian buyers loaded 74,500 b/d on that vessel segment in October alongside 51,500 b/d to Europe and 48,000 b/d to South Korea. The uptick in long range tanker demand overall is eating into the typically MR tanker-dominated US Gulf coast spot market and contributing to the persistently high vessel supply within that segment. US president Donald Trump's October tour of Asia-Pacific countries like Japan and South Korea could contribute to internal pressure within those countries to expand US business ties, pushing additional buyers toward US Gulf coast LR1 and LR2 loadings of naphtha over closer Mideast Gulf suppliers. By Ross Griffith Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

РЖД сохраняет прогноз погрузки со снижением на 6%


04/11/25
04/11/25

РЖД сохраняет прогноз погрузки со снижением на 6%

Moscow, 4 November (Argus) — Погрузка на сети российских железных дорог по итогам текущего года составит примерно 1 111,8 млн т, что на 6% ниже уровня прошлого года, сообщила заместитель генерального директора РЖД — начальник Центра фирменного транспортного обслуживания (ЦФТО) Ирина Магнушевская на брифинге в конце октября. Она отметила, что в целом снижение показателя связано с внутрироссийскими перевозками, тогда как по экспорту в ряде сегментов наблюдается хороший рост. В начале второго полугодия госкомпания ожидала снижения в пределах 5%. Перевозки контейнеров по сети РЖД прогнозируются по итогам года на уровне 7,5 млн в 20-футовом эквиваленте (TEU), что примерно на 5% меньше, чем годом ранее. Снижение связано со слабой активностью импортеров в этом году. В начале года госкомпания ориентировалась на рост в сегменте на 1,5% к 2024 г., до 8 млн TEU. Магнушевская отметила положительную динамику погрузки зерна в сентябре — октябре, связанную с высоким урожаем, который ожидается в этом году на уровне 135—137 млн т. Также мы наблюдаем осенний рост перевозок строительных грузов, по итогам октября отставание от уровня 2024 г. оказалось минимальным, на уровне 1%, тогда как накопленным итогом за 10 месяцев фиксируется снижение на 11,9%. В свою очередь объемы перевозок нефти и нефтепродуктов сокращаются ввиду внеплановых ремонтов на предприятиях, — рассказала руководитель ЦФТО. В ноябре и декабре снижение погрузки относительно аналогичных месяцев 2024 г. ожидается на 2,6% и 4,8% соответственно. Магнушевская добавила, что скачкообразного роста заявок на ноябрь, перед индексацией тарифа РЖД с 1 декабря, не наблюдается — заявки поступают довольно равномерно. РЖД предварительно закладывает на 2026 г. рост погрузки на 0,6% к текущему году. Но со своей стороны мы, конечно, надеемся на положительные изменения в областях, на которые мы повлиять не можем, в том числе на рост экономики страны в целом, и будем работать над тем, чтобы вырасти на 6%, которые мы в этом году потеряем к уровню 2024 г., — заключила Магнушевская. Константин Мозговой ___________________ Больше ценовой информации и аналитических материалов о рынке транспортировки навалочных, генеральных грузов и контейнеров — в ежемесячном отчете Argus Логистика сухих грузов . Подписаться на аналитический дайджест Вы можете присылать комментарии по адресу или запросить дополнительную информацию feedback@argusmedia.com Copyright © 2025. Группа Argus Media . Все права защищены.

Mexico factory contraction eases in October


04/11/25
04/11/25

Mexico factory contraction eases in October

Mexico City, 4 November (Argus) — Mexico's manufacturing sector contracted in October for a 19th consecutive month, but at a slower pace, according to the Mexican finance executives' association IMEF purchasing managers' survey. The manufacturing purchasing managers' index (PMI) rose to 47.2 from 46.0 in September, its third consecutive monthly increase and closer to the 50-point threshold that would mark the beginning of expansion. The uptick suggests the deceleration seen over the last 19 months has become "less pronounced, although without clear signs of expansion," said IMEF. Any "recovery in the manufacturing sector is still partial," it added. IMEF added prospects for recovery are deeply uncertain with discussions just beginning in the process to review and likely re-negotiate the USMCA free trade agreement with the US and Canada by July 2026. While the process could bring clarity to US tariffs enacted this year and ongoing treaty disputes, the "process is taking place within a challenging international context, given [US President Donald] Trump's tariff strategy and the volatility of his trade decisions." Key sub-indexes also rose in October, with new orders jumping 4.5 points to 47.2 and production moving 2.3 points higher to 46.7, both in their 19th month of contraction. But employment slipped to its lowest level since June 2022, dropping 0.9 points in October to 42.6, holding in contraction for a 21st month, and "underscoring the weakness in the industrial labor market." Inventories fell back into contraction in October, dropping 5.9 points to 46.3 after briefly climbing above 50 in September. IMEF's non-manufacturing PMI entered expansion territory for the first time in 10 months, rising 1.3 points to 50.4 in October, "suggesting a possible turning point in the performance of the services and trade sectors," IMEF said. New orders rose by 2 points to 50.8 in October after a 0.9-point dip in September. The production sub-index increased by 3.3 points to 50.5, while employment fell 0.5 points to 48.5. Despite improvements, IMEF stressed the long-term PMI trendlines for both the manufacturing and non-manufacturing index remain below 50 points, suggesting the recent increases "have yet to consolidate into a substantive change in economic dynamics." By James Young 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.

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