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Itaqui lança Aliança para Descarbonização de Portos

  • Market: Biofuels, Freight, Hydrogen
  • 25/03/24

O porto de Itaqui lançou a Aliança Brasileira para Descarbonização de Portos, visando reduzir emissões e aumentar o uso de combustíveis marítimos alternativos, como biobunkers e hidrogênio verde.

O grupo está em vigor desde 6 de março e conta com 36 participantes, entre portos, associações, empresas, terminais, sindicatos, órgãos públicos e startups. Grandes portos como Itaqui (MA), Paranaguá (PR) e Suape (PE) fazem parte da aliança.

Os portos do Pecém (CE), Açu (RJ), Rio Grande (RS), Cabedelo (PB) e Rio de Janeiro (RJ) também aderiram à iniciativa.

O maior porto da América Latina, Santos (SP), demonstrou interesse no projeto, mas ainda não assinou, contou Luane Lemos, gerente de meio ambiente de Itaqui e coordenadora da aliança, à Argus.

A aliança marítima espanhola para zerar as emissões inspirou o projeto. Um dos seus membros – o porto de Valência – é signatário do projeto brasileiro.

O grupo não divulgou uma estimativa total de quantas emissões de gases de efeito estufa planeja reduzir.

Seus principais objetivos incluem a troca de informações e a garantia de conhecimentos básicos aos participantes para nivelar questões de descarbonização, disse Lemos.

Outro ponto chave para a aliança é acelerar a transição energética, dado que alguns portos já desenvolvem projetos para mitigar as emissões, mas lutam para encontrar equipamentos e mão de obra adequados.

Os membros também poderão usar a aliança para pesquisar e financiar projetos de hidrogénio verde, ela afirmou.

Itaqui, que propôs e lidera a iniciativa, divulgou seu próprio plano de descarbonização no fim de 2023.

O porto tem uma parceria com Valência para zerar as emissões de efeito estufa.

A Transpetro, braço de distribuição da Petrobras – que faz parte do grupo – está conversando com Itaqui para iniciar um projeto piloto para zerar emissões em um dos berços que opera no Maranhão, disse Lemos.

"Uma das propostas da Transpetro é pensar em como levaríamos bunker verde ao estado para abastecer os navios atracados", acrescentou. Se aprovada, a experiência teria início no segundo semestre de 2024.


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03/12/24

Treasury eyes 45Z guidance before Biden exit

Treasury eyes 45Z guidance before Biden exit

New York, 3 December (Argus) — The US Department of Treasury said it still plans to issue guidance before president Joe Biden leaves office next year clarifying how refiners can qualify for a new tax credit for clean fuels. The agency "anticipates issuing guidance" around the Inflation Reduction Act's 45Z credit before 20 January to "enable producers to claim the 45Z credit for 2025", disputing a report today that the Biden administration planned on punting implementation to president-elect Donald Trump. The credit, set to kick off regardless on 1 January, will differ from some prior federal incentives by offering greater subsidies to fuels that produce fewer greenhouse gas emissions. Treasury did not commit to any definitive timeline for releasing guidance, and it did not immediately clarify how thorough any eventual rule would be. Companies in the biofuel supply chain say the current lack of clarity from Treasury — particularly on how it will calculate carbon intensities for various fuels and feedstocks — has slowed first quarter dealmaking. Government guidance could make or break the economics of certain plants, particularly for relatively higher-carbon fuels like soy biodiesel or jet fuel derived from corn ethanol. The US Department of Agriculture's timing for releasing a complementary rule to quantify the climate benefits of certain agricultural practices, envisioned as a way to reward refineries sourcing feedstocks from farms taking steps to reduce their emissions, is unclear. The agency said today that a "rulemaking process" in response to its request for information on climate-smart farm practices is "under consideration" but did not elaborate. Agriculture secretary Tom Vilsack had insisted earlier this year that his department would release some package before the end of Biden's term. Some industry groups remain pessimistic that the Biden administration will answer all of the thorny questions still lingering around the 45Z credit, especially given signals earlier this year that other Inflation Reduction Act programs would take priority. The Renewable Fuels Association, which represents ethanol producers, says final regulations around 45Z "seem highly unlikely" before the end of Biden's term but that it hopes Treasury releases at least some "basic information" or safe harbor provisions. Delays getting credit guidance could prod Congress to extend expiring biofuel incentives for another year, including a $1/USG credit for blenders of biomass-based diesel. Some formerly skeptical lobbying groups have recently come on board in support of an extension, fearing that biofuel production could slump next year given the lack of 45Z guidance and uncertainty about how Trump will implement clean energy tax credits. But four lobbyists speaking on background told Argus today that the proposal still faces long odds. Congress has various other priorities for its relatively brief lame duck session, including government funding and disaster aid, that take precedence over biofuels. A staffer with the Democratic-controlled US Senate Finance Committee said last month that Republicans have been reluctant to negotiate tax policy in a divided Congress this year when they are planning a far-reaching tax package under unified Republican control next year. By Cole Martin Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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German 2030 coal phase-out called into question


03/12/24
News
03/12/24

German 2030 coal phase-out called into question

London, 3 December (Argus) — Germany's coal phase-out targets are being reassessed owing to the likelihood of further delays to the passing of the power plant security act (KWSG), as well as decisions already taken on the future design of the electricity market. Germany has pledged to phase out coal and lignite-fired generation by 2038 at the latest, but energy ministry BMWK said an earlier, market-driven phase-out by 2030 is possible . Grid regulator Bnetza said 21GW of new gas-fired capacity — which should in the future be hydrogen-ready — would be needed by 2031 for a complete coal phase-out. Utility Leag said it does not see the current government changing the legal phase-out deadline. But "any further delay" to adding controllable replacement capacities would create an "urgent" situation, it said. And utility EnBW told Argus that it remains committed to phasing out coal by 2038 at the latest, while adding that "security of supply must not be jeopardised". At a transmission system operators' (TSO) forum held in November, TSO Amprion's Peter Lopion said the KWSG is vital to encourage plant construction in the south, where more gas-fired capacity is crucial if coal is to be phased out. He also raised concerns about Germany's target to phase out gas-fired power by 2045 — the year in which the country aims to reach climate neutrality — given the lack of a hydrogen economy and hydrogen production. Earlier this month, the CDU/CSU opposition parties commissioned an investigation into the feasibility of reactivating decommissioned nuclear plants, seeing the shutdown of Germany's final nuclear plant in April 2023 as "ideologically wrong". EnBW has told Argus that the decommissioning of its 1.4GW GKN II plant — the dismantling of which began in May 2023 — is "virtually irreversible". By Bea Leverett and John Horstmann Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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German stakeholders doubt power plant strategy passing


03/12/24
News
03/12/24

German stakeholders doubt power plant strategy passing

London, 3 December (Argus) — The collapse of the German government on 6 November has led to uncertainty over the future of Germany's power market, particularly with regard to the passing of the power plant strategy (KWSG) before federal elections scheduled for 23 February. Under the power plant strategy, economic and climate ministry BMWK proposed tenders for the construction of 12.5GW of power plant capacity and 500MW of long-term storage over the next few years. This includes 10GW of hydrogen-ready gas-fired capacity, of which 5GW was planned to be offered next year, with the government aiming to hold tenders in early 2025 . Renewables association BEE announced on 26 November that BMWK had submitted a KWSG draft for industry consultation over 72 hours, indicating the minority government's urgent desire to enact the law before the elections. Incumbent energy minister Robert Habeck previously said politicians from the opposition CDU party had been "constantly" writing letters to ask when the power plant strategy would "finally" be passed. But the deputy head of the CDU/CSU, Jens Spahn, told an industry event last week that owing to the former coalition's sidelining of the opposition when drawing up the strategy, the CDU/CSU cannot be expected to support it. Utility EnBW told Argus in November that it expects the KWSG to be "supported" under the next government owing to a cross-party consensus on the need for more capacity. EnBW said it would be prepared to take part in the tenders "if the conditions allow it", whereas utility Leag told Argus that while "considerable progress" had been made in its preparations for the tenders, it is unable to do anything "concrete" until the regulatory framework has been clarified. But it voiced doubts over whether the KWSG will be passed before the elections. And utility RWE told Argus that while it would not "speculate" on the KWSG's passing, it will "not put planning efforts on hold" and will "proceed as usual" in its preparations. Vattenfall declined to comment, while Uniper was not immediately available. At an electricity market forum hosted by the country's four transmission system operators last month, grid regulator Bnetza's Tobias Lengner-Ludwig said that Bnetza and potential investors will need at least six months to prepare for the tenders, which could cause further delays. But in its position paper on the KWSG in response to BMWK's consultation, energy and water association BDEW said investing in the tenders in their current form is unattractive, as risks are too high owing to a potential lack of hydrogen supply, possible delays in the setting up of hydrogen infrastructure and short implementation timeframes. And while BEE told Argus that it does not expect the KWSG to be passed in this legislative period, it is not demanding its passage, as it views the proposal to invest in hydrogen-ready gas-fired plants unfavourably. Such a strong commitment to hydrogen risks fossil fuel lock-ins and high electricity prices, it said, particularly owing to the initially limited availability of green hydrogen. It said the government should focus on adding flexible renewable capacity by maximising the potential of existing sources, including hydropower, geothermal, battery storage and combined heat and power. German solar association BSW told Argus that alternatives to conventional generation — such as flexible bioenergy and storage systems — should be expanded to add dispatchable capacity. Even if the KWSG were passed in this legislative period, it would only have an impact in the early 2030s, it said. While clean spark spreads for lower-efficiency units for each year to 2027 have remained mostly negative this year, clean spark spreads for higher-efficiency units for 2025 turned negative in September after being in the money for most of 2024. And clean spark spreads for higher-efficiency units for 2026 and 2027 have averaged around €0.25/MWh and minus €1.40/MWh this year, despite the latter almost consistently being positive since the start of September. By Bea Leverett and John Horstmann Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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Hapag-Lloyd buys bio, e-methanol from China's Goldwind


29/11/24
News
29/11/24

Hapag-Lloyd buys bio, e-methanol from China's Goldwind

London, 29 November (Argus) — Germany-based containership owner Hapag-Lloyd has struck a long-term deal to buy 250,000 t/yr of blended biomethanol and e-methanol from Chinese wind turbine maker and project developer Goldwind. The deal lasts for more than 10 years and is legally binding, Hapag-Lloyd told Argus . Goldwind will supply Hapag-Lloyd with a smaller volume initially in 2026 and ramp up to 250,000 t/yr in late 2027. Hapag-Lloyd expects the initial volumes to largely fulfil demand from the five dual-fuel methanol ships it will operate from 2026, it said. Goldwind earlier this year started building a 500,000 t/yr plant in Hinggan League, northeast China. The so-called "hybrid" plants will make biomethanol and e-methanol, and Goldwind plans to add a second 500,000 t/yr plant in 2027, the shipowner said. Hapag-Lloyd's deal is for volume from the second plant, it added. The ratio of e-methanol in the deal is 30pc but could be raised to 50pc in the plant's lifetime, Hapag-Lloyd said. The fuel ensures greenhouse gas (GHG) emissions reductions of at least 70pc to comply with current sustainability certification requirements, Hapag-Lloyd said. This is likely to refer to the FuelEU Maritime definition of low-carbon fuels as cutting GHG emissions by 70pc compared with fossil benchmarks. Goldwind previously struck a deal to supply 500,000 t/yr of the sustainable methanol mix to Danish shipping and logistics firm Maersk from 2026. While methanol appears to be gaining momentum, shipowners are pursuing a range of fuels for future fleets. Hapag-Lloyd last month ordered 24 dual-fuelled LNG containerships for a combined $4bn. By Aidan Lea Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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Sweden extends EU ETS 2 application


28/11/24
News
28/11/24

Sweden extends EU ETS 2 application

London, 28 November (Argus) — The European Commission has approved the application of the new emissions trading system for road transport and buildings (EU ETS 2) to additional sectors in Sweden. Sweden will unilaterally apply the new system to emissions from freight and passenger railway transport, non-commercial leisure boats, airport and harbour off-road machinery, and fuel combustion in agriculture, forestry and fishing. The extension means additional carbon allowances will be issued to the country in 2027, on the basis of emissions from the activities listed calculated at 1.68mn t of CO2 equivalent. Sweden must monitor and report emissions from the additional sectors from 1 January. The EU ETS 2 is due to launch fully in 2027, and will apply in its basic form to fuel combustion in buildings, road transport and small industry not covered by the existing EU ETS, in all the bloc's member states plus Norway, Iceland and Liechtenstein. The commission approved similar unilateral extensions of the system's scope in the Netherlands and Austria in September. By Victoria Hatherick Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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