Produção de veículos deve crescer 2,2pc em 2023

Spanish Market: Biofuels, Electricity, Natural gas, Oil products
06/01/23

A produção de veículos no Brasil deve crescer 2,2pc em 2023, à medida que a indústria se recupera da escassez global de semicondutores, de acordo com a Associação Nacional dos Fabricantes de Veículos Automotores (Anfavea).

Os licenciamentos devem aumentar 3pc em relação a 2022, enquanto as exportações devem cair 2,9pc.

"Precisamos de juros mais baixos para atrair mais compradores", disse o presidente da Anfavea, Márcio de Lima Leite. Ele também destacou a importância da reindustrialização e da descarbonização.

A produção de veículos caiu 9,2pc e atingiu cerca de 191.500 unidades em dezembro, de quase 211.000 unidades no ano anterior. Na comparação com novembro, a queda foi de 11pc.

A produção em 2022 cresceu 5,4pc em relação ao mesmo período no ano passado, atingindo 2,3 milhões de unidades e ficando acima dos 4pc projetados para o ano, dado que as restrições de suprimento diminuíram no segundo semestre.

O licenciamento de veículos subiu 4,8pc para quase 217.000 unidades em dezembro, acima dos 207.000 no ano anterior. Os números foram 6,3pc maiores do que em novembro. Os licenciamentos em 2022 recuaram 0,7pc em relação a 2021.

No mês passado, a parcela de mercado dos veículos flex, que podem ser abastecidos com gasolina ou etanol, ficou em 83,4pc, em comparação aos 81,7pc do mesmo período em 2021. Veículos híbridos representaram 2,3pc dos carros no Brasil, acima dos 2pc do ano anterior, enquanto o licenciamento de veículos movidos a diesel caiu de 13,6pc em 2021 para 11,6pc neste ano. Veículos elétricos responderam por 0,4pc, o mesmo valor de dezembro de 2021.

Já as exportações de dezembro declinaram 24pc na base anual, para 31.250, e caíram 28pc frente a novembro. A Anfavea esperava uma alta de 22pc para o ano, mas as exportações aumentaram 27pc em relação a 2021, o maior crescimento desde 2019. A Argentina reduziu sua participação nas exportações brasileiras de veículos, enquanto Mexico, Colômbia e Chile expandiram suas respectivas parcelas.

A Anfavea já se reuniu com o presidente Luiz Inácio Lula da Silva, disse Leite. Ele elogiou a escolha do vice-presidente Geraldo Alckmin para o Ministério do Desenvolvimento, Indústria e Comércio.

Por Laura Guedes

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25/11/24

Star Bulk expects smooth 2025 FuelEU compliance

New York, 25 November (Argus) — Greek ship owner Star Bulk said it expects to meet the 2025 FuelEU regulation without issue. Starting on 1 January 2025, the FuelEU regulation will require that vessel fleets travelling in EU territorial waters cap their lifecycle greenhouse gases (GHG) at 89.34 grams of CO2-equivalent per megajoule through 2029. The company plans to meet this regulation by burning B30 biofuel blends on some of its vessels. This will GHG credits for its remaining vessels that trade in and out of EU territorial waters. Star Bulk does not expect to have difficulty sourcing the B30, but warned that sourcing it could become a challenge from 2027 onward. The International Maritime Organization (IMO) should update its GHG emissions regulation for international shipping to include lifecycle emissions from the current emissions from combustion around mid-2027. The organization will require that vessels globally reduce their lifecycle GHG by at least 20pc by 2030 and by at least 70pc by 2040, compared with a 2008 baseline, and reach net-zero by 2050. This will require additional quantities of biofuel. Unlike the FuelEU regulation which applies to vessel fleets or pools travelling in EU waters, the IMO regulation will apply to individual vessels travelling in international waters. Star Bulk burned 832,371 of marine fuel in 2023, down 4pc compared with 2022. Of this quantity, 708,406t was high-sulphur fuel oil (HSFO), 36,598t very low-sulphur fuel oil (VLSFO) and 87,367t marine gasoil. About 95pc of Star Bulk's vessel fleet is outfitted with marine exhaust scrubbers. The scrubbers allow its vessels to burn HSFO in international waters. Vessels that do not have scrubbers are required by the IMO to burn marine fuel with up to 0.5pc sulphur content maximum, such as VLSFO in international waters. Star Bulk's vessels emitted 2.6mn t of CO2 in 2023, down 4pc from 2022. The company is aiming to reduce its fleet's carbon intensity ratio by 12pc by 2026, from 2019 baseline year, consistent with the IMO's carbon intensity indicator targets. In 2023, Star Bulk achieved 4.32pc reduction relative to 2019. The reduction was largely due to improved vessel performance monitoring, hull cleaning, and optimization of weather and routing, the company said. As of the end of September, Star Bulk owned 155 vessels, chartered 10 vessels and had five newbuild vessels on order to be delivered in 2025 and 2026. In April, the company finalized its merger with Eagle Bulk Shipping . By Stefka Wechsler Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Uruguay's left-wing candidate wins presidency

25/11/24

Uruguay's left-wing candidate wins presidency

Montevideo, 25 November (Argus) — The left-wing opposition Frente Amplio will return to power in Uruguay after winning a hard-fought run-off election on 24 November. Yamandu Orsi, former mayor of the Canalones department, was elected president with close to 51pc of valid votes. He defeated Alvaro Delgado, of the ruling Partido Nacional. The Frente will control the senate, but will have a minority in the lower chamber. It last governed from 2015-2020. Orsi will take office on 1 March in one of Latin America's most stable economies, with the World Bank forecasting growth at 3.2pc for this year, much higher than the 1.9pc regional average. He will also inherit a country that has been making strides to implement a second energy transition geared toward continued decarbonization and new technologies, such as SAF and low-carbon hydrogen. He will also have to decide on future oil and natural gas exploration. Uruguay does not produce oil or gas, but has hopes that its offshore mimics that of Nambia, because of similar geology. TotalEnergies has made a major find there. The Frente's government plan states that it "will deepen the energy transition, focusing on the use of renewable energy, and decarbonization of the economy and transportation … gradually regulating so that public and cargo transportation can operate with hydrogen." On to hydrogen Uruguay is already the regional leader with renewable energy, with renewables covering 100pc of power demand on 24 November, according to the state-run power company, UTE. Wind accounted for 49pc, hydro 35pc, biomass 10pc and solar 6pc. Orsi will need to make decisions regarding high-profile projects for low-carbon hydrogen, as well as a push by the state-run Ancap to get private companies to ramp up oil and gas exploration on seven offshore blocks. The industry, energy and mining ministry lists four planned low-carbon hydrogen projects, including one between Chile's HIF and Ancap subsidiary Alur that would have a 1GW electrolyzer. Germany's Enertrag is working on an e-methanol project with a 150MW electrolyzer, while two Uruguayan groups are working on small projects with 2MW and 5MW electrolyzers, respectively. The Orsi government will also need to decide if it continues with Ancap's planned bidding process for four offshore blocks, each between 600-800km² (232-309 mi²), to generate up to 3.2GW of wind power to produce 200,000 t/yr of green hydrogen on floating platforms. The Frente has been noncommittal about the future of seven offshore oil and gas blocks, including three held by Shell, two by the UK's Challenger — which recently farmed in Chevron — and one each by Argentina's state-owned YPF and US-based APA Corporation. The Frente's government plan states that "a national dialogue will be called to analyze the impacts and alternatives to exploration and extraction of fossil fuels." By Lucien Chauvin Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Escalation in Ukraine fuels German oil product demand

25/11/24

Escalation in Ukraine fuels German oil product demand

Hamburg, 25 November (Argus) — Consumers in Germany stocked up on middle distillates in the past week because of escalations in the war between Russia and Ukraine. Sales of heating oil and diesel in Germany ramped up rapidly on 21 November after Russia fired an intercontinental ballistic missile into Ukraine. This reignited concerns among German traders and consumers about the possible effects on availability and pricing of oil products in Europe. Traded volumes of heating oil reported to Argus went up by 60pc day-on-day on 21 November, while diesel volumes more than doubled as traders and consumers sought to stock up, even as prices rose. Private heating oil tanks have held their levels throughout November having peaked at just above 62pc at the beginning of the month, two percentage points higher than last year's peak. Industrial diesel tanks dropped below 46pc on 10 November, the lowest in at least four years, although they have since begun to recover slightly. Diesel imports went up again in November even though imports are largely unprofitable because of high domestic refinery output and demand that is generally low. Low water levels on the Rhine river make imports by barge even less profitable. Barges that have to pass the Kaub bottleneck on their way to destinations along the Upper Rhine can only carry up to 80pc of capacity after water levels fell again at the weekend. By Natalie Müller Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Trump’s ‘drill, baby, drill’ risks industry pushback

25/11/24

Trump’s ‘drill, baby, drill’ risks industry pushback

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Cop 29 goes into overtime on finance deadlock

22/11/24

Cop 29 goes into overtime on finance deadlock

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