Latest Market News

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.


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.

17/07/24

New Zealand, Australia carbon brokerage rivalry builds

New Zealand, Australia carbon brokerage rivalry builds

Sydney, 17 July (Argus) — Commodities broker Marex announced today it opened an office in New Zealand and launched a new carbon trading platform for local emissions units, days after New Zealand competitor Jarden rolled out its own trading platform in Australia. Marex will initially focus on execution and clearing services across carbon, electricity and dairy sectors in New Zealand, in both listed and over-the-counter products. Its New Zealand-based and global clients will also be able to trade New Zealand emissions units (NZUs) in a newly launched platform called Neon Carbon. New Zealand clients will have access to clearing directly through Marex on the Singapore Exchange and Australian Securities Exchange, with the latter planning to soon launch physically settled futures contracts for Australian Carbon Credit Units (ACCUs), large-scale generation certificates (LGCs) and NZUs . The new Marex team will be led by Nigel Brunel, formerly Jarden's head of commodities in New Zealand. Jarden is considered to have the biggest share of the brokered NZU market through its CommTrade spot trading platform, followed by domestic trading platforms CarbonMatch and emsTradepoint, which is operated by state-owned electricity transmission system operator Transpower New Zealand's Energy Market Services. CommTrade expansion Marex has hired several other former Jarden brokers in recent months in New Zealand and Australia, as it looks to expand its environmental products business across Asia-Pacific . But the increasing brokerage competition in Australia with growing trading volumes for ACCUs in recent years prompted Jarden to roll out CommTrade in the Australian market. Jarden's clients in Australia had until now only a price display mechanism for ACCUs. But they are now able to directly input bids and offers through CommTrade, with real-time matching capabilities displayed on screen. "Transactions remain anonymous until matched, after which clients receive a contract note from Jarden detailing settlement terms," Jarden announced late last week. All transactions are settled directly through the company, with clients also able to trade other products such as LGCs. Marex told Argus it would not be able to share any product details on Neon Carbon at this stage. UK-based broker Icap entered the New Zealand carbon trading market earlier this year with the acquisition of domestic brokerage firm Aotearoa Energy, while several other brokers have entered the ACCU market in recent years. By Juan Weik Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Aumentan importaciones de combustible en México


16/07/24
16/07/24

Aumentan importaciones de combustible en México

Mexico City, 16 July (Argus) — Las importaciones de combustible en México aumentaron en julio de cara a la temporada de viajes de verano e impulsadas por una disminución de la producción nacional en las refinerías de la estatal Pemex. Las importaciones marítimas a México de gasolina, diésel y turbosina, incluidas las importaciones de Pemex y privados, aumentaron un 18pc a aproximadamente 780,000 b/d del 1 al 10 de julio, frente a 663,000 b/d en el mismo periodo de 2023, según datos de Vortexa. Esto se debió principalmente a un aumento del 66pc en los cargamentos de diésel hasta alcanzar 268,000 b/d, ya que la disponibilidad de este combustible en el mercado ilegal probablemente disminuyó, según fuentes del mercado. Los cargamentos de turbosina se cuadriplicaron hasta los 43,000 b/d en el mismo periodo, ya que Pemex reabastece sus inventarios antes de la temporada de viajes aéreos de verano. Las importaciones de combustible a México habían disminuido a principios de este año, después de que la campaña del gobierno para aumentar la producción de refinerías y reducir su dependencia de las importaciones de EE. UU. comenzara a dar sus frutos, aumentando la producción de gasolina y diésel de Pemex en un 32pc y reduciendo sus importaciones hasta un 25pc en marzo. Pero en abril y mayo, el sistema de refinación de Pemex enfrentó varios problemas, desde un incendio en la refinería de Minatitlán hasta un corte de energía importante en la refinería de Tula, lo que llevó los niveles de procesamiento de crudo de Pemex a un mínimo de cinco meses en mayo. Las tasas de operación de las refinerías en junio se publicarán el 26 de julio. Es probable que el procesamiento de crudo haya caído durante el mes pasado debido a operaciones de mantenimiento en dos refinerías, dijo una fuente familiarizada con las operaciones de refinación de Pemex. El mercado tiene sus dudas sobre la posibilidad una fuerte caída en las importaciones de combustible a México, y algunos refinadores de la costa del Golfo de EE. UU. esperan una fuerte y creciente demanda. Además, incluso si la refinería Olmeca de 340,000 b/d iniciara operaciones comerciales este año, es probable que las otras seis refinerías reduzcan sus tasas de utilización, según fuentes del mercado. Recientemente, Pemex comenzó a vender diésel desde la terminal de distribución de la refinería de Olmeca, pero la cantidad es limitada y el combustible se produjo utilizando materia prima destilada en otra planta. La tendencia a la baja en las operaciones de refinado de México podría continuar en julio a pesar de los esfuerzos del gobierno saliente para aumentar la producción nacional. México ha exportado alrededor de 1 millón de b/d de crudo hasta la fecha en julio, un aumento del 20pc frente a los 847,500 b/d en todo junio, según los datos de Vortexa. Esto indica que es probable que las refinerías de Pemex estén operando a tasas más bajas. Las importaciones de combustible de México podrían continuar su tendencia al alza en los próximos meses, pues los gasolineros esperan una mayor demanda de gasolina durante las vacaciones de verano. Los inventarios de gasolina y diésel de Pemex descendieron un 24pc en junio a 6.2 millones de bl, frente a 8.1 millones de bl en junio de 2023, según una respuesta de transparencia de Pemex a una solicitud de Argus . La empresa deberá aumentar sus importaciones si las refinerías no siguen el ritmo de la demanda. Además, las importaciones suelen aumentar en la segunda mitad del año, impulsadas por la demanda de diciembre y la mezcla de gasolina de invierno de menor precio. México importó más gasolina en el segundo semestre del año en 11 de los últimos 12 años y más diésel en ocho de esos mismos años. Juego de unos pocos El mercado de importación de combustible de México se ha limitado a Pemex y a algunas empresas del sector privado durante los últimos tres años del mandato del presidente Andrés Manuel López Obrador, y no hay señales de cambio después de las elecciones presidenciales de junio. Se espera que la presidenta electa Claudia Sheinbaum, que tomará el cargo el 1 de octubre, continúe con las políticas nacionalistas de energía de López Obrador, y tendrá aún menos contrapeso que su predecesor tras la contundente victoria de su partido Morena en las elecciones legislativas. Las importaciones de combustible a México se abrieron a empresas del sector privado después de la reforma energética de 2014, pero la secretaría de energía canceló decenas de permisos de importación de combustible en los últimos años. Por Antonio Gozain Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Tanker owner denies Houthi attack in Med


16/07/24
16/07/24

Tanker owner denies Houthi attack in Med

London, 16 July (Argus) — The owner of a tanker reported attacked today in the Mediterranean Sea has said there was no such incident. Petronav Ship Management said its tanker, Olvia , was not targeted as claimed by Yemen's Houthi militants. An attack in the Mediterranean would be a big step outside the Houthi's region of operations, which is limited to the area in and around the Bab el-Mandeb strait at the southern end of the Red Sea. The Houthis claimed two other attacks today in the Red Sea, on crude tanker Chios Lion and oil product tanker Bentley I . By Ben Winkley and Bob Wigin Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Japan’s Imabari delivers LNG-fuelled car carrier


16/07/24
16/07/24

Japan’s Imabari delivers LNG-fuelled car carrier

Tokyo, 16 July (Argus) — Japanese shipbuilder Imabari Shipbuilding delivered an LNG-fuelled car carrier this month to domestic shipping company Mitsui OSK Line (Mol), as Mol targets 90 LNG or methanol-fuelled ships in its fleet by 2030. Imabari supplied on 12 July the Turquoise Ace with capacity for 7,000 cars. It is designed to consume boil-off gas generated within the vessel's fuel LNG tank, expected to curb carbon dioxide emissions by 25-30pc, sulphur oxide emissions by almost 100pc and nitrogen oxide emissions by 80-90pc. The ship was built by Imabari's group company Tadotsu Shipyard in west Japan's Kagawa prefecture. Mol is targeting carbon neutrality by 2050 by boosting the number of its LNG- and methanol-fuelled vessels. The firm has commissioned another LNG-fuelled car carrier the Cerulean Ace with capacity for 7,050 cars, while it plans to charter an LNG-fuelled bulk carrier for utility Kansai Electric Power to deliver coal to Kansai's Maizuru power complex in 2026. By Nanami Oki Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Yemen’s Houthis attack ships in Red Sea, Mediterranean


16/07/24
16/07/24

Yemen’s Houthis attack ships in Red Sea, Mediterranean

Singapore, 16 July (Argus) — Yemen-based Houthi militants have launched three military operations in the Red Sea and the Mediterranean, Yemen's state-owned news agency Saba said on 15 July. The Houthis carried out multiple attacks against an Israel-owned oil product tanker in the Red Sea, according to US Central Command (Centcom) on 16 July. The Houthis used three surface vessels to attack the Panama-flagged and Monaco-operated Bentley I , which was carrying vegetable oil from Russia to China, Centcom said. There was no reported damage or injuries, Centcom said. Bentley I loaded 39,480t of sunflower oil at Russia's Taman port on 3 July, according to global trade analytics platform Kpler. The Houthis also separately attacked a Marshall Islands-owned, Greek-operated crude oil tanker Chios Lion with an uncrewed surface vessel (USV) in the Red Sea. The USV caused damage but the Chios Lion has not requested assistance and there have not been any reported injuries, Centcom said. The Houthis described its hit as "accurate and direct", according to Saba. The Chios Lion loaded 60,000t (387,000 bl) of high-sulphur straight-run fuel oil on 30 June and 30,000t of fuel oil on 18 June, both at Russia's Tuapse port, according to Kpler. It planned to unload these in China on 22 July. The Houthis have claimed responsibility for these two ship attacks, which were targeted "owing to violation ban decision of access to the ports of occupied Palestine by the company that owns the ship". The Houthis also claimed a third attack on the Olvia with the Iraqi Islamic Resistance in the Mediterranean, with this having "successfully achieved its objective". The Olvia loaded about 6,300t of very-low sulphur fuel oil at Israel's Haifa port on 12 July and was scheduled to unload this at Israel's Ashdod refinery on 13 July. Crude prices were largely lower at 04:00 GMT. The Ice front-month September Brent contract was at $84.63/bl, lower by 22¢/bl from its settlement on 15 July when the contract ended 18¢/bl lower. The Nymex front-month August crude contract was at $81.65/bl, down by 26¢/bl from its settlement on 15 July when the contract ended 30¢/bl lower. By Tng Yong Li Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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