São Paulo renova planos para transição energética

Spanish Market: Biofuels, Electricity, Hydrogen
19/06/23

O estado de São Paulo revelou planos para acelerar a transição para energia renovável e reduzir as emissões de gases de efeito estufa, com a meta de zerá-las até 2050.

O estado renovou seu Plano Estadual de Energia 2050 (PEE) para apoiar 21 projetos em andamento no valor de R$16,8 bilhões, incluindo investimentos da empresa sucroalcooleira e distribuidora de combustíveis Raízen, da montadora chinesa Great Wall Motors (GMW) e da japonesa Toyota.

Quatro projetos estão ligados ao setor sucroenergético. A Alcoeste Bioenergia vai expandir a produção de etanol em sua usina no interior de São Paulo, em Fernandópolis, enquanto a Raízen está investindo em duas usinas de etanol de segunda geração (2G), em Andradina e Morro Agudo.

A Tereos Guarani, subsidiária brasileira de moagem de cana-de-açúcar da produtora francesa de açúcar Tereos France, construirá uma usina de biogás e aumentará a capacidade instalada de sua usina de Cruz Alta, movida a bagaço de cana, em Olímpia.

"Temos um grande potencial do estado no etanol, que é a ponte para termos veículos movidos a partir de hidrogênio", disse o governador do estado, Tarcísio Freitas.

A indústria automotiva global aposta nos carros movidos a hidrogênio, entre outras frentes, para eletrificar e descarbonizar o transporte.

Nesse contexto, a GWM abrirá uma fábrica em Iracemápolis, no ano que vem, para fabricar apenas veículos elétricos — como carros elétricos a bateria, híbridos e movidos a hidrogênio. A Toyota também está pesquisando a aplicação do etanol para produzir hidrogênio em suas unidades de Porto Feliz e Sorocaba. Ambos os projetos foram incluídos no Plano Estadual de Energia 2050.

"Com uma dose de incentivo, vamos ter usinas de etanol produzindo também o hidrogênio verde", afirmou Freitas.

Geração de energia

Outros dois projetos também estão ligados à geração de energia. A Sun Mobi construirá uma usina solar fotovoltaica, em Taubaté, e a Emae, controlada pelo estado de São Paulo, modernizará seu complexo elétrico Henry Borden, em Cubatão.

A aposta do governo estadual na economia limpa envolve, também, o incentivo a iniciativas para aumentar a produção de biometano, biomassa, etanol de segunda geração e outras alternativas verdes para abastecer as cadeias de energia, gás, transporte e indústria.

Por Vinicius Damazio

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21/11/24

Cop: EU, four countries commit to 1.5°C climate plans

Baku, 21 November (Argus) — The EU, Canada, Mexico, Norway and Switzerland have committed to submit new national climate plans setting out "steep emission cuts", that are consistent with the global 1.5°C temperature increase limit sought by the Paris Agreement. The EU and four countries made the pledge at the UN Cop 29 climate summit in Baku, Azerbaijan today, and called on other nations to follow suit — particularly major economies. Countries are due to submit new climate plans — known as nationally determined contributions (NDCs) — covering 2035 goals to the UN climate body the UNFCCC by early next year. The EU, Canada, Mexico, Norway and Switzerland have not yet submitted their plans, but they will be aligned with a 1.5°C pathway, EU climate commissioner Wopke Hoekstra said today. The Paris climate agreement seeks to limit the global rise in temperature to "well below" 2°C and preferably to 1.5°C. Canada's NDC is being considered by the country's cabinet and will be submitted by the 10 February deadline, Canadian ambassador for climate change Catherine Stewart said today. Switzerland's new NDC will also be submitted by the deadline, the country's representative confirmed. Pamana's special representative for climate change Juan Carlos Monterrey Gomez also joined the press conference today. Panama, which is designated as carbon negative, submitted an updated NDC in June. It is planning to submit a nature pledge, Monterrey Gomez said. "It is time to streamline processes to get to real action", he added. The UK also backed the pledge. The UK announced an ambitious emissions reduction target last week. The UAE — which hosted Cop 28 last year — released a new NDC just ahead of Cop 29, while Brazil, host of next year's Cop 30, released its new NDC on 13 November during the summit. Thailand yesterday at Cop 29 communicated a new emissions reduction target . Indonesia last week said that it intends to submit its updated NDC ahead of the February deadline, with a plan placing a ceiling on emissions and covering all greenhouse gases as well as including the oil and gas sector. Colombia also indicated that its new climate plan will seek to address fossil fuels, but it will submit its NDC by June next year . By Georgia Gratton Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

EU countries urged to align green H2 rules for refining

20/11/24

EU countries urged to align green H2 rules for refining

Brussels, 20 November (Argus) — EU member states must harmonise the incentives they offer refineries to switch to renewable hydrogen in order to simplify investment decisions and ensure a level playing field, delegates heard at the European Hydrogen Week event in Brussels. Frontrunner countries have diverged. Germany has proposed simpler and more lucrative incentives for its fuel producers compared with the neighbouring Netherlands, while Belgium has drafted its plans but is yet to cement them until its new government settles, industry participants said at the event. To stimulate demand, these governments are working on versions of a scheme sometimes called "the refinery route" which allows transport fuel producers to generate tradeable credits if they substitute renewable hydrogen into their processes. But implementation of the scheme has been put in the hands of each EU member, which has yielded different designs even between neighbours. Industry groups from Germany, Belgium and the Netherlands argued this week that aligning their hydrogen policies would have an outsized impact and could set a direction for others. The trio account for 30pc of Europe's industry and 40pc of its hydrogen consumption, according to Dutch industry group NLHydrogen's chairman Marcel Galjee. "If we can't find agreement even in these three countries, then it becomes impossible at the European level, so let's take these countries as a start and build from there," Galjee said. Having uniform rules would simplify the calculation of the value of the incentives which is "the only way to drive investment", according to Galjee. "If we would align Germany, Belgium [and] the Netherlands, it would be much easier to determine the value of a refinery route in your business case. That is currently very difficult and it's preventing progress," he said. The Netherlands' recent proposal to deploy a correction factor to curb the value of its credits angered some refiners and industry groups . The Dutch approach to deploy a correction factor to drive more renewable hydrogen use in refineries was good thinking but bad execution, according to Galjee. The Netherlands would be better copying Germany's policies without a correction factor and then increasing the size of the Dutch quota for renewable hydrogen use in transport as a simpler way to get the demand stimulus it wants, he argued. Boosting demand was not the only intention of the correction factor, however, as the Netherlands also wanted to stop the refinery route undermining direct use of hydrogen and derivatives in vehicles. Fully copying Germany may not be a "realistic option in the Dutch environment today", and while Galjee hopes the Netherlands can move closer to Germany's refinery route system, the top priority must be that some form of the Dutch refinery route starts on time in January 2026, he said. Belgian industry also wants its government to replicate the system devised by Germany, according to Belgium Hydrogen Council chair and Port of Antwerp-Bruges chief operations officer Tom Hautekiet. "Don't try to be smart, just copy and don't change anything from the German system. I want it exactly the same, with the same multipliers, the same objectives," he said. Belgium will likely confirm its plans publicly in a matter of months, and Hautekiet is hoping the government will hear the message from industry. There could even more divergence across the rest of the bloc. Industry participants said they have found it impossible to track every country. France has also proposed a version of the refinery route, but it differs from Germany in certain other areas of hydrogen policy, which has meant the other three have found it easier to present cohesive views as a trio. The issue of fragmentation may deepen in coming months as EU member states start to transpose into national law EU mandates relating to hydrogen in industry ahead of the May 2025 deadline. This will mean even more autonomy and room for divergence. By Aidan Lea Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Cop: Australia backs no new coal power call: Correction

20/11/24

Cop: Australia backs no new coal power call: Correction

Corrects missing word in headline London, 20 November (Argus) — Major coal producers Australia and Colombia, along with the EU and 23 other countries including the UK, have pledged not to allow any new unabated coal-fired power generation in their energy systems at the UN Cop 29 climate summit in Baku, Azerbaijan. This comes a day after Colombia, New Zealand and the UK joined a Netherlands-led international coalition focused on phasing out incentives and subsidies for fossil fuels. Most of the coal pact signatories are members of the Powering Past Coal Alliance, under which some countries have committed to phasing out existing unabated coal power generation. Australia is not listed as a member of the alliance, but the cities of Sydney, Melbourne and Canberra are. Unsurprisingly, the list of signatories did not include China or India, the two world's largest coal importers. It also does not include the US, although the country is part of the Powering Past Coal Alliance. "There is no space for new unabated coal in a 1.5°C or even 2°C aligned pathway, yet coal capacity rose by 2pc last year," the pact signatories said today. The pledge focuses on coal-fired generation and does not mention the phasing out of exports or imports. Australia, is the world's second-largest seaborne coal exporter. The country is looking to host Cop 31 in 2026 by outbidding Turkey for the spot. But no realistic policy changes in coal exports is expected from Australia, which will have a federal parliamentary election by May 2025 and winning votes from key coal mining regions in New South Wales and Queensland has proven to be crucial in recent elections. Turkey is on track to overtake Germany as Europe's largest coal-fired generator this year and was not among the signatories of today's coal pledge. Amid calls for a faster phase-down of unabated coal-fired power generation, global coal trade is set to reach a record high of more than 1.5bn t this year , surpassing last year's 1.38bn t, according to IEA data. Coal consumption will probably remain resilient, supported by higher electricity demand growth in China and India. China has not set a new climate plan since 2021, but it is expected to ramp up its ambitions in a new plan due by February 2025. India and Indonesia are strongly encouraging higher coal production to ensure energy security. The US Energy Information Administration (EIA) in September lowered its forecast for US coal-fired generation in this year but raised its expectation for 2025 . By Shreyashi Sanyal Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

China to quit coal baseload power by 2050: Think tank

20/11/24

China to quit coal baseload power by 2050: Think tank

Singapore, 20 November (Argus) — Coal power in China will shift from being a baseload to a backup power source by 2050, according to a government-linked think tank last week. China is expected to move to a cleaner energy system with solar and wind power as its core, displacing coal as the main power source, according to the China Energy Transformation Outlook 2024 released on 13 November at the Cop 29 climate conference in Baku, Azerbaijan. The Energy Research Institute of the Chinese Academy of Macroeconomic Research, a think tank under China's National Development and Reform Commission, was the key contributor to this report. Installed renewable power capacity is projected to account for 95pc of China's potential total capacity of 10,530-11,820GW in 2060, before which China aims to achieve carbon neutrality, according to the report. Renewable sources are expected to generate 93pc of power in 2060. This would be a significant change from the current mix in China. Renewables made up 52pc of total capacity of 2,920GW in 2023, while thermal power capacity was 48pc, according to China's National Energy Administration. Renewable sources and thermal power, which is mainly coal-fired, generated 30pc and 70pc of power respectively in 2023, according to the country's National Bureau of Statistics. "By 2050, coal power will preliminarily serve as an emergency and backup resource for the grid, providing essential support in critical power events," the report said. Solar and wind Significant growth in solar and wind installations is expected to lead China's energy transition, supported by lower costs. Solar power capacity is projected to reach 6,370-7,240GW in 2060, accounting for two-thirds of total capacity, while wind power capacity could reach 2,950-3,460GW, according to the report. Among the installed solar capacity, 70pc will be distributed systems, which are smaller power generation systems compared to large, utility-scale systems. Costs of solar and wind power generation in China have fallen by 80pc and 60pc respectively over the past decade, the report said. The report elaborated on ways to manage the volatility of renewable sources via various energy storage systems. Solar power output usually increases rapidly during the day with abundant sunlight. When output exceeds the power load, energy is stored in pumped hydro, chemical, hydrogen and electrofuels, electric vehicles and industry demand response storages. These storage systems can then discharge electricity to generate power in the evening when solar output stops, and when wind output is low. New energy storage solutions are expected to support increased electrification in China, which will play a key role in reducing the country's carbon emissions, the report said. Electrification involves replacing technologies or processes that use fossil fuels with electrically-powered equivalents, such as electric vehicles. By Jinhe Tan Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

UK launches global clean power group at G20

19/11/24

UK launches global clean power group at G20

Rio de Janeiro, 19 November (Argus) — UK, Brazil and 10 other countries have signed on to a new initiative to support renewable power project development in both developed and developing countries. The Global Clean Power Alliance, launched during the G20 summit in Rio de Janeiro, Brazil, by UK prime minister Keir Starmer, aims to have countries share expertise to meet UN Cop 28 climate summit commitments to triple renewable energy and double energy efficiency. The alliance will "... accelerate the transition to clean energy, reduce energy bills, increase energy security and reduce emissions around the world," Starmer told journalists at the G20 summit. Among the first of several 'missions' the alliance will tackle to address energy transition challenges will be the finance mission, which will co-chaired by Brazil. It will "harness the political leadership needed to unlock private finance on a huge scale, so that no developing country is left behind," the UK said. "Brazil signing up to our finance mission is a huge vote of confidence ahead of the crucial Cop 30 summit in Belem next year," British energy minister Ed Miliband said. Other alliance members are Australia, Barbados, Canada, Chile, Colombia, France, Germany, Morocco, Norway, Tanzania, the African Union. The US and the EU are also expected to join the initiative. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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