Produção de veículos aumenta em abril

Spanish Market: Biofuels, Metals, Oil products
08/05/24

A produção brasileira de veículos subiu 24pc em abril, em um cenário de vendas crescentes no mercado interno.

A produção de veículos atingiu 222.115 unidades em abril, em comparação com 178.853 no mesmo mês em 2023, informou a Associação Nacional dos Fabricantes de Veículos Automotores (Anfavea).

Em relação a março, a produção cresceu 13pc. No acumulado desde janeiro, houve alta de 6,3pc, para 760.114 unidades.

Já as vendas saltaram 37pc em comparação com o mesmo período do ano anterior. O licenciamento de veículos totalizou 220.840 unidades no mês, 17pc maior do que em março.

O Brasil exportou cerca de 27.330 unidades em abril, queda de 19pc na base anual e alta de 16pc em relação ao mês anterior.

"Temos pela frente alguns pontos de alerta, como a redução do ritmo de queda dos juros e os efeitos da calamidade no Rio Grande do Sul", disse o presidente da Anfavea, Márcio de Lima Leite.

Leite acrescentou que as enchentes no estado já estão afetando fábricas de veículos, máquinas agrícolas e componentes usados por toda a cadeia automotiva.

As chuvas já deixaram mais de 100 mortos, segundo a Defesa Civil do Rio Grande do Sul. Outras 128 pessoas estão desaparecidas e cerca de 164.000 perderam suas casas.

Por Laura Guedes

Participação de mercado de veículos leves por combustível			%
	Abr-24	Abr-23	± (pp)
Gasolina	3,6	2,5	1,1
Elétricos	3,2	0,4	2,8
Híbridos	2,3	2,1	0,2
Híbridos Plug-in	1,7	0,7	1
Flex	79,5	83,4	3,9
Diesel	9,6	10,9	-1,3
Anfavea

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03/12/24

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.

Industry wary of Trump tariffs on Canada, Mexico

03/12/24

Industry wary of Trump tariffs on Canada, Mexico

Washington, 3 December (Argus) — US president-elect Donald Trump's plan to impose 25pc tariffs on all imports from Canada and Mexico could have a profound impact on the US oil and gas industry and the US' diplomatic efforts, energy industry representatives said at an industry conference on Tuesday. Cenovus Energy, the second-largest oil and gas producer in Canada, is paying close attention to Trump's rhetoric on trade, and trying to "educate" policymakers in the incoming Trump administration on how tariffs on Canada could impact North America's deeply integrated energy system, Cenovus director of US government affairs Steve Higley said at the North American Gas Forum in Washington, DC. The US in 2023 imported 3.9mn b/d of crude oil from Canada and 730,000 b/d from Mexico, accounting for 60pc and 11pc of US crude imports, respectively, according to US Energy Information Administration (EIA) data. Refineries in the US Midwest's PADD 2 region also process about 2.5mn b/d of Canadian crude, Higley said. The US also exports a significant amount of natural gas to Mexico — 6.2 Bcf/d (176mn m³/d) in 2023, according to the EIA — which is another "reminder of how integrated the North American energy system is," said Dustin Meyer, senior vice president of policy at the influential trade group American Petroleum Institute (API). Retaliatory tariffs by Mexico, threatened by Mexican president Claudia Sheinbaum last week in response to Trump's initial threat of tariffs, would likely impact that gas trade. Sheinbaum and Trump have since taken on a more conciliatory tone toward the subject after the two had what Trump called a "wonderful" conversation. API repeatedly called on Trump in his first administration to de-escalate his trade dispute with China, which it said threatened investment in US LNG. A section of API's website on trade titled "The Truth about Tariffs" reads: "Tariffs are taxes on imported goods that increase costs for consumers." Aside from the threat of tariffs causing "alarm" in Canada, it is not clear how US consumers would benefit from a tariff on all Canadian products, including oil and gas, said Robert Johnston, senior director of research at Columbia University's think tank Center on Global Energy Policy. On the diplomatic front, there is a "tension" between the incoming Trump administration's argument that US oil and gas production must be increased to support American allies, when it is also threatening tariffs to support American industry over that of its trade partners, Johnston said. The initiation of new trade disputes could also erode the US' ability to compete with China, said Jason Grumet, chief executive of trade group American Clean Power Association. "Are we trying to take China on alone, or are we trying to build a global economy of the democratic nations who have been our allies for 50 years?" Grumet asked. Whether the incoming Trump administration will actually go ahead with tariffs on Canada and Mexico is far from certain. From its rhetoric, the administration appears to care deeply about narrowing the US' trade deficit, leveraging its massive energy production on the global stage, and keeping energy prices low for US consumers, Meyer said. But "if that's the vision, what is the form that specific policies take?" he asked. By Julian Hast Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Mexico factory contraction eases in November

03/12/24

Mexico factory contraction eases in November

Mexico City, 3 December (Argus) — Mexico's manufacturing sector contracted again in November, but at a slower pace than the previous month, according to the Mexican finance executive association's (IMEF) latest purchasing managers index (PMI) surveys. The manufacturing PMI rose to 48.3 from 47.2 in October, inching closer to the 50-point threshold that signals expansion. Still, the index remained in contraction territory for an eighth consecutive month. "There is some stabilization in the loss of economic momentum recorded in previous months," IMEF noted, but the overall trend reflects "stagnation or the absence of solid expansion in both manufacturing and non-manufacturing sectors." Manufacturing accounts for about a fifth of Mexico's economy. Within the manufacturing PMI, the new order index increased by 1.3 points to 47.3 but stayed in contraction. Production fell by 0.5 points to 46.1, with both sub-indicators in contraction for an eighth month. In contrast, non-manufacturing industries—including services and commerce—moved into expansion territory, rising to 50.5 in November from 49.3 in October. New orders in this sector climbed 2.1 points to 51.5, production rose 1.8 points to 50.5 and employment rose by 1.2 points to 49.1, though it remained in contraction for a fifth consecutive month. Inflation concerns raised Looking ahead, IMEF highlighted potential inflationary pressures tied to US President-elect Donald Trump's policies. These include possible supply chain disruptions driven by escalating conflicts with Russia and in the Middle East as Trump shifts toward a more transactional approach with traditional allies. IMEF also warned that Trump may seek to influence the US Federal Reserve to accelerate rate cuts, further fueling inflation. Domestically, deregulation and tighter migration constraints may fail to ease trade bottlenecks. Meanwhile, tax cuts without corresponding spending reductions could add significant upward pressure on prices, IMEF said. By James Young Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

EU finalisiert Zölle auf chinesische Biokraftstoffe

03/12/24

EU finalisiert Zölle auf chinesische Biokraftstoffe

Hamburg, 3 December (Argus) — Die europäische Kommission wird ab Februar 2025 Zölle auf importierte chinesische Biokraftstoffe erheben. Dies geschieht in Reaktion auf ungewöhnlich große und teilweise falsch deklarierte Biokraftstoff-Importmengen aus China seit dem Frühjahr 2023. Die Zölle werden am 14. Februar 2025 in Kraft treten und fallen je nach betroffenem chinesischem Unternehmen unterschiedlich hoch aus. Je nachdem, wie kooperativ sich das jeweilige Unternehmen gegenüber der Europäischen Kommission bei den Ermittlungen zu etwaigen Betrugsfällen mit fortschrittlichen Biokraftstoffen gezeigt hat, liegt der Zollsatz zwischen 11,1 % und 36,6 %. Dies geht aus einem Dokument der Generaldirektion für Handel der Kommission hervor, das Argus vorliegt. Die vorläufig erlassenen Zölle wurden ursprünglich in einer Spanne von 12,8 % bis 36,4% festgelegt. Endgültig eingeführte Zölle gelten für gewöhnlich für eine Zeitspanne von fünf Jahren, allerdings kann eine Revision bereits nach dem ersten Jahr angefragt werden. Die Kommission bestätigt in dem Dokument außerdem, dass Nachhaltiger Flugzeugkraftstoff (SAF) von den Antidumping-Zöllen ausgeschlossen ist, da der Kraftstoff weder mit Biodiesel oder HVO austauschbar sei, noch mit diesen konkurriere. Verschiedene europäische Unternehmen und Verbände, darunter der finnische Produzent Neste und das European Biofuels Board (EBB) hatten zuvor gewarnt, dass durch den Ausschluss von SAF von den Zöllen der Flugzeugkraftstoff von verpflichteten Unternehmen zur Erfüllung von Dekarbonisierungsmandaten im Straßenverkehr genutzt werden könnte. Durch sogenannte Opt-Ins können Unternehmen in manchen EU-Staaten, zum Beispiel in den Niederlanden, nicht straßengebundene Kraftstoffe wie SAF auf die Erfüllung ihrer Mandate im Straßensektor anrechnen lassen. Als HVO jedoch Anfang November im Handelszentrum Amsterdam-Rotterdam-Antwerpen (ARA) teurer gehandelt wurde als SAF, gab es keine Anzeichen, dass der Flugzeugkraftstoff tatsächlich verstärkt im Straßenkraftstoffmarkt Einzug hielt. Seit Anfang 2023 erreichten große Mengen von meist als fortschrittlich deklariertem Biokraftstoff aus China den europäischen Markt. Das daraus resultierende Überangebot setzte europäische Produzenten unter Druck und senkte in Deutschland die Kosten zur Erfüllung der Treibhausgasminderungsquote . Von Simone Burgin & Max Steinhau Senden Sie Kommentare und fordern Sie weitere Informationen an feedback@argusmedia.com Copyright © 2024. Argus Media group . Alle Rechte vorbehalten.

КМГ планирует производить SAF в Казахстане

03/12/24

КМГ планирует производить SAF в Казахстане

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