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VOS CONTACTS BUSINESS FRANCE
ANDRE JURGENS RIOS (RIO DE JANEIRO)
SANDRINE HENRY (PARIS)
FILIÈRE INDUSTRIE & CLEANTECH
PROGRAMME D’ACCÉLÉRATION
FRENCH CLEANTECH DAYSSolutions pour les industriels privés brésiliens
AU BRÉSIL
12 AVRIL 2019
PROGRAMME D’ACCÉLÉRATION CLEANTECH
1. SITUATION MACRO-ÉCONOMIQUE ET POLITIQUE AU BRÉSIL
2. BRAZILIAN ENERGY SECTOR: OVERVIEW AND OPPORTUNITIES (EPE)
3. INDUSTRIE ET EFFICACITÉ ÉNERGÉTIQUE AU BRÉSIL
4. COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRESILIENS?
1. SITUATION MACRO-ECONOMIQUE
ET POLITIQUE
ÉCHELLE CONTINENTALE
Une véritable porte d’accès au marché sudaméricain
ORGANISATION ET ÉCONOMIE RÉGIONALE
NORD : Amazonas, Para, Acre, Rondônia, Roraima,
Amapa, Tocantins
Part estimée dans le PIB brésilien : 5,3%
NORDESTE : Maranhão, Piauí, Ceara, Rio Grande do
Norte, Paraíba, Pernambouc, Bahia, Alagoas, Sergipe
Part estimée dans le PIB brésilien : 13,9%
SUDESTE : Espirito Santo, Minas Gerais, Rio de
Janeiro, São Paulo
Part estimée dans le PIB brésilien : 54,9%
SUD : Parana, Rio Grande do Sul, Santa Catarina
Part estimée dans le PIB brésilien : 16,4%
CENTRE-OUEST : District fédéral, Goiás, Mato
Grosso, Mato Grosso do Sul
Part estimée dans le PIB brésilien : 9,4%
PIB : 2.056 milliards USD
ORGANISATION DÉMOGRAPHIQUE
2017, ANNÉE CHARNIÈRE D’UNE REPRISE DURABLE
ÉLECTION 2018 – SITUATION POLITIQUE
3 NIVEAUX : FEDERAL, ETATS, MUNICIPALITES
LIBÉRALISME ÉCONOMIQUE : VAGUE DE PRIVATISATIONS
OUVERTURE COMMERCIALE
VOLONTÉ DE RÉFORME FISCALE
MODERNISATION LOI DU TRAVAIL
Energy Research OfficeMinistry of Mines and Energy
Webinar French Cleantech Days Rio de Janeiro, April 12th 2019
2. BRAZILIAN ENERGY SECTOR: AN OVERVIEW AND OPPORTUNITIES
High Level Policy Guidelines and Major Government Decisions
INSTITUTIONAL STRUCTURE OF BRAZILIAN ENERGY SECTOR
CMSE
Power Sector Monitoring Committee
EPE
Energy Research Office
ANEELNational Electricity Agency
CCEEElectricity Energy Commercialization Chamber
MME
Ministry of Mines and Energy
ONSNational System Operator
CNPE
National Energy Policy Council
Planning
Commercialization
Supply Monitoring
System Operation
Regulation and Supervising
ANPNational Petroleum Agency
Policy Design and Energy Planning
ANANational Water Agency
EPE is a Brazilian state-owned
company responsible for
studies in order to support
governmental policies for the
energy sector, in charge of
MME.
Highlights
Energy Overview
• Domestic energy supply grows at similar rate as final consumption.
¹ DES = Production (+) Imports (-) Exports (+/-) Inventory Variation (-) Untapped energy (-) Reinjection. It is the avaiable energy to be consumed ortransformed.
% variation 2017/2016
Values in Mtoe 2016 2017
Domestic energy supply¹ ........... 288.3 292.1Final consumption...................... 255.5 258.7Losses......................................... 32.8 33.4Losses (%)................................... 11.4% 11.4%
OVERVIEW OF THE BRAZILIAN ENERGY MIX
ENERGY SUPPLY AND CONSUMPTION - COMPARISON
BrazilPopulation: 206.8 millions TPES²: 288.3 MtoeTPES/population: 1.39 toe/capita
USA¹Population: 323.4 millions TPES²: 2,166.6 MtoeTPES/population: 6.70 toe/capita
China¹Population: 1,386 millions TPES²: 2,973 MtoeTPES/population: 2.14 toe/capita
European Union¹Population: 510.6 millions TPES²: 1,598.15 MtoeTPES/population: 3.13 toe/capita
¹ Data from International Energy Agency (IEA), year 2016² Total Primary Energy Supply, which is equivalent to what EPE calls Domestic Energy Supply
• In 2017, the contribution of renewables in the Brazilian Energy mixremained among the highest in the world. The advance of natural gas wascompensated mainly by wind, black liquor and biodiesel.
Sources: EPE; International Energy Agency (IEA). Prepared by EPE
Percentage ofrenewables in theBrazilian energymix:2015: 41.3%2014: 39.4%2013: 40.4%
SHARE OF RENEWABLES IN THE ENERGY MIX
petroleum and oil products
hydraulic¹
uraniumcoalNatural gas
36.4%
12.0%
1.4%5.7%13.0%
firewood andcharcoal
8.0%
sugarcane biomass
17.0%
black liquor and other renewables
5.9%
RENEWABLES 42.9%
NON-RENEWABLES 57.1%
¹ Includes electricity imported from hydraulic source
other non-renewables
0.6%
DOMESTIC ENERGY SUPPLY BREAKDOWN
¹ Includes biodiesel
² Inclui aviation gasoline
³ Includes refinery gas, coal coke, petroleum coke, charcoal, tar, naphta, coal, other oil products, asphalt, lubricants andsolvents.
BRAZIL (2017)
BRAZIL (2016)
FINAL CONSUMPTION BY SOURCE
Natural gas7.4% Firewood
6.3%
Sugarcane bagasse
11.7%
Electricity17.5%
Ethanol5.6%
Diesel Oil¹18.1%Fuel Oil
1.2%
Gasoline²9.5%
LPG3.2%
Kerosene1.3%
Black liquor2.4% Other sources³
15.8%
industry
agriculture and livestock
energy sectorhouseholdstransport
32.9%
4.0%
10.1%9.7%32.7%
non-energy use5.8%
services4.8%
energy use
94.2%
Industrial production and cargo / passenger transportation account for approximately 66% of the country's energy consumption.
2017 258.7 Mtep
2016 255.5 Mtep
1.2%
WHO USED ENERGY IN BRAZIL
2017 85.1 Mtoe
2016 84.3 Mtoe
1.0%
Coal +8.4% (coal coke reduction steel)
Black Liquor +3.6% (cellulose pulp production)
Charcoal -4.1% (charcoal reduction steel)
Sugarcane bagasse -2,0% (sugar)
Renewables57%
¹ Includes diesel oil, LPG, naphtha, kerosene, coke oven gas, tar, refinery gas, petroleum coke, among other renewables and non-renewables.
INDUSTRIES ENERGY CONSUMPTION
Highlights
Electricity Overview
1 Imports (-) exports2 Final consumption refers to : National Interconnected System + Isolated power plants + Self-production
% variation 2017/2016
Values in TWh 2016 2017
Domestic Electricity Supply 619.7 624.3
Public Utility Power Plants 480.4 491.1
Self Producers Power Plants 98.5 96.8
Electricity imports¹ 40.8 36.4
Final consumption² 521.4 526.2
Losses (commercial + technical) 98.3 98.1
Losses (%) 15.9% 15.7%
ELECTRICITY CONSUMPTION IN BRAZIL
0%
1%
2%
Total energy
consumption
Final
consumption
(electricity)
Available
electricity
1.2%
0.9%
0.7%
¹ Data from International Energy Agency (IEA), year 2016² EC = Electricity consumption
China¹Population: 1,386 millions Electricity consumption²: 5,946 TWhEC/population: 4.29 MWh/capita
European Union¹Population: 510.6 millions Electricity consumption²: 3,071.3 TWhEC/population: 6.01 MWh/capita
BrazilPopulation: 207.9 millions Electricity consumption²: 521.4 TWhEC/population: 2.52 MWh/capita
USA¹Population: 323.4 millions Electricity consumption²: 4,147.5 TWhEC/population: 12.83 MWh/capita
ELECTRICITY CONSUMPTION - COMPARISON
ELECTRICITY CONSUMPTION BY SECTOR
Total Electricity Consumption in 2017: 526.2 TWh Industrial Electricity Consumption in 2017 : 198.3 TWh
¹ Includes coke oven gas, blast furnace gas, steel gas and tar
² Includes imports
³ Includes firewood, sugarcane bagasse, black liquor and other primary sources.
BRAZIL (2016)
Total² supply in 2016: 619.7 TWh
Hydraulic² supply in 2017: 407.3 TWh
Total² supply in 2017: 624.3TWh
BRAZIL (2017)
Hydraulic² supply in 2016: 421.7 TWh
BRAZILIAN ELECTRICITY MIX
Coal and coal products¹
3.6%
Hydraulic²65.2%Biomass³
8.2%
Wind power6.8%
Photovoltaic solar0.1%
Natural gas10.5%
Oil products3.0% Nuclear
2.5% Coal and coal products¹
4.1%
Hydraulic²68.1%
Biomass³8.2%
Wind power5.4%
Photovoltaic solar0.0%
Natural gas9.1%
Oil products2.5%
Nuclear2.6%
• Decrease in the share of renewables in the electricity mix: despite the fall in hydrogeneration, wind energy made up for the advancement of thermal generationbased on natural gas and oil products.
Percentage of renewables in the Brazilian electricity mix:2015: 75.5%2014: 74.6%2013: 78.3%
SHARE OF RENEWABLES IN THE ELECTRICITY MIX
23.0%
22.8%
81.7%
80.4%
0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
OECD (2015)
World (2015)
Brazil (2016)
Brazil (2017)
Renewable Non-renewable
Source: Anuário Interativo de Energia Elétrica, EPEhttp://epe.gov.br/sites-pt/publicacoes-dados-abertos/Paginas/Anuario-Estatistico.aspx
ELECTRICITY CONSUMPTION MAP
SP = 27,7%
MG = 11,6%
RJ = 8,3%%
ES = 2,1%
BA = 5,2%
PI = 0,7%
MA = 1,5%CE = 2,4%
SE = 0,8%
AL = 1,1%
PE = 3,0%
PB = 1,1%
RN = 1,2%
GO = 3,2%
DF = 1,3%
TO = 0,5%
MT = 1,8%
MS = 1,2%
RO = 0,7%
AM = 1,3%
AC = 0,2%
PA = 4,3%
RR = 0,2%
AP = 0,2%
PR = 6,6%
SC = 5,2%
RS = 6,4%
MW médios
Carga: cenário de referência
Carga: cenário alternativo(1)
Oferta existente + contratada
~ 9.000~ 12.000
80.181 84.015
93.246
95.843
0
20.000
40.000
60.000
80.000
100.000
2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
MEDIUM TERMS PERSPECTIVES: TEN YEAR EXPANSION PLAN 2027
http://epe.gov.br/pt/publicacoes-dados-abertos/publicacoes/ plano-
decenal-de-expansao-de-energia-pde
PIB (% a.a.)
2,6 3,0
-6%
-4%
-2%
0%
2%
4%
6%
8%
10%
2008 2010 2012 2014 2016 2018 2020 2022 2024 2026
1,6
Histórico Projeção
Agropecuária
2008-2017: 3,3% a.a.
2018-2027: 2,7% a.a.
Indústria
2008-2017: 0,3% a.a.
2018-2027: 3,1% a.a.
Serviços
2008-2017: 1,8% a.a.
2018-2027: 2,8% a.a.
Peak Load (2027):123.704 MW
Requests for
additional electricity
power generation:
~ 9.000 – 12.000
MW (average)
0
2.000
4.000
6.000
8.000
10.000
12.000
2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Ca
pa
cid
ad
e I
nst
ala
da
(M
W)
Fotovoltaica Eólica Termelétrica CGH
12 GW
Distributed GenerationEnergy Efficiency
Total: 19 Mtoe (7%) - difference between theprojection of the final energy consumption,incorporating energy efficiency gains, and theenergy consumption that would occur if theywere maintained the technological standardsobserved in the base, 2017.
Opportunities – who would bring thistechnological improvements to promoteenergy efficiency gains?
MEDIUM TERMS PERSPECTIVES: TEN YEAR EXPANSION PLAN 2027
47%
39%
6%3% 4%
Industrial
Transporte
Serviços
Residencial
Agropecuário
.
ANEEL Normative Resolution nº 482/2012enabled the compensation of the energysurplus produced by smaller meteringsystems.
OFICIAL SUPPORTING SCHEMES: ENERGY EFFICIENCY OBLIGATION (PEE/ANEEL) AND PAR/PROCEL
28
1% of operational net income
0.5% P&D
0.1% MME0.2% P&D/ ANEEL0.2% FNDCT0.4% EE/ ANEEL
0.5% EE
0.1% PROCEL
FINANCIAL RESOURCES
ANEEL - National Electricity Agency
PROCEL - National Program for Electricity Conservation
The application of the financial resources destined to energy efficiency programs come from the Energy Efficiency Program managed by the distribution companies. These resources are distributed as follows (Law 13.280/2016):
80% applied by the distribution companies themselves, in accordance with the regulations establishedby ANEEL;
20% applied to support Procel.
.
29
CP33Public
Consultation 33
More powerto the
consumer
Free Market liquidity
More eficiente and credible
prices.
Access tocompetitiverenewable
energy
Rationalizationof charges and
subsidies
End of Market reserves
More individual risk
management
Balancedallocation of
risks and costs
MEDIUM TERM PERSPECTIVES: GOVERNMENTAL POLICIES
CP33: Propositions to improve the Brazilian Electric Sector
Current Status: PL¹ 1917/2015 in progress in the Brazilian National Congress
¹ Project of Law
Gas to Grow
¹ Project of Law
Challenges and Impacts
Characteristics and objectives of the measures
Context
Natural gas sector in the early stages of maturity, with high concentration and
verticalization, with Petrobras as the dominant agent over the entire chain.
As of 2016, Petrobras signaled the realization of important divestments in the
natural gas and energy chain.
Development of an investments friendly environment, with competition and
multiple agents .
Increasing level of competitiveness in Brazilian Market
Potential reduction on natural gas prices.
Participation of several stakeholders in the discussions and preparation of
proposals.
Measures to reduce the perception of risks to investors, with clear and
transparent rules.
Harmonization of federal and state regulations
Status
PL¹ 6407/2013 in progress in the Brazilian National Congress
MEDIUM TERM PERSPECTIVES: GOVERNMENTAL POLICIES
Gas to Grow
Energy Research OfficeMinistry of Mines and Energy
Avenida Rio Branco, 1 – 11th Floor20090-003 – Downtown - Rio de Janeiro/RJ - Brazil
http://www.epe.gov.br/
THANK YOU FOR YOUR ATTENTION!Jeferson Borghetti Soares (Head) - [email protected]
Felipe Klein Soares (Energy analyst) – [email protected]
Energy and Economic Department
Twitter: @EPE_BrasilFacebook: EPE.Brasil
3. INDUSTRIE ET EFFICACITÉ ÉNERGÉTIQUE AU
BRÉSIL
Constats sur le Brésil et l’Amérique du Sud
L’électricité brésilienne parmi les plus chères du monde
Selon la BID, l’Amérique latine perd environ 17% de l’énergie qu’elle produit
Environnement favorable à l’implantation de solutions d’EE
BID - MOSTRA A SUA ENERGIA
Déjà au Brésil? Boostez votre visibilité en envoyant votre dossier avant le 30 avril 2019, envoyez votre dossier!
ANEEL – Programme d’Efficacité Énergétique
PEE de l’ANEEL. Investissements dirigés vers des projets ou programmes d’efficacité énergétique
En général : qualité, robustesse, innovation, confiance
Secteur énergétique : leader sur marché de la production (Engie, EDF,
Voltalia) ainsi que des technologies pour le réseau (Schneider Electric, Saft, Legrand, Engie, Total, Vinci Energies, Orano, etc.).
FRANCE – Quelle perception au Brésil?
4. COMMENT REPONDRE AUX BESOINS
DES INDUSTRIELS BRÉSILIENS?
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
NOS PARTENAIRES, +100 ENTREPRISES
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
Accélération
FRENCH CLEANTECH DAYS 2019Du 14 au 18 octobre, à Rio de Janeiro
Candidatures
Sélection
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
PHASE 1 : CANDIDATURESJusqu’au 14 juin 2019
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
PHASE 2 : SÉLECTIONDu 14 juin au 15 juillet 2019
Un jury de spécialistes
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
PHASE 2 : SÉLECTIONDu 14 juin au 15 juillet 2019
Un jury de spécialistes
Marlucio BorgesIngénieur diplômé à l’université de Campinas à São Paulo (UNICAMP), Marlucioest un spécialiste de la gestion environnementale. Il a travaillé au Brésil et àl’International dans le secteur automobile. Il est reconnu par le PNUE(Programme des Nations Unies pour l’Environnement) comme l’un desspécialistes en production durable.Il est actuellement directeur du département de développement durable de laFIESP (Fédération des Industries de l’Etat de São Paulo).
Linda MurasawaGraduada no ITA, com especializações no IMT, INSPER e Cambridge University. Trabalhou nos setores financeiro e industrial com experiência nacional e internacional. No Santander foi Head de Sustentabilidade e diretora da Febraban até 2017. Em 2017, foi escolhida entre as top 10 Mulheres Lideres Globais de Sustentabilidade pelo World Business Councilfor SustainableDevelopment (WBCSD).
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
PHASE 3 : ACCÉLÉRATIONUne journée de coaching à Paris puis semaine d’immersion à Rio de Janeiro du 14 au 18 octobre.
COMMENT REPONDRE AUX BESOINS DES INDUSTRIELS BRÉSILIENS?
DEVENEZ SPONSOR DU FRENCH CLEANTECH DAYS ! Dès à présent!
Plusieurs niveaux de sponsoring pour soutenir notre programme et vous faire gagner en visibilité !
FIN DU WEBINAR, REMERCIEMENTS
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