AU BRÉSIL - EPE · au brÉsil 12 avril 2019. programme d’accÉlÉration cleantech 1. situation macro-Économique et politique au brÉsil 2. brazilian energy sector: overview and

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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


SUDESTE : Espirito Santo, Minas Gerais, Rio de

Janeiro, São Paulo


SUD : Parana, Rio Grande do Sul, Santa Catarina


CENTRE-OUEST : District fédéral, Goiás, Mato

Grosso, Mato Grosso do Sul


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


Accélération

FRENCH CLEANTECH DAYS 2019Du 14 au 18 octobre, à Rio de Janeiro

Candidatures

Sélection


PHASE 1 : CANDIDATURESJusqu’au 14 juin 2019

[email protected]


PHASE 2 : SÉLECTIONDu 14 juin au 15 juillet 2019

Un jury de spécialistes


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).


PHASE 3 : ACCÉLÉRATIONUne journée de coaching à Paris puis semaine d’immersion à Rio de Janeiro du 14 au 18 octobre.


DEVENEZ SPONSOR DU FRENCH CLEANTECH DAYS ! Dès à présent!

Plusieurs niveaux de sponsoring pour soutenir notre programme et vous faire gagner en visibilité !

[email protected]

FIN DU WEBINAR, REMERCIEMENTS

Posez vos questions sur l’espace de chat Skype

Pour toute question complémentaire, nous contacter par e-mail.

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Documents

AU BRÉSIL - EPE · au brÉsil 12 avril 2019. programme d’accÉlÉration cleantech 1. situation macro-Économique et politique au brÉsil 2. brazilian energy sector: overview and