Visão Geral do Setor de Gás Natural – Estrutura Institucional

Presidente da
República

CNPE
MME
Conselho Nacional
Ministério de Minas
de Política Empresa de
Política e Energia
Energética Pesquisa Energética

Federal

Agência Nacional do
Petróleo, Gás Natural
Regulação e Biocombustíveis

Política Estados ou Agências

Estadual & Reguladoras
Estaduais
Regulação
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Gas Regulatory Framework

CNPE Committee to Promote the Competition in the Natural Gas Market

CNPE Resolution No.

16/2019 –
established
Obtainment of
guidelines and Studies on Studies, technical
suggestions and
improvements of infrastructure notes and Assessment of
information on how to
energy policies investments to Agreements with market
promote the
aiming at promote promote the offer Petrobras (“TCCs”) standards and
competition and
the competition in of pre-salt gas in establishing analysis for
unbundling in the gas
the natural gas the Brazilian divestments creation of
industry, and to
industry market, including commitments in proposals to
1953 increase the gas offer
gas pipelines and midstream and increase the
in the market. Prepare
LNG terminals downstream to competition in
of Technical Note to
projects (under promote the the sector.
promote the
development and unbundling of the Analysis of tax
competition in the
future ones) natural gas market improvements
natural gas market

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 Evolution of Gas Regulatory Framework

Gas New Market

Initiative proposed to
Monopoly of the Conclusion of fuel Bill of Law No. implement and
Federal Government, prices 6,407/2013 proposed monitor the measures
carried out by liberalisation and aiming at promote the for opening the gas
Petrobras (NOC opening of fuel industry of Gas in market in Brazil
controlled by the market Brazil
Gas to Grow Initiative
Government) Petroleum Law Enactment of the Gas
created to guide the
terminates Petrobras’ Law – first reform
regulatory framework
monopoly by law, but specifically targeting
reform and establish the
Petrobras keeps its the gas Market
basis for an open and
dominant position in focusing on
competitive gas market
fact transportation

1953 1997 2001 2009 2013 2016 2019

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Visão Geral do Setor de Gás Natural – Segmentos

Upstream Exploração e Produção

Importação e Exportação

Armazenamento

Processamento
Federal
Midstream &
Liquefação e Regaseificação
Downstream

Transporte

Carregamento

Comercialização

Estado Downstream Distribuição

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 Gas Regulatory Framework
Overview

States´ Regulation

- States must perform directly or through

concession the local piped gas
distribution services (Federal
Constitution, art. 25, §2º)

- Different tariff and by-pass regulations

among the states;

- Gas to Growth proposes harmonization

of state’s regulation

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 Mercado de Gás Natural
Conjuntura 2019: Mercado Verticalizado

“Petrobras do poço ao posto”

E&P Escoamento Processamento Transporte Distribuição Consumo

77% da Produção Operação quase 99% da 100% da capacidade Participação em 20 45% da capacidade
e 100% do exclusiva das capacidade de de carregamento das 27 CDL instalada de térmicas
suprimento rotas processamento (chamada pública da a gás
TBG em andamento)

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Fonte: Nota Conjunta do Comitê de Promoção da Concorrência no Mercado de Gás Natural no Brasil de 8 de julho de 2019
Mercado de Gás Natural
Novo Mercado de Gás

Abertura do mercado

Imagem: IBP

Novos ofertantes e aumento de

Redução do monopólio de fato da Petrobras
investimentos privados

Ampliação do acesso à infraestrutura Otimização dos fluxos

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 TCC CADE – Principais Aspectos
Objetivos
Aumento da
competitividade entre os
comercializadores
OBJETIVOS De 2012 a 2018:
72 autorizações concedidas
para comercialização de gás.
De janeiro a agosto de 2019:
16 novos agentes
autorizados

A Petrobras não está impedida

- Proteger as condições concorrenciais de continuar suas atividades
por meio de ações visando a abertura no mercado de gás. O processo
de desinvestimento está
do mercado brasileiro de gás natural limitado aos ativos e
Elevação da oferta de
obrigações apontados no TCC
capacidade de transporte
- Viabilizar a entrada de novos agentes nos gasodutos
econômicos no mercado de gás natural

Queda no preço da
molécula e nos custos do
transporte e dos contratos
de transporte de gás

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 Novo Mercado de Gás
Novo Desenho: Competitividade

Promoção da Integração com Remoção das Harmonização das

Concorrência Setores Elétrico e Barreiras Regulações Estaduais e
Industrial Tributárias Federal

E&P Escoamento Processamento Transporte Distribuição Consumo

Diversos Acesso a Terceiros Acesso a Desinvestimento na Desinvestimento de Diversificação,

Produtores e Novas Rotas Terceiros e Infraestrutura de Participação nas CDLs Mercado Livre e Novos
Novos Projetos Transporte e Liberação Projetos
de Capacidade

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Fonte: Nota Conjunta do Comitê de Promoção da Concorrência no Mercado de Gás Natural no Brasil de 8 de julho de 2019
 The New Gas Law – Bill of Law No. 4,476/2020
Main Specific Aspects
Third Party Access to Essential Facilities

Essential Facilities Doctrine: Provides the third party access not only to gas
transportation pipelines, but also to essential facilities (gas offloading
systems, gas processing facilities and LNG terminals) to be negotiated in
good faith and in a non-discriminatory manner.

Third Party Access to Gas Third Party Access to Gas

Transportation Pipelines Essential Facilities

The access existing under the The access to essential facilities

Gas Law, which will not under the New Gas Law is a
change in the New Gas Law, is negotiated access (the
a regulated access (the conditions of access are
conditions of access are supervised ex-post by the
previous established by the regulator)
regulator

Consenso: não-discriminatório (isonômico) e transparente

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 New Gas Law

Unbundling of the transport activity with other Authorization as a regime for the granting of
activities in the gas production chain transportation and storage activities

In addition to the Gas Transportation Pipelines, Entry-Exit Regime for Contracting of Gas
third party access to the Essential Facilities Transportation Capacity

Entry Point
Production Offloading Gas Entry Point
Pipeline Exit Point
Exit Point

Processing Plants
Entry Point
Exit Point
LNG Terminals Entry Point
Exit Point

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 Gas to Grow Initiative: Transition to a Competitive Market

Purpose
Activity Today New Gas Market
New legal
Processing, No open access Negotiated open access
framework for the
Offloading,
Gas Market in State tax (ICMS) inefficiencies Symbolic exchanges and monthly
Regasification for LNG/gas exchanges among accounting
Brazil to and Liquefaction terminal users
encourage private
investments. Transport Point-to-point model Entry-exit model
No independent network Independent network operator
operator
Product State tax (ICMS) based on State tax (ICMS) based on entry-exit
point-to-point model (physical model (contractual flow)
Bill of Law to
flow)
amend the Gas
Law currently Distribution Uneven State laws for by-pass Federal guidelines for development of
of consumers a free market
under discussion
in Congress. Trading No organized markets Organized markets

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