This session will discuss the prospects for growth in gas supply and its structure over the next 10 years, considering domestic offshore and onshore production, as a result of planned investments. How to ensure the introduction of major projects (Raia, SEAP)? Challenges in making smaller or onshore fields viable.

Argentinian gas imports: how much, when and at what price? Via Bolivia and other routes?
In addition, there are several new LNG terminals: What is the role of the new LNG terminals? How competitive are these new sources compared to domestic gas?

A presentation by economist Marcos Lisboa on the Brazilian economic scenario and its impact on the reindustrialization of Brazil.

Bio: Currently serving as managing partner of Gibraltar Consulting, Marcos Lisboa has a track record that includes experience in academic institutions, the government and as an executive in financial institutions. He was the CEO of Insper between April 2015 and March 2023, after having served as the institution’s vice-president from 2013 to April 2015. From 2006 to 2009, he served as executive director of Itaú-Unibanco and from 2009 to 2013 as vice-president. From 2005 to 2006, he was president of the Brazilian Reinsurance Institute and served as Secretary of Economic Policy at the Ministry of Finance from 2003 to 2005. In addition to his previous positions, he worked as an assistant professor of economics at the Getúlio Vargas Foundation’s Brazilian School of Economics and Finance between 1998 and 2002 and previously as an assistant professor of economics at Stanford University’s Department of Economics from 1996 to 1998. He holds a Ph.D. in economics from the University of Pennsylvania.

After Marcos Lisboa’s presentation, a debate will be held on the prospects and challenges for expanding the industry’s demand for gas, also considering end consumers’ decarbonization strategies.

In this session, we will focus on the potential sectors that could bring new demand for gas. Two sectors look promising. We will discuss the role of natural gas in the context of increased energy demand for data centers linked to Artificial Intelligence. We will also discuss the potential for replacing diesel with natural gas and biomethane in truck and bus fleets.

Muito está sendo discutido em relação ao aumento muito significativo da demanda de energia para atendimento de data centers ligados a Inteligência Artificial. Gerar energia limpa, de forma firme e sem interrupções é um desafio. O gás natural se insere como combustível complementar à geração renovável, para garantir a segurança para esse segmento em forte crescimento.

This session will discuss the role of thermal generation as a source that brings greater security and resilience to energy supply, in the context of the growing participation of renewable sources in the electricity mix. We will also discuss how the Capacity Reserve Auction (LRCAP 15) fits into this context, and how the (re)contracting or exit of thermal plants can affect the viability of the gas transportation link.