Energia e Gás Natural no Brasil

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Brazil, Energy and Power IV 
Antonio Luiz Silva de Menezes
March, 26th 2002
Houston - USA
Panel D - Gas
Mineral CoalWood
Hydro 
Power
Sugar-Cane
Derivatives
Others
Crude Oil
Natural Gas
Source: MME-BEB
Note: hydraulic power conversion coefficient = 0.29 toe/MWh
2005 Total: 287 million toe
Natural Gas share to triple to 2005
1999 Total: 253 million toe
Gas share of energy mix will rise from 3% to 10% in 2005 
Gas accounts for over 58% of energy consumption growth 
Brazilian Energy Consumption
ARJONA
120 MW
TRÊS LAGOAS
240 MW
CANOAS (REFAP)
500 MW
CORUMBÁ
90 MW
ARAUCÁRIA
480 MW
PIRATININGA
600 MW
FORTALEZA
NATAL
J.PESSOA
RECIFE
MACEIÓ
ARACAJU
SALVADOR
VITÓRIA
RIO DE JANEIRO
MANAUS
PORTO VELHO
CUIABÁ
C.GRANDE
CURITIBA
CAMPINAS
FLORIANÓPOLIS
SÃO PAULO
BELO
HORIZONTE
BRASÍLIA
RIOGEN
500 MW
TERMOBAHIA
450 MW
FAFEN
56 MW
TERMORIO
1.036 MW
ELETROBOLT
350 MW
MACAÉ MERCHANT
870 MW
IBIRITÉ
690 MW
JUIZ DE FORA
103 MW
PORTO ALEGRE
TERMOPERNAMBUCO
500 MW
FORTALEZA
307 MW
TERMOCEARÁ
270 MW
TERMOSERGIPE
90 MW
TERMOAÇU
325 MW
CAMAÇARI
300 MW
BONGI
150 MW
COTEMINAS
90 MW
ARJONA (upgrade )
80 MW
TERMOGAÚCHA
500 MW
TERMO CATARINENSE NORTE
350 MW
CCBS (CUBATÃO)
440 MW
NORTE FLUMINENSE
778 MW
SANTA CRUZ (upgrade)
320 MW
SÃO GONÇALO (reactivation)
193 MW
CAMPOS (upgrade )
80 MW
NORTE CAPIXABA
250 MW
VITÓRIA
500 MW
GCE Instructions: 
nº 36, 37, 47
Thermo Electrical Priority Program - PPT
New Power Generation: A Driver for Gas Supply
Gas demand growth of 35% / yr; power generation to account for 
about 50%
By 2005 Petrobras will market 75,5 MM m3/d and supply 50 MM m3/d 
0
10
20
30
40
50
60
70
80
1997 1998 1999 2000 2001 2002 2003 2004 2005
50 
MM m3/d
Petrobras' 
E&P Gas by 
2005
Thermo electrical
Not Thermo electrical
Natural Gas Demand in Brazil 
(MM m3/d)
BRAZIL
7.6 tcf
(215.1 Bm3)
Reserves for Southern Cone Market
TOTAL SOUTHERN CONE
BOLIVIA
38.8 tcf
(1,098.1 Bm3)
ARGENTINA
26.4 tcf
(747.1 Bm3)
25 yrR/P
2.9 tcf/yr
(82.1 Bm3/yr)
Demand (2005)
72.8 tcf
(2,060.2 Bm3)
Reserves (2000)
Gas Supply for the Brazilian Market
BRAZIL
7.6 tcf
(215.1 Bm3)
BOLIVIA
38.8 tcf
(1,098.1 Bm3)
ARGENTINA
26.4 tcf
(747.1 Bm3)
25 yrR/P
2.9 tcf/yr
(82.1 Bm3/yr)
Demand (2005)
72.8 tcf
(2,060.2 Bm3)
Reserves (2000)
PETROBRAS
10.1 tcf
(285.83 Bm3)
in Brazil, Bolivia, and Argentina
TOTAL SOUTHERN CONE
PETROBRAS Proven Gas Reserves
Total Network.: 7.755 Km
Existing
Under construction
Under Study
URUCU
PORTO VELHO
JURUÁ
FORTALEZA
NATAL
J. PESSOA
RECIFE
MACEIÓ
ARACAJÚ
SALVADOR
BELO 
HORIZONTE
CUIABÁ
SÃO MATEUS
BRASÍLIA
RIO DE JANEIRO
FLORIANÓPOLIS
PORTO ALEGRE
CURITIBA
CAMPO 
GRANDE
SANTOS
VITÓRIA
Brazilian Gas Pipeline Network
Integration Gas Pipeline
SÃO PAULO
CAMPINAS
Natural Gas Demand by Sector
2001
AVERAGE: 20.9 MM m3/dia
77%
4%
5%
2%
9% 3%
FUEL RES/COM PETROCHEMICAL
SIDERURGICAL AUTOMOTIVE THERMAL
2005
AVERAGE: 75.5 MM m3/dia
41%
2%
2%
1%
5%
49%
Potential Natural Gas SupplyPotential Natural Gas Supply
2001
20.9 MMm3/d
2005
75.5 MMm3/d
45%
38%
10%
7%
NATIONAL GAS BOLIVIAN GAS
ARGENTINEAN GAS LNG
51%
49%
NATIONAL GAS BOLIVIAN GAS
Increasing Logistic CapacityIncreasing Logistic Capacity
The additional demand will lead the expansion of the Natural Gas Pipelines:
Anticipation of the transportation 
capacity of 30 MM m3/d in 1st 
quarter/2003 and expansion in 2004
Anticipation of the transportation 
capacity of 5 MM m3/d
Southeast and Northeast Network
Integration Gas Pipeline
Brazil-Bolivia Gas Pipeline
Uruguaiana-Porto Alegre Pipeline
Increasing capacity for domestic 
transportation
Increasing capacity for gas 
importation and domestic network
Total Network.: 7.755 Km
Existing
Under construction
Under Study
URUCU
PORTO VELHO
JURUÁ
FORTALEZA
NATAL
J. PESSOA
RECIFE
MACEIÓ
ARACAJÚ
SALVADOR
BELO 
HORIZONTE
CUIABÁ
SÃO MATEUS
BRASÍLIA
RIO DE 
JANEIRO
FLORIANÓPOLIS
PORTO ALEGRE
CURITIBA
CAMPO 
GRANDE
SANTOS
VITÓRIA
Integration Gas Pipeline
SÃO 
PAULOCAMPINAS
Expansion of Gas Pipeline Network
Southeast 
Network
Investment
US$ 700 MM
Current Capacity: 30 MM m3/d
Future Capacity : 70 MM m3/d
Km Aditional: 1.500 Km
Current Capacity: 30 MM m3/d
Future Capacity : 70 MM m3/d
Km Aditional: 1.500 Km
Investment
US$ 300 MM
Northeast 
Network
Current Capacity: 12 MM m3/d
Future Capacity : 24 MM m3/d
Km Aditional: 415 Km
Current Capacity: 12 MM m3/d
Future Capacity : 24 MM m3/d
Km Aditional: 415 Km
Fortaleza 
Ceará
Paru 
Furado
Catu 
Lubnor 
Pilar 
Rio Grande do 
Norte 
Guamaré
Alagoas
Pernambuco
Paraíba 
Bahia
Sergipe
Natal
João Pessoa
Recife
Maceió
Aracaju
Salvador
LNG
Existing Compression
Aditional Compression
New Pipelines
Lease Compression
Aracati
Suape
Atalaia Carmópolis
14
”x2
81
 km
18
”x
10
3 k
m
 -
Catu-Carmópolis
Pilar-Paru
Loop Nordestão
14”x35 km
Loop Paru-Robalo14”x75km
Northeast 
Network
Investment
US$ 300 MM
Current Capacity: 12 MM m3/d
Future Capacity : 24 MM m3/d
Km Aditional: 415 Km 
(diameters: 14 a 18”)
Current Capacity: 12 MM m3/d
Future Capacity : 24 MM m3/d
Km Aditional: 415 Km 
(diameters: 14 a 18”)
Expansion of Gas Pipeline Network
Regap
Reduc
Revap
Recap
RPBC
Refap
Replan
Bolívia Campos B.
Uruguaiana
Santos Basin
TSB
Guararema
TBG
GTB
Gasan
Gaspal
Gasbel
Gasbol
(8)
(3)
(2)
Campinas - Rio
Campinas - RPBC
Current Compression
Campo 
Grande
Campinas
Curitiba
Florianópolis
Porto Alegre
Japeri Cabiunas
(2)
(1)
São Carlos - Betim
Aditional Compression
Southeast 
Network
Investment
US$ 700 MM
Current Capacity: 30 MM m3/d
Future Capacity : 70 MM m3/d
Km Aditional: 1.500 Km 
(diameters: 20 a 36”)
Current Capacity: 30 MM m3/d
Future Capacity : 70 MM m3/d
Km Aditional: 1.500 Km 
(diameters: 20 a 36”)
Expansion of Gas Pipeline Network
Paraíba 150 MW
TermoAlagoas 120 MW
Norte Fluminense 778 MW
Ibirité 720 MW
Araucária 480 MW
Piratininga 600 MW
TermoGaúcha 500 MW
Canoas 500 MW
Três Lagoas 350 MW
Corumbá 90 MW
Norte Capixaba 250 MW
Thermo-Power Plants - PETROBRAS Stake
Termoaçu 325 MW
Sergipe 90 MW
TermoBahia 450 MW
Fafen 60 MW
Termo Rio - Reduc 1020 MW
CCBS - RPBC 440 MW
Thermo-Power Plants - PETROBRAS Stake
Capacity Investiments Operation
(MW) (US$ MM) Initial
PARAIBA - PB Petrobras(25)-PBGAS(5)-STEAG(70) 150 100 NOV-2003
TERMO ALAGOAS - AL Petrobras(20)-Algas(5) - CEAL(5)-- Rolls-Royce(70) 150 90 DEZ-2002
IBIRITÉ - MG Petrobras(50)-FiatEnergia(50) 720 450 FEV-2002
NORTE FLUMINENSE - RJ Petrobras(10)-Light(90) 778 400 MAI-2003
PIRATININGA - SP Petrobras(80)-EMAE(20) 600 380 DEZ-2001
ARAUCÁRIA - PR Petrobras(20)-Copel(20)-El Paso(60) 480 337 OUT-2002
CANOAS - RS Participação em Negociação 500 300 MAR-2002
TERMO GAÚCHA - RS Petrobras(25)-Ipiranga(26)-Repsol/YPF(26)-CEEE)-(23) 500 300 OUT-2003
CORUMBÁ - MS Petrobras (45) - Duke (55) 90 60 MAR-2002
TRÊS LAGOAS - MS Participação em Negociação 350 230 JUN-2002
NORTE CAPIXABA - ES Petrobras(50)-Shell/Intergen(50) 250 130 JUL-2003
THERMAL PLANT PARTNERS / SHARE
TERMO RIO Petrobras(43)-NRG(50)-PRS(7) 1020 640 AGO-2002
TERMO BAHIA - BA Petrobras(49)-ABB/EV(49)-A&A/EIC(2) 450 360 AGO-2002
FAFEN - BA Petrobras(20)-EDP(80) 125 200 JAN-2003
CCBS-CUBATÃO - SP Petrobras(27)-Marubeni(73) 440 220 OUT-2003
TERMOAÇU - RN Petrobras(30)-Guaraniana(70) 325 320 NOV-2003
SERGIPE Petrobras(20)-Energisa(51)-Alliant(29) 90 90 AGO-2002
7,018Total 4,607
Capacity Investiments Operation Operation
(MW) (US$ MM) Initial Final
TERMOAÇU - RN Petrobras(30)-Guaraniana(70) 325 MW 320 NOV-2003
IBIRITÉ Petrobras(50)-Fiat Energia(50 240 MW 180 MAR-2002 JUL-2003
TERMO BAHIA - BA Petrobras(49)-ABB/EV(49)-A&A/EIC(2) 190 MW 180 AGO-2002
FAFEN - BA Petrobras(20)-EDP(80) 125 MW 200 JAN-2003
TERMO RIO -RJ Petrobras(43)-NRG(50)-PRS(7) 1020 MW 640 AGO-2002 ABR-2004
ARAUCÁRIA Petrobras(20)-Copel(20) – El Paso (60) 480 MW 368 SET-2002 OUT-2003
TRÊS LAGOAS Petrobras(100)240 MW 120 OUT-2002
CANOAS Petrobras (51) - Copel (49) 160 MW 80 SET-2002
Total 3,958 MW 2,848
THERMAL PLANT PARTNERS / SHARE
Thermo-Power Plants - PETROBRAS Stake
Under Construction
PIRATININGA Petrobras (80) - EMAE (20) 400 MW 280 MAR-2002 AGO-2003
NORTE FLUMINENSE Petrobras (10) - Light (90) 778 MW 480 MAI-2003
Petrobras will invest US$ 31 Billion (2001 – 2005)
$0
$5
$10
$15
$20
$25
$30
$35
Uses
Corporate (2%)
Gas & Power (9%)
Downstream (26%)
E&P (63%)
International (17%)
Domestic (83%)
Project Finance (10%)
Cash Flow and
Corporate Debt
(90%)
C
ap
ita
l E
xp
en
di
tu
re
s 
(U
.S
. $
 b
ill
io
n)
SourcesRegionBusiness
PETROBRAS - Investing for Growth