Ticiana Alvares | Ineep

Obrigada, agradecer também o convite de participar e principalmente a iniciativa da realização nesse momento tão importante para esclarecer a população e para trazer... Acho que elementos para a gente pensar como enfrentar esses problemas que acontecem em tempos de guerra de forma mais explícita, mas que acontecem em tempos de paz. E essa é a primeira mensagem final que eu queria deixar aqui. O Plano Nacional de Fertilizantes foi pensado em função da guerra na Ucrânia. Agora, talvez nós não estivéssemos fazendo essa audiência pública se nós não estivéssemos vivendo... num momento de crise tão intensa desse choque, dessa guerra. com impactos tão fortes. Então, fica aqui, eu acho, o recado para que a gente... possa pensar também em tempos de paz em como resolver os nossos problemas que são problemas estruturais porque toda vez que o estado abrir mão de atuar num setor estratégico, o mercado ou oportunistas ou o crime organizado não vai deixar esse espaço vazio. Infelizmente, é isso que nós estamos vendo. no setor dos combustíveis, no setor de distribuição. Então, as medidas que o governo... Estão surtindo efeitos, são corretas, a gente espera que essa guerra acabe logo, mas que esse debate não morra e continua vivo, porque a Petrobras, ela precisa de novo estar atuando do poço ao poço para que a gente possa ter segurança energética também no abastecimento nacional, para que a gente possa recuperar a nossa soberania energética. Obrigada.

- Yes. Good afternoon to all of you. I would like to thank you Thank you very much. to invite, to call this audience public on a topic so important, in a moment so crucial our team I would also like to thank the other deputies and deputies, the deputies, the deputies, the deputies, the deputies, the deputies, George and Sola are here. and also thank you for the colleagues who are part of the Mesa I would like to ask... here to the Assessor's Commission that would have to be able to the slide we prepared here. Thank you. Good afternoon to all of you. David Bacelar the coordinator of the FUP wanted to congratulate all this great team that is here today present in Brazil, helping to build a campaign for the re-statization of the Petrobras system, especially the BR Distributor and refinances, It's very important to be here and to be here for the presence. Guys, I would like to start by saying a little bit of what was also brought up. We don't live in the normal times. We have times of war, and they are not And it's not any war, right? It's extremely difficult times in which we didn't see it in more than 50 years when the first and second shock of oil. This third, which can be considered the third shock of oil, has dimensions and repercussions more intense than those who lived 50 years ago. This is because the oil is not a simple commodity, it is a of strategic power that moves not only the war machines, transporta mercadorias, fabrica os produtos that are part of our daily life and support the currency of global power. So this third shock is more intense, more profundo, and in dimensions greater. And it's why the countries and nations. they need to face it, taking into consideration This magnitude, these impacts that this shock causes in all countries. And what is the pattern of enfrentment that countries have adopted. In general, countries emergent focus in subsidies and prices Brazil focused on subsidies, we already saw here the measures, I will bring some too. which is the goal of avoiding social crisis. countries developed in general focus on the use of reserves, those that detain reserves, and international cooperation. to expand the world's offering of oil and minerals. And countries import energy, as already said, focus on reducing consumption and diversification of the offer of energy through other types of energy. So, as already said here, countries are in the same time, as in the pandemic, countries that are producing more biocombustíveis For re-activated minas de carvão in times in which we talk about energy transition nuclear nuclear. Everything that can be done is to not so impact the offer of energy is being made. Because there is a global consensus with a central and immediate concern which is, just to keep the inflation and guarantee the energy and security. Alimentar. And what are the answers to the crisis? that the Brazil is doing. There are two clear types of answers and they need to be thought simultaneously. responses from short-term and medium-long-term. As responses from short-term, the Tomar poucos dias It's on the 12th of March, if I'm not mistaken, the first measure is provisory. On the last week, the second... on the last week, the second... with new announcements, and they will be happening so much necessary. A respect of the truth that they cause, yes, great economic impact on our economy, I need to remember We are in war and the confrontation is Yes, mobilizing national efforts for the people, the population, the most impacted possible. The population must be the most preserved. in this war. So it was a series of measures that, from gasoline, diesel, the diesel, mainly, the QAV, the GLP, that were already brought here, I will not repeat it for not to take the time of everyone. But I wanted to focus here, so, that simultaneously, concomitantemente, the answers short-term, we need to be able to focus in response to medium and long-term. Because if a crisis shows that the fallacy, the problems, the global markets, from the pandemic, from the war of Ukraine, and now with the opening of the strategic routes, It's necessary that we can answer the answer in the sense of internalizing the production of goods and strategic goods essential to the national safety, especially those that we have the capacity to produce internally or regional. So, we need to talk and talk about of industrial policy, of state-indutor and state-based instruments to do these policies. We need to talk about the extraordinary role, despite everything, despite the remover, the role that Petrobras has in this crisis moment. Imagine you If plans... that those past years had been taken to the end of the end, what would be us without more refinarias. What would be of us if Petrobras had been is only the exploration and production of the pre-sals, which they wanted to do with Petrobras. without refinances, without Reduc, without Replam, without Repar. without Alberto Pasqualini, what would be Brazil today? It would be everything cost $10. The diesel would be $10 from the north to the south of Brazil. We wouldn't have any instrument for any control of price. We need to talk more about control of prices, including. So, we need to remember... of the trade-off, so that this will not be repeated in the future, and so that we can reverse our mistakes. But we also need to remember that we have a Petrobras strong and we need to value this company that we have. - The first time we have been in the last year, we have been in the last year, and we have been in the last year. So we have this situation of self-sufficient in production. of oil but the external dependency of derivatives, last year 27,2% of diesel oil, 11,5% of gasoline, 25,6% of GLP and 39% of diesel oil. of aviation, which causes us a energy insecurity from the point of view of national safety and makes us vulnerable in times of war. - Thank you. Well, then we had a break verticalization of the production verticalized by Petrobras. Before we produced from the post to the post, and now we have a limitation of this the Petrobras until the exit of the refinance and this causes a problem for us even if we have, as we have been showing now a little bit, Diogo and Petrobras, have been able to secure the volatility of prices, which was represented by the policy of import-reporting policy until 2023. Look at this. In 2017 and 2018, Let's see if it's on our table. In 2017 and 2018, we had, in 2017, 122 122 changes in price gasolina, not on the bomb, not on the revendedora. It's in the refinery. no Poço nem deve ter sido todo dia na refinaria one time a three days, the price in the refineries in 2017. One time a three days, the price of diesel in 2017. More than one time a three days, the price of gasoline in 2018. almost once every three days, changed the price of diesel in 2018. Look at the difference in April of 2023, because these eight and ten times that changed in 2023, it was until April. the policy changed in April. We were going to break with PPI in April. Look at the difference that it makes in volatility, in the strategic plan. Our country moves. for cargas, for camions. So this is a price plan, it's a price plan, it's a price plan, it's a price plan, it's all this. So, see the difference that makes the change in the price policy in Petrobras, even com the sale of these 266, many of them most of them strategic assets. - Thank you. But now we go to the paradox of the margins. And I agree. KUN! the other one that told me, that the big problem, I don't know if it's James or James, But it's James, because he's pernambucano, by the word. Um... . But let's go. So I really don't think that the problem is the main problem, that the revendedor. This graph here I brought, he is not of now, because I wanted to bring an earlier. the crisis, first, because it has no data atualized from now, as he said, right? And secondly, because it is from 2025, it is well atualized. In 2025, we had a queda, this is the gasolina, a queda of the product of Petrobras Continua. And we had a high rate of the bruto of distribution and revend throughout the year. So it's very clear that there is a recompense of this margin when there is a And this does what? or that it doesn't make a difference in the bomb or that the price and as well said the Petrobras in the head of the population, the Petrobras is increasing the prices, you know? And then there's the problem of how was made the BR Distributor, which made this confusion in the heads of the people. So as distribuidoras absorb the product as a lucro acting like a gargle that impede that this price price comes to the end of the consumer. And I agree with the deps. George Sola. it's very difficult, the government makes measures, measures, measures, measures, these measures should be made, have an important impact, just that If there is not a big fiscalization a great fiscalization, very serious and with great capacity, because Brazil is huge, the capacity of the fiscalization needs to be compared to the size of the country It's a big enxugment of gel. It's difficult. But the deputy George Soler, he made a report on the public audience last week, very interesting, I will not be able to reproduce here, we also have not time. But he... I'll give you two minutes, you're the only woman in the middle. Thank you very much. Kelly. the cost of privatization compared to the cost that we are having now with these measures that are correct, I affirm, the government is right in doing these measures, it needs to be solved. We can't reach with the people because of a war that is not ours. But look... I see the cost, right? The Brazil is paying twice, because there was a privateization by price, even below the market, and now is paying for not having and strategic companies, and strategic companies that can serve for the national protection in moments of war and peace. To conclude here, So I won't bring it here, but the re-statization is a reality from the war in Ukraine in countries in Europe, of the energy sector and of the strategic sectors. So, it is not forbidden to talk about this. It is not forbidden to talk about this. It's a taboo to talk about this. The Brazil needs to deal with seried with their problems. The internalization of the strategic bens and instruments should be treated with seried by a crisis generalized of the global markets and a crisis, a collapse of the system Um... multilateral, promoted by the United States. That And In that sense, Petrobras needs to be a strong company with the strategic assets and the recovery of the vertical We need to have a project of internalization of goods and essential essential to national safety. even to think about a transition just energy, which is the case of the Brazil, which has a great potential for the oil and gas industry as renovables. There is a development of the oil and gas industry to a strategy of a nascent. to the energy transition, and the state needs to promote this new industry nascente to fulfill a important role in the new energy map that emerge a This is the biggest shock of oil oil, from the oil production of oil with this role that there is today in humanity. Thank you. Thank you.