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Gas tariff review enters decisive phase

Brazil’s natural gas transportation tariff review has entered a critical phase, with discussions around the valuation of the Regulatory Asset Base and the potential impact on pipeline remuneration.

Market Impact

The review may affect:

  • transportation costs for gas users
  • project economics for gas-fired generation and industrial consumers
  • long-term assumptions in gas supply and transportation contracts

Legal & Contractual Implications

Market participants should monitor:

  • tariff methodology and regulatory decisions
  • contract adjustment mechanisms
  • pass-through provisions and cost allocation
  • potential disputes arising from tariff changes

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Energy price volatility and domestic maritime costs

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Bunker cost volatility and fuel regulation

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AFRMM exemption and the cost of maritime competitiveness

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