The government transition group to deal with energy and mining was reinforced by a team with many technicians, which was interpreted as a willingness of the elected government to prepare the ground to face the new debates that mark these areas, such as energy transition and environmental efficiency .
The composition also reinforced the perception in the sector that the third administration of Luiz Inácio Lula da Silva (PT) reserves a political vacancy for the command of the MME (Ministry of Mines and Energy).
The most prominent name in the group is Mauricio Tolmasquim, who was executive secretary of the MME and president of EPE (Energy Planning Company). The assessment is that he has a broad, robust and modern vision of the sector’s demands, especially in the electric energy segment. Most believe he will be in some post in the next term.
Other nominees recognized for their knowledge in this particular area are Nelson Hubner, who was general director of Aneel (National Electric Energy Agency) and Giles Azevedo, appointed as one of the PT’s leading energy specialists.
The presence of Robson Formica was received as a peculiar detail. A member of the MAB (Movement of People Affected by Dams), he would be a more social voice in what could be the resumption of the debate on how to forward the construction of new hydroelectric plants.
There is only one member with more consolidated experience in the private sector, Guto Quintela, who was a global director at Vale and a partner at BTG Pactual.
The preponderance of professionals working in the union, public and academic areas left no doubt: the sign is of change in the management of this area, from pro-private sector to pro-State.
This also reinforced expectations regarding a possible reversal of the privatization of Eletrobras. Despite being costly and complex, it is defended by some members of the coalition that supports Lula and has inspired concern from the current leadership of the former state-owned company.
In this new perspective, there is an expectation regarding the treatment that will be given to currently controversial issues, such as the speed of opening of the electricity market, which was put under discussion by the current government, and the destination of subsidies that fall on the electricity bill. light, increasing and costly for the cost of energy both in homes and businesses.
The names also signal the concern to have a sector more aligned with renewables. Former congressman Fernando Ferro is an example. The parliamentarian has been looking at renewable sources for more than a decade in Pernambuco.
The choice of members with a consolidated curriculum in the oil and gas area was also pleasing due to their experience and modern vision, but also reinforced the idea of ​​changing the focus in the area, especially in the management of Petrobras.
The state-owned company has reduced investments, carried out privatizations, increased the payment of dividends to shareholders and has not yet presented a broader plan to act in the energy transition, as has been done by the other major oil companies in the world.
There are great expectations regarding the fuel price policy in the new Lula administration, as well as how the new investment cycle of the state-owned company will be conducted, which in recent years has focused on pre-salt exploration.
Lula himself, however, questions what he calls the dollarization of fuel prices and also announced his intention to resume the expansion of refineries, even though the oil and gas sector tends to lose space in the energy transition.
Among the members of the group are specialists with a modern vision, as is the case of PT senator Jean Paul Prates. Despite his long career in oil and gas, he has established himself as a legislator in favor of renewables. Right now, he is at COP 27, following the debates on climate change and Lula’s speeches.
Prates has been a recurring name to occupy a position in the next government. He has already been mentioned to command the ministry or Petrobras.
Another member of the transition group that was also considered is Magda Chambriend. She has already commanded the ANP (National Agency of Petroleum, Natural Gas and Biofuels) and the sector would welcome the nomination of a woman for the post, which is usually reserved for men.
Among energy specialists, nobody quite understood the presence of Anderson Adauto, Minister of Transport from 2003 to 2004, during Lula’s distant first term. The reading was that his appointment seeks to balance the political balance.
Adauto is currently from the PCdoB, which is part of the coalition that supported Lula, but looking at the party aspect, most of the nominees for this transition group are aligned with the PT, with emphasis on professionals who worked with Dilma Rousseff, both when she was in the ministry and the Presidency.
Extending this political reading, the perception in the market is that the minister is not in the transition group.
This folder was, in countless cases, occupied by a politician supported by qualified technicians. Faced with the need to form party alliances to expand dialogue with the Chamber and the Senate, the general reading is that Lula will place in the MME chair someone nominated by more center-right parties, such as the MDB and PSD, or even some members of the base of the Centrão.
One of the names that circulated more recently was that of the former governor of Alagoas, Renan Calheiros Filho (MDB). His father, Senator Renan Calheiros (MDB-AL) supports Lula, but there is some dissatisfaction in the family to see Lula seeking an alliance with one of her enemies, the mayor Arthur Lira (PP-AL). A ministry could assuage discontent and strengthen political ties.
Names such as Senator Eduardo Braga (MDB) also circulated in the market.
The reading, however, is that Lula has not yet hit the hammer, as he needs to solve the political puzzle first. THE Sheet consulted representatives from all segments of the sector, who preferred not to have their names mentioned in this first phase of the transition.
WHO’S WHO IN THE TRANSITION GROUP OF MINES AND ENERGY
- Anderson AdautoMinister of Transport from 2003 to 2004, during Lula’s first term, mayor of Uberaba, for two terms from 2005 to 2012, and state deputy in Minas for 16 years, from 1987 to 2003, has been through several parties, such as the MDB , PL and Republicans, but is currently in the PCdoB
- david Barcelonaoil tanker graduated in Administration, with specializations in people management, general coordinator of Fup (Federação Único dos Petroleiros), he was also a representative of workers on the board of directors of Petrobras (2015-2016)
- Fernando Ferroengineer specializing in electrical systems and former federal deputy for Pernambuco (PT)
- Giles Azevedogeologist and former chief of staff at the Ministry of Mines and Energy, was special advisor to President Dilma Rousseff
- Guto Quintela, an agronomist by training, agribusiness entrepreneur, is a member of the board of directors of the Center for Entrepreneurship in the Amazon. He was a global director at Vale and a partner at BTG Pactual.
- Ikaro Chaveselectrical engineer at Eletronorte and director of the Association of Engineers and Technicians of the Eletrobras System
- Jean Paul Prateslawyer and economist, senator of the PT for Rio Grande do Norte and president of the Union of Companies of the Energy Sector of RN
- Magda Chambriard, Master in Chemical Engineering from Coppe/UFRJ and Civil Engineer from UFRJ, is research coordinator at FGV Energia. She was director general of ANP (National Agency of Petroleum, Natural Gas and Biofuels)
- mauricio Tolmasquim, a production engineer, is a full professor at Coppe/UFRJ. He was executive secretary and interim minister of the MME (Ministry of Mines and Energy) in the Lula government and president of the EPE (Energy Planning Company)
- Nelson hubner, an engineer, works in the energy sector. He was executive secretary and interim minister of the MME. He was also general director of Aneel (National Electric Energy Agency) and chairman of the board of directors of Light
- Robson Sebastian Formicaspecialist in Energy and Society, which integrates the national coordination of MAB (Movement of People Affected by Dams)
- william Nozakiprofessor of Economics in São Paulo and director of Ineep (Institute for Strategic Studies on Oil, Gas and Biofuels)
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