O risco agora é faltar diesel
RIO DE JANEIRO – Líderes globais que se reunirão para a Assembleia Geral das Nações Unidas nesta semana deveriam estar preocupados com o risco de faltar diesel nos próximos meses. O alerta sombrio foi dado por Patrick Pouyanné, o CEO da TotalEnergies, aqui na Rio Oil & Gas. Trata-se de uma crise dentro da crise. […] The post O risco agora é faltar diesel appeared first on Brazil Journal .
Global leaders convening for the United Nations General Assembly this week should be concerned about the risk of diesel shortages in the coming months, warns Patrick Pouyanné, CEO of TotalEnergies. The situation is a crisis within a crisis. In addition to the Middle East war disrupting oil and derivative traffic through the Strait of Hormuz, Ukraine's constant attacks on Russian refineries have led Russia to suspend its diesel exports.
"Adding these two crises, there are over 6 billion barrels of refined products that are no longer accessible," says Pouyanné. "So, if world leaders can resolve one of the two conflicts in New York, that would be good. Otherwise, with the arrival of winter when fuel consumption increases, I fear we may face a real supply risk." China's decision to suspend gasoline and diesel exports following the Iran conflict has also contributed to the scarcity.
Low fuel stocks are already being consumed, Pouyanné, CEO of Total, notes. He recalled that at the beginning of the Middle East war, Asian refineries dependent on Strait of Hormuz oil had to cut production, and various countries in the region faced fuel shortages. Now, this risk is not just Asia's. Pouyanné emphasizes the importance of geographic diversification for TotalEnergies after the Middle East situation showed how crucial it is.
"I was very happy to have a large production in Brazil to supply our refineries in Europe." Brazil is the group's largest revenue contributor for 2026, and TotalEnergies has increased its stake in Brazil, expanding beyond oil. The company bought a 49% stake in Casa dos Ventos, a wind and solar generation company founded by Mario Araripe, increasing its capacity from 1.6 gigawatts to 7.5 gigawatts.
TotalEnergies signed a 1 GW contract for data centers, capitalizing on the AI wave. "For me, Brazil is the perfect transition of our strategy. Oil, gas, and renewable electricity," says Pouyanné. "Our shareholders have seen the strategy, once they had doubts, now they don't because they see the growing demand for electricity."
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