Overview of Investments in Pipeline and Logistics Infrastructure Highlights Strategic Opportunities for Brazil’s O&G Sector
Pipeline and logistics infrastructure is a key element for the competitiveness of Brazil’s oil and gas industry. This was the central theme of the panel “Overview of Investments in Pipeline and Logistics Infrastructure in the O&G Sector in Brazil”, conducted by IBP’s Technical Analysis team during Rio Pipeline & Logistics 2025. The session featured Isabela Costa, Technical Analysis Manager at IBP, Aldren Vernersbach, IBP Specialist Economist, and Leonardo Lima, IBP Economist, who presented a detailed assessment of the current scenario, challenges, and investment prospects.
According to Isabela Costa, IBP’s role is to provide strategic data to support decision-making. “The Technical Analysis team has focused on consolidating information into products such as the IBP Monitor, snapshots, e-books, and market analyses, which give clarity to the sector and allow trends to be tracked quickly and reliably,” highlighted Costa.
Next, Aldren Vernersbach emphasized the importance of modernizing existing infrastructure. “Expanding and modernizing pipelines and logistics is essential to ensure safe and competitive supply. To enable these investments, the country needs to advance in legal certainty, regulatory stability, and long-term national planning,” stated Vernersbach. He noted that Brazil currently has over 20,000 kilometers of pipelines, but growing demand for petroleum products through 2034 will require greater integration among transport modes and better use of installed capacity.
Leonardo Lima highlighted the role of financial instruments such as infrastructure debentures. “In this context, infrastructure debentures have the potential to reduce costs for companies and attract foreign capital, expanding conditions for new projects,” he explained.
The panel reinforced that investments in pipelines and logistics not only improve transportation efficiency and reduce emissions but also strengthen the country’s energy security and contribute to a just energy transition. Topics covered included oil and product storage capacity, pipeline network expansion projects, and the variety of financial instruments available to support the sector.
Closing the panel, Aldren Vernersbach emphasized that the logistics infrastructure of the sector is essential not only for reducing emissions and advancing the energy transition but also to enable the transport of biofuels.
Study Highlights Strategic Role of Infrastructure
The study conducted by IBP’s Technical Analysis area highlights that logistics infrastructure is crucial to sustain production and distribution of goods, reduce transportation costs, and enhance the competitiveness of the economy. In the oil and gas sector, pipelines, port terminals, and storage capacity are fundamental to ensuring energy security and supply efficiency.
The analysis shows that oil and gas account for 43.6% of Brazil’s final energy consumption, making the expansion and modernization of infrastructure even more urgent. Key pillars for enabling new investments include legal certainty and regulatory stability, long-term national planning, regulations that promote competitiveness, and appropriate financial instruments.
In conclusion, the study emphasizes that strengthening pipeline infrastructure goes beyond physically expanding the existing network. It requires a stable institutional environment, coordination between public and private financing instruments, and integration with the energy transition agenda. More than meeting current demand, it is about guaranteeing energy security and competitiveness for the decades to come.
The full study presented by the team is available at this link.
