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February 8, 2026Latin American Policy0 citationsOpen Access

Subsidies, Net Zero Transition and Public Debt: An Analysis for the Oil and Gas Industry in Brazil

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FLFernando Inti LealERErik Eduardo RegoVPVirgínia Parente

Key Points

  • Examine the impact of fossil fuel subsidies on Brazil's net-zero transition and public debt.
  • Analyzed trends in fossil fuel subsidies in Brazil over the past decade.
  • Evaluated the economic implications of Repetro tax treatment for the oil and gas sector.
  • Assessed the social impact of direct financial transfers designed to alleviate fuel poverty.
  • Fossil fuel subsidies reached an unprecedented US$1 trillion globally.
  • Brazil allocates 2.0% of GDP to fossil fuel subsidies, conflicting with budget deficits.
  • Repetro allows significant tax waivers with no performance standards, limiting accountability.

Abstract

Abstract Despite awareness of the challenges in promoting the decarbonization of the economy, explicit fossil fuel subsidies have increased considerably worldwide in the past decade, reaching an all‐time high at US1 trillion in 2022. Considering the net‐zero transition and the increase of modern public debt, this article assesses the most relevant subsidies for fossil fuels in Brazil and how, due to some conflict with ongoing deficits in the national public budget, they neither adhere to energy justice principles nor foster energy transition. Brazil currently allocates a substantial 2. 0% of the country's gross domestic product for subsidies, considering both implicit and explicit calculated values. We observe that in certain years, almost one‐third of the nominal investment budget has been waived in tax revenue from Repetro, a production‐focused preferential tax treatment for the oil and gas industry, with no performance standards set on the beneficiaries. Conclusions indicate that the country should consider an early phase‐out of Repetro and would be better served through the expansion of policies aimed at reducing fuel poverty by increasing direct financial transfers to low‐income consumers, such as Gas Aid, which is currently relatively modest in value and has a relevant regional and social distributional outcome.

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Cite This Study

Leal et al. (2026) studied this question.

synapsesocial.com/papers/6988277b0fc35cd7a88464c4https://doi.org/10.1111/lamp.70046
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