Regulatory Uncertainty Stalls Cylinder Buys as Brazil Prepares Gás do Povo Rollout

Overview

• Distributors say purchases of new cylinders are on hold because ANP proposals on fracionamento and ending brand exclusivity create legal and operational uncertainty.
• Nacional Gás executives said they are closing import contracts for cylinders to meet an expected 5% to 7% demand increase triggered by the program.
• O Globo reported the rollout targets first vouchers in November–December and full scale by March, requiring an additional 5 million to 10 million cylinders.
• Copa Energia announced a R$1.5 billion open‑access storage project at the Port of Suape with 120,000 m³ capacity to ease deficits in the Northeast and South.
• Industry leaders warn the ANP changes could reduce investment incentives and heighten safety and fraud risks, with Ultragaz urging closer ties to customers to curb illegal intermediaries.