top of page

Insights and Analysis
With solid expertise in Supply Chain, Oil & Gas, and Infrastructure, Leggio develops studies frequently cited by market institutions and government agencies.
Follow Leggio's analyses and insights on the challenges, trends, and decisions shaping supply chain operations.
Search


Brent at $117: Petrobras Forgoes Part of the Diesel Price Surge, but Its Net Result Is Positive
Brent crude reached $117 a barrel the day before the interview, the highest level since May. In an interview with journalist Stevão Limana of CNN Brasil Money, Marcus D'Elia, a partner at Leggio Consultoria, said that in this environment Petrobras is forgoing part of the rise in diesel prices but isn't taking a direct loss on its diesel sales. According to D'Elia, oil prices are expected to keep climbing, and diesel will likely get more expensive for consumers over the coming


Wars, Sanctions and Logistics Bottlenecks Are Pressuring Fuel Prices Across the Atlantic Basin
As the war in the Middle East drags on, US President Donald Trump has been looking for ways to rein in inflation and ease consumer frustration ahead of the midterm elections, amid pressure on fuel prices. Among the measures under discussion is easing sanctions related to Russia and Iran. In an interview with journalist Débora Oliveira of CNN Brasil Money, Marcus D'Elia, a partner at Leggio Consultoria, analyzed the factors keeping gasoline and diesel prices under pressure in


Liquid Bulk Will Require More Than R$130 Billion in Infrastructure by 2037, Leggio Study Finds
A study by Leggio Consultoria, a firm specializing in logistics infrastructure, finds that Brazil's liquid bulk market will require more than R$130 billion in infrastructure investment through 2037. The findings were presented at the 2026 edition of the ROG-e trade show and reported by journalist Carmen Nery of Portos e Navios. More Than R$130 Billion in Upgrades and New Projects According to the study, the investments include upgrades and greenfield projects tied to waterway


Venezuelan Oil: US-Venezuela Deal Aims to Cut Costs and Boost Competitiveness
In an analysis of the agreement between the United States and Venezuela for the exploration of Venezuelan oil, Marcus D'Elia, a partner at Leggio Consultoria — which specializes in O&G and renewables —, assesses how investments in production and logistics infrastructure could increase the efficiency of the chain and make Venezuelan oil more competitive in the US market. The goal of the agreement between the United States and Venezuela for the exploration of Venezuelan oil is


Beyond oil: What the Equatorial Margin could mean for logistics in Amapá
Brazil's environmental agency, Ibama, has authorized Petrobras to drill three additional exploratory wells in the Equatorial Margin, advancing efforts to delineate the discovery made at the Morpho well, off the coast of Amapá. In a report by CNN Brasil, written by Beatriz Oliveira, industry experts weighed in on the region's potential — which still hinges on confirming the commercial viability of the find. For Marcus D'Elia, a partner at Leggio Consultoria, the impact of a co


Marcus D'Elia on how rising diesel prices are squeezing trucking costs
In a report by CNN Brasil, written by Maria Julia Blanes, on the impact of rising diesel prices on Brazilian logistics, Marcus D'Elia, a partner at Leggio, discussed the weight of fuel in freight costs and the limits of transitioning to alternative energy sources in cargo transport. Diesel can account for up to 40% of freight costs According to D'Elia, diesel's share of transport costs varies with distance: around 25% of freight costs on shorter routes, rising to as much as 4


Marcus D'Elia analyzes port bottlenecks limiting Venezuela's oil exports
In an interview with Times Brasil (CNBC's exclusive licensee), with journalist Soraya Lauand, Marcus D'Elia, a partner at Leggio Consultoria, assessed why rising oil production in Venezuela is not translating into a proportional increase in exports: the country's deteriorated port infrastructure is causing tanker queues and shipment delays of up to 30 days, raising the cost of exported oil and limiting the gains expected from the production recovery. Production is rising, but


Petrobras' Foz do Amazonas find still doesn't confirm a commercial discovery
Petrobras announced on Friday night (14th) the presence of hydrocarbons at the Morpho well, in the Foz do Amazonas Basin, part of Brazil's Equatorial Margin. According to the company, the finding was confirmed through electrical logs and rock indicators, with drilling operations still ongoing. The statement does not clarify whether the material found is oil or gas, nor does it indicate commercial viability or reservoir volume. In a report by Valor, written by Kariny Leal, on


Ethanol: Brazilian supply expected to meet increased gasoline blend (E32)
An article published by Bnamericas shows how Brazil's ethanol supply should comfortably support the increase in the biofuel's blend in gasoline from 30% to 32% (E32), a measure approved by the National Council for Energy Policy (Conselho Nacional de Política Energética, CNPE) in July 2026, with an initial validity of 180 days. As explained by Marcus D'Elia, partner at Leggio Consulting, additional demand for the fuel is expected to rise by approximately 900 million liters per


Como os investimentos em terminais portuários são estruturados?
Entenda os principais fatores e riscos que impactam a avaliação financeira de um terminal portuário Artigo publicado originalmente no...


G1: Leggio vê necessidade de aumento da produção de soja para nova mistura B20
O site G1 publica visão da Leggio Consultoria em matéria sobre a ampliação recente da proporção do biodiesel no diesel – para B14 – e a...


Ao voltar à distribuição, Petrobras influenciará preço dos combustíveis
Especialistas debatem o retorno da Petrobras ao mercado de distribuição de combustíveis em matéria da agência BNamericas. Para Marcus...


Projeto de lei 4516/23: o programa do Combustível do Futuro
Como o diesel verde pode ser inserido na matriz energética brasileira e assim contribuir com a redução das emissões de carbono Artigo...


Agência iNFRA: Marcus D’Elia fala sobre os empecilhos à descarbonização do transporte a diesel
Em entrevista exclusiva à Agência iNFRA, Marcus D’Elia, sócio da Leggio Consultoria, detalhou os principais entraves enfrentados...


Petroleiras investem em petróleo e gás mesmo com guinada verde
Em matéria do jornal O Globo, Marcus D’Elia, sócio da Leggio Consultoria, explica por que as petroleiras estão ampliando os investimentos...


Valor Econômico publica estudo da Leggio sobre descarbonização do transporte a diesel
Estudo realizado pelo time Leggio e publicado no Valor Econômico sobre descarbonização do transporte a diesel mostra que a transição...


Campos de petróleo no RS e SC são novidade em leilão da ANP
Em matéria do jornal O Globo sobre o leilão de campos de petróleo realizado em dezembro pela ANP, Marcus D´Elia, sócio da Leggio...


Marcus D´Elia fala ao Valor sobre queda do preço do diesel
Ao Valor Econômico, Marcus D´Elia, sócio da Leggio Consultoria, comentou a queda do preço do diesel em 6,6%, anunciada pela Petrobras em...


Petrobras 2024-2028: Marcus D’Elia analisa plano estratégico da estatal
O principal ponto do plano estratégico da Petrobras para 2024 a 2028 é o quanto a companhia irá alocar em projetos como biocombustíveis e...


Análise da Seacrest Petroleo
Conheça a mais nova Jr. Oil atuando no mercado brasileiro Artigo publicado originalmente no site Valor Investe, elaborado por Camila...
CONTACT US:
Find Communication Consulting
Anna Luisa Carvalho - annaluisa@findcom.me
Clarisse Grand Court - clarisse@findcom.me
bottom of page
