Policies to support the oil and gas industry in Brazil: a study of public actions to develop the value chain

Abstract Because of its strategic importance to the economy and politics, the Oil and Gas Industry played a central role, especially from the 1970s onwards, in an intense involvement of the Brazilian state. In this context, the objective of this article is to analyze the Value Chain Development Policy of the Oil and Natural Gas Industry between 1999 and 2014, especially the Repetro programs, Local Content Policy and the BNDES O&G Program. A qualitative method of “Coherence Postulate”, based on the interrelation of three components, Organizations-Methods-Purposes with specific elements of each policy, is used. Thus, the method is intended to assist in evaluating the consistency between the components and the planned policy results. It is concluded that the policies are inconsistent and do not make it possible to develop public actions and achieve the results required to increase the competitiveness of domestic enterprises.

摘要 鉴于油气工业（Oil and Gas Industry）对经济与政治的战略重要性，其在巴西国家的深度参与过程中始终占据核心地位，尤其是自20世纪70年代以来。在此背景下，本文旨在分析1999年至2014年间石油天然气工业（Oil and Natural Gas Industry）的价值链发展政策，尤其是Repetro计划、本地含量政策（Local Content Policy）以及BNDES油气项目。本文采用基于"组织-方法-目标"三大要素与各项政策特定要素间相互关联的"一致性假设"定性研究方法。据此，该方法可用于评估政策各要素与预设政策目标间的一致性程度。研究结论表明，上述政策存在不一致性，无法助力开展公共行动并达成提升本土企业竞争力所需的政策目标。