Brazilian liquid fuel and LPG demand is forecast to increase by 3.6 billion liters in 2025, and 3.0 billion liters in 2026.
December 19th, 2025
Economic and job market growth, income transfer policies and government programs, with emphasis on the New Growth Acceleration Program (Novo PAC) and Gás do Povo, should contribute to growth throughout both 2025 and 2026. This perspective reflects a favorable economic scenario, marked by an increasing GDP per capita since 2024, lower inflation and food price reductions. Formal employment and real wages are on record highs, along with the lowest recorded unemployment, lower inequalities and real minimum wage growth. These factors, along with the expectations of a larger grain harvest, are the basis for forecasting that diesel fuel demand will increase to 72 billion liters in 2026.
Otto cycle fuels consumption has been experiencing continuous growth in recent years, due to a favorable economic environment. The prospects for the 2025/26 sugarcane harvest are favorable, and the consistent growth of corn ethanol supports the supply of this biofuel. It is estimated that the hydrous ethanol demand will continue performing at a high level. Since August 1st, the anhydrous ethanol content in common gasoline C has been 30%.
In the aviation sector, jet fuel demand is set to surpass its historical peak in 2026, previously attained in 2014, of 7.5 billion liters. A moderate but steady growth is expected in 2026, mostly due to operational and energy efficiency gains.
LPG consumption continues to show grow prospects not seen before, encouraged by the Gás do Povo clean cooking policy, favorable economic conditions and by the income tax exemption for individuals earning up to BRL 5,000, in addition to LPG market development opportunities.
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