In brief

The government extended Gás do Povo to 2031 by provisional measure.

The measure was published on November 9.

What we know

04
  1. Verified fact · material

    Provisional Measure 1,400/2026 extends the Gás do Povo program to 2031.

    Extension.

    Sources[01][02]
  2. Verified fact · material

    The measure was published in the Official Gazette on November 9, 2026.

    Publication.

    Sources[01][02]
  3. Verified fact

    According to Agência Senado, the program would expire on November 19 and Congress has 120 days to convert the measure into law.

    Deadline.

    Sources[01]
  4. Verified fact

    According to Agência Senado, the 2027 budget proposal earmarks R$ 7.6 billion for the program.

    Cost.

    Sources[01]

Transmission to assets

Market read-through

The extension keeps a relevant social expense in the fiscal debate.

Portfolio impact

01
Distribuidoras de GLPpositive

Subsidized demand.

MP lapses.

What would change the view: MP approved.

sector5% confidence

Direction is an explanatory hypothesis, not a forecast or recommendation.

Next signals

What to watch

  • MP vote
  • 2027 budget

Limits of the reporting

What remains uncertain

  • The annual cost depends on the approved budget.

Full sources

02