Evandro Leone Monteiro

Brazil's sugar exports increase in April, but with declines Reuters - Published: 30 Apr 2024 - 08:34 Exports of important commodities from Brazil are expected to close the month of April with a strong increase, according to figures from the Secretariat of Foreign Trade (Secex) released this Monday, 19th. However, soybean and corn shipments are expected to show significant declines, amid lower harvest expectations in the 2023/24 season. Specifically in the case of corn, volumes registered a drop of 88% in the annual comparison, based on the daily average until the fourth week of the month, to 3.14 thousand tons per day, totaling 62.8 thousand tons in the month. Sugar exports totaled 1.74 million tons in April, compared to 971.6 thousand tons in the full month of last year, with the Brazilian Center-South expanding production. In turn, oil shipments accumulated more than 9 million tons by the fourth week of April, almost double that exported in the same month last year, with an increase of 71.3% in volumes shipped based on the daily average. Roberto Samora https://lnkd.in/gqWZ2-Ps Secure all your sugar demands for 2024/2025 with us now. BRASIL SUGAR INTERNATIONAL https://brasil-sugar.com / sales@brasil-sugar.com / WhatsApp 001 248 939 2646

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Great opportunities for energy and ESG enthusiasts in agribusiness: ✅ Biofuel/Ethanol production ✅ Green energy/Electricity The most important thing is that these topics are NOT JUST GREEN initiatives but important sources of MARGIN for sugar and corn businesses, especially in Brazil and the USA, which are long-term adopters of ethanol. A good example where green meets profitability ☘️💰 https://lnkd.in/dwzbeDkv #agri #biofuel #green #energy #esg

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The Brazilian Icumsa 45 Sugar Market This article discusses Brazil's dominance in the global sugar industry, particularly in the production and export of Icumsa 45 sugar. It explains that Brazilian Icumsa 45 sugar is highly sought after worldwide due to its exceptional purity and distinct flavor profile. The article highlights the meticulous production process employed by Brazilian suppliers to ensure the exceptional quality of Icumsa 45 sugar. It also provides profiles of some of the top Brazilian Icumsa 45 sugar suppliers, including Raízen, Copersucar, Usina São Martinho, Grupo Tereos, and Biosev. The article emphasizes the importance of establishing a reliable supply chain when sourcing Brazilian Icumsa 45 sugar and suggests partnering with trusted suppliers. https://lnkd.in/d2rBZWG8

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Brazilian agribusiness paid a substantial $25 billion in interest in 2023. The country is experiencing a 12% annual growth rate, which is exceeding the United States and Europe. This growth not only underscores the sector's expansion but also highlights an escalating demand for credit and more favorable financing conditions. For global investors with a focus on sustainable and impactful investments, brazilian agricultural market offers a distinctive combination of growth potential and commitment to innovation and security in financing.

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🌎🌱 Exciting developments in the global sugar market! Brazil's robust sugar harvest is playing a key role in stabilizing global supply. This achievement underscores the importance of agricultural innovation and efficiency in meeting worldwide demand. Check out this insightful article from The Rio Times to learn more about how Brazil is contributing to global food security and market stability. 🇧🇷🍬 #Agriculture #GlobalSupply #SugarIndustry #FoodSecurity #Innovation

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CORN COSTS COMPARED: ILLINOIS VS. BRAZIL'S MATO GROSSO How do the direct costs of corn production compare between the American Corn Belt and the cerrado region of Brazil? University of Illinois and farmdoc daily expert Joana Colussi analyzes trends in Illinois and Mato Grosso. Discover how costs per acre and per bushel differ between these major corn producers. https://lnkd.in/ejTJMpkZ #corn #production #Brazil #UnitedStates #CornBelt #acre #bushel

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Cargill's Triple S sustainable soy program grew by double-digits last year. Sustainable agriculture programs like this- that center on partnership with growers- are critical to solving the climate and biodiversity crises. The role agriculture plays as a solution to man-made climate change is significant because it is the only at-scale solution we have to reverse climate change today. While renewable energy and building efficiency are also key, regenerative agriculture practices- including the protection of forests- actually move carbon from the atmosphere into the soil while fostering a healthy ecosystem. With our food system and billions of livelihoods wholly dependent on healthy agricultural practices, this is a clear a win-win-win! #agriculture #sustainability #farmers #economy #climatechange #biodiversity

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COFCO International's emission reduction targets have been approved by the Science Based Targets initiative (SBTi). This is a significant moment that marks the continued importance of Chinese companies in driving a green transition throughout their value chains. COFCO is a signatory of the Agriculture Sector Roadmap to 1.5°C, a sector-wide plan for addressing deforestation in supply chains, facilitated by the Tropical Forest Alliance with support from WBCSD – World Business Council for Sustainable Development. As signatories to the roadmap, companies committed to submitting emissions reduction targets to SBTi for validation, or publishing other third-party validated land-use change targets by July 2024. COFCO’s SBTi validated targets cover all its major business operations, including soybean, maize and freight - making this a milestone for the company and for global supply chains, given China’s role as the world’s largest buyer and importer of Brazilian soybeans. At TFA we are encouraged by this news, and look forward to seeing more companies join COFCO International in having their commitments validated by SBTi. https://lnkd.in/eX-jUJ8M

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In recent decades, Brazil has carved a niche for itself as a global leader in agribusiness, a sector that continues to shape its economic landscape. As the world increasingly looks towards sustainable and reliable food sources, Brazil's role cannot be overstated. With science, technology, and research at its core, Brazil has not only ascended to impressive heights in grain production but also set new benchmarks in agricultural exports. This transformative journey over the last 40 years stands as a testament to Brazil's pivotal role in feeding the planet. Check out my blog post https://wix.to/GDbGOlU #newblogpost #Agribusiness #SustainableFarming #GlobalEconomy #Brazil #Berg&co

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Brazilian agribusiness, a cornerstone of the national economy, continues to grow despite significant financial constraints. Cristiano Aguiar de Oliveira, Head of Research at Rivool Finance, leads groundbreaking research revealing that a 10% increase in credit availability could enhance agricultural production by 1.8% over three years, clearly demonstrating the stimulating effect of credit on the sector. Employing econometric models across 4,618 municipalities, this pivotal study demonstrates credit's transformative impact on agribusiness and underscores the urgent need for diversified financing strategies, with a strong focus on private credit. This research invites you to explore how strategic credit expansion is essential for driving sustained agricultural growth and bolstering Brazil’s economic resilience. For detailed findings and broader implications, visit the following link. https://lnkd.in/g8JyHza9

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The article from O Globo on June 14 delivers an important message from the G20 in Brazil. The Oceans 20 (O20) is an engagement group within the G20 focused on ocean sustainability and marine conservation. Its goal is to promote the Blue Economy, which aims at the sustainable use of oceanic resources for economic growth, livelihood improvement, and job creation while maintaining the health of marine ecosystems. Projections from the OECD indicate that by 2030, the oceans could become the 7th largest global economy, generating $3 trillion. The priorities of the O20 include addressing the climate crisis, promoting social equity, conserving the oceans, developing science and technology, and strengthening global governance. The Blue Economy promotes the sustainable and responsible use of marine resources, biodiversity conservation, research and technological development, as well as integrating coastal and indigenous communities into economic activities. In Brazil, the concept is particularly relevant for the Blue Amazon, focusing on the responsible exploitation of resources such as oil and promoting technological innovation for marine conservation. Civil society will present demands to the G20 in July, focusing on the ratification of the High Seas Treaty before the UN Conference in 2025. The ocean conservation goals of the O20 include protecting marine biodiversity, ensuring resource sustainability, combating pollution, promoting research and innovation, and reinforcing governance and international collaboration. The Oceans 20 will play a crucial role in promoting ocean sustainability and marine conservation, aiming for a balance between economic development and the preservation of marine ecosystems. It is essential for the global community to unite in support of these goals, ensuring a healthy and prosperous future for present and future generations. https://lnkd.in/dxH2AmKP https://lnkd.in/dbhGTSJB #blueeconomy #sustainability #G20

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Brazil’s Copersucar is upbeat on sugar prices in mid-term Brazil’s Copersucar, the world’s largest sugar merchant, is optimistic about sugar prices in the mid-term due to dry weather conditions in the world’s leading producer, which are expected to result in reduced production during the 2024/25 season that began in April. Tomas Manzano, the chief executive, said that prices should rise from current levels close to 19 cents per pound in New York SBc1.Copersucar, the sugar and ethanol producer, announced a net profit of 281 million reais for the crop year ending March 2024, down by 58% from last year. According to its Wednesday filing, the company attributed this decrease to ethanol’s low price in Brazil, which did not stall, coupled with sugar prices that underwent a drop in December and continue to impact earnings. Manzano indicated that this year has been unusual for dry weather in Brazil, stunting cane growth and implying that the crop may be of a lower size than expected. Mills in Brazil, he cited, are expected to attach more cane to sugar production as the crop season progresses, even with recent data that indicated a lower sugar mix versus last year. “Mills will increase sugar production as the cane matures,” he said, anticipating that the industry will shift into high gear in sugar production in the following months. Credit: https://lnkd.in/d-m_BbUh #GlobalEconomy #AgricultureNews #CommodityPrices #Brazil #SugarPrices #MarketUpdate #Agrimandi #ChiniMandi

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International sugar prices have remained subdued recently amid expectations of a higher Brazilian sugar output in the new season of 2024-25 from both Unica - União da Indústria de Cana-de-Açúcar e Bioenergia and CONAB - Companhia Nacional do Abastecimento. Crude oil prices have impacted sugar prices as well, as experts opine that low crude prices might convince global sugar mills to produce more sugar than ethanol. Higher global sugar availability may create a glut which was a reality a few years back. However, the persistent heatwave in Thailand is expected to adversely affect the cane harvest. Weather conditions and geo-political dynamics will influence the global prices in the near future. India, which contributed a significant amount of sugar in the international market, has made zero contribution this year. Sugar export is expected to remain curbed in the ongoing year. By early next year, we will get a fair understanding and clarity of the crop and sugar production in India in 2024-25 SS. How will this play out in the global scenario? I think India will be the decider of the global sugar scenario in the next 10-12 months. It will tip the scale towards higher sugar availability.  #SugarIndustry #GlobalTrade #SugarTrends #Thailand #Brazil #India #Ethanol #CrudeOil #HeatWave #Monsoon

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The first quarter of 2024 saw a significant boost in Brazilian beef and chicken exports to the 22 countries of the Arab League, according to the Arab-Brazilian Chamber of Commerce. The data shows that export revenue surged by 29.9% compared to last year, reaching USD 1.83 billion. The average price of exported meat also increased by 2.97% to USD 2,451.83 per ton. The UAE remains the key importer in that region and was the second-largest destination for Brazilian beef in April, with 23,719 tons, and the third-largest for chicken, with 41,000 tons – marking a 32% increase from last year. Overall, Brazilian exports to the UAE generated USD 1.68 billion, a rise of 81%. Interested in buying high-quality Brazilian meat or exporting to Arab League countries? Garra International has the portfolio and solutions for everyone. Talk to us! #UAE #GarraInternational #MeatExports #HalalFood

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🌍 Sustainability in Agribusiness: Profitable for All In our pursuit of sustainability, every supply chain link must thrive, not just survive. Our recent visit to Coacen and Cooavil in Brazil showcased how cooperatives are making this a reality. These forward-thinking groups empower farmers by boosting their bargaining power and cutting costs, ensuring sustainability benefits everyone. 🔗 Unity for Sustainable and Equitable Growth Coacen and Cooavil exemplify how collaboration leads to substantial gains for the environment and the economy. By pooling resources, these cooperatives enable producers to access better markets and adopt advanced sustainable practices, ensuring profitability and environmental stewardship go hand in hand. This model offers a viable path to sustainability supporting every stakeholder in the chain. 🌱 A Blueprint for Future Success The initiatives by Coacen and Cooavil are pivotal in showing how sustainable practices integrate seamlessly into existing agricultural frameworks, helping decarbonize the global supply chain while boosting farmer incomes. Their commitment provides a blueprint for other agribusinesses aiming to balance ecological responsibility with economic needs. 🙏 Obrigado to Our Gracious Hosts We're immensely grateful to Coacen - Cooperativa Agropecuária e Industrial Celeiro do Norte and COOAVIL COOPERATIVA AGROPECUARIA TERRA VIVA for their hospitality and enlightening us on their impactful work. Their example inspires us at Marvin to continue developing tools that aid in crafting a sustainable, profitable future for all in the agricultural sector. hashtag #Sustainability #MarvinMT #Agribusiness #ClimateTech #EUDR #Decarbonization

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Brazilian Sugar Industry: A Global Powerhouse Brazil stands as the unrivaled titan in the realm of sugar cane production, wielding significant influence on the international stage. Notably, Brazil dominates sugar production and spearheads bioethanol extraction from sugar cane, cementing its pivotal role in global markets. Regarding sugar production, Brazil is the foremost sugar cane producer globally, alongside critical players like India, China, and Thailand. Approximately two-thirds of the world's sugar is consumed within these producing nations. In the 2023/24 season, Brazilian sugar production peaked at 45.7 million tons, with projections indicating a modest increase to 46.3 million tons for the 2024/25 period, marking a 1.3% upsurge. Ethanol extraction from sugar cane amounted to 29.7 million litres in 2023/24, with forecasts predicting a decline to 27.3 million litres for the 2024/25 harvest—a reduction of 8.0%. As the largest sugar exporter globally, Brazil's exports are anticipated to reach 32.4 million tons in the 2023/24 season, a 14.9% surge from the preceding year. Brazil predominantly exports VHP sugar, which is known for its high polarity and minimal non-sugar components. Refined sugar, like ICUMSA-45, comprises 18% of total sugar exports. Brazil leverages its abundant sugar cane harvest not solely for sugar but also for bioethanol production. The production process involves sugar juice extraction, followed by fermentation with specialized yeasts to convert sucrose into ethanol and carbon dioxide. Distillation enhances ethanol purity. Brazil primarily produces hydrated ethanol, boasting an alcohol content of approximately 95%, suitable for fueling "flex-fuel" vehicles. Anhydrous, nearly water-free ethanol is also prevalent, often blended with gasoline to curtail CO₂ emissions. The Brazilian sugar industry pivots towards sustainable practices, prioritizing efficient cultivation, environmental conservation, and social responsibility. Investments are channelled into industry advancements, ensuring ongoing development across cultivation techniques and sustainability initiatives, safeguarding Brazil's position as a global market leader.

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𝗜𝗚 𝗖𝗵𝗮𝗿𝘁 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸 Up +16% year on year! The cumulated Agri exports from South America at end of April 2024 with a record of 76.3Mt with Argentina’s corn and oilseed leading the push thanks to normal crops. The strong performance is achieved despite Brazil's crop lost some small volumes compared to 2023 and the late floodings in Rio Grande. LatAm crops supply & demand are healthy enough to sustain exports pace above last year and/or near seasonal highs. Pricewise South America has remained competitive compared to the US origin. If you would like to get more information on this topic and the impact on the freight market, please reach out to us on: research@IfchorGalbraiths.com. #IfchorGalbraiths #Exports #MaritimeIndustry #Panamax

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Brazilian Agribusiness: Resilient Amid Crises Agribusiness is Brazil's economic backbone, proving its strength through economic downturns. In 2023, agricultural exports fueled our growth, showcasing stability and global competitiveness. During the 2015-2017 recession, the sector thrived despite economic and political challenges. Agribusiness drives growth by doubling exports post-pandemic, acts as a shield during economic crises, and is well-positioned to meet the growing global demand for food. To better understand Brazilian agribusiness's resilience and future prospects, read our latest analysis on Medium: https://lnkd.in/dvybmnbV

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