Frederico Humberg

Brazil is not only a major producer of various agricultural commodities but also a significant consumer market, with over 215 million inhabitants. Consequently, any shifts in the production-consumption balance could impact the global market. The question arises: Can the law approved by its Senate on September 4th, mandating the use of Sustainable Aviation Fuel (SAF), Green Diesel, Decarbonization of the Natural Gas Chain, and incentives for Biomethane, affect the Forest Market (including Pulp and Paper)? Accordantly to our company Prima (https://lnkd.in/d-hnX-eC), the leading research and price benchmarking agency in the international market for low-carbon feedstocks and fuels, the answer is yes. (You can access the law here: https://lnkd.in/dGeKunXj) #pulp #pulpandpaper #pulpandpaperindustry #packaging #packagingindustry #strategy #tissue #riskmanagement #esg #saf #greendiesel

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## Brazil's Livestock Sector Sees Significant Growth in 2024 The latest data from the Brazilian Institute of Geography and Statistics (IBGE) paints a robust picture of Brazil's livestock industry, highlighting notable increases in the abatement of bovines, swine, and chickens in the second trimester of 2024. ### Key Indicators - **Bovine Abatement**: The number of bovines slaughtered increased by 17.2% compared to the second trimester of 2023, reaching 9.94 million heads. This growth is part of a larger trend, as the first trimester of 2024 also saw a significant rise of 24.6% in bovine abatement[5]. - **Swine Abatement**: Swine slaughter saw an increase of 2.4% compared to the same period in 2023, with 14.55 million heads slaughtered. This follows a record-breaking year in 2023, where 57.17 million swine were slaughtered, a 1.3% increase over 2022[2][5]. - **Chicken Abatement**: The chicken sector also experienced growth, with a 3.2% increase in the number of chickens slaughtered, totaling 1.61 billion heads in the second trimester of 2024. This sector had previously reached a historical record in 2023 with 6.28 billion heads[2][5]. ### Production and Export Highlights - The production of bovine carcasses rose to 2.57 million tons, a 17.0% increase from the second trimester of 2023. This is complemented by record-breaking exports of raw beef, which reached 2.01 million tons in 2023[2][5]. - The weight of swine carcasses increased by 0.9% to 1.34 million tons, and chicken carcasses saw a 2.1% rise to 3.43 million tons[5]. ### Broader Economic Implications These figures indicate a strong performance in Brazil's livestock sector, driven by both domestic demand and export markets. The growth in abatement numbers and carcass production underscores the sector's resilience and potential for further expansion. ### Looking Ahead As we analyze these positive trends, it's crucial to consider the long-term sustainability and competitiveness of Brazil's livestock industry. How will these increases in production impact the global market, and what strategies can be implemented to maintain this growth trajectory? #perfeitoai #brazil #andreperfeito

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🫘🇧🇷Brazil is pushing the 🇺🇸US out of the world’s biggest soybean market At the Trend&Hedge Club, Rafael Savoia Simão, from S&P Global Platts, said that Brazilian soybean export to China in Q1 2024 increased 155% y/y, while US share was down 57% during the same period.  Brazilian soybeans are more competitive on the global market due to lower price vs US soybeans. In addition, due to its unique ability to harvest 2-3 crops of soybeans a year Brazil is well supplied, thus can offer the oilseeds throughout the year.  In particular, in 2023, after harvesting large crop, Brazil was able to compete with the US during the US pique export period from August till December-January, thus taking the US out of the global market picture.  In a new season, S&P Global Platts forecasts Brazilian soya crop in 2024 at above 150 MMT. At the same time, US soybeans production in 2024/25 MY is expected to increase as well - to around 123 MMT (+10 MMT y/y). This will increase the global supply of soybeans even more. However, the expert noted that China, as a main importer, may offer less demand for soybeans in 2024/25 MY, since annual growth of soybeans crush in China is sluggish and has been only 1% for the past 7 years. Thus demand growth in China is slower than harvest growth in Brazil, which could create a surplus of Brazilian soy in the market.

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Essential Guide to Buying ICUMSA 45 Sugar in Brazil What's the best option: brokers, trading companies, or direct from the mill? In my latest article on Globy, I provide a detailed step-by-step guide on purchasing ICUMSA 45 sugar in Brazil. I analyze each approach—whether through brokers, trading companies, or directly from the mills—highlighting the pros and cons of each. If you want to understand the market intricacies and make strategic decisions, this is a must-read! 🔗 Read the full article here https://lnkd.in/dwVdNGgk

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Brazil as a Global Leader in Sugar Production and Export Brazil is one of the global leaders in sugar production and export, playing a crucial role in the international market. Here are some important points on this topic: Production and Export Production Volume: Brazil is the largest producer of sugar in the world, accounting for approximately 40% of global production. In 2022, sugar production was estimated at around 37 million tons. Export: The country is also one of the largest exporters, with a significant volume destined for international markets. In 2022, Brazil exported approximately 25 million tons of sugar, with the European Union and India being some of the main destinations. Consumers: The primary consumer markets for Brazilian sugar include countries in the European Union, the United States, China, and Saudi Arabia. The increasing demand in Asia and the Middle East has driven Brazilian exports, particularly for ICUMSA 45 sugar, which is highly sought after due to its quality. Competitiveness for Several Reasons: Favorable Climate: Brazil's tropical climate is ideal for sugarcane cultivation, contributing to abundant production. Technological Innovation: Advanced agricultural practices and the use of cutting-edge technologies have increased production efficiency, allowing Brazil to maintain competitive prices in the global market. Despite its success, the sector faces challenges such as fluctuations in global sugar prices and issues related to sustainability and agricultural practices. With its position in the global sugar market, Brazil continues to be an essential player in the agricultural economy. The combination of large-scale production, technological innovation, and access to international markets ensures that Brazilian sugar remains competitive. For more information and specific data, you can consult sources such as the Food and Agriculture Organization (FAO) and the United States Department of Agriculture (USDA).

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Join us for the Floresta 250 - Cattle launch webinar To move the needle on global #deforestation, cattle is the single most influential commodity and Brazil's cattle sector is critically important. 🐮 Floresta 250 - Cattle, a new project from Global Canopy, looks at the 250 companies and financial institutions with the most power to transform cattle supply chains in #Brazil. Are they doing enough on deforestation, ecosystem conversion and associated #humanrights abuses? Where are the gaps when it comes to action? 📢 Join our webinar to launch the first Floresta 250 - Cattle baseline assessment, which provides a new level of transparency to support targeted and effective accountability on this issue, including finance sector action. Hear from Global Canopy and other expert speakers as they discuss challenges and opportunities for companies and the #finance sector in meeting global commitments and Brazil’s pledge to halt and reverse deforestation by 2030. 📅 Wednesday 11 December, 1pm (Brasilia) | 4pm (GMT) *Webinar in Portuguese with live English interpretation. Find out more -> https://lnkd.in/ezWC2NjQ Register -> bit.ly/floresta250 WWF-Brasil The Nature Conservancy  Conselho Empresarial Brasileiro para o Desenvolvimento Sustentável (Cebds) ICV - Instituto Centro de Vida Mighty Earth Imaflora

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Brazil's Sugar Exports Start November with Exceptional Performance, Consolidating Global Leadership Brazil's sugar exports kicked off November at a rapid pace, reinforcing the country’s position as the undisputed leader in the global sugar market. In the first six business days of the month, 1,316,516.7 tons were shipped, averaging 219,429.9 tons per day. This robust performance marks a 15.2% increase compared to the daily average in the first week of October 2024 and a remarkable 29.44% growth over the daily average for the entire previous month. Annual Comparison According to data released by the Foreign Trade Secretariat (Secex), November 2024's performance also significantly surpasses results from the same period in 2023. Last year, the daily average exported in November was 182,216.4 tons, while this year, it rose to 219,429.9 tons—a 20.4% increase. This growth reflects Brazil's strong competitiveness in the international sugar market and the high global demand for the product. Revenue and Total Value The revenue generated from exports so far in November totaled USD 619.988 million, with a daily average of USD 103.331 million. This financial performance represents a 6.5% increase compared to November 2023’s daily average of USD 97.108 million. The significant growth in exported volume was a key driver of the overall revenue increase. Key Destinations and Growth Factors Brazil’s primary markets for sugar continue to be Asia, the Middle East, and Africa, with highlights including countries such as China, India, and Indonesia. The consistent growth in demand for sugar in these regions reflects demographic changes, increased consumption in emerging economies, and the preference for Brazilian sugar due to its high quality and competitive prices. Another factor driving exports was the high production capacity of Brazilian mills, which operated at full capacity during the harvest season, supported by favorable weather conditions and technological advancements in the sugar-energy sector. Global Context and Opportunities Brazil's positive performance in the international market is taking place in a global context marked by uncertainties, such as fluctuations in oil prices (which affect the competitiveness between sugar and ethanol) and supply chain instability. However, Brazil's ability to meet large volumes with agility and logistical efficiency positions the country as a reliable supplier, especially during times of scarcity. The remainder of November is expected to sustain this remarkable performance, solidifying 2024 as one of the strongest years for Brazil's sugar sector. Once again, Brazil demonstrates that its global market leadership is not only about volume but also about the consistency and quality of its operations.

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Coffee, not your obvious commodity... During last month operators saw prices, domestically in Brazil, jumping BRL 300, led by currency contribution when 5.25/5.30 + a 40cts/rally. It took a whole month to accumulate such gains and only 4 sessions to erase it all, considering the BRL strength back to 5.07. Last two days producers chased the market even during the massive pullback but buyers were noted by absence, overall. Sadly they could have sold more at the highs of BRL 1300/1400 but many chose to wait for 1500, 1700, 2000... never ending story. Let's see what next moments provides but at the edge of bigger harvesting it's not so comfortable to have waited more than they should and again it's the usual story: waiting for frost, dramatic things at their neighbors farms, just in order to have another chance. Funds/specs are now an evil force. Why they do it to US? Not fair... but no celebration cakes baked to them when prices moved 35% higher... #roundtheclockcoffeebrokers #cazarinitradingcompany #escoladocafe #agriculture #commodities #agro #coffee #farming #logistics #foodsecurity #coffeelovers #cafe #harvest #safra #greencoffee #climatechange #environment #kahve #caffe #cupping #grading #kaffee #weather #cafesdobrasil #sustainability #coffeetour #crop24-25 #crops #kzacoffee

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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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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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Pricing in Brz is changing Brazil's domestic demand for soybean oil and corn is set to grow. This week, the Senate approved the "fuel of the future" bill, increasing the ethanol and biodiesel blend for the next five years. The pricing structure in Brazil is shifting, particularly in the North. The smaller oil and corn export program this year is a clear indication – Mato Grosso has the most expensive beans, oil and corn in Brz (replacement Fob)... Soybean premiums in Brazil for the new crop dropped significantly—May fell 30 cents from the peak. The soybean basis spread between the OND and MAM windows CFR China also widened. Crush margins in China for the OND window improved, while margins in Argentina and Brazil deteriorated... keep reading.

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Brazilian Agribusiness Exports: A Record-Breaking Performance in 2024 Brazil's agricultural sector continues to demonstrate robust performance, with exports reaching unprecedented levels in the first half of 2024. This article provides insights into the current trends in Brazilian agribusiness exports, highlighting the key products and their significant impact on the global market. At Berg&Co, we specialize in facilitating international companies' entry and operations in this thriving sector, ensuring compliance with local regulations and maximizing business opportunities. Check out my blog post https://wix.to/zEpk97I Contact us at [email protected] to learn more about how we can assist your business in tapping into the vast opportunities in Brazilian agribusiness. #BrazilAgribusiness #AgroExports #SustainableFarming #BrazilEconomy #AgribusinessTrends #MarketEntryBrazil #BergCoExpertise #GlobalTrade #ExportGrowth #BrazilianSoy #MeatExports hashtag#SugarIndustry #ForestryProducts #BrazilianCoffee #AgriculturalExports #TradeCompliance #EconomicDevelopment #BusinessOpportunities #AgricultureSector #InvestInBrazil

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