Pedro Meirelles Villas Bôas

The area is larger than that of five Brazilian states (Sergipe, Alagoas, Rio de Janeiro, Espírito Santo and Rio Grande do Norte) and is equivalent to that of Paraíba (56,467 km²). It was the worst August in the platform's historical series, which began in 2019. With this result, the total hit by fire in Brazil in 2024 reaches 113,960 km² – more than double that recorded in the first eight months of 2023 (52,519 km²). The sad thing about this story is that most of the fires, like those in the Amazon, are criminals.

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This post deals with Public Private Partnerships- PPPs. First of all, I would like to apologize for publishing a link in Portuguese about a topic as arid and difficult as PPPs contract renegotiations. Second, I want to congratulate the Brazilian magazine Piaui ( heralded as the New Yorker of Brazil) for having the courage to explore such a specific, complex and mercurial topic to a broader, wider audience. Third of all, I would like to kindly remind you all that a general public magazine cannot devote the seriousness and complexity that this topic requires. PPPs contract renegotiation is not easy, and the magazine obviously went for erroneous conclusions and butchered the entire debate by trying to pick sides and “ denounce yet another scandal in Brazil “. One of my great teachers of PPPs Jose Luis Guarch , use to say that the concession really happens in the contract renegotiation phase, not during bidding. Duering my long career dispensing very technical advice on PPPs, I have always reminded governments that they need to hire advisors. A lot of them. Very expensive ones. Simply because the concessionaire always had the best advisors, bankers, lawyers, and they would always win. Hence, government should in fact try to avoid losing too much value, whenever possible. Thus, to try to make a scandal about something as complex as PPP contract renegotiations, when the government always ( or almost always) loses money ( the question becomes how much) and what is the alternative, in terms of value destruction of interrupting a PPP and finding new bidders over a many months and years. These new bidders will have to secure financing and contractors for capex, and service providers for opex. Without looking at the specifics of each project, I can tell, without shadow of a doubt, that this article is very likely to be misleading. This does not take away the merit of Piaui to publish this. But rather it does require the government to hire more and better ( unconflicted, unbiased) advisors to defend their interests in renegotiations. Because the other side is filled to the brim with top consultants. Like I said in the beginning: - PPPs are complex and boring topic. I apologize to those who read it up to here… #ppps #contractrenegotiations revista piauí Mauricio Portugal Ribeiro Lincoln Flor #projectfinance #infrastructure Sergei Samolis Schafik Collazo Filip Drapak Here is the link to the story: https://lnkd.in/e-_BW-4Q

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More plants operate in early 2024/25 after record sugar and ethanol in 2023/24. The Sugarcane and Bioenergy Industry Union (Unica) projects that more sugar and ethanol producing plants will be in operation in April compared to the same period last year. The month marks the beginning of the sugarcane processing season in the Center-South, the main producing region in Brazil. Unica projects that 131 production units will restart activities in the first half of April and another 25 from the 15th, according to a report published this Friday, the 12th. As a result, the number of units in operation by the end of the first fortnight of the month, the first of the 2024/25 season, should total 205 plants, compared to 167 units operating in the same period of 2023. By the end of April, the total should reach 230 versus 212 in the previous year, estimated Unica, representative of producers in the Center-South. The pace of return of mills after the off-season period may change depending on the climatic conditions of each sugarcane region, added the entity, while the market consensus believes in a decline in the 2024/25 harvest compared to last season's record. Sugarcane crushing in central-southern Brazil grew 6.5% in the second half of March, to around 5 million tonnes, while sugar production increased approximately 9%, with more mills in operation in the period leading up to the start official release of the new harvest on April 1st, according to Unica. Sugar production, at 183 thousand tons in the period, is still small compared to the months with the greatest crushing, but should increase in the coming weeks with more mills restarting work in the new 2024/25 harvest. Ethanol production totaled 528 million liters, an increase of 37.4%, in the last fortnight of the 2023/24 harvest, a season marked by records with the recovery of productivity.

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We are excited to share our investment in Contabilizei, a leading accounting and tax automation software for SMBs in Brazil. Founded in 2013, Contabilizei automates accounting services, focusing on small businesses and self-employed professionals. "Contabilizei strengthens Warburg Pincus' thesis of investing in scalable technology companies in sectors that still have low technology adoption and growing demand. We see great potential in the company, especially in a market still dominated by manual processes, with ample room for automation and the use of artificial intelligence. Additionally, there is significant room for further monetization through the expansion of financial services offered on the platform," says Bruno Maimone, Managing Director, Warburg Pincus. "The investment in the company is also aligned with our global strategy, as we have a long history of investing in companies in the tax automation space in the United States, such as Avalara and Chipsoft." With the investment in Contabilizei, Warburg Pincus now has a portfolio of 11 Brazilian companies, 8 of which are in the technology sector.

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BPSR recommends new article published: AGRIBUSINESS POLICY IN BRAZIL: BUSINESS POWER AND POLITICAL SUCCESS DURING THE 55TH LEGISLATURE (2015-2019) Authors: Wagner Pralon Mancuso, Ciro Antônio da Silva Resende, Lucas Henrique Ribeiro, João Felype Vieira Prado, Ana Luiza Ormeni Almeida dos Santos ABSTRACT: This paper addresses two central issues during the 55th legislature (2015-2019). First, the relationship between the instrumental and structural power of agribusiness and different aspects of parliamentary behavior, namely membership in standing committees and the introduction of legislative bills. Second, the level of success achieved by agribusiness in relation to the legislative production of the National Congress. Concerning the first question, we employed binary logistic regression to demonstrate that deputies who received the most campaign financing from agribusiness (an indicator of instrumental political power), and whose voters were highly dependent on agribusiness as a source of employment (an indicator of structural political power), were more likely to secure seats in the Committee on Agriculture, Livestock, Food Supply, and Rural Development (CAPADR). We also employed negative binomial regression to demonstrate that deputies whose constituents were more dependent on jobs created by the sector (structural political power) introduced a greater number of bills favorable to the sector, while introducing fewer bills contrary to its interests. Regarding the second issue, we utilized statistical techniques such as the chi-squared test and the analysis of adjusted residuals to compare the stance of the Agricultural Parliamentary Front (APF) with the decisions of the National Congress on bills concluded during the 55th Legislature. Our findings suggest that agribusiness attained success in the vast majority of decisions resulting in new laws, although many bills supported by the sector had different outcomes. In summary, the 55th Legislature demonstrated a high degree of receptiveness to the interests of agribusiness. However, while the interests of agribusiness wield considerable influence in the Brazilian Congress, this influence is far from all-encompassing. Available at: https://lnkd.in/dvUWWFST

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Brazilian international import and Export Corporation, Invitation to invest in Brazilian international import and Export Corporation. With the change of climate and international situation, the international community's demand for Brazilian agricultural products and food is increasing. In order to adapt to this change, the Brazilian company intends to expand its size and conduct international import and export trade.

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Infrastructure financing & PPP......the way to go in Brazil ! Must avoid the non-engagement of all stakeholders especially the public! it will be a disaster for the investors and the government if the public feelings are mis-understood irrespective of the perceived benefits in the long term or what the proposals offers.

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The Brazilian Tax Administration innovates in the processing and use of data for compliance and fraud detection

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