Before the 1970s, Brazilian agriculture was characterized by low production and yields, rural poverty, and a lack of agricultural knowledge and support institutions. To address these issues, Brazil set the task of transforming its traditional agriculture into a more scientific and technological sector. This involved expanding production into new areas like the Cerrado, implementing supportive government policies, developing tropical agricultural technologies, and empowering small- and medium-sized farmers. As a result, by the 2000s Brazil had greatly increased its agricultural production and exports, becoming a global leader in key commodities like soybeans, sugar, beef, and poultry. Renewable energy from sugarcane also grew substantially.
Professor Carlos Bacha presents new research looking at how Brazilian agricultural production has intensified and diversified since 1990. Read the full research at http://www.brazil4africa.org/publications
1) Gradually ending deforestation in Brazil can boost the country's revenue by $146-306 billion by 2030.
2) Protecting forests will benefit Brazil's agriculture sector by shifting production away from deforestation and towards more profitable uses of existing agricultural lands.
3) Revenue from international financing for reducing deforestation, such as Norway's $1 billion pledge to Brazil, could generate $50-202 billion for Brazil between 2013-2030.
Brazil is one of the top three countries in terms of GDP, population, and land area. It has abundant natural resources like water, sunlight, and fertile land that make it highly productive for agriculture, especially forestry. Brazil is the largest exporter of cellulose in the world due to its low production costs and high yields of eucalyptus. A new potential region for eucalyptus and pulp production is Amapá state, which has large areas of underutilized cerrado savannah lands that are cheap, close to port infrastructure, and could support expansion of the industry.
Custos de Produção Brasileiros e Competitividade Internacional da Carne Bovin...BeefPoint
Palestra Custos de Produção Brasileiros e Competitividade Internacional da Carne Bovina Brasileira, por Sergio de Zen, professor Esalq/USP, coordenador de pecuária do Cepea.
This document provides an overview of the business potential for Brazil to increase pulses production for the Indian market. It notes that India has a large and growing population with increasing water scarcity issues, making it reliant on pulses imports as a crucial source of vegetal protein. Brazil is well-positioned to meet this demand due to its favorable growing conditions, large arable land, and status as a major agricultural exporter following investments in productivity. The document examines trends in Brazil's agricultural trade surplus and outlines why increased pulses production could be an important strategic opportunity.
- USDA will update its grain and meat protein balance sheets on April 10th following a March 1 grain stocks report that showed much larger corn stocks than expected
- Analysts expect USDA to revise its 2012/13 corn ending stocks estimate higher, with an average estimate of 824 million bushels
- Given this, the document discusses how USDA may adjust its estimates for corn exports, ethanol use, and feed use in the April report
World: Maize (Green) - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "World: Maize (Green) - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the global maize (green) market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
Before the 1970s, Brazilian agriculture was characterized by low production and yields, rural poverty, and a lack of agricultural knowledge and support institutions. To address these issues, Brazil set the task of transforming its traditional agriculture into a more scientific and technological sector. This involved expanding production into new areas like the Cerrado, implementing supportive government policies, developing tropical agricultural technologies, and empowering small- and medium-sized farmers. As a result, by the 2000s Brazil had greatly increased its agricultural production and exports, becoming a global leader in key commodities like soybeans, sugar, beef, and poultry. Renewable energy from sugarcane also grew substantially.
Professor Carlos Bacha presents new research looking at how Brazilian agricultural production has intensified and diversified since 1990. Read the full research at http://www.brazil4africa.org/publications
1) Gradually ending deforestation in Brazil can boost the country's revenue by $146-306 billion by 2030.
2) Protecting forests will benefit Brazil's agriculture sector by shifting production away from deforestation and towards more profitable uses of existing agricultural lands.
3) Revenue from international financing for reducing deforestation, such as Norway's $1 billion pledge to Brazil, could generate $50-202 billion for Brazil between 2013-2030.
Brazil is one of the top three countries in terms of GDP, population, and land area. It has abundant natural resources like water, sunlight, and fertile land that make it highly productive for agriculture, especially forestry. Brazil is the largest exporter of cellulose in the world due to its low production costs and high yields of eucalyptus. A new potential region for eucalyptus and pulp production is Amapá state, which has large areas of underutilized cerrado savannah lands that are cheap, close to port infrastructure, and could support expansion of the industry.
Custos de Produção Brasileiros e Competitividade Internacional da Carne Bovin...BeefPoint
Palestra Custos de Produção Brasileiros e Competitividade Internacional da Carne Bovina Brasileira, por Sergio de Zen, professor Esalq/USP, coordenador de pecuária do Cepea.
This document provides an overview of the business potential for Brazil to increase pulses production for the Indian market. It notes that India has a large and growing population with increasing water scarcity issues, making it reliant on pulses imports as a crucial source of vegetal protein. Brazil is well-positioned to meet this demand due to its favorable growing conditions, large arable land, and status as a major agricultural exporter following investments in productivity. The document examines trends in Brazil's agricultural trade surplus and outlines why increased pulses production could be an important strategic opportunity.
- USDA will update its grain and meat protein balance sheets on April 10th following a March 1 grain stocks report that showed much larger corn stocks than expected
- Analysts expect USDA to revise its 2012/13 corn ending stocks estimate higher, with an average estimate of 824 million bushels
- Given this, the document discusses how USDA may adjust its estimates for corn exports, ethanol use, and feed use in the April report
World: Maize (Green) - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "World: Maize (Green) - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the global maize (green) market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
Chile: Avocado - Market Report. Analysis And Forecast to 2020IndexBox Marketing
IndexBox Marketing has just published its report: “Chile: Avocado - Market Report. Analysis And Forecast to 2020”.
The report provides an in-depth analysis of the Chilian avocado market. It presents the latest data of the market size and volume, domestic production, exports and imports, price dynamics and turnover in the industry. In addition, the report contains insightful information about the industry, including industry life cycle, business locations, productivity, employment and many other crucial aspects. The Company Profiles section contains relevant data on the major players in the industry.
World: Flour, Fruit - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "World: Flour, Fruit - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the global fruit flour market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
GAI News_Agribusiness in Brazil - Opportunity in the Midst of TurmoilGabriel Prado de Barros
Agribusiness has been a bright spot for Brazil's struggling economy, accounting for 22% of GDP. As Brazil's currency has weakened, agribusiness exports have become more competitive globally. The country is the world's largest exporter of orange juice, sugar, coffee, beef, and soy, and second largest exporter of poultry, cotton, and pork. Despite economic turmoil, the sector is expected to continue growing production and bringing in revenue. Weak economic conditions also present opportunities for foreign investors to acquire Brazilian agricultural assets and companies at reduced prices.
Latin America Milk and Dairy Products Market Outlook to 2015 – Compelling Opp...AMMindpower
The report provides a comprehensive analysis of the milk and dairy products industry in Latin America, covering major countries like Brazil, Mexico, Argentina, Colombia, Uruguay, Peru, and Venezuela. It includes details on total milk production and consumption, dairy production and consumption segmented by product categories and countries, and projections to 2015. It also covers macroeconomic indicators, trends, key players and future outlook of the industry in these countries.
Brazil: Onion (Dry) - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "Brazil: Onion (Dry) - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the onion (dry) market in Brazil. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term.
World: Palm Kernels And Babassu Oil - Market Report. Analysis And Forecast To...IndexBox Marketing
This document provides a sample summary of a report on the global palm kernel and babassu oil market from 2007 to 2014. It includes key findings on market volume, value, production, imports and exports over this period. The report also analyzes consumption and production trends by country, as well as market opportunities and forecasts growth through 2020. Major producers and import/export price dynamics are also examined.
CROP farmers anxiously watching prices fall to ever less remunerative levels have had further unwelcome news over the past couple of months from yet higher cereal and oilseed crop estimates across the Northern Hemisphere.
Africa: Pigeon Peas - Market Report. Analysis And Forecast To 2025IndexBox Marketing
IndexBox Marketing has just published its report: “Africa: Pigeon Peas - Market Report. Analysis And Forecast To 2025”.
The report provides an in-depth analysis of the African pigeon pea market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
World: Cassava - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "World: Cassava - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the global cassava market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
Sun Exports India, SENCE Agric, DADTCO
The document provides an overview of the Irish agri-food industry in 2018/2019. Key points include:
- Food and drink exports grew for the eighth consecutive year to €12.6 billion, driven by the dairy, seafood, and meat sectors. Exports to the UK and EU increased while new markets in Asia, Africa, and the US expanded.
- Farm machinery sales were up in 2018 despite weather issues, with tractor sales increasing 12.8% and telehandler registrations up 28%.
- Forage stocks were tight due to a poor spring and summer drought but late grass growth allowed farmers to replenish silage bales. Cereal production fell to 1.8 million tons in 2018
Prices on the benchmark grain and feed ingredient markets had been eroding further since our last review, several reaching new five and a to six-year lows. But the latest descent was much more gradual than in recent months and by mid-March, market leaders wheat, maize and soyabeans had all begun to show signs of bottoming out. The leading Chicago wheat futures
Mexico's wheat production is forecast to increase slightly in 2016/17 to 3.9 million metric tons due to favorable weather conditions. Wheat consumption is also expected to increase due to population growth and continued popularity of wheat-based foods. Total wheat imports are estimated to rise to 4.45 million metric tons to meet higher demand for milling varieties. The majority of Mexico's wheat is produced in the northern states of Sonora and Baja California, with Sonora contributing nearly half of total production.
The document provides an overview of an investment in a large-scale cattle farm project in Paraguay. It acquired over 38,000 hectares of land for cattle grazing and plans to develop the land with approximately 14,000 cattle units. The total capital investment is $30 million, with $14 million already secured from private equity investors. It provides details on the investment structure, management team, location of the farm, and projected returns for investors under different scenarios for increases in cattle prices and land values.
This document summarizes key points from an investor visit by Syngenta to Brazil:
1) Syngenta raised its 2020 sales target for soybeans by $0.5 billion to $4 billion due to stronger than expected growth and confidence in its new fungicide, Elatus, which trials show increases yields more than competitors' products.
2) Syngenta reduced its 2015 sales target for sugarcane by $0.35 billion to $0.65 billion due to delays bringing its new product, Plene, to market.
3) Syngenta reiterated its goal of doubling specialty crop sales to $4 billion by 2020, highlighting its integrated strategy around traceability and customer services.
World: Kiwi Fruit - Market Report. Analysis And Forecast To 2020IndexBox Marketing
This document provides a summary of a report on the global kiwi fruit market from 2007 to 2014 and forecasts to 2020. It includes information on market volume and value, production, imports, exports, consumption and prices of kiwi fruit by country. Tables and figures present data on factors such as production, harvested area, yield, trade, import and export prices for major kiwi fruit producing and consuming countries. The report also identifies trends in the market and provides a forecast of market growth to 2020.
This document summarizes an opportunity for investing in a walnut farming project in Chile. Chile is currently one of the largest producers and exporters of walnuts in the world, with production expected to grow from 40,000 metric tons currently to 60,000 metric tons in the next few years. The walnut industry in Chile is very profitable, with walnut farmers receiving high returns compared to other crops. The document provides production statistics and export market information to analyze the opportunity further.
The document is a presentation of Açúcar Guarani S.A.'s Q2 09/10 results. It summarizes that sugar prices were at their highest level in 28 years, supported by lower production in major countries. Guarani's net revenue grew 27.7% in Q2 driven by a 49.8% increase in sugar prices. Adjusted EBITDA rose 49.9% in H1 09/10 due to higher sugar prices. Net profit was R$13.8 million in H1 compared to a loss last year, positively impacted by price recovery and FX effects. The outlook for sugar and ethanol prices remains positive on supply constraints.
This document provides regional commentary from PwC's global agribusiness experts. It discusses topics including food safety concerns in Australia from Chinese frozen berry imports, foreign investment thresholds in Australian agriculture, Brazil's new agriculture minister's plans, dairy market consolidation in Brazil, cocoa sector losses in Ghana, India-Sri Lanka agricultural cooperation, and recovering dairy prices but lower apple production in New Zealand. The document aims to give insights into current issues and trends observed locally by PwC's agribusiness experts around the world.
The document discusses opportunities in Brazil's agribusiness sector, focusing on the state of Mato Grosso. It summarizes that Mato Grosso produces 31% of Brazil's soybeans and 16% of the country's corn. The state has high average yields for soybeans and low production risks. However, logistics infrastructure needs improvement, such as the BR 163 highway project. The document outlines several business opportunities in Mato Grosso, including in credit for farmers, grains storage, transportation infrastructure, and timber. It proposes next steps of understanding opportunities, agreeing on a plan, drafting an MOU, and evaluating support alternatives.
The document discusses Brazil's biofuels industry and related environmental concerns. It notes that Brazil has significantly reduced deforestation rates in the Amazon while expanding sugarcane ethanol production. Some critics argue that increased biofuels production could lead to environmental destruction, but supporters note Brazil has doubled ethanol output without damaging food production or forests by using degraded pasturelands. Debate continues around the industry's sustainability and impacts.
Chile: Avocado - Market Report. Analysis And Forecast to 2020IndexBox Marketing
IndexBox Marketing has just published its report: “Chile: Avocado - Market Report. Analysis And Forecast to 2020”.
The report provides an in-depth analysis of the Chilian avocado market. It presents the latest data of the market size and volume, domestic production, exports and imports, price dynamics and turnover in the industry. In addition, the report contains insightful information about the industry, including industry life cycle, business locations, productivity, employment and many other crucial aspects. The Company Profiles section contains relevant data on the major players in the industry.
World: Flour, Fruit - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "World: Flour, Fruit - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the global fruit flour market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
GAI News_Agribusiness in Brazil - Opportunity in the Midst of TurmoilGabriel Prado de Barros
Agribusiness has been a bright spot for Brazil's struggling economy, accounting for 22% of GDP. As Brazil's currency has weakened, agribusiness exports have become more competitive globally. The country is the world's largest exporter of orange juice, sugar, coffee, beef, and soy, and second largest exporter of poultry, cotton, and pork. Despite economic turmoil, the sector is expected to continue growing production and bringing in revenue. Weak economic conditions also present opportunities for foreign investors to acquire Brazilian agricultural assets and companies at reduced prices.
Latin America Milk and Dairy Products Market Outlook to 2015 – Compelling Opp...AMMindpower
The report provides a comprehensive analysis of the milk and dairy products industry in Latin America, covering major countries like Brazil, Mexico, Argentina, Colombia, Uruguay, Peru, and Venezuela. It includes details on total milk production and consumption, dairy production and consumption segmented by product categories and countries, and projections to 2015. It also covers macroeconomic indicators, trends, key players and future outlook of the industry in these countries.
Brazil: Onion (Dry) - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "Brazil: Onion (Dry) - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the onion (dry) market in Brazil. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term.
World: Palm Kernels And Babassu Oil - Market Report. Analysis And Forecast To...IndexBox Marketing
This document provides a sample summary of a report on the global palm kernel and babassu oil market from 2007 to 2014. It includes key findings on market volume, value, production, imports and exports over this period. The report also analyzes consumption and production trends by country, as well as market opportunities and forecasts growth through 2020. Major producers and import/export price dynamics are also examined.
CROP farmers anxiously watching prices fall to ever less remunerative levels have had further unwelcome news over the past couple of months from yet higher cereal and oilseed crop estimates across the Northern Hemisphere.
Africa: Pigeon Peas - Market Report. Analysis And Forecast To 2025IndexBox Marketing
IndexBox Marketing has just published its report: “Africa: Pigeon Peas - Market Report. Analysis And Forecast To 2025”.
The report provides an in-depth analysis of the African pigeon pea market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
World: Cassava - Market Report. Analysis And Forecast To 2020IndexBox Marketing
IndexBox Marketing has just published its report: "World: Cassava - Market Report. Analysis And Forecast To 2020". The report provides an in-depth analysis of the global cassava market. It presents the latest data of the market value, consumption, domestic production, exports and imports, price dynamics and food balance. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate how the market will be transformed in the medium term. Profiles of the leading producers are also included.
Sun Exports India, SENCE Agric, DADTCO
The document provides an overview of the Irish agri-food industry in 2018/2019. Key points include:
- Food and drink exports grew for the eighth consecutive year to €12.6 billion, driven by the dairy, seafood, and meat sectors. Exports to the UK and EU increased while new markets in Asia, Africa, and the US expanded.
- Farm machinery sales were up in 2018 despite weather issues, with tractor sales increasing 12.8% and telehandler registrations up 28%.
- Forage stocks were tight due to a poor spring and summer drought but late grass growth allowed farmers to replenish silage bales. Cereal production fell to 1.8 million tons in 2018
Prices on the benchmark grain and feed ingredient markets had been eroding further since our last review, several reaching new five and a to six-year lows. But the latest descent was much more gradual than in recent months and by mid-March, market leaders wheat, maize and soyabeans had all begun to show signs of bottoming out. The leading Chicago wheat futures
Mexico's wheat production is forecast to increase slightly in 2016/17 to 3.9 million metric tons due to favorable weather conditions. Wheat consumption is also expected to increase due to population growth and continued popularity of wheat-based foods. Total wheat imports are estimated to rise to 4.45 million metric tons to meet higher demand for milling varieties. The majority of Mexico's wheat is produced in the northern states of Sonora and Baja California, with Sonora contributing nearly half of total production.
The document provides an overview of an investment in a large-scale cattle farm project in Paraguay. It acquired over 38,000 hectares of land for cattle grazing and plans to develop the land with approximately 14,000 cattle units. The total capital investment is $30 million, with $14 million already secured from private equity investors. It provides details on the investment structure, management team, location of the farm, and projected returns for investors under different scenarios for increases in cattle prices and land values.
This document summarizes key points from an investor visit by Syngenta to Brazil:
1) Syngenta raised its 2020 sales target for soybeans by $0.5 billion to $4 billion due to stronger than expected growth and confidence in its new fungicide, Elatus, which trials show increases yields more than competitors' products.
2) Syngenta reduced its 2015 sales target for sugarcane by $0.35 billion to $0.65 billion due to delays bringing its new product, Plene, to market.
3) Syngenta reiterated its goal of doubling specialty crop sales to $4 billion by 2020, highlighting its integrated strategy around traceability and customer services.
World: Kiwi Fruit - Market Report. Analysis And Forecast To 2020IndexBox Marketing
This document provides a summary of a report on the global kiwi fruit market from 2007 to 2014 and forecasts to 2020. It includes information on market volume and value, production, imports, exports, consumption and prices of kiwi fruit by country. Tables and figures present data on factors such as production, harvested area, yield, trade, import and export prices for major kiwi fruit producing and consuming countries. The report also identifies trends in the market and provides a forecast of market growth to 2020.
This document summarizes an opportunity for investing in a walnut farming project in Chile. Chile is currently one of the largest producers and exporters of walnuts in the world, with production expected to grow from 40,000 metric tons currently to 60,000 metric tons in the next few years. The walnut industry in Chile is very profitable, with walnut farmers receiving high returns compared to other crops. The document provides production statistics and export market information to analyze the opportunity further.
The document is a presentation of Açúcar Guarani S.A.'s Q2 09/10 results. It summarizes that sugar prices were at their highest level in 28 years, supported by lower production in major countries. Guarani's net revenue grew 27.7% in Q2 driven by a 49.8% increase in sugar prices. Adjusted EBITDA rose 49.9% in H1 09/10 due to higher sugar prices. Net profit was R$13.8 million in H1 compared to a loss last year, positively impacted by price recovery and FX effects. The outlook for sugar and ethanol prices remains positive on supply constraints.
This document provides regional commentary from PwC's global agribusiness experts. It discusses topics including food safety concerns in Australia from Chinese frozen berry imports, foreign investment thresholds in Australian agriculture, Brazil's new agriculture minister's plans, dairy market consolidation in Brazil, cocoa sector losses in Ghana, India-Sri Lanka agricultural cooperation, and recovering dairy prices but lower apple production in New Zealand. The document aims to give insights into current issues and trends observed locally by PwC's agribusiness experts around the world.
The document discusses opportunities in Brazil's agribusiness sector, focusing on the state of Mato Grosso. It summarizes that Mato Grosso produces 31% of Brazil's soybeans and 16% of the country's corn. The state has high average yields for soybeans and low production risks. However, logistics infrastructure needs improvement, such as the BR 163 highway project. The document outlines several business opportunities in Mato Grosso, including in credit for farmers, grains storage, transportation infrastructure, and timber. It proposes next steps of understanding opportunities, agreeing on a plan, drafting an MOU, and evaluating support alternatives.
The document discusses Brazil's biofuels industry and related environmental concerns. It notes that Brazil has significantly reduced deforestation rates in the Amazon while expanding sugarcane ethanol production. Some critics argue that increased biofuels production could lead to environmental destruction, but supporters note Brazil has doubled ethanol output without damaging food production or forests by using degraded pasturelands. Debate continues around the industry's sustainability and impacts.
1) Brasil Ecodiesel reported results for the fourth quarter and full year 2010. It operates in renewable energy (biodiesel) and food/agricultural commodities following the acquisition of Maeda.
2) For biodiesel, excess industry capacity and high discounts at auctions negatively impacted margins. The company aims to diversify away from dependence on this regulated market.
3) Internationally, commodity prices rose in 2010 due to tight supplies and strong demand from developing countries. The company's agricultural operations are well positioned to benefit from Brazil's competitive advantages in agriculture.
This document discusses the current state of the global coffee market. It notes that coffee prices have risen significantly over the past year due to several factors constraining supply, including poor harvests in parts of Central America, Asia, and Africa due to climate effects. Stocks are at dangerously low levels as well. The document performs a SWOT analysis of Fairtrade coffee and notes both strengths in promoting sustainability but also threats such as producers struggling to fulfill contracts due to low harvests. It concludes that market tightness may continue in the coming year depending on the Brazilian crop cycle and global consumption trends outpacing production.
Tereos Internacional Q1 10/11 Earnings PresentationAlexandre Menezio
Tereos Internacional reported financial results for the first quarter of 2010/11. Key highlights included record sugar and ethanol production in Brazil but lower revenues and EBITDA impacted by currency effects and non-recurring costs. Revenues were down 13.1% reported but up 2.1% at constant currency. EBITDA fell 43.5% due to a R$196 million currency impact and R$32 million in non-recurring costs in Brazil. The company saw a reduction in net debt of R$91 million despite acquisitions. Segment results were mixed with strong production in Brazil offset by currency impacts in other segments. Key markets showed signs of recovery in demand.
Tereos Internacional reported financial results for the first quarter of 2010/11. Net revenues were R$1.1 billion, down 13.1% due to currency effects but up 2.1% excluding currency. EBITDA was R$113 million, down 43.5% due to currency effects and non-recurring items in Brazil. Production reached records in Brazil while segments were impacted by currency effects, maintenance, and testing new raw materials. The company aims to accelerate growth through recent acquisitions and partnerships.
The document summarizes the challenges facing the African cotton industry. It notes that world cotton prices collapsed in 2013, endangering the industry in West and Central Africa where cotton is a main export crop. While Asian countries dominate production, cotton is extremely important for some African economies like Mali, where it represents 10% of GDP. However, cotton farmers face volatile prices, competition from subsidies in developed countries, and environmental and health issues from pesticides. The industry is seeking to add value through processing and niche markets like organic fair trade cotton to address these challenges.
Tereos Internacional reported its 2012/13 year-end results. Revenues increased 11.1% to R$7.6 billion due to higher sales volumes in sugarcane and starch & sweeteners segments. Adjusted EBITDA declined 9.4% to R$869 million due to higher cereal prices and reduced ethanol volumes in Europe. In Brazil, sugarcane crushing volumes increased but earnings declined due to lower sugar and ethanol prices. The Indian Ocean/Africa segment reported higher volumes and a 20% increase in adjusted EBITDA. The starch & sweeteners segment saw revenue growth of 19% but adjusted EBITDA fell 9% as higher raw material costs offset increased prices and volumes.
Tereos Internacional reported its 2012/13 year-end results. Revenues increased 11.1% to R$7.6 billion due to higher sales volumes in sugarcane and starch & sweeteners segments. Adjusted EBITDA declined 9.4% to R$869 million due to higher cereal prices and reduced ethanol volumes in Europe. In Brazil, sugarcane crushing volumes increased but earnings declined due to lower sugar and ethanol prices. The Indian Ocean/Africa segment reported increased revenues and adjusted EBITDA due to favorable commercial conditions and volume growth. The starch & sweeteners segment saw revenue growth from higher volumes and prices but adjusted EBITDA declined due to a sharp rise in raw material costs
World coffee production for 2012/13 is forecast at a record 151 million bags, up almost 7 million from the previous year. Brazil is forecast to account for nearly all the gain as its Arabica crop enters the on-year of the biennial production cycle. Vietnam's production is forecast to decline by 1 million bags from a record harvest last year. Colombia is forecast to see production decline slightly to its lowest level in four decades. Global bean exports are also forecast at a record level.
BEA Global plans to launch its flagship organic fertilizer product, Ergofit, in Brazil. Ergofit is a revolutionary liquid organic fertilizer that has been shown to significantly outperform chemical fertilizers by increasing crop yields up to 40% while reducing water needs by 50% and improving soil health. BEA Global has established relationships to produce Ergofit at low cost and has commitments from four major agricultural companies in Brazil to purchase 100,000 kg per month. BEA Global is requesting $1 million in investment to cover startup costs and inventory to launch operations in Brazil, which has the potential to generate over $1.25 million in monthly profit.
1) Eco-Energy is a leading biofuels marketing and logistics company that works with partner Copersucar, the largest ethanol marketer in Brazil, to form the largest global ethanol company.
2) In 2015, the global ethanol market was 30 billion gallons with 3 billion gallons in international trade. The US and Brazil supplied 1.1 billion gallons of overseas exports, with Asia accounting for 43% of overseas demand.
3) For 2016, overseas ethanol demand is expected to remain flat overall, though imports by China and India may increase. The supply ratio between the US and Brazil is expected to continue pointing towards the US.
Bio Clean Energy is a Brazilian biodiesel producer with an idle plant located in Araraquara, São Paulo and environmental approvals to begin construction of a second plant in Luis Eduardo Magalhães, Bahia. The company has significant assets valued at $50 million but is currently not operating due to debt of $19 million. It is seeking to restructure its debt to resume biodiesel production and take advantage of Brazil's growing biodiesel market mandated to reach 3.5 billion liters annually. The management team has extensive experience in the biodiesel industry and related sectors.
The document is a quarterly report on the Q1 09/10 results of Açúcar Guarani S.A. It summarizes that sugar prices increased significantly due to lower global production. Guarani's revenue and profits increased due to higher sugar prices in Reais. Adjusted EBITDA more than doubled to R$49.9 million due to strong prices and cost controls. The outlook for Guarani and the sugar market remains positive.
Biovale energia partnership & prospectsRede Jatropha
BioVale Energia provides turn-key biodiesel projects and partners with stakeholders in Brazil and abroad. Its main asset is innovation and intellectual capital from skills in Brazil and other countries. The company aims to cluster capabilities to benefit partners and shareholders of spin-off companies.
Similar to Brazilian Agribusiness outlook in 2009/10 (20)
2. Agenda The business environment The soybean sector The corn sector The cotton sector The sugar & ethanol sector
3. Soon after the world economic down turn, it was observed a speedy recovery in the Brazilian economy Investment grade by Moody’s Investment grade by S&P Source: Brazilian Central Bank/Bovespa Elaboration: Céleres
4. Brazilian Ag Trade BalanceThe agricultural sector plays a major role in the local trade surplus In spite of a downturn in the world economy, the Brazilian agricultural sector will sustain the country trade balance Even though, the net surplus in 2009 is going to be 4.5% lower than in 2008 Meats and timber products were the big losers in 2009 Ag trade balance in 2008 (US$ billion) US$ 57.1 Brazilian trade balance (US$ billion) Main changes in 2009 (Jan-Sep) x 2008 Source: Brazilian External Trade Secretariat Values in US$ billion
5. Although a major agricultural producer, Brazil has a secondary position as consumer and producer of fertilizer, being a net importer Under this condition, the country ends up being a price taker in the fertilizer and its raw material international market N (Amônia) Phosphate Rock KCl Source: IFA Elaboration: Céleres Base: 2008
6. Brazilian nutrient supply and demand in 2008A strong dependence on the imported products and raw material Source: ANDA Values of 2008 Elaboration: Céleres
7. After record fertilizers inventories in 2008, lower imports will bring the 2009 inventories to an affordable level to the companies Source: ANDA Elaboration and forecast: Céleres Values in million t
8. A constrained income will limit a higher fertilizer consumption in 2009/10 crop year Projection Source: ANDA Elaboration and projections: Céleres Values in million t
9. The farmer income presented a slightly recovery in the last couple of months but it is still 7.5% below its peak in late 2007 Source: Instituto de Economia Agrícola (IEA-SP) Base 100: August/1994
10. Investment in the Brazilian farming businessInstitutional investors resume their strategies in the Brazilian Ag New crop land availability in Brazil After the widespread disruption in FDI1/ business in the second semester of 2008, institutional investors are gradually resuming their activity in the Brazilian agricultural market place They aim to capture the potential valuation of hard assets like farmland and timberland Distressing situation might create opportunities for M&A deals among those players Land value in Brazil (,000 R$/hectare) Source: CONAB/Céleres 1/ Foreign direct investment
11. Logistic investment has the ability to push agricultural production in the new agricultural areas of Brazil Soybean planted area in Mato Grosso (value in million hectares) Santarém Cargill 1.0 M t Source: CONAB/Céleres Elaboration: Céleres
12. Yield improvement has been one of the main driver for the grain production growth in Brazil Throughout the last twenty years, the Brazilian grain production grew at 4.6% per year In the meantime, the planted area grew 1.2% per year, presenting significant improvement in the yield from the major crops Assuming the same yield levels of the early 1990’s it will be required a total planted area of 94.6 million ha to assure the current grain production Brazilian total grain production Source: CONAB/Céleres
13. Soybean production in BrazilSteady acreage due to income and credit constraints Brazilian soybean production The current crop is going to face income problems as the strengthening of the local currency will limit the profitability On the farm side, the current crop condition is likely to provide reasonable yield levels in the main growing areas A consolidation process is yet in course with individuals and corporations looking to increase their scale of production Soybean Complex Exports (US$ billion) Crush capacity in Brazil (,000 t/day) 144.7 thousand t Source: CONAB/SECEX/Céleres
14. Corn production in BrazilLimited liquidity in the domestic market hit hard summer crop acreage Brazilian corn production The corn production growth in Brazil has been sustained by significant yield improvement 2009/10 crop year is the second crop with biotech corn being deployed by local farmers The export market playsa key role in promoting a sustainable growth to the local production Corn Exports in Brazil (million t) Main buyers in 2008 6.4 M t Source: CONAB/SECEX/Céleres
15. Cotton production in BrazilLack of credit hurt the cotton production in the last two crop years Brazilian cotton production From the row crops cotton was the most affected due to the world economic down turn Lack of credit for working capital resulted in the smallest planted area since 2003/04 The recovery in the international market will be determinant to bring back new investments in this crop Cotton Exports in Brazil (,000 t) Main buyers in 2008 (,000 t) 532.9 K t Source: CONAB/SECEX/Céleres
16. Sugar production in BrazilInternational prices have been helping brown field projects Brazilian sugar production Higher prices for sugar in both international and domestic market have being helping the brown field sugar cane projects As a main consequence a new consolidation game is already in place among the key players Everybody is looking for scale of production and competitiveness Sugar Exports in Brazil Main players (% of sugar milled in 2009) Source: UNICA/SECEX/Céleres
17. Ethanol production in BrazilDomestic market is still being the backbone of ethanol sector Brazilian ethanol production While the long run points to the overseas market the domestic market is the most important source of income to the ethanol companies in Brazil Almost 100% of new car sales in Brazil are flex fuel cars which promote a long term demand for the ethanol locally External markets still need a huge promotion across the world Sugar Exports in Brazil Car sales in Brazil Source: UNICA/SECEX/Céleres
18. The company A local consulting company with a team with ten year experience in the analyze and advise of projects in the Brazilian agriculture Through these year, we have done studies and analyzes in: Agribusiness economic scenario Project analysis for agroindustrial investments Biotechnology economical and risk assessment Business advisory and outsourcing in agribusiness deals related We perform our analysis and studies with a agri food chain approach, with clients distributed along this value chain, from input companies up to final consumers We are driven by complete dedication to our clients needs. Our activities are performed by an experienced team of advisors, under principles of integrity and discretion.
19. Céleres has been providing consulting services to the key companies related to the local agribusiness biomatrix Alexander Farms, Inc.
20. Contact R. Eng. Hélvio Felice, 119 Uberlândia – MG – 38.411-114 :+55 34 3229-1313 : +55 34 3229-4949 www.celeres.com.br celeres@celeres.com.br Associada da Arcadia International (Bruxelas, Bélgica) Empresa associada Membro do ISAAA