Estoques de etanol da Adecoagro crescem
O grupo sucro-alcooleiro brasileiro Adecoagro acumulou estoques de açúcar e etanol em antecipação à alta nos preços, conforme a safra de cana-de-açúcar de 2021-22 se aproxima do fim.
"A produção reduzida foi mais do que compensada pelos maiores preços de açúcar, etanol e eletricidade", disse o presidente-executivo, Mariano Bosch, em uma teleconferência, acrescentando que a empresa expandiu sua capacidade de armazenamento para mais de 155.000m³ de etanol e 165.000t de açúcar.
As usinas da Adecoagro processaram 4,1 milhões de t de cana no terceiro trimestre, queda de 5pc em relação ao mesmo período de 2020. Isso resultou em uma redução de 11,2pc na produção de etanol, para 185.000m³, ante os 208.800m³ registrados no terceiro trimestre do ano anterior. A empresa também maximizou a colheita no segundo trimestre, limitando o impacto das geadas de julho na safra.
A Adecoagro respondeu às perspectivas de preços para açúcar, etanol e eletricidade aumentando suas compras de cana, madeira e outras biomassas de terceiros.
Essa estratégia, associada ao aumento da área plantada, permitiu que a empresa esmagasse 9,68 milhões de t de cana nos três primeiros trimestres da safra, um aumento de 13pc em relação ao mesmo período de 2020.
Os preços da eletricidade no mercado spot dispararam para uma média de R$ 582/MWh, em comparação a R$ 92/MWh um ano antes.
Bosch disse que a Adecoagro começou a temporada de moagem em abril favorecendo a produção de açúcar em relação ao etanol, mas o biocombustível passou a ocupar quase 100pc da sua produção no último trimestre, devido às projeções atraentes para os preços do período de entressafra (dezembro-março), quando o fornecimento de etanol costumar ser menor.
No final de setembro, os estoques acumulados de etanol totalizaram 185.650m³, ante 170.780m³ no ano passado, informou a empresa. Já os estoques de açúcar atingiram 157,85 milhões de t, o dobro do volume dos 78,73 milhões de t alcançado em 2020.
A Adecoagro aumentou recentemente sua produção de etanol anidro, permitindo o aproveitamento dos preços do combustível, que atingiram seus valores mais altos em 10 anos. A produção de anidro da empresa aumentou 38pc no terceiro trimestre, para 117.000m³.
A Adecoagro vendeu mais de U$ 2 milhões em créditos de carbono da Cbio entre de julho a setembro e disse que começaria a testar o uso de biometano em 13 de seus veículos pesados, com o objetivo de diminuir a pegada de carbono da empresa.
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Peninsula eyes B100 marine fuel supply in Barcelona
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Brazil 1Q tallow exports triple on long-term contracts
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US amsul stripping margin rises again in April
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