Fretes caem com menor demanda e diesel
A maioria dos doze fretes de grãos monitorados pela Argus caiu nesta semana no estado de Mato Grosso, com a recente redução no preço do diesel e a baixa demanda pelo serviço de transporte de grãos.
Na semana passada, a Petrobras anunciou uma redução de 5,8pc no preço do diesel comercializado nas refinarias. Nesse cenário, as rotas com destino ao Arco Norte, pela BR-163 até o ponto de transbordo para hidrovia em Miritituba, tiveram tendência de queda. O trajeto Sorriso-Miritituba caiu R$12/t, em média, para R$260-275/t. O trecho Sinop-Miritituba recuou R$8/t, em média, para R$250-260/t.
O corredor Querência-Palmeirante, com destino ao terminal ferroviário no estado do Tocantins e que segue até o porto do Itaqui, no estado do Maranhão, também teve queda no frete. O valor para o transporte de grãos caiu R$5/t, em média, para R$290/t.
O clima chuvoso nos portos do sul e sudeste também contribui para queda nos valores de fretes de grãos, uma vez que a movimentação marítima fica mais lenta, assim como os processos de carga e descarga de caminhões.
Com essas circunstâncias, fretes para Paranaguá e Santos registraram queda. A rota Rondonópolis-Paranaguá caiu R$30/t, em média, para R$290-300/t. O trecho Primavera do Leste-Santos recuou R$7/t, em média, para R$345-380/t.
Rotas mais longas devem se manter em tendência de queda em função da demanda reduzida e do diesel, segundo participantes de mercado. No entanto, rotas mais curtas são mais independentes destes fatores, tendo maior probabilidade de oscilar para cima semanalmente.
Além disso, com o avanço do plantio da safra de soja 2022-23 em Mato Grosso, é esperado mais necessidade do escoamento de milho e soja de safras anteriores e que estão armazenados. Isso devido à necessidade de abrir espaço para a novos volumes e também para gerar recursos com a comercialização de grãos para financiar o plantio do novo ciclo.
Fretes rodoviários spot para grãos | ||||
R$/t | $/t | |||
29 set | 22 set | 29 set | 22 set | |
Sorriso (MT) – Rondonópolis (MT) | 160-170 | 160-160 | 30-32 | 31-31 |
Sorriso (MT) – Miritituba (PA) | 260-275 | 275-285 | 48-51 | 53-55 |
Sorriso (MT) – Santos (SP) | 480-480 | 450-500 | 89-89 | 87-97 |
Rondonopolis (MT) – Paranaguá (PR) | 290-300 | 300-350 | 54-56 | 58-68 |
Rondonópolis (MT) – Santos (SP) | 280-340 | 330-360 | 52-63 | 64-70 |
Primavera do Leste (MT) – Rondonopolis (MT) | 85-85 | 80-85 | 16-16 | 15-16 |
Primavera do Leste (MT) – Santos (SP) | 345-380 | 360-380 | 64-71 | 70-74 |
Sinop (MT) – Miritituba (PA) | 250-260 | 255-270 | 46-48 | 49-52 |
Querencia (MT) – Palmeirante (TO) | 290-290 | 290-300 | 54-54 | 56-58 |
Querência (MT)-Rio Verde (GO) | 230-230 | 215-240 | 43-43 | 42-46 |
Sapezal (MT)-Porto Velho (RO) | 180-180 | 190-200 | 33-33 | 37-39 |
Confresa (MT)-Barcarena (PA) | 320-320 | 305-320 | 59-59 | 59-62 |
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