Colheita de milho avança e fretes sobem

Spanish Market: Agriculture, Fertilizers
01/07/22

A demanda pelo serviço de transporte de grãos no estado de Mato Grosso se manteve alta nesta semana, em meio ao avanço da colheita da segunda safra de milho 2021-22, também chamada de safra de inverno ou safrinha. Com isso, a maioria dos fretes de grãos nos corredores de exportação monitorados pela Argus registrou alta.

Até a semana encerrada no dia 24 de junho, a colheita da safra de inverno do grão no estado atingia 35,7pc de progresso, de acordo com o levantamento do Instituto Mato-grossense de Economia Agropecuária (Imea). Participantes de mercado seguem tendo dificuldade com a oferta de veículos, uma vez que muitos caminhoneiros se deslocam até as fazendas para fazer o transporte do milho aos locais de armazenagem. Isso reduz a oferta de veículos disponíveis para o fluxo de exportação e contribui para fretes mais altos, em uma tentativa de atrair caminhões.

Há também volumes de soja sendo escoados, o que causa competição pelo serviço de transporte, além da disputa com o mercado interno do milho, uma vez que o grão atende a demanda por ração do setor de proteína animal, principalmente granjeiros na região Sul do Brasil e usinas de etanol.

Nos corredores com destino ao terminal ferroviário em Rondonópolis, o frete de grãos na rota Sorriso-Rondonópolis teve ligeira alta de R$1/t, em média, para R$198-210/t, renovando a máxima do levantamento de preços da Argus. O trajeto Primavera do Leste-Rondonópolis avançou R$4/t, em média, para R$83-100/t.

As rotas com destino até o Arco Norte, com trajeto pela BR-163 até o ponto de transbordo para hidrovia em Miritituba, no Pará, também subiram. O trecho Sinop-Miritituba subiu R$3/t, em média, para R$335-341/t. Já o trajeto Sorriso-Miritituba avançou R$8/t, em média, para R$350-356/t, também o maior nível desde setembro de 2019.

Nos corredores de exportação com destino aos portos do Sul e Sudeste, os fretes de grãos também subiram. Na rota Rondonópolis-Paranaguá, o frete subiu R$38/t, em média, para R$390-425/t. No trajeto Primavera do Leste-Santos, o frete teve alta de R$19/t, em média, para R$413-450/t.

Nas próximas semanas, é possível que fretes mantenham a tendência de alta. O preço dos combustíveis continua elevado, junto com a demanda pelo serviço de transporte de grãos. Um elemento que pode segurar um pouco os valores de frete é o início da colheita da segunda safra de milho em outros estados, como Paraná e Mato Grosso do Sul, reduzindo a busca do mercado interno pelo milho com origem em Mato Grosso e diminuindo a competição por caminhões com o transporte para exportação.

Fretes rodoviários spot para grãos
	R$/t		$/t
	30 jun	23 jun	30 jun	23 jun

Sorriso (MT) – Rondonópolis (MT)	198-210	195-210	38-40	37-40
Sorriso (MT) – Miritituba (PA)	350-356	340-350	67-68	65-67
Sorriso (MT) – Santos (SP)	523-565	530-580	100-108	102-111
Rondonopolis (MT) – Paranaguá (PR)	390-425	350-390	75-81	67-75
Rondonópolis (MT) – Santos (SP)	402-440	385-405	77-84	74-78
Primavera do Leste (MT) – Rondonopolis (MT)	83-100	85-90	16-19	16-17
Primavera do Leste (MT) – Santos (SP)	413-450	380-445	79-86	73-85
Sinop (MT) – Miritituba (PA)	335-341	330-340	64-65	63-65
Querencia (MT) – Palmeirante (TO)	360-360	300-360	69-69	58-69

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02/04/26

Brazil’s industrial output falls in February

Sao Paulo, 2 April (Argus) — Brazil's industrial output stepped down by an annual 0.7pc in February, mainly driven by auto, chemical products and machinery, according to national statistics agency IBGE. The decrease follows an annual 0.2pc increase in January and a 0.1pc decline in December. Production of intermediate goods — feedstocks for industries that do not directly reach the final consumer — rose by 1.1pc in February from a year earlier. Output of non-durable and semi-durable goods fell by 0.3pc from a year earlier. Output of capital goods and durable consumer goods were down by 13.5pc and 9.3pc, respectively, from February 2025. It is the ninth consecutive annualized decline in capital goods production. Auto, chemical products and machinery were among the largest negative contributors, down by 7.3pc, by 6.4pc and 11pc, respectively, from a year prior. Heavy vehicles and NPK fertilizers pushed down their respective categories, IBGE said. Output of petroleum coke, oil products and biofuels rose by 4pc in February from a year earlier, following a 1.2pc decline in January. Metal products output was down by 8.4pc. Brazil's central bank lowered its target rate to 14.75pc in March. Brazil's headline inflation decelerated to an annual 3.81pc in February . By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Morocco’s OCP to cut production in 2Q

02/04/26

Morocco’s OCP to cut production in 2Q

London, 2 April (Argus) — Morocco's OCP is bringing forward scheduled maintenance at several plants, the firm said. Maintenance at some OCP plants will begin next week, although it has not said which plants will begin maintenance first. The works will affect up to 30pc of OCP's second-quarter production capacity, the company said. Morocco exported 4.40mn t of DAP, 2.71mn t of MAP and 2.98mn t of TSP last year, according to Argus data. OCP has not given a reason for its decision, but tight supply of sulphur and ammonia — key raw materials for phosphates production — following the effective closure of the strait of Hormuz are likely to be the main drivers. The Middle East supplied 52pc of Morocco's sulphur imports last year. Bad weather disrupted operations at Moroccan ports earlier this year, curbing OCP's production and exports. By Tom Hampson Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Australia turns to less-established urea origins

02/04/26

Australia turns to less-established urea origins

London, 2 April (Argus) — Australia's urea importers are being forced to look to less-established sources as the strait of Hormuz closure cuts off access to their dominant supply region — with no clarity on when normal flows will resume. In recent weeks, importers have begun looking to Egypt and Nigeria. But neither of these origins has been regularly and consistently cleared under Australian Quarantine and Inspection Service (AQIS) biosecurity standards, Argus understands. There are four AQIS levels. The lowest, for unapproved origins, is level 3, which triggers a full inspection — a challenging prospect for importers already facing tight supply. Nigeria's Indorama is understood to be cleared at level 2, but no Nigerian urea has been imported by Australia, or confirmed so far, according to trade data. The Middle East typically supplies almost two-thirds of Australia's annual urea imports, while most of the remainder comes from southeast Asia. Mideast Gulf urea commitments to India — with at least 300,000t booked in a tender waiting to pass Hormuz, and an increasing likelihood of another tender — are also likely to wipe out any near-term availability should the strait reopen. There is enough urea in Australia to cover winter crop pre-seeding application, but more imports are needed for topdressing from June, according to market participants. Around 510,000t of urea has been delivered to Australia this year. And about 215,000t is currently in transit to Australia across eight vessels, tracking data from Kpler show. Calls to ease import barriers AQIS rules are expected to be a focus for importers seeking government support, particularly more flexibility around level 3, which adds costs and delays receipts. Fertilizer Australia is also urging the government to ease restrictions on Russian imports. Russian fertilizers lack accreditation from the Department of Agriculture, Fisheries and Forestry and cannot currently be imported. The government plans to amend policies to provide guarantees, extend loans and undertake other arrangements to secure imports. While these initiatives are primarily aimed at fuel, fertilizer buyers should be able to benefit too. AQIS barrier AQIS is a major obstacle to sourcing urea from less-established origins, especially as inspections are required for both supply chain and vessel. AQIS assigns a level only to the entire supply chain from plant to vessel, not to individual components such as warehouses, trucks or belts. The vessel is assessed separately. If any element of either the supply chain or vessel is graded level 3, the entire shipment defaults to level 3, and this rule also applies to combined cargoes of multiple products or origins. The AQIS system has four levels. Gold carries no checks and is awarded only to supply chains that have consistently performed at level 1. Level 1 involves random checks primarily at berth. Level 2 requires more extensive inspection at unloading and in warehouses. And level 3 requires full inspection and isolation of the product. Vessel classifications are handled separately through the AFF1 and AFF2 system, with AFF1 the higher standard. Direct plant-to-vessel loading is the easiest configuration to certify, while mixed-use port facilities, uncovered conveyor belts and non-dedicated trucking routes pose the greatest risk of triggering a level 3 designation. For importers exploring new origins, the risk is significant because level 1 cannot be guaranteed after inspection. But securing alternative tonnes could be essential for normal wheat and barley topdressing in June–July. By Dana Hjeij Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Trump pledges to 'finish the job' quickly in Iran

02/04/26

Trump pledges to 'finish the job' quickly in Iran

Washington, 1 April (Argus) — President Donald Trump on Wednesday said the US is on track to finish all of its military objectives in the war against Iran "very shortly", but he again called on other countries dependent on Mideast Gulf oil to figure out how to reopen the strait of Hormuz. In his first prime time address to the US public since launching the war with Iran on 28 February, Trump made no new announcements about his plans for the course of the conflict. US armed forces have achieved "overwhelming victories on the battlefield", Trump said. Even so, Trump said he expects the war will continue for weeks, during continued negotiations with Iran and despite his claim earlier in the day that Tehran had asked for a ceasefire. "We're going to hit them extremely hard over the next two to three weeks," Trump vowed. "We're going to bring them back to the stone ages, where they belong." Trump used the speech to repeat messages he had posted over the last few days on his social media platform. Countries that depend on oil shipped through the strait of Hormuz should "build up some delayed courage", Trump said, and take control of the waterway where 20pc of global oil flows. "They must grab it and cherish it," Trump said. "They can do it easily. We will be helpful, but they should take the lead in protecting the oil that they so desperately depend on." Trump openly mocked those countries that refused to join the US war effort and now can not get enough oil with the strait largely closed to traffic. "I have a suggestion: Buy oil from the United States of America," Trump said. "We have plenty. We have so much." And Trump mused that when the conflict ends, "the strait will open up naturally", since Iran will want to sell oil to rebuild. Trump acknowledged that many in the US are "concerned" to see gasoline prices rising, which he blamed "entirely" on the attacks Iran launched on tankers and neighboring countries. Trump said the war in Iran was not so long, when compared with other wars. Trump's national address comes at a time when Republicans are facing declining popularity over the war and its economic ramifications. The conflict has undercut a central message that Trump's policies have lowered prices at the pump and eased inflation. US motorists are now paying $1.05/USG more for gasoline and $1.59/USG more for diesel than they were before the war began. EU countries have begun to slash growth forecasts for 2026 and 2027 in response to surging commodity prices caused by the closure of the strait of Hormuz. Ryanair chief executive on Wednesday warned the budget airline and other European carriers may need to start cutting flights if the strait remains closed. US allies are confronting a position of dealing with the political fallout of rising prices for a war they did not initiate. "This is not our war," UK prime minister Keir Starmer said on Wednesday. "We will not be drawn into the conflict. That is not in our national interest." The most effective way to ease surging prices, Starmer said, is to push for "de-escalation in the Middle East". The long-term national interest of the UK will require "closer partnership with our allies in Europe and with the European Union", he said. Trump and his cabinet have signaled plans to pull back from Nato, out of their view that members of the defense alliance have failed to offer enough support in the war against Iran. The administration plans to review if remaining in Nato is still serving US interests, US secretary of state Marco Rubio said. "There is no doubt, unfortunately, after this conflict is concluded, we are going to have to re-examine that relationship," Rubio said in an interview on Fox News on Tuesday. Trump can not pull the US out of Nato without an affirmative vote by two thirds of the US Senate, under a 2023 law that was enacted in response to Trump's threats during his first term to exit the defense alliance. US senators Mitch McConnell (R-Kentucky) and Chris Coons (D-Delaware) on Wednesday said the Senate would continue to support Nato. By Chris Knight Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

Kansas will not join states ensuring E15 access

01/04/26

Kansas will not join states ensuring E15 access

New York, 1 April (Argus) — Kansas will not move to join a group of farm states transitioning next year to a boutique summer gasoline blend, which would have ensured continued access to a higher-ethanol blend in the state. Seven Midwestern states have approval to eventually move a lower-volatility summertime fuel that would allow retailers to keep selling both typical 10pc ethanol gasoline (E10) and blends with up to 15pc ethanol (E15). Kansas governor Laura Kelly (D-Kansas), frustrated by an impasse about federal biofuel policy, said earlier this year that she would give "strong consideration" to submitting a request by 1 April to join those states starting in 2027. But much has since changed in fuel markets. The US-Israel war with Iran has sent pump prices sharply higher, and President Donald Trump's administration has tried to contain the fallout by issuing emergency waivers that streamline summertime fuel rules across the country. Those waivers allow year-round sales of E15 in areas where it would have otherwise been limited while also effectively delaying the Midwestern states' fuel change — first planned for 2025 and then for 2026 — to next year. "With the granting of the temporary E15 waiver, E15 will continue to be sold through 2026", Kelly's office said. "While the governor strongly considered the permanent opt-out, she recognizes that it would not take effect until 2027 and felt that it is a decision best left to the next administration." A new governor will take office next year in Kansas. The Clean Air Act exempts E10 from summertime smog rules that would otherwise prevent its sale but does not extend the same treatment to E15 despite similar air quality impacts. The Midwestern bloc as a workaround had won approval to opt out of the special treatment for E10, effectively putting E10 and E15 on equal footing by requiring less-volatile but costlier blendstocks for both. The farm-state governors saw the workaround as a way to ensure continued E15 access no matter how federal policy changes. But the transition also threatened higher pump prices during peak summer driving season, a political risk even before the war. Kansas deciding not to join the other opt-out states comes despite a lack of progress in Congress on permanently exempting E15 from summertime smog rules, leaving decisions around access each summer to regulators. A task force of US lawmakers has struggled for months to reach agreement on biofuel legislation that would allow E15 sales year-round, in part because some oil refiners have objected to earlier proposals that would restrict their ability to win exemptions from biofuel blend mandates. E15 is typically cheaper than E10, although the blend is not sold at the vast majority of US fuel stations. Advocates blame the lack of availability on regulatory uncertainty deterring retailers from investing in higher ethanol blends. By Cole Martin Send comments and request more information at feedback@argusmedia.com Copyright © 2026. Argus Media group . All rights reserved.

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Colheita de milho avança e fretes sobem

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