Conab: Safra de cana-de-açúcar bate recorde

  • Spanish Market: Agriculture, Biofuels
  • 18/04/24

A moagem de cana-de-açúcar da safra 2023-24 foi a maior da história do país, em meio a condições climáticas favoráveis e investimentos no setor, de acordo com dados da Companhia Nacional de Abastecimento (Conab).

O processamento total de matéria-prima da safra de 2023-24, entre abril de 2023 e o mesmo mês deste ano, totalizou 713,2 milhões de t, alta de 16pc em comparação a 610,8 milhões de t na temporada anterior.

As áreas destinadas à atividade canavieira aumentaram 0,5pc, para 8,3 milhões de hectares (ha).

A maior disponibilidade de matéria-prima estendeu as operações de moagem – que normalmente param em novembro – até dezembro em importantes estados produtores, como São Paulo.

Produção de etanol

Tanto a produção de etanol quanto a de açúcar cresceram, segundo a Conab.

A produção total de etanol do Brasil – excluindo o biocombustível à base de milho – atingiu 29,6 milhões de m³, salto de 11pc na base anual.

O etanol hidratado representou a maior parte do crescimento do processamento este ano, totalizando 17,6 milhões de m³, aumento de 16pc em relação ao ciclo anterior.

A paridade favorável para o E100 frente à gasolina na bomba nos principais estados consumidores impulsionou a demanda pelo biocombustível na temporada.

Já a produção de etanol anidro subiu 6,5pc, para 12 milhões de m³.

O processamento de etanol à base de milho avançou 33pc, registrando 5,9 milhões de m³, com crescentes investimentos no setor tanto no Centro-Sul quanto em outras regiões.

O anidro de milho subiu 45pc, para 2,2 milhões de m³. Para o hidratado, o resultado foi de 3,6 milhões de m³, alta anual de 26pc.

O Brasil exportou 2,5 milhões de m³ de etanol na temporada de 2023-24, queda de 2,9pc em comparação à safra passada. Os Estados Unidos foram os maiores compradores do biocombustível, com 33pc dos embarques. Em seguida, a Coreia do Sul e o hub Amsterdã-Roterdã-Antuérpia (ARA) responderam por 17pc e 12pc, respectivamente.

Já as importações de etanol caíram 43pc em comparação ao ano anterior, somando 215.000m³. Quase todo o produto chegou dos EUA e do Paraguai, que representaram 55,5pc e 44,3pc do volume total.

Enquanto isso, a produção de açúcar aumentou 24pc, para 45,6 milhões de t, com usinas direcionando mais matéria-prima para o adoçante em meio a preços atrativos para a commodity no mercado internacional.

O Brasil exportou 35,2 milhões de t de açúcar de abril a março, alta de 26pc no ano, em um cenário em que grandes exportadores, como Índia e Paquistão, diminuíram as entregas. China, Índia e Indonésia foram os maiores importadores do produto brasileiro.


Related news posts

Argus illuminates the markets by putting a lens on the areas that matter most to you. The market news and commentary we publish reveals vital insights that enable you to make stronger, well-informed decisions. Explore a selection of news stories related to this one.

27/05/24

Japan firms study carbon neutral fuels for auto sector

Japan firms study carbon neutral fuels for auto sector

Osaka, 27 May (Argus) — A group of Japanese companies are exploring the possibility of expanding the use of carbon neutral fuels — such as synthetic fuels, or e-fuels, and biofuels — in the country's automobile sector, aiming to cut carbon dioxide (CO2) emissions from internal combustion engine vehicles. Japanese auto manufacturer Toyota, engineering firm Mitsubishi Heavy Industries and refiners Idemitsu and Eneos said on 27 May that they had signed an initial agreement to jointly carry out a feasibility study by discussing scenarios, roadmaps and necessary regulations to introduce the clean fuels around 2030. The partnership assumes domestic production of e-fuels and biofuels to enhance the country's energy security. They plan to produce e-fuels from CO2 and renewable-based hydrogen, while biofuels will be derived from plants and other sources. But potential output capacity is still unclear. It is also unknown how they will buy feedstocks to produce the clean fuels, creating the possibility for imports and domestic purchases. Japan has pledged to ban sales of gasoline-only passenger cars and a shift to electric vehicles (EVs) by 2035, part of its 2050 net zero emissions goal. But EVs also include fuel-cell vehicles, plug-in hybrids and hybrid EVs. This suggests the country will need cleaner fuels to decarbonise engines burned by fossil fuels. Toyota has already introduced in Brazil since 2007 a hybrid, flex-fuel vehicle that can run on biofuels and gasoline. The company will invest 11bn real ($2.1bn) in Brazil over the next six years to decarbonise and electrify its fleet. But it is still unclear how many flex-fuel vehicles it will introduce in Japan, the company said. To help reduce CO2 emissions from the auto sector, Japan's trade and industry ministry already requires domestic refiners to use 500,000 kilolitres/yr (8,616 b/d) of the crude equivalent of ETBE or bioethanol. Brazil is currently the sole bioethanol supplier to Japan with 55,179 bl delivered in February. By Motoko Hasegawa Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Funding grant aims to lift Australia-China barley trade


24/05/24
24/05/24

Funding grant aims to lift Australia-China barley trade

Sydney, 24 May (Argus) — Australia's barley trade with China has the potential to expand further following a government-backed grant to support relationships between Australian growers and Chinese maltsters and brewers. Australia's National Foundation for Australia-China Relations (NFACR) awarded the Australian Export Grains Innovation Centre (AEGIC) A$350,000 ($231,735) to support Australian growers "re-engage and reinvigorate relationships" with Chinese barley importers and promote sustainable barley trade. Australia's barley trade with China has rapidly recovered since Beijing removed its 80.5pc anti-dumping and countervailing duties on Australian barley in August 2023. The tariffs had caused barley exports to China to cease entirely between December 2020 and July 2023 but exports hit a decade high of 1.16mn t in December 2023, according to Australia Bureau of Statistics data. AEGIC will use the NFACR grant to host Australian barley industry seminars in China, as well as to demonstrate the Australian barley supply chain to a Chinese delegation in Australia. AEGIC's provision of technical information on Australian barley to Chinese buyers will increase "the likelihood they will choose grain from Australia", said its executive general manager Courtney Draper on 20 May. China is Australia's largest barley export destination this year, accounting for 82pc of all barley exports during January-March, ABS data show. By Edward Dunlop Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Richmond City Council proposes Chevron refinery tax


23/05/24
23/05/24

Richmond City Council proposes Chevron refinery tax

Houston, 23 May (Argus) — The Richmond City Council in California's Bay Area has paved the way for a tax on Chevron's 245,000 b/d refinery, voting unanimously at a 21 May meeting for the city's attorney to prepare a ballot initiative. The newly proposed excise tax would be based on the Richmond refinery's feedstock throughputs, according to a presentation given by Communities for a Better Environment (CBE) at the meeting. It is a "…legally defensible strategy to generate new revenue for the city," CBE attorney Kerry Guerin said. The city has previously looked to tax the refinery, with voters passing ‘Measure T' in 2008 before it was struck down in court in 2009. This led to a 15-year settlement agreement freezing any new taxes on Chevron's refinery, but the agreement expires on 30 June 2025. The city is projecting a $34mn budget shortfall for the 2024 to 2025 fiscal year and is seeking to shore up its finances with additional revenue. Ballot initiatives allow Californian citizens to bring laws to a vote without the support of the state's governor or legislature, and the tax proposal could go to voters as early as November this year, according to CBE's Guerin. "Richmond has been the refinery town for more than 100 years, but it won't be 100 years from now," Richmond Mayor Eduardo Martinez said during the meeting. Chevron reiterates risk to renewables A tax on the refinery is the "wrong approach to encourage investment in our facility and in the city that could lead to new energy solutions and reductions in emissions from the refinery," Chevron senior public affairs representative Brian Hubinger said during the meeting's public comments. Hubinger's comment echoes prior warnings from Chevron that a potential cap on California refining profit in the process of being implemented by the California Energy Commission (CEC) would make the company less willing to investment in renewable energy . "An additional punitive tax burden reduces our ability to make investments in our facility to provide the affordable, reliable and ever-cleaner energy our community depends on every day, along with the job opportunities and emission reductions that go with these investments," Chevron said in an emailed statement. The Richmond refinery tax is a "hasty proposal, brought forward by activist interests," the company said. The company last year finished converting a hydrotreating unit at its 269,000 b/d El Segundo, California, refinery to process both renewable and crude feedstocks. The facility was processing 2,000 b/d of bio feedstock to produce renewable diesel (RD) and sustainable aviation fuel (SAF) and said it expected to up production to 10,000 b/d last year. But Chevron has so far lagged its California refining peers in terms of RD volumes with Marathon's Martinez plant running at about 24,000 b/d in the first quarter — half of its nameplate capacity — and Phillips 66's Rodeo refinery producing 30,000 b/d with plans to up runs to over 50,000 b/d by the end of the second quarter . Chevron did not immediately respond to a request for current RD volumes at its California refineries. By Nathan Risser Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Avian flu threatens Australian cattle markets


23/05/24
23/05/24

Avian flu threatens Australian cattle markets

Sydney, 23 May (Argus) — Victorian state agriculture body Agriculture Victoria has detected avian influenza while investigating poultry deaths at a farm, prompting concerns that it could affect Australian cattle markets as it has in the US. Avian flu cases are spreading globally and can spread from birds to livestock and humans, although transmission is rare. Avian flu has been detected in livestock in the US since March 2024. Over 50 dairy herds in nine states have confirmed cases of avian influenza and two dairy workers were infected. Infected cows have symptoms of lower lactation and appetite but recover with little to no mortality, according to the American Veterinary Medical Association. The United States Department of Agriculture (USDA) does not anticipate the virus will affect beef production, although the outbreak possibly weighed on US cattle futures despite avian flu not yet being detected in any commercial beef herds. The Australian market is still digesting the news of avian flu in Victoria state, with the Argus Northern feeder steer price unchanged this week from the previous week at A$3.34/kg. Agriculture Victoria said further tests were being done at the Commonwealth Scientific and Industrial Research Organisation's Australian Centre for Disease Preparedness to determine the type of virus. Avian influence strains can be low pathogenicity avian influenza or high pathogenicity avian influenza (HPAI). HPAI strains are lethal to infected poultry and can kill entire flocks within days, according to the USDA. Preliminary results indicate the virus strain is not the same as that reported in the US and Antarctica, according to Australia's Department of Agriculture, Fisheries and Forestry. The Victorian property with avian flu has been being quarantined. Poultry farmers and bird owners are encouraged to report any unexplained bird deaths. By Edward Dunlop Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Denmark's Norden bunkers B100 biodiesel in Singapore


22/05/24
22/05/24

Denmark's Norden bunkers B100 biodiesel in Singapore

London, 22 May (Argus) — Danish shipping firm Norden said it completed a B100 marine biodiesel bunkering operation in Singapore last week. According to the company, it is "the first ever 100pc biofuel (B100) bunkering in Singapore". Norden said it was commissioned by Japan's Itochu to carry out the bunkering, having successfully trialled a B24/VLSFO blend on its Nord Taurus Panamax vessel. The B100 blend was made from sustainable feedstocks including waste fats and oils, and the bunkering was carried out with the support of Japan's Mitsui. Norden has been bunkering B100 in Rotterdam since 2018. It recently conducted the first B100 bunkering on its Nord Steel Capesize vessel in Rotterdam. The Argus- assessed price of B100 advanced fatty acid methyl ester (Fame) 0°C cold filter plugging point dob ARA has averaged $1,146.99/t since the start of May. This includes a deduction of the value of Dutch HBE-G renewable fuel tickets. By Anna Prokhorova Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Business intelligence reports

Get concise, trustworthy and unbiased analysis of the latest trends and developments in oil and energy markets. These reports are specially created for decision makers who don’t have time to track markets day-by-day, minute-by-minute.

Learn more