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EU confirms delay to deforestation rule on IT issues

  • Spanish Market: Agriculture, Biofuels, Biomass, Petrochemicals
  • 23/09/25

The European Commission today has confirmed a further one year delay to the bloc's deforestation regulation (EUDR) citing IT issues and supply chain concerns.

The EUDR sets due diligence requirements for palm oil, cattle, soy, coffee, cocoa, timber and rubber and derived products, including beef, furniture and chocolate.

"While our simplification efforts have been substantial, we have concluded that we cannot meet the original deadline without causing disruptions to our businesses and supply chains," said commission trade spokesperson Olof Gill.

The delay is also a result of IT system capacity issues. "We have serious capacity concerns regarding the IT system, given the projected load," Gill said.

The delay provides the "necessary time to get the IT system capacity that we need" according to EU environment commissioner Jessika Roswall. EPP environment spokesperson Peter Liese said that if the deforestation regulation had entered into force unchanged on 1 January, technical issues would have caused unsolvable problems.

This second delay to the EUDR, for a further 12 months, will require approval by EU member states and the European parliament. In October 2024, the commission proposed a first 12 month delay or ""phasing-in time", shifting EUDR implementation from 1 January to 30 December 2025.

The EUDR entered into force in June 2023.

Parliament's largest centre-right EPP group welcomed the new postponement. The EUDR's problems run deep, said Christine Schneider, parliament's lead negotiator on EUDR. She also called for a zero-risk category under the regulation where regions and products posing no risk of deforestation would be treated "in an non-bureaucratic manner and without additional documentation requirements".

The EU pledged to address US producers and exporters' concerns, recognising that the US poses "negligible" risk to global deforestation. Roswall added that the delay was not linked to the EU-US trade deal.

US chocolate and snack giant Mondelez had requested a one-year delay earlier this month, receiving criticism from environmental and civil rights organisations.


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17/11/25

US removes tariffs on Australian, New Zealand beef

US removes tariffs on Australian, New Zealand beef

Sydney, 17 November (Argus) — US president Donald Trump removed baseline tariffs on Australian and New Zealand beef on 14 November, returning their tariffs to pre-April levels. The executive order published on 14 November but effective for "goods entered for consumption, or withdrawn from warehouse for consumption" after 12:01am ET on 13 November also reduces tariffs on beef from other major exporters, including Argentina, Uruguay and Brazil . The baseline tariffs introduced on 2 April squeezed margins for US importers and Australian and New Zealand exporters, who were already facing volatile trade conditions and shifting consumer demand . The tariff changes reflect the need to import agricultural products the US cannot produce in sufficient quantities, the White House said. The US cattle herd fell to a 50-year low in July due to drought conditions, according to the USDA, and the ongoing border closure with Mexico is curbing the supply of feeder cattle. Australia, Argentina and Uruguay's 10pc baseline beef tariffs were removed, along with New Zealand's 15pc baseline tariff, but Brazil's 50pc tariff was cut to 40pc for beef and other agricultural products, not including its 26.4pc out-of-quota tariff rate triggered in January. The steep effective tariff rate on Brazilian beef has made it uncompetitive for US importers, driving stronger demand and bids for Australian and New Zealand products. Australian beef exports to the US remained strong despite the 10pc tariff. The country's beef exports to the US climbed by 17pc on the year to 1.27mn t in January-October, data from Australia's Department of Agriculture, Forestry and Fisheries (DAFF) show. Meanwhile, exports of Brazilian beef to the US more than halved on the year to 10,824t in October because of the combined tariffs of 76pc imposed in early August, according to Brazil's development, industry, trade and services ministry. Australia benefitted most under the previous structure, but removing New Zealand's higher tariff now creates a more level playing field among beef suppliers in the region. Australia enjoyed tariff-free in-quota exports to the US, avoiding the 4.4¢/kg in-quota tariff applied to other exporters excluding Mexico and Canada. New Zealand has 60,900t and Australia has 78,700t of US beef export quotas remaining for the calendar year as of 29 September, according to the US Customer and Border Protection. Beef production in New Zealand will likely rise in the coming weeks as summer begins, but values currently offered by New Zealand's processors have been considered too high, traders said, which may change following the tariff cut. New Zealand beef imports into the US have incurred tariffs costs of over NZ$300mn ($170mn) since April, according to lobby group Beef and Lamb New Zealand. Australian and New Zealand beef tallow is excluded from the latest amendments. Tariffs on other exports, including coffee, tea, tropical fruits, cocoa and spices were also reduced. By Grace Dudley and Ed Dunlop Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Trump trims Brazil beef, coffee, fruit tariffs by 10pc


15/11/25
15/11/25

Trump trims Brazil beef, coffee, fruit tariffs by 10pc

Sao Paulo, 14 November (Argus) — US president Donald Trump lifted 10pc tariffs on imports of Brazilian beef, coffee and fruits imposed in April, but 40pc tariffs imposed in August and other quota-tied fees remain in effect. The executive order goes into effect retroactively on "goods entered for consumption, or withdrawn from warehouse for consumption" after 12:01am ET on 13 November. Brazil is a major supplier of these products to the US. Brazil's foreign affairs minister Mauro Vieira and the US secretary of state Marco Rubio have discussed tariffs in recent weeks . Starting in early August, a combination of tariffs equaling 76pc were imposed on US imports of Brazilian beef, cutting those volumes in half . Australia currently fills most US needs for beef, which are subject to a 10pc tariff. While Brazil had a 50pc tariff on in-quota shipments and a 76.4pc tariff on out-of-quota shipments, that has now been reduced by 10 percentage points. US beef imports are forecast at 2.433mn t in 2025, up 16pc from 2024, before easing slightly to 2.245mn t in 2026, according to the US Department of Agriculture. But margins remain tight, squeezed by the volatile tariffs and shifting consumer behavior, importers and exporters said. Tariffs also reduced shipments of Brazilian coffee and orange juice , other key products exported to the US. By João Curi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Unipar sees lower 3Q profit on sluggish petchem cycle


14/11/25
14/11/25

Unipar sees lower 3Q profit on sluggish petchem cycle

Sao Paulo, 14 November (Argus) — Brazilian company Unipar Carbocloro, South America's largest producer of polyvinyl chloride (PVC), reported a net profit of R107mn ($20.2mn) in the third quarter of 2025, 9pc below the same period last year. The results were primarily driven by a downturn in the petrochemical cycle and a persistent imbalance between global supply and demand. Unipar's average plant utilization rate remained at 80pc in Brazil and reached 67pc in Argentina, both impacted by temporary reductions in operations due to weak demand at certain times during the quarter. Chief executive Rodrigo Cannaval noted mounting pressure on Brazil's domestic PVC market from imports, particularly from Colombia and Egypt, alongside weak demand in Argentina amid President Javier Milei's macroeconomic reforms. International caustic soda and PVC prices decreased 11pc and 5pc, respectively, compared to the second quarter, curtailing Unipar's adjusted recurring earnings before interest, taxes, depreciation and amortization (EBITDA) of R266mn, which also suffered negative effects from currency appreciation in Brazil, even though the company's cash flow is mostly tied to the US dollar. Annually, adjusted recurring EBITDA increased 14pc, from R233mn, mostly due to higher volumes of caustic soda and chlorinated products, offsetting 15pc lower sales of PVC. PVC accounted for 40pc of the company's revenue in the quarter, followed by caustic soda (39pc) and chlorinated products (21pc). Additionally, Unipar's Capex should be significantly smaller next year, Cannaval said during the company's third-quarter earnings conference call, given that the modernization of the Cubatao plant is nearing completion. It is the company's most relevant ongoing project, he said, and affected both gross and net debt in the quarter. The Cubatao plant has production capacity of 355,000 metric tonnes (t)/yr of chlorine and 400,000 t/yr of caustic soda. Unipar introduced new PVC pricing after Brazil increased antidumping duties on US imports to 43.7pc from 8.2pc. But Cannaval said PVC demand in Brazil continues to lag amid elevated interest rates. The petrochemical firm posted net revenue of R1.2bn, 8pc below the same quarter the previous year. Unipar's net debt hit R1.5bn, 275pc above R459mn reported a year ago. By Isabela Mendes Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Cop: 10 countries pledge to align transport with 1.5ºC


14/11/25
14/11/25

Cop: 10 countries pledge to align transport with 1.5ºC

Belem, 14 November (Argus) — A group of 10 countries led by Chile called for a global effort to cut energy demand from the transport sector by 25pc by 2035, aligning it with the Paris Agreement goal of limiting global warming to 1.5°C above pre-industrial levels. The coalition was formed at the UN Cop 30 climate summit, which is underway in Belem, northern Brazil. Brazil, Colombia, Costa Rica, the Dominican Republic, Honduras, Norway, Portugal, Slovenia and Spain are the other signatory countries so far. "We are committed to making transport a key pillar of climate action, agreeing a shared framework for resilient and low emissions transport systems", Chile's transport minister Juan Carlos Munoz told journalists at Cop 30. Cutting energy demand from transport — the second-largest emitting sector — allows for "a clear measurable direction towards a net zero scenario in the transport sector in 2050", he added. Chile is a natural leader for the coalition as it is a global leader in efforts to electrify its public transport fleet. The country's capital Santiago is the city with most electric buses outside of China, Munoz said. It had around 3,000 electric buses in 2024, according to a report by Agora Verkehrswende, a non-governmental organisation focused on climate neutrality in transport. But it will have 4,400 by March, Munoz added. The coalition will now work to create a roadmap to reach the pledge's goal and measure progress for future Cops, according to Slocat, a global partnership that promotes sustainable, low-carbon transport. Sustainable fuels, renewable sources Although the pledge will heavily rely on electrification, it also calls on countries to shift one-third of energy powering transport to sustainable biofuels and renewable sources. Brazil is the second-biggest biofuel producer globally, trailing only behind the US. But it will consider any route that both decarbonizes its fleet and drives national industry, Brazilian minister of cities Jader Barbalho Filho told Argus , mentioning specifically liquid nitrogen and biomethane. Including existing and expected projects, Brazil could have 2.4mn m³/d of biomethane capacity by 2027, data from hydrocarbons regulator ANP show. The shift to sustainable biofuels and renewables sources plays well into Brazil's Belem 4x pledge , which calls for a global effort to quadruple global output and use of sustainable fuels by 2035, Filho added. "The Chilean government looked for us [to present the transport pledge] exactly because we already have [Belem 4x]", he said. The Belem 4x pledge now has 23 country signatories, Cop 30 chief executive Ana Toni said today. By Lucas Parolin Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Italian recyclers stop collecting bales from sorters


14/11/25
14/11/25

Italian recyclers stop collecting bales from sorters

London, 14 November (Argus) — A number of Italian recyclers in the Assorimap industry association have stopped collecting plastic waste from sorting centres, pending "urgent measures" to save the country's recycling sector, which it said has suffered an 87pc reduction in operating profits since 2021. Assorimap said this week that the Italian recycling industry is suffering from high energy costs compared with other parts of Europe, and "unsustainable competition from non-EU imports of virgin and recycled plastic at rock-bottom prices". It said that its members would shut down recycling plants in response to the crisis. The association is seeking measures including bringing forward mandatory recycled content in plastic packaging to 2027 — from 2030, as laid out under the EU's Packaging and Packaging Waste Regulation (PPWR) — as well as recognition of carbon credits for secondary raw material suppliers and increased control on the traceability of imports. An Italian recycler told Argus today that it had stopped collecting bales from sorting centres, and that it expected that others had begun to do the same, although some pickups may continue, particularly where transport had already been arranged. A source from a sorting centre confirmed that several large customers that had bought PET and HDPE bales from their company through the Italian auction system for November were declining to collect them. They said that, unless the situation is resolved, they would soon fill up their capacity for bale stocks and be compelled to stop taking in mixed plastic waste at the facility. Plastic waste from the Italian separate collection system is sorted into individual fractions, which are then sold to recyclers via a monthly auction. The Italian government recently announced that it would delay the implementation of a €450/t ($523/t) tax on single-use plastics — which would include exemptions for recycled plastics — to 1 January 2027, from 1 July 2026. Implementation of the tax has now been delayed eight times since an initial decree in 2020. By Will Collins Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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