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Conab reduz estimativa para safra de soja

  • Spanish Market: Fertilizers
  • 13/03/19

A Companhia Nacional de Abastecimento (Conab) reduziu sua estimativa para a produção brasileira de soja na temporada 2018-19 em quase 2pc em relação à projeção de fevereiro, em função da queda na produtividade das lavouras decorrente da pluviosidade irregular observada em algumas áreas.

A safra brasileira de soja, cuja colheita está no ápice, deverá atingir 113,46 milhões de t, abaixo das 115,34 milhões de t projetadas no mês passado pela Conab.

Caso suas últimas projeções se confirmem, a safra atual será quase 5pc menor que o recorde de 119,28 milhões de t visto no ciclo passado, completou a Conab em seu relatório mensal de acompanhamento das safras.

Ainda que a área dedicada ao cultivo da oleaginosa na temporada 2018-19 tenha crescido 2pc ante o ciclo passado para 35,8 milhões de ha, a produtividade das lavouras caiu 1,6pc ante as estimativas de janeiro para 3,17t/ha e recuou 6,7pc em relação às 3,39t/ha vistas na temporada 2017-18, disse a Conab.

A maior parte das perdas esperadas deve ocorrer no estado do Paraná, segundo maior produtor do grão, seguido por Goiás e Mato Grosso do Sul, quarto e quinto maiores produtores, respectivamente.

A produção paranaense deverá cair 16pc ante o ciclo passado para 16,15 milhões de t, abaixo das 19,17 milhões de t vista na safra 2017-18, disse a Conab.

A produção goiana deverá recuar 6,2pc para 11,1 milhões de t, enquanto a de Mato Grosso do Sul deverá encolher 13,2pc para 8,34 milhões de t.

A colheita da oleaginosa em Mato Grosso, principal estado produtor, está praticamente estável em 32,1 milhões de t. Já a produção do grão no Rio Grande do Sul, terceiro maior produtor nacional, deverá atingir um recorde de 18,7 milhões de t, alta anual de 9pc decorrente das chuvas favoráveis ao desenvolvimento das lavouras, disse a Conab.

A Conab cortou novamente este mês sua projeção para as exportações brasileiras de soja no ciclo atual para 70 milhões de t, ante 71,5 milhões de t estimadas em fevereiro. O país embarcou um recorde de 83,6 milhões de t na safra 2017-18.

Quanto ao milho, a Conab elevou suas estimativas para a produção brasileira no ciclo 2018-19 em 1,3pc ante o mês passado para 92,81 milhões de t. Caso se confirme, o volume será 15pc superior à decepcionante safra 2017-18, quando o país colheu 80,71 milhões de t do grão.

As projeções da Conab para a exportação brasileira de milho ficaram estáveis ante as estimativas de janeiro em um recorde de 31 milhões de t, acima das 24,77 milhões de t embarcadas no ciclo passado.

A produção de soja e milho representa 91pc da colheita total de grãos no Brasil na safra 2018-19, que deverá crescer 2,5pc ante o ciclo passado para 233,3 milhões de t.

Já a produção brasileira de algodão em pluma deverá saltar 28,4pc em relação a temporada 2017-18 para 2,58 milhões de t. A Conab projeta uma alta de 55pc nas exportações brasileiras da fibra, para um recorde de 1,45 milhão de t.


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Ethiopian EABC urea tender's lowest offer at $355/t cif


17/09/24
17/09/24

Ethiopian EABC urea tender's lowest offer at $355/t cif

London, 17 September (Argus) — Ethiopian Agricultural Businesses (EABC) closed a tender today to buy 250,000t of urea in five cargoes for September-October loading, with the lowest offer at $355/t cif. Pacific International appears to have offered at the lowest levels across all five cargoes on a cif basis. The firm offered lot 1 at $355/t cif, lot 2 at $359/t cif, while the offers on cif basis for the remaining three cargoes were at $368/t, $373/t, and $375/t, respectively. The urea is likely to be sourced from Oman. There were also seven other offers from suppliers. West Trade offered all cargoes, similarly to be sourced from Oman, on a cif basis at $375/t, $378/t, $380/t, $385/t and $382/t for lots 1-5, respectively. Midgulf likely offered one cargo under lot 5 at $410/t fob Egypt. Samsung offered three cargoes on a fob basis at $352/t fob Middle East, $375/t fob Egypt, and $362/t fob Middle East for lots 1,3 and 5. Supplier Fertiglobe appears to have offered $348/t fob under the first lot. ETG offered five cargoes, four of which are likely to be supplied from Onne, Nigeria, and offers were around $418/t cif, 419/t cif, $435/t cif and $422/t cif. Lot 4 was offered at $422/t cif basis and is likely to be sourced from Egypt. But there was no confirmation from the parties involved. Another supplier offered $450/t cif for lot 4. The lowest offer at $355/t cif marks a drop from $363/t cif under EABC's 12 July tender . By Dana Hjeij Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Brazil's Parana ports handle record cargo in Aug


16/09/24
16/09/24

Brazil's Parana ports handle record cargo in Aug

Sao Paulo, 16 September (Argus) — The Paranagua and Antonina ports, in Brazil's southern Parana state, handled a record amount of cargo in August thanks to increased fertilizer imports. The two ports handled 6.9mn metric tonnes (t) of cargo in August, up by 14pc from the same month in 2023 and above the prior record of 6.6mn t in June, according to Parana's port authority data. That also surpassed July's handling by 20pc. Imports totaled 2.5mn t last month, a 41pc hike from August 2023 and above the 2.2mn t handled in July. Fertilizer imports increased by 59pc to 1.2mn t in August from a year before and were 29pc — or 265,170t — above the prior month's imports. Exports reached 4.4mn t, up from 4.3mn t in August 2023 and a near 27pc increase from July's exports. Soybean shipments rose by 10pc to 1.9mn t in August from the same month last year. That was also above the 1.3mn t exported in the previous month. Corn exports decreased by 77pc to 72,900t, down from 316,430t shipped in August 2023 and almost in line with July's exports. Exports of bulk sugar increased by 34pc to 836,430t last month from the same period a year ago. That was also up by 77pc from July's exports. Parana ports handled 46.4mn t in January-August, up by 10pc from the same period in 2023, also boosted by higher imports. Imports increased by 23pc to 17.2mn t. Fertilizer imports rose by 14pc to 6.9mn t, up from 6mn t in January-August 2023. Exports totaled 29.2mn t, a 4pc increase from the same eight months last year. Soybean shipments rose by 11pc to 11.2mn t in the period, while corn exports dropped by 80pc to 581,730t from the same eight-month period in 2023. Wheat exports in January-August more than tripled to 171,830t from the same period a year before. Sugar shipments increased by 46pc to 4.2mn t. By Maria Albuquerque Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Chilean 2025 sulphuric acid contract talks kick off


16/09/24
16/09/24

Chilean 2025 sulphuric acid contract talks kick off

Washington, 16 September (Argus) — Contract negotiations for sulphuric acid supply to Chile during 2025 got under way at a major industry conference this week, with more than 2mn t to be priced. The spot price for fourth-quarter deliveries to Chile — usually a guide in talks — has averaged $163/t cfr on a midpoint basis during the third quarter, well above the $127.50/t cfr average for the current annual contract. Tight availability from most key suppliers — especially South Korea, Japan and northwest Europe — has kept spot delivered prices above the annual benchmark for several months. Suppliers will probably argue that Asian import parity will be the key factor for 2025 prices, with fewer northwest European cargoes arriving in Chile this year as a result of maintenance and Morocco's OCP absorbing spot volumes. Argus forecasts that OCP will import about 2mn t of acid in 2024, reflecting firm demand for finished phosphate products while a new sulphur burner capacity comes on line. OCP will continue importing acid as the burner ramps up. Buyers, on the other hand, will probably argue that availability will rise in Asia, and that this will lead to a shift in market dynamics in 2025. Chinese capacity is expected to increase as smelters come on stream, but tight global supply of copper concentrates could lead to an increase in idled capacity and limit acid availability for exports. Another key factor is Indonesia, where large smelters and sulphur burners associated with the electric vehicle industry are ramping up, removing some demand next year. Indonesia's sulphuric acid imports dropped by 14pc in January-July to 642,000t, after several buyers launched burners and switched to buying sulphur instead. Sulphur imports surged by 41pc in the first seven months of the year to 1.91mn t, following the expansion of burning operations at Obi Island and Sulawesi. These factors will probably foster buyer caution. But with smelting utilisation rates in Chile estimated at 65pc in 2023, below the global average of 78.2pc, according to Chilean copper commission Cochilco, the country will continue to rely on imports. By Lili Minton Chile cfr spot vs contract Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Kenya's NCPB extends fertilizer tender


16/09/24
16/09/24

Kenya's NCPB extends fertilizer tender

London, 16 September (Argus) — Kenya's NCPB has extended the closing date of its buy tender for 245,000t of various fertilizers for the 2024-25 season under the country's fertilizer subsidy programme to 19 September. The closing date had previously been set for 13 September. By Nykole King Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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