Falando de Mercado (Market Talks) podcast series

12 января 2021

Market Talks: Brazilian corn market outlook for 2021

Brazil’s corn crop hit a new high in 2020, and domestic prices for the grain reached record levels. What can we expect for 2021, and what is the outlook for farmers working in the country’s main producing regions?

09 декабря 2020

Market Talks: BP Bunge Bioenergia’s first year balance and the Brazilian ethanol market

The Covid-19 pandemic did not hinder the plans of BP Bunge Bioenergia, a joint venture formed just over a year ago between BP and North American Bunge for sugar and alcohol assets in Brazil.

02 декабря 2020

Market Talks: How’s the soybean paper market doing in Brazil?

The paper market for soybean from Brazil’s main agricultural port Paranagua has picked up, and is proving an increasingly significant secondary market for traders.

17 ноября 2020

Market Talks: Brazil’s 2020-21 ethanol season — the ups and downs

The current ethanol season in Brazil’s center-south region has given market participants a roller coaster ride, lurching between sharp price drops and growing optimism.

04 ноября 2020

Market Talks: Is Brazilian clean fuel demand back at pre-pandemic levels?

After an average 40pc drop at the beginning of the Covid-19 pandemic, demand for clean fuels in Brazil has been rising steadily, and is now approaching pre-crisis levels.

21 октября 2020

Market Talks: Outlook for Brazil’s ethanol logistics

From producing mills to service stations, Brazilian ethanol has an extensive logistics chain, including tanker cabotage, road transportation and dedicated pipelines.

13 октября 2020

Market Talks: What has changed in Brazil’s grains exports contracts?

Traditionally used by Brazilian exporters to standardise marine grain shipments, the country’s cereal exports association Anec's contract models underwent a wide revision in July to reflect the new market dynamics.

06 октября 2020

Market Talks: What’s happening to China’s demand for Brazilian crude?

China’s crude imports have fallen from the peak seen at the beginning of the Covid-19 pandemic, prompting growing concern among Brazilian producers.

01 октября 2020

Market Talks: Outlook for the opening up of the Brazilian downstream market

Brazilian independent refiners have long struggled to thrive in the shadow of state-controlled Petrobras' dominant position in the country’s downstream market. Petrobras’ divestment plans will allow new entrants and reconfigure the domestic market.

16 сентября 2020

Market Talks: The jump in Brazil’s soybean imports amid the grain’s bumper crop

Increased soybean demand in Brazil during the Covid-19 pandemic has boosted the country’s imports, despite Brazil achieving its highest ever soybean crop this year, narrowing the country’s trade balance in this commodity.

08 сентября 2020

Market Talks: Outlook for a new biodiesel commercialisation model for the Brazilian market

The Brazilian biodiesel commercialisation model through public auctions is beginning to show wearing-out signs, and despite the reduction in the blending mandate, uncertainties around supply put this mechanism in check.

27 августа 2020

Market Talks: Outlook for Brazilian coffee exports

Agribusiness continues to boost the Brazilian trade balance amid the pandemic and, in addition to soy, coffee has also seen a jump in export volumes.

19 августа 2020

Market Talks: Changes in Petrobras’ clean fuels pricing strategy

Petrobras’ recent clean fuels tenders priced off Nymex RBOB and ULSD contracts are one of the many signs of an ongoing transformation of Brazil’s downstream sector towards an open and thriving market.

06 августа 2020

Market Talks: Outlook for Brazil’s wheat harvest

The outlook for Brazil’s wheat harvest remains positive this year, driven by favorable weather and an increase in cultivated area, with optimistic projections forecasting a bumper crop in 2020.

23 июля 2020

Market Talks: Outlook for Brazilian exports of poultry and pork meat

Brazilian exports of poultry and pork meat should increase in 2020 against last year, but the pressure exerted by the pandemic in the international trade of these products will have a significant impact on shipments.

16 июля 2020

Market Talks: How did the Covid-19 pandemia affected global LPG markets?

The global LPG market was experiencing a comfortable oversupply scenario before the start of the Covid-19 pandemic, but the slowdown in oil production and refining has dramatically changed this dynamic.

08 июля 2020

Market Talks: Changes in Brazil’s clean fuel demand after the pandemic

New post-pandemic consumption habits could bring a significant impact on urban mobility and transportation, potentially reshaping clean fuels’ demand in Brazil in the coming years.

01 июля 2020

Market Talks: Outlook of the Americas’ clean fuels markets, 100 days after quarantine

Americas’ clean fuels markets are starting to display the first signs of recovery as mobility restrictions imposed during the quarantine are being lifted.

24 июня 2020

Market Talks: Effects of the increase in Brazilian farmers’ bankruptcy protection requests

The increase in bankruptcy protection requests by individual rural producers in Brazil could make agricultural credit more expensive and raise Brazilian interest rates in the medium term, raising new challenges for the sector.

18 июня 2020

Market Talks: Outlook for the ARLA 32/AdBlue market

ARLA 32/AdBlue has been increasingly used in heavy vehicles worldwide to reduce emissions and environmental damage. What’s the size of this market in Brazil, and how much is it expected to grow as the country’s truck fleet is renewed?

10 июня 2020

05 июня 2020

Market Talks: The impacts of Covid-19 on agricultural financing in Brazil

Credit to Brazilian farmers has been limited in the midst of the pandemic, despite the historically low interest rate in the country and production records. What is behind this restriction and how could it affect the purchase of fertilizers and inputs for the next seaso...

21 мая 2020

Market Talks: Reviewing record early sales of Brazil’s grains harvest

Brazilian soybean and corn crops continue to break production and early sales records, driven by favorable exchange rates for farmers. How is this performance reflected along the agriculture value chain and how has it impacted the fertilizer market?

14 мая 2020

Market Talks: The impacts of Covid-19 on Brazil’s ethanol and gasoline markets

Brazilian ethanol production was directly impacted by circulation restrictions imposed just before the beginning of the sugarcane harvest on April 1, which brought even more uncertainty to an already delicate scenario.

05 мая 2020

Market Talks: The impacts of Covid-19 on Brazil’s agriculture market

The soybean bumper crop and highly depreciated Brazilian Real have been helping Brazilian farmers to mitigate the impacts of measures taken to prevent Covid-19 spread in the country. How does this balance reflect in grain production and fertilizer consumption?

30 апреля 2020

23 апреля 2020

Portuguese podcast - Market Talks: The impacts of Covid-19 on Brazil’s clean fuels markets

Measures enforced to prevent the spread of coronavirus had a strong impact on the oil and refined products demand around the globe. How big is the drop in demand for clean fuels in Brazil, and how will it reflect in domestic trade flows?

16 апреля 2020

Portuguese webcast – Market Talks: The impacts of covid-19 on clean fuels markets in the Americas

The US refining industry is being strongly affected by the drop in motor fuels consumption resulting from the pandemic. How does this impact trading flows and prices of imported products by Latin America?