Etanol de milho deve compensar parte da queda da cana

Spanish Market: Agriculture, Biofuels
25/04/24

A produção de etanol de milho compensará parcialmente uma queda no processamento do biocombustível à base de cana-de-açúcar na safra de 2024-25, de acordo com a Companhia Nacional de Abastecimento (Conab).

A companhia espera que a produção total de etanol – de cana-de-açúcar e milho – para a temporada atual atinja 34,1 milhões de m³, baixa de 4pc em comparação ao ciclo recorde de 2023-24.

O processamento total de anidro, usado como mistura para a gasolina, deve crescer 6,2pc, 892.500m³ a mais que na safra anterior, a 15,1 milhões de m³. Já o hidratado deve recuar 10pc, para 18,9 milhões de m³.

Do total que será produzido no ano, a cana-de-açúcar deverá ser matéria-prima para 27,3 milhões de m³ deste volume, 8pc a menos do que na safra anterior, à medida que sua moagem deve diminuir 3,8pc, para 685,8 milhões de t. Isto se compara com 713,2 milhões de m³ em 2023-24, o maior valor já registrado no país.

Condições climáticas adversas, como falta de chuvas e altas temperaturas no Centro-Sul, reduzirão a produtividade no período, reportou a Conab.

Enquanto isso, a área de plantação de cana-de-açúcar subiu 4,1pc, para 8,6 milhões de hectares (ha), com mais áreas em expansão e renovação.

As usinas também devem continuar favorecendo um mix mais açucareiro em detrimento do biocombustível. A organização espera que a produção de açúcar cresça 1,3pc, para 46,2 milhões de t.

Os preços do açúcar estão mais atrativos no mercado internacional, com importantes exportadores como Índia e Tailândia diminuindo os embarques e abrindo espaço para a commodity brasileira.

Nesse cenário, o processamento do etanol de milho deve compensar "parcialmente" o volume menor de biocombustível de cana, segundo a Conab. Serão produzidos 6,8 milhões de m³ do produto, alta de 16pc na base anual.

O etanol de grãos está quebrando recordes a cada safra nos últimos anos, crescendo exponencialmente especialmente no Mato Grosso, Mato Grosso do Sul e Goiás.

O país construirá 10 novas plantas do biocombustível de milho nos próximos dois anos, afirmou a consultoria SCA Brasil.

Por Laura Guedes

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10/05/24

Argus launches US low-carbon methanol pricing

Houston, 10 May (Argus) — Argus Media today launched pricing instruments for the US low-carbon methanol sector. Argus assessed US low-carbon methanol at $990.7/t fob USGC this week, down by $10.05/t from last week amid softening global markets. European bio-methanol prices slipped by $11/t to $1,080/t this week. The price had been as high as $1,100/t on 17 April. The calculated cost of USGC low-carbon methanol production stood at $1464.7/t, down by $16.55/t from last week. Weaker RINs cost offset higher natural gas prices this week. Low-carbon methanol is attracting widespread attention from multiple industrial sectors because it offers a decarbonization route both for the chemical industry's traditional end-uses and for reducing the sulphur content and carbon footprint of shipping, where it can be used as a bunker fuel. Rather than a specific bio-methanol, green methanol, blue methanol or an e-methanol price, the nomenclature of a comprehensive low-carbon methanol price was determined to be the best approach. In discussions with market participants, feedback indicated an initial wide approach was necessary in the emerging USGC low-carbon methanol market space. Developing technologies that are still in a nascent stage, if split, would segment the market and stifle price generation and transparency, said one trader. The all-encompassing approach allows the Argus US Low-Carbon Methanol price to develop as a standard price index. "It's the molecule that matters," the trader said. Moving forward, this would allow the price discovery process to progress as production volumes grow, and then, if necessary, adjust methodology to reflect the developing market. For more information about this new pricing service, please contact US methanol senior reporter Steven McGinn at steven.mcginn@argusmedia.com. Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Brazil narrows lower biofuel mix mandate in south

10/05/24

Brazil narrows lower biofuel mix mandate in south

Sao Paulo, 10 May (Argus) — Brazil's oil regulator ANP dialed back the reduced biofuels mandatory blend in Rio Grande do Sul state to four cities amid the recent flooding in the region. Low blending areas now apply only to the cities of Canoas, Esteio, Rio Grande and Santa Maria. The measure will still last for 30 days, starting on 4 May. ANP lowered the anhydrous ethanol blend on gasoline to 21pc from the current 27pc in the entire state earlier this week , while pushing the mandatory biodiesel mix for 10ppm (S10) diesel down to 2pc, from the usual 14pc. The agency also temporarily suspended the blending mandate for diesel with 500ppm of sulfur (S500). ANP said it decreased the exemption's coverage as it identified "that the supply situation in the rest of the state had stabilized." Rainfall in Rio Grande do Sul blocked railways and highways where biofuels are transported to retail hubs. Floods in the state have left at least 116 dead and 143 missing, according to the local government. By Laura Guedes Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Brazil reports more off-spec biodiesel March-April

10/05/24

Brazil reports more off-spec biodiesel March-April

Sao Paulo, 10 May (Argus) — The rate of Brazilian biodiesel falling below required blending limits nearly tripled in March and April after the mandate was increased to 14pc, according to a government analysis. Hydrocarbons regulator ANP's Fuel Quality Monitoring Program (PMQC) found 271 instances of biodiesel below the required level between 1 March — when the blending mandate was increased from 12pc to 14pc — and 30 April. In January and February the PMQC found 97 instances of blends that did not meet the 12pc level. An increase in missed blending targets is common during transitions to higher blending levels, according to the agency, mainly due to difficulties in depleting inventories of the lower-level blend. Several plants claim that a slowdown in biodiesel withdrawals in the first four months of the year also contributed to challenges in complying with the new blending level. Some retailers' loss of market share has also been cited as an aggravating factor. In March, 154 recorded instances of non-compliance covered blending levels between 12.3pc and 13.9pc, according to ANP data. In April, there were 101 occurrences within the 12.3pc and 13.9pc range. Another eight instances of non-compliance were also recorded in each of March and April. The PMQC is a monitoring program and does not have the same effect on market behavior as inspections, according to ANP. "It is used as one of the intelligence vectors for the planning of ANP's inspection actions," the agency said. Only irregularities identified in the context of inspectios can result in fines levied against fuel distributors. By Alexandre Melo Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Brazil to import rice due to southern floods

10/05/24

Brazil to import rice due to southern floods

Sao Paulo, 10 May (Argus) — Brazil's federal government signed a provisional measure that authorizes national supply company Conab to import up to 1mn metric tonnes of rice, following floods in the country's main rice producing state of Rio Grande do Sul. The measure aims to replenish public stocks, while avoiding price speculation and maintaining the grain's price levels in the domestic market, amid the current logistical difficulties for supply, according to Brazil's agriculture minister Carlos Favaro. Conab will hold public auctions and the acquired volumes will be sent to small retailers in metropolitan regions. "It is important to highlight that we will not import everything at once to not compete with our local production," Conab's president Edegar Pretto said. "We must protect our farmers, but remain on alert for prices to not become too high for consumers." Rio Grande do Sul's 2023-24 rice crop expected to account for almost 70pc of national output during the cycle. Alongside crop damage caused by the heavy rainfall, the floods are hampering the product's transportation. The rice purchases are one of many government measures being taken to address the historic floods. The country has also unlocked relief spending and launched a R50.9bn ($9.9bn) program to aid victims . Development bank Bndes will also suspend the debts of companies and farmers hurt by the extreme weather. The floods in the state have left at least 113 dead, 146 people missing and more than 165,000 people displaced, according to the civil defense. By Nathalia Giannetti Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

BNDES vai auxiliar vítimas no Rio Grande do Sul

10/05/24

BNDES vai auxiliar vítimas no Rio Grande do Sul

Sao Paulo, 10 May (Argus) — O Banco Nacional de Desenvolvimento Econômico e Social (BNDES) vai suspender por um ano as dívidas de empresas e produtores agrícolas afetados pelas enchentes recentes no estado do Rio Grande do Sul e vai fornecer R$5 bilhões em créditos para micro, pequenas e médias empresas e microempreendedores. A medida faz parte do Programa Emergencial de Acesso a Crédito do BNDES (FGI PEAC) e entrará em vigor já neste mês. O crédito está incluído no pacote de R$50,9 bilhões anunciados pelo governo federal brasileiro em 9 de maio, que vai auxiliar agricultores, trabalhadores e famílias beneficiárias de programas sociais no estado. A suspensão de dívidas, incluindo pagamentos principais e juros, vai beneficiar pequenos empreendedores e agricultores afetados pelas fortes chuvas e enchentes que atingem o Rio Grande do Sul desde 29 de abril. A medida vai totalizar, entre pagamentos principais e juros, até R$6,1 bilhões em 2024 e até R$1,6 bilhão no próximo ano. O BNDES também poderá contribuir com outros projetos para a reestruturação do estado. Isso inclui construção de escolas, hospitais, pontes e rodovias e desenvolvimento urbano, disse Nelson Barbosa, diretor de Planejamento e Estruturação de projetos do BNDES. Pelo menos 428 cidades foram atingidas pelas enchentes. Até 9 de maio, havia 107 mortes confirmadas e 136 pessoas desaparecidas, de acordo com o boletim da Defesa Civil. Cerca de 1,5 milhão de pessoas foram afetadas pela tragédia. Por Maria Albuquerque Envie comentários e solicite mais informações em feedback@argusmedia.com Copyright © 2024. Argus Media group . Todos os direitos reservados.

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