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Produção de veículos recua em 2023

  • Spanish Market: Biofuels, Metals, Oil products
  • 10/01/24

A produção brasileira de veículos caiu 1,9pc em 2023 em comparação a 2022, com maiores volumes de importação e exportações mais baixas prejudicando a fabricação doméstica.

O país produziu 2,3 milhões de veículos de janeiro a dezembro, queda em relação às 2,4 milhões de unidades fabricadas no ano anterior, de acordo com a Associação Nacional dos Fabricantes de Veículos Automotores (Anfavea).

Já as vendas de veículos cresceram 9,7pc no mesmo período, atingindo 2,3 milhões de unidades.

O Brasil exportou quase 403.920 veículos em 2023, baixa de 16pc ante 2022. O México ultrapassou a Argentina pela primeira vez como o principal destino para a carga brasileira, representando 32pc de fatia de mercado.

A Argentina ainda está entre os principais importadores, com 27pc de participação, seguida por Colômbia, Uruguai e Chile, com 8pc, 8pc e 6pc, respectivamente.

Além da queda das exportações, volumes mais elevados de importação também contribuíram para diminuir a produção interna. A Argentina continuou como o maior fornecedor, contando com 63pc de participação, enquanto a China apareceu em seguida, enviando cerca de 42.000 unidades em 2023, forte alta em relação aos 7.900 veículos registrados em 2022.

Em dezembro, a produção recuou 10pc em relação ao mesmo mês em 2022, registrando 171.580 unidades. No intervalo, as vendas avançaram 14pc, para 248.560 veículos, e as exportações encolheram 17pc, para 25.680.

Projeções para 2024

A Anfavea espera que o Brasil produza cerca de 2,5 milhões de veículos em 2024, alta de 6,2pc comparado a 2023.

As vendas devem subir 6,1pc, para 2,45 milhões de unidades. Já as exportações devem crescer ligeiramente para 407.000, expansão de 0,7pc.

O programa nacional de Mobilidade Verde e Inovação (Mover) – novo plano de descarbonização para a frota de transporte, que substitui o Rota 2023 – deve atrair mais investimentos para a indústria automotiva neste ano, disse o presidente da Anfavea, Márcio de Lima Leite.

O governo federal lançou o programa na semana passada e o Congresso ainda precisa aprová-lo.

A Anfavea se reunirá com o governo e outros participantes do setor para discutir detalhes e colaborações para o projeto nos próximos dias, informou Leite, chamando o Mover de "fundamental" para o setor.

Participação de mercado de veículos leves por combustível%
20232022± (pp)
Gasolina2.82.50.3
Elétricos0.90.40.5
Híbridos3.42.11.3
Flex8383.3-0.3
Diesel9.911.7-1.8

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03/04/25

Trump to 'stand firm' on tariffs as markets crash

Trump to 'stand firm' on tariffs as markets crash

Washington, 3 April (Argus) — President Donald Trump does not intend to back down from his plan for sweeping import tariffs that have already caused a sell-off in global equity markets and some commodities, administration officials say. The tariffs — which will start at 10pc for most imports on 5 April before steeper country-specific tariffs take effect on 9 April, with exceptions for some energy and mineral imports — have caused key stock indexes to drop by as much as 5pc, with even larger declines in crude futures, as investors brace for lower growth and a higher chance of a recession. Trump earlier today defended the tariffs, as he prepared to leave the White House for a dinner tonight at a golf tournament at one of his resorts in Florida. "THE OPERATION IS OVER! THE PATIENT LIVED, AND IS HEALING," Trump wrote in a social media post before major stock markets opened. Trump's cabinet has downplayed the short-term price effect of the tariffs, which they say will boost economic growth in the US and cause a resurgence in domestic manufacturing. US commerce secretary Howard Lutnick said he does not think there is "any chance" that Trump will rescind the tariffs, and said Trump will only begin to work on new trade deals once a country has "really, really changed their ways" on trade practices. "Trump is going to stand firm because he is reordering global trade," Lutnick said today in an interview with CNN. "Make no mistake about it, America has been exploited, and he is done allowing America to be exploited." Other administration officials have suggested a greater potential for lower tariffs in the near-term. US treasury secretary Scott Bessent has encouraged world leaders to "take a deep breath" and not to "panic" because the tariff rates that Trump announced were a "ceiling" that might come down, so long as there was no retaliation. "Don't immediately retaliate, let's see where this goes, because if you retaliate, that's how we get escalation," Bessent said on 2 April during interview on Fox News. The tariffs have caused bipartisan backlash on Capitol Hill, but so far legislative action has been symbolic and unlikely to become law. The US Senate, in a bipartisan vote on 2 April, approved a joint resolution that would end the justification Trump has used to put tariffs on Canada. US senators Chuck Grassley (R-Iowa) and Maria Cantwell (D-Washington) introduced a bill today to eliminate most new presidential tariffs after 60 days without approval by the US Congress. Democrats say the tariffs will force consumers to pay far more on everyday goods, with revenue offsetting Republican plans to provide more than $5 trillion in tax cuts. "Donald Trump is using tariffs in the dumbest way imaginable. In fact, Donald Trump slapped tariffs on penguins and not on Putin," US Senate minority leader Chuck Schumer (D-New York) said today, in reference to Trump's decision to put a 10pc tariff on an island populated only with penguins. Trump has claimed his country-specific tariffs are "reciprocal" even though they have no relation to the tariffs each country charges on US imports. Instead, Trump's tariffs were calculated based on a universal equation that is set at half of the country's trade deficit with the US, divided by the country's imports from the US, with a minimum tariff rate of 10pc. US major trading partners are preparing for retaliatory tariffs. Canada's prime minister Mark Carney said he would respond to Trump's tariffs on automobiles, which took effect today, by "matching the US approach" and imposing a 25pc tariff on auto imports that do not comply with the US-Mexico-Canada free trade agreement. China said it was preparing unspecified countermeasures to US tariffs that would be set at 54pc. Trump's cabinet today dismissed the market reaction to the tariffs. Stock markets are going through a "short-term adjustment" but the tariffs will ultimately result in more growth and additional investments, US Small Business Administration administrator Kelly Loeffler said today in an interview on Fox News "The gravy train is over for the globalist elites," said Loeffler, who previously was a top executive at US exchange operator ICE. By Chris Knight Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

US services grow at slowest pace in 9 months: ISM


03/04/25
03/04/25

US services grow at slowest pace in 9 months: ISM

Houston, 3 April (Argus) — The US services sector expanded in March at the slowest pace since last June, with orders, export orders and employment sliding into contraction, as companies braced for tariffs threatened by the US administration. The headline purchasing managers' index (PMI) slowed to 50.8 in March from 53.5 the prior month, according to the Institute for Supply Management's (ISM) latest survey on activity in the biggest part of the economy. New orders slowed to 50.4 from 52.2, and employment fell to 46.2, showing contraction, from 53.9 the prior month. The breakeven threshold between growth and contraction is 50. New export orders fell to 45.8 in March from 52.1 the prior month. Imports rose to 52.6 from 49.6. The weakening services gauge follows ISM's manufacturing PMI, reported on 1 April, that showed factory activity fell to 49 in March, the first contraction in three months, which followed more than two years of contraction. The Federal Reserve Bank of Atlanta's GDPNOW tracker on Thursday forecast a 2.8pc annual contraction in US gross domestic product in the first quarter, which will be reported at the end of April. Services business activity/production grew to 55.9 last month from 54.4 the prior month. The price index fell to 60.9 from 62.6, showing slowing price growth. By Bob Willis Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Crude, equity markets tumble on US tariffs: Update


03/04/25
03/04/25

Crude, equity markets tumble on US tariffs: Update

Updates prices, adds information on Opec decision. Houston, 3 April (Argus) — WTI and Brent crude futures were down by about 7pc midday Thursday as markets weighed the potential for large scale economic disruption from US President Donald Trump sweeping tariffs for a range of imports. Equity markets also fell sharply with the Nasdaq down by more than 5pc and the S&P 500 down by about 4pc as of 12:30pm ET. The US dollar was also falling, down by nearly 2pc to its lowest level since October. The front-month Nymex May WTI contract was trading at $66.65/bl, down by more than $5/bl as of 12:30pm ET. ICE Brent was trading at $69.98/bl, down by about $5/bl. All foreign imports into the US will be subject to a minimum 10pc tax with levels as high as 34pc for China under Trump's sweeping tariff measure. Trump has exempted many energy and mineral products from the new tariffs, and much of the trade with Canada and Mexico appears to be remaining governed by the US Mexico Canada trade agreement (USMCA). Oxford Economics said Thursday it is considering revising downward its 2025 global GDP growth estimate from 2.6pc to 2pc and 2026 growth may drop below 2pc. This is under the assumption that the Trump tariff's stick and are not rapidly negotiated to lower tariff levels. Latin American and Asian economies with exports to US are the most exposed to the GDP downgrades, Oxford said. Oxford also said that global recession will likely be avoided, despite the strains of the tariffs. The drop in crude prices also came after a core group of eight Opec+ crude producers in a surprise move sped up plans to gradually unwind some 2.2mn b/d of production cuts by upping output by 411,000 b/d in May. "In view of the continuing healthy market fundamentals and the positive market outlook… the eight participating countries will implement a production adjustment of 411,000 b/d equivalent to three monthly increments, in May 2025," said the group, which includes Saudi Arabia, Russia, UAE, Kuwait, Iraq, Algeria, Oman and Kazakhstan. The decision to increase output by 411,000 b/d in May will kick in with the start of the summer season in the northern hemisphere when oil demand typically picks up. Meanwhile, the EU is [preparing countermeasures](https://direct.argusmedia.com/newsandanalysis/article/2674492) against the new US tariffs. European Commission president Ursula von der Leyen said the bloc is finalising a first package of countermeasures to previously-announced US tariffs on steel, preparing for further countermeasures and monitoring for any indirect effects US tariffs could have. China also promised to take unspecified countermeasures against the new US import tariffs, which will raise duties on its shipments to the country to over 50pc. By Eunice Bridges Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

US battery costs face sharp rise on tariffs


03/04/25
03/04/25

US battery costs face sharp rise on tariffs

London, 3 April (Argus) — Battery cells imported into the US market face a sharp cost increase following the imposition of US president Donald Trump's new tariff regime. The US last year imported $23.8bn worth of battery cells, according to trade data, mostly from China, Japan and South Korea, all of which have been hit with "reciprocal" tariffs after Trump's executive order was signed on 2 April. China, by far the largest supplier of battery cells to the US market, is now subject to an effective 54pc tariffs, with the extra 34pc duty on top of 20pc blanket duties introduced by the administration of former US president Joe Biden. Battery cell imports to the US from China last year amounted to $16.45bn, 70pc of the total, up from just $2bn in 2020. The new tariffs would add $8bn to this cost for US carmakers and battery pack producers. Japan and South Korea, long-standing US allies and partners in battery cell production, face tariff rates of 24pc and 25pc, respectively. The US last year imported $1.7bn worth of battery cells from Japan and $1.3bn from South Korea. Despite the tariffs, there is potential that Japan and South Korea could eat into China's share of US imports, because of the gulf between their respective tariff rates and being the world's only real alternative producers at this point. A longer-term outcome could be that the US domesticates some of this battery cell production, a trend that was already under way, thanks to Biden's Inflation Reduction Act, which allocated federal funding to battery giga-factories and other battery-related projects throughout the US. But building battery cells is not simple. The US will need access to raw materials, some of which are heavily affected by the new tariffs. Cell-making technology, controlled by the three Asian countries, could be included in any retaliatory measures. "The Trump administration's 'Liberation Day' announcement on tariffs are the biggest trade shock in history, representing a historic shift away from the long-term trend towards free trade," chief economist at investment bank Macquarie Ric Deverell said. "The tariff increase far exceeds earlier expectations, highlighting the strong 're-industrialisation' ideology of the Trump administration." Battery materials impact mixed The impact on key materials for the battery supply chain is mixed, with some metals and pre-cursor materials exempted from the new measures, while some key materials are included. Lithium carbonate, lithium hydroxide, cobalt sulphate, cobalt metal, manganese dioxide, natural graphite powder and flakes all are exempt from new additional tariffs. Key materials that are not exempt include nickel sulphate, manganese sulphate, phosphoric acid, iron phosphate and synthetic graphite, all of which will be included in the tariff regimes implemented on individual countries. The US has no nickel sulphate production and imports most of its material from Belgium and Australia, which exported 1,872t and 1,060t to the US last year, respectively. Tariffs on Belgium will fall under the EU, which will be applied at 20pc, while Australia is subject to a tariff of 10pc. Indonesia, the world's largest nickel producer, is subject to a tariff of 32pc, although so far it has not supplied material to the US. Total US imports of nickel sulphate last year reached 3,738t, up from just 1,125t in 2020. With regard to synthetic graphite, another essential item for battery cell production, the US imported 115,778t in 2024, up substantially from 30,109t in 2020. Most of this came from China, at 74pc of the import market. This material now will be subject to 54pc tariffs, significantly increasing this cost for US battery cell producers. By Thomas Kavanagh and Chris Welch US lithium-ion battery imports by country $bn Feedstock materials exempt from 2 Apr tariffs t US manufacturing investments by stage of supply chain $bn Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Crude, equity markets tumble on US tariffs


03/04/25
03/04/25

Crude, equity markets tumble on US tariffs

Houston, 3 April (Argus) — WTI and Brent crude futures were down by more than 7pc early Thursday as markets weigh the potential for large scale economic disruption from US President Donald Trump sweeping tariffs for a range of imports. Equity markets also fell sharply with the Nasdaq down by nearly 5pc and the S&P 500 down by about 4pc as of 10:30am ET. The US dollar was also falling, down by more than 2pc this morning. The front-month Nymex May WTI contract was trading at $66.47/bl, down by more than $5/bl as of 11:35am ET. ICE Brent was trading at $69.81/bl, also down by more than $5/bl. All foreign imports into the US will be subject to a minimum 10pc tax with levels as high as 34pc for China under Trump's sweeping tariff measure. Trump has exempted many energy and mineral products from the new tariffs, and much of the trade with Canada and Mexico appears to be remaining governed by the US Mexico Canada (USMCA) trade agreement. Oxford Economics said Thursday it is considering revising downward its 2025 global GDP growth estimate from 2.6pc to 2pc and 2026 growth may drop below 2pc. This is under the assumption that the Trump tariff's stick and are not rapidly negotiated to lower tariff levels. Latin American and Asian economies with exports to US are the most exposed to the GDP downgrades, Oxford said. Oxford also said that global recession will likely be avoided, despite the strains of the tariffs. Meanwhile, the EU is preparing countermeasures against the tariffs. European Commission president Ursula von der Leyen said the bloc is finalising a first package of countermeasures to previously-announced US tariffs on steel, preparing for further countermeasures and monitoring for any indirect effects US tariffs could have. China also promised to take unspecified countermeasures against the new US import tariffs, which will raise duties on its shipments to the country to over 50pc. By Eunice Bridges Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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