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Chuvas no Rio Grande do Sul alagam o estado

  • Spanish Market: Agriculture, Fertilizers, Freight
  • 06/05/24

O estado do Rio Grande do Sul continua sendo afetado pelas fortes chuvas que começaram em 29 de abril, levando o governo a decretar estado de emergência em 2 de maio.

Os maiores volumes de chuva atingiram as áreas centrais do Rio Grande do Sul, com cidades recebendo chuvas entre 150mm a 500mm, de acordo com dados da Empresa de Assistência Técnica e Extensão Rural (Emater-RS) do Rio Grande do Sul. A estação de monitoramento da cidade de Restinga Seca, no centro do estado, registrou o recorde de quase 540mm.

As chuvas no Rio Grande do Sul superaram 135mm na maior parte do estado, de acordo com o Instituto de Meteorologia dos Estados Unidos (Noaa, na sigla em inglês). Enquanto isso, nas demais regiões do Brasil prevaleceu o clima seco.

O NOAA espera que as chuvas diminuíam nesta semana, mas as condições climáticas adversas devem continuar.

Até 3 de maio, 154 trechos de 68 rodovias estavam totalmente ou parcialmente bloqueadas, de acordo com a Defesa Civil do estado.

A usina hidrelétrica 14 de julho, com capacidade de 100MW, também foi afetada e teve sua operação parcialmente rompida.

O porto do Rio Grande não suspendeu as operações, porém a movimentação está mais lenta. Apesar das chuvas intensas, as taxas de demurrage e o tempo de espera para atracação e desembarque ficou estável em $1/tonelada (t) e os custos totais para a movimentação de fertilizantes permaneceram em $19/t.

Porém, participantes de mercado esperam que a situação mude nos próximos dias, o que deve aumentar as taxas de demurrage. Se a chuva não parar e os níveis do Rio Guaíba continuarem subindo, é provável que algumas áreas do porto inundem nos próximos dias, como aconteceu no porto de Porto Alegre.

Em meio a movimentação de carga mais lenta, dificuldades logísticas e a demanda para serviços de transporte de fertilizantes, que já estava baixa, o frete de fertilizante na rota Rio Grande-Dourados, monitorada semanalmente pela Argus, caiu em média R$20/t, para R$225-250/t.

Excesso de chuva pode prejudicar safra de soja

O Rio Grande do Sul está colhendo a safra de soja 2023-24, que deve ser a segunda maior do país nesta temporada.

Os trabalhos alcançaram 76pc da área esperada no estado até 2 de maio, avanço de 10 pontos percentuais na semana, apesar do excesso de chuvas, segundo a Emater-RS.

Os agricultores aproveitaram as janelas mais curtas de clima favorável— ou quando as chuvas diminuíram — para intensificar as atividades de campo, especialmente nas áreas em que eram esperadas produtividades maiores e que não foram profundamente afetadas pela seca no início do ano.

Os níveis de umidade dos grãos colhidos são considerados acima da média e vão necessitar de mais investimentos no processo de secagem. Algumas áreas reportaram germinação prematura e queda das plantas em razão do excesso de umidade.

A Emater-RS mantém a produtividade média do estado projetada em 3.329 kg/hectare (ha), com os resultados recentes permanecendo dentro das projeções anteriores, de acordo com o boletim de 2 de maio, divulgado semanalmente pelo órgão. Com isso, ainda é esperado que a produção de soja do Rio Grande do Sul alcance o recorde de 22,2 milhões de t.

No entanto, participantes de mercado concordam que as projeções para o estado devem cair nas próximas semana, uma vez que os estudos de campo começam avaliar com precisão os prejuízos causados pelo excesso de chuvas.


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26/09/24

Aug wildfires in Brazilian state surge eightfold

Aug wildfires in Brazilian state surge eightfold

Sao Paulo, 26 September (Argus) — Fires in Sao Paulo, Brazil's most populous state, increased eightfold in August from the same month last year, an "alarming rate" amid extreme climate conditions that harm the sugarcane industry, sector associations said. The state had 11,628 fire outbreaks last month, more than triple the historic average of 3,550. Nearly half of the fires took place on 23 August alone, according to data from industry association Canaoeste and fire monitoring network GMG Ambiental. Fires hit 658,600 hectares. The town of Pitangueira had the most blazes, at 354. Altinopolis and Sertaozinho came in second and third, with 252 and 296, respectively. Nearly all of the most affected towns have high production of sugarcane. The groups highlighted that 20-24 August fires happened as low humidity, high temperatures and strong winds put Sao Paulo in "extreme risk" for wildfires. The data was shown in a meeting with several industry representatives, such as Canoeste, Unica and Orplana. The groups added that sugarcane producers were not responsible for the fires nor were benefiting from them, defending themselves from accusations that they could be lighting fires to accelerate harvesting — an old common practice supposedly abolished. By Maria Ligia Barros Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

EU crushing up in August on rapeseed, US soy harvest


25/09/24
25/09/24

EU crushing up in August on rapeseed, US soy harvest

London, 25 September (Argus) — EU and UK mills crushed more soybeans and rapeseed in August compared with the previous month and a year earlier, as inclement weather caused earlier harvests this year in Europe, increasing EU supplies. But total refined oil production levels were unchanged on the month. Fewer sunflower seeds (SFS) were crushed in August than in July, as high SFS prices lowered margins for crushers. Total oilseed crush levels increased on the month by 7pc to 3.5mn t in August, led by greater volumes of crushed soybeans and rapeseed, which increased by 6pc and 13pc, respectively. The UK and EU imported 135,000t less oilseeds on the month in August as the European harvest began, resulting in about 1.35mn t of imports in total. Production of semi-refined oil — typically used in the biodiesel sector — increased by 7pc on the month. But fully-refined oil — typically for the food sector — fell by 4pc, leaving total refined oil production virtually unchanged on the month. Rapeseed crushing rose by 13pc on the month in August and by 5pc on the year, as Ukraine, the UK and the EU began harvesting their 2024-25 harvests 3-4 weeks earlier than usual, given the crop's earlier flowering and ripening with unfavourable weather conditions. Soybean crushing continued to increase in August. But the share of soybeans in total oilseed imports has fallen — from 78.5pc in July to 71pc in August. The EU and the UK imported 200,000 fewer tonnes of soybeans in August than in July — or about 960,500t of soybeans in total. SFS crushing fell by 14pc in August to 0.4mn t on high SFS prices and limited stocks in the EU and Ukraine, as new-crop SFS arrivals — for the 2024-25 marketing year — do not start before this month. Nevertheless, SFS crushing increased by 17pc across the first seven months of this year on the back of greater EU crushing capacity. The strongest seed crushing growth expected by the USDA is in Romania, Bulgaria and Hungary, and to a lesser extent in Germany and Italy. By Madeleine Jenkins EU + UK crushing volumes mn t Aug-24 Jul-24 m-o-m change Aug-23 y-o-y change Jan-Aug 24 Jan-Aug 23 y-o-y change Soybean 1.21 1.14 6% 1.15 5% 9.5 9.6 -1% Sunflower seed 0.39 0.45 -14% 0.37 5% 4.0 3.4 17% Rapeseed 1.88 1.67 13% 1.72 9% 13.3 12.6 5% Semi-refined 0.35 0.33 7% 0.34 3% 2.7 2.6 5% Fully-refined 0.60 0.62 -4% 0.57 4% 4.9 4.5 8% Total Total oilseed 3.48 3.25 7% 3.24 7% 26.8 25.6 5% Total refined 0.95 0.95 0% 0.91 4% 7.5 7.0 7% Fediol Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Draught limits tighten on lower Mississippi River


23/09/24
23/09/24

Draught limits tighten on lower Mississippi River

Houston, 23 September (Argus) — The US Coast Guard (USGC) placed further restrictions on traffic on the lower Mississippi River as water levels continue to deteriorate. The USCG on 22 September announced that all northbound traffic cannot have draught deeper than 9.5ft from Tunica, Louisiana, to Greenville, Mississippi. For Greenville to Tiptonville, Mississippi, barges must remain above a 9ft draught, the shallowest draught channel allowed for the lower Mississippi River by the US Army Corps of Engineers. All northbound transit also cannot load more than four barges wide or configure more than five barges wide. Southbound traffic from Tiptonville to Greenville cannot be more than six barges wide or deeper than 9.5ft. Greenville to Tunica southbound barges can load as deep as 10ft but cannot be more than seven barges wide. All locations between Cairo, Illinois, and Greenville fell back to their low water threshold over the weekend as rainfall from Hurricane Francine flowed down the river. More grain has moved downriver this year compared with last year as the US Department of Agriculture (USDA) expects higher US grain exports in the 2024-25 marketing year. Around 367,000 short tons of grain moved for the week ended 14 September, which is about double the same period a year earlier, the USDA said. Both south and northbound movement is expected to see a heavier pace in October. By Meghan Yoyotte Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Vancouver Aframax rates climb to 2-month highs


23/09/24
23/09/24

Vancouver Aframax rates climb to 2-month highs

Houston, 23 September (Argus) — Aframax rates for Canadian crude oil exports from Vancouver rose to two-month highs last week after more direct shipments to Asia-Pacific and four fuel-oil cargoes exported from California cleared out tonnage. The Vancouver-US west coast Aframax rate rose on 20 September to Worldscale (WS) 155, or $2.03/bl for Cold Lake crude, the highest since 18 July, according to Argus data, after Shell provisionally booked a vessel at that level for a shipment to the Pacific Area Lightering zone (PAL) loading in early October. Similarly, the Aframax rate for a direct shipment from Vancouver to China on 20 September was $3mn lumpsum, or $5.49/bl for Cold Lake, the highest since 25 July, according to Argus data. Since 20 August, 10 Aframaxes have hauled crude from Vancouver to destinations in Asia-Pacific, including China, Japan, South Korea and Brunei, with one more such export possible by the end of September, ship tracking data from Vortexa show, compared with just nine in May-July. The rise in direct Vancouver-Asia shipments has coincided with four rare fuel oil cargoes exported on Aframaxes from Chevron's 245,000 b/d Richmond, California, refinery to destinations across the Pacific. Those exports came after a possible unplanned shutdown at one of the refinery's secondary units, traders said. One of those Aframaxes, the Shell-operated Pacific Ruby , carried Vancouver crude to the US west coast three times since the Trans Mountain Expansion (TMX) came online in May. Aframaxes in the "dirty" tanker fleet can load crude oil or fuel oil cargoes. Direct transpacific shipments remove vessels from the west coast North America market for about 45 days. Muted activity at PAL With more crude going directly to east Asia, no ship-to-ship transfers of Vancouver oil onto very large crude carriers (VLCCs) have occurred since 25 August, Vortexa data show, likely due to a rise in VLCC rates. The rate for a VLCC voyage from the US west coast to China was $3.35mn lumpsum on 20 September, a rate last reached on 20 August and prior to that in May. All-in, the cost to reverse lighter three 550,000 bl shipments of Cold Lake crude from Vancouver onto a VLCC at PAL, then ship to China, was $8.38mn, or $5.11/bl, on 20 September, including $150,000 ship-to-ship transfer costs at PAL, 15 days of VLCC demurrage and three days of Aframax demurrage for each reverse lightering. By Tray Swanson Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

Vancouver sulphur exports rise 20pc in Aug


23/09/24
23/09/24

Vancouver sulphur exports rise 20pc in Aug

London, 23 September (Argus) — Sulphur exports from Canada's Vancouver port reached 320,000t in August, rising by 20pc from July. Exports in August went to China at 180,000t, Australia at 69,000t, the US at 50,000t and New Zealand at 21,000t. Last month's bumper exports pushed the total for the first eight months of this year 15pc above the same period last year at 2.27mn t, on disruptions to loading schedules in July last year because of a 13-day strike . An anticipated port strike this year has so far been averted. But the risk remains, as there has been no update regarding the progress of negotiations between the International Warehouse and Longshore Union Canada and the British Columbian Maritime Employers Association. Both parties are awaiting a ruling by the Canadian Industrial Relations Board, following a hearing that ran from 11-17 September. Neither party has issued a 72-hour strike or lockout notice . September's rail strikes were also short-lived this year, and the disruption minimal . Wildfires pose a further risk, after they caused outages last year to delivery schedules from production sites to Vancouver port. While the impact has been limited this year, with some oil sands operations reducing staffing, there is still some time before the risk of them abates . There is also more de-blocking taking place, with product melted from long-term storage at Alberta's substantial sulphur blocks to reduce block size and move stored product to export markets. This is expected to accelerate, and maintain higher exports despite reducing production from some oils sands plants and upgraders, as new forming capacity lifts remelting and reforming. The new South Cheecham priller is finally operational after long-standing operational issues from January to May . By Maria Mosquera Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.

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