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Produção de veículos aumenta em abril

  • Spanish Market: Biofuels, Metals, Oil products
  • 08/05/24

A produção brasileira de veículos subiu 24pc em abril, em um cenário de vendas crescentes no mercado interno.

A produção de veículos atingiu 222.115 unidades em abril, em comparação com 178.853 no mesmo mês em 2023, informou a Associação Nacional dos Fabricantes de Veículos Automotores (Anfavea).

Em relação a março, a produção cresceu 13pc. No acumulado desde janeiro, houve alta de 6,3pc, para 760.114 unidades.

Já as vendas saltaram 37pc em comparação com o mesmo período do ano anterior. O licenciamento de veículos totalizou 220.840 unidades no mês, 17pc maior do que em março.

O Brasil exportou cerca de 27.330 unidades em abril, queda de 19pc na base anual e alta de 16pc em relação ao mês anterior.

"Temos pela frente alguns pontos de alerta, como a redução do ritmo de queda dos juros e os efeitos da calamidade no Rio Grande do Sul", disse o presidente da Anfavea, Márcio de Lima Leite.

Leite acrescentou que as enchentes no estado já estão afetando fábricas de veículos, máquinas agrícolas e componentes usados por toda a cadeia automotiva.

As chuvas já deixaram mais de 100 mortos, segundo a Defesa Civil do Rio Grande do Sul. Outras 128 pessoas estão desaparecidas e cerca de 164.000 perderam suas casas.

Participação de mercado de veículos leves por combustível%
Abr-24Abr-23± (pp)
Gasolina3,62,51,1
Elétricos3,20,42,8
Híbridos2,32,10,2
Híbridos Plug-in1,70,71
Flex79,583,43,9
Diesel9,610,9-1,3

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12/05/25

Russia urges decision on Bolivia Li deal

Russia urges decision on Bolivia Li deal

Sao Paulo, 12 May (Argus) — The Russian ambassador to Bolivia today criticized what he described as Bolivian government stalling of a $970mn lithium concession deal with Russian-backed Uranium One Group. Dmitry Verchenko, in an interview with Bolivian state outlet Agencia Boliviana de Información, said the Bolivian congress is taking an "excessive" amount of time to reach a decision on the $970mn lithium concession deal signed in September 2024. The concession deal included the production of 14,000 metric tonnes (t)/yr of lithium carbonate equivalent (LCE) from the Uyuni salt flat — the largest lithium reserve in the world at 23mn t. Verchenko said that Uranium One, a subsidiary of state-owned atomic energy agency Rosatom, will build a pilot plant capable of producing 1,000t/yr LCE as soon as possible and follow up with gradual expansions. The project — which is still unnamed — will be the country's first direct lithium extraction (DLE) plant, a brine processing method that reduces LCE production time and water usage. Bolivian energy minister Alejandro Gallardo last month urged congress to approve both Russia's and China's CBC concession deals , but still no progress has been made. Congress in February said that it would only discuss the two deals after a nationwide round of public consultations that remains unscheduled. Political uncertainty delays Bolivia's Li hopes There is no forecast of when or if the concessions may be approved because Bolivia's congress is deeply divided between allies and political opponents of Luis Arce, the current president. Neither faction has the required majority for the bills to pass. The country will hold a presidential election in August and market participants expect a congressional vote on the matter may be pushed to next year because of uncertainty in the current polling ahead of the election. Russia looks further afield Verchenko added that Russian and Uranium One are waiting on the approval of the concession deal despite neighboring Argentina and Chile rapidly developing their lithium markets. Given the delay, Russia is already looking for alternative lithium solutions in Latin America with Brazil emerging as a potential partner . Following an in-person meeting with Russian president Vladimir Putin on 10 May, Brazilian president Luiz Inácio Lula da Silva confirmed that Brazil is actively seeking to collaborate with Russia to extract spodumene from the country's so-called Lithium Valley, a lithium-rich region located in the state of Minas Gerais. Bolivia's 2024 lithium carbonate output stood at 1,832t . By Pedro Consoli Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

EU, UK diesel imports from Mideast, India fall in April


12/05/25
12/05/25

EU, UK diesel imports from Mideast, India fall in April

London, 12 May (Argus) — Arrivals of diesel and other gasoil in the EU and UK edged lower in April, with high imports from Saudi Arabia's port of Yanbu not fully making up for lower supply from the Mideast Gulf and India. Data from Vortexa show total arrivals at 4.3mn t, lower by 3pc from March on a daily average basis and by 7pc on the year. The Mideast Gulf is the region that has supplied the most to the EU and UK so far this year, stepping up to fill a gap created by weak US arrivals. But market participants said the arbitrage from the Mideast Gulf was shut for most of April. Arrivals from the Mideast Gulf were around 1mn t, dropping by 24pc on a daily average basis from March but only marginally falling from April 2024. Exports from the region probably fell because of maintenance at the 400,000 b/d Rabigh refinery. Geopolitical tensions may have harmed transit through the Bab el-Mandeb strait. The EU and UK imported the largest amount from Saudi Arabia, at 1.3mn t or around 29pc of total arrivals. Around 68pc of Saudi Arabian arrivals, or about 780,000t, came from the Red Sea port of Yanbu, the largest amount from there since December 2020. Yanbu is just south of the Suez Canal, and market participants often treat it similarly to a Mediterranean port when calculating arbitrage economics. Arrivals from India dropped sharply in April, again probably driven by poor arbitrage economics. Arrivals fell by 45pc on the month on a daily average basis and by 33pc on the year, to 455,000t. Only five tankers arrived in the EU and UK from India, compared with 13 in April 2024. Reliance's 1.36mn b/d Jamnagar refinery conducted maintenance on a crude unit in April, and domestic demand reached an all-time high. Imports from the US, the EU's and UK's largest supplier in 2024, remained muted. Arrivals rose by 17pc on the month on a daily average basis to 562,000t, but were still only half the amount of April last year. Spain was the largest EU/UK importer, with 745,000t, the highest since May 2024. Imports may have risen because of maintenance at Repsol's 135,000 b/d Puertollano and 180,000 b/d Tarragona refineries . German arrivals were 493,000t, the highest since January 2023, up by 13pc on the year and more than double levels of March. Shell began to close its 147,000 b/d Wesseling refinery in March, and a turnaround took place at the Bayernoil consortium's 215,000 b/d Vohburg-Neustadt refinery. Demand stepped up, with households taking advantage of lower prices to stockpile product. By Josh Michalowski Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Tata UK lambasts importers' TRA submissions


12/05/25
12/05/25

Tata UK lambasts importers' TRA submissions

London, 12 May (Argus) — Claims by the International Steel Trade Association and importers in the Trade Remedies Authority's (TRA) safeguard review are "factually incorrect", Tata Steel UK has said Importers have stated — accurately — that Tata does not produce 2m-wide hot-rolled coil, or material with a tensile strength of over 500 megapascal, so these products should not be under the scope of the safeguard. In a rebuttal submission released by the TRA today, Tata said such specifications "constitute a small proportion of the overall market", and that current quotas are more than sufficient to provide import choice. Should these grades be excluded from the safeguard, Tata — which is effectively a re-roller until its electric arc furnace becomes operational — said importers could circumvent the safeguard, importing higher grades "at much lower prices" to compete with material produced and sold by Tata. Tata said wider coil is "often imported only to be slit into narrower cuts", meaning it is not fundamentally different from material it sells domestically. Some applications do require decoiled 2m-wide material, but Tata suggests this is a small proportion of the overall market. No end-users have raised concerns regarding supply of such material, Tata said, adding that sufficient tonnes could be imported from the EU or Turkey, origins with quotas that are "consistently underutilised quarter after quarter". Buyers just want such products to be excluded so they can "access significantly lower-priced imports", it said. Tata has requested quotas be amended in line with the demand reduction seen in recent years, and that caps are implemented on other countries' quota for hot-dip galvanised. Should a cap of 25pc be imposed, which is what the market anticipates, some traders said material currently on route to the UK could still be clearing in January 2026. The TRA is expected to release its initial findings this week. By Colin Richardson Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

India, Pakistan reach US-mediated, fragile ceasefire


11/05/25
11/05/25

India, Pakistan reach US-mediated, fragile ceasefire

Dubai, 11 May (Argus) — A US-mediated ceasefire reached on Saturday between nuclear-armed neighbours India and Pakistan is still holding, following four days of intense fighting. "After a long night of talks mediated by the United States, I am pleased to announce that India and Pakistan have agreed to a FULL AND IMMEDIATE CEASEFIRE," US president Donald Trump posted on his social media platform Truth Social on Saturday. India and Pakistan will now start negotiations on a broad set of issues at a neutral site, US secretary of state Marco Rubio said on social media platform X. India's military on 7 May launched attacks against targets in Pakistan and Pakistan-administered Kashmir in retaliation for an April terrorist attack that killed dozens. But by Saturday, the two countries seemed to be edging toward all-out war, as their militaries targeted each other's bases. India's foreign minister Subrahmanyam Jaishankar confirmed the ceasefire, saying on X that "India has consistently maintained a firm and uncompromising stance against terrorism in all its forms and manifestations. It will continue to do so." Pakistan "responded positively to the ceasefire proposal for regional and global peace, and its people and I hope that dialogue will now be chosen for resolution of water and Kashmir disputes," Pakistan's prime minister Shehbaz Sharif said in a televised address. Trump also praised leaders of both countries for agreeing to halt the aggression and said he would "substantially" increase trade with them, although this was "not even discussed". Kashmir is a contested area between India and Pakistan, and the two have twice gone to a war over the region. Fear of the conflict spreading roiled global financial markets. India is the region's second-biggest oil buyer after China — importing around 4.5mn b/d last year — and a major customer for other commodities, including LNG and coal. Pakistan also imports fertilizers, coal, oil products and LNG. The escalation between the two severely limited direct trade between them. Airlines in the region as well as some Mideast Gulf carriers rerouted or cancelled flights to avoid Pakistani airspace. But the Pakistan Airports Authority said on Saturday that "Pakistan's airspace has been fully reopened for all types of flights." By Bachar Halabi Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Ford pauses production at Chicago plant


09/05/25
09/05/25

Ford pauses production at Chicago plant

Houston, 9 May (Argus) — Automaker Ford temporarily shut down production at its Chicago, Illinois, assembly plant following a supply chain disruption. The company said it moved a planned downtime week ahead of schedule and expects to resume production by 19 May. Congressman Frank Mrvan (D-Indiana) in a US House appropriations hearing on 7 May said the shutdown was due to a shortage of critical minerals needed to produce the company's braking systems. The company did not respond to the specific elements driving the shutdown. The plant manufactures the Ford Explorer, Police Interceptor Utility and Lincoln Aviator. By Jenna Baer Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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