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Brazil wildfires burned 79pc more land in 2024

  • Spanish Market: Agriculture, Biofuels, Emissions
  • 24/01/25

Wildfires in Brazil scorched an area greater than the size of Italy in 2024, climbing by 79pc from the prior year, burning large swaths of the Amazon rainforest and hindering sugarcane and other farm output.

The wildfires last year spread out over 30.8mn hectares (ha) (76mn acres), up by 13.6mn ha from a year earlier and rising to a five-year high, according to environmental network MapBiomas' fire monitor researching program. The surge in wildfires may be related to a wider drought season influenced by the El Nino climate phenomenon in 2023-2024, researchers said.

Sugarcane producers association Orplana estimated that around 414,000ha of crop lands in central-southern states — Brazil's largest sugarcane producing area — were damaged by wildfires, which led to R2.67bn ($485.7mn) in financial losses. Dryer weather in the region in April-October last year hindered sugarcane development, while a surge in wildfires damaged plants in different stages of regrowth and downsized the 2025-26 season's output.

Wildfires hit northern Para state the most last year, as 7.3mn ha were burnt. Central-western Mato Grosso and northern Tocantins states followed, with 6.8mn ha and 2.7mn ha of burnt areas, respectively.

Amazon biome

Brazil's Amazon biome lost over 17.6mn ha to wildfires in 2024, which accounts for 58pc of the country's total burnt area, up by 62pc from 10.8mn ha a year before.

The changes in climate patterns are alarming considering that fires do not occur naturally inthe Amazon as is the case in other biomes, MapBiomas' researcher Felipe Martenexen said.

Brazil lost 3.6pc — or 1.1mn ha — of its areas to fires in December 2024, down from 1.58mn ha in the same period a year earlier. The Amazon biome represented 88pc of total wildfires in the month, reaching 964,000ha of burnt land. Of that, 37.5pc of damage accounted for forest areas.

Brazil's Cerrado biome, which comprises savanah grasslands and forest and makes up 25pc of national land — lost 9.7mn ha to wildfires last year, up by almost 92pc from 2023. Besides natural fire outbreaks in the region, an extended drought seasonincreased burnt areas, MapBiomas said.

Wildfire-damaged areas in southern Brazil's Pampa biome, or low grasslands, dropped by 98pc to 3,860ha last year from around 7,640ha in 2023, mostly because of historic floods in May prompted by El Nino's effects in the region during the first half of 2024.

Brazil's Caatinga biome, or seasonally dry tropical forest, in the northeast lost around 330,000ha in burnt areas in 2024, down by 47pc from 630,115ha a year before.

Burnt areas in the central-western Pantanal biome, or tropical wetland, stood at 1.9mn ha last year, more than doubling from 672,600ha in 2023.

The Atlantic forest biome lost 1mn ha to wildfires in the same period, more than fivefold from the nearly 183,900ha a year earlier.

Amazon fund

Brazil's Bndes development bank will send R45mn from its Amazon fund to firefighters in Mato Grosso to combat wildfires and prevent deforestation, it said today.

Mato Grosso is the eight state to receive money from the Amazon fund to combat wildfires and deforestation, Bndes said. The other states are Rondonia, Acre, Amapa, Para, Roraima, Amazonas and Maranhao. In total, the Amazon fund has sent R405mn to these states.

The Amazon fund — created by President Luiz Inacio Lula da Silva in 2008, decommissioned by Jair Bolsonaro during his presidency in 2019-2022 and reactivated by Lula again in 2023 — supports 119 projects and has R2.99bn in its portfolio. Norway, Germany, the US, the UK, Switzerland, Japan and Denmark have also contributed to the fund.

Atlantic Forest biome burnt areas (ha)

Caatinga biome burnt areas (ha)

Cerrado biome burnt areas (ha)

Pantanal biome burnt areas (ha)

Amazon biome burnt areas (ha)

Pampa biome burnt areas (ha)

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13/03/25

Açúcar: Mudança tributária abre espaço diplomático

Açúcar: Mudança tributária abre espaço diplomático

Sao Paulo, 13 March (Argus) — A isenção das importações de açúcar no Brasil é avaliada como uma tentativa de demonstrar aos Estados Unidos disposição em realizar acordos comerciais com o país, após o governo norte-americano sinalizar a possibilidade de aumentar as tarifas sobre alguns produtos brasileiros . Ao retirar as tarifas sobre o açúcar, o Brasil abre espaço para negociar a possibilidade de manutenção das tarifas de etanol, de acordo com Renato Cunha, presidente da Associação dos Produtores de Açúcar, Etanol e Bioenergia das regiões Norte e Nordeste (NovaBio). Etanol e açúcar são mercados correlatos no Brasil e as negociações dos dois costumam estar interligadas. Ambos são derivados da cana-de-açúcar e a produção de um produto ocorre em detrimento do outro. O governo brasileiro anunciou em 6 de março a eliminação dos impostos para importações de itens considerados essenciais, como o açúcar, milho, azeite, café e óleo de soja, com o intuito de reduzir os preços dos alimentos, em meio à aceleração da inflação. No caso do açúcar, o efeito sobre a inflação tende a ser limitado. O Brasil – maior produtor e exportador mundial de açúcar – é autossuficiente na produção do adoçante e as importações representam volumes mínimos no mercado. O Brasil exportou cerca de 33,5 milhões de t em 2024, alta de 23,8pc em comparação com 2023, a partir de uma produção de 42,4 milhões de t na safra 2023-24, de acordo com a Unica. Vantagens competitivas do açúcar brasileiro Mesmo que a isenção de tarifas para importar açúcar – que antes eram de até 14pc – facilite a abertura de novos mercados e crie eventuais oportunidades para os consumidores brasileiros, o produto nacional ainda é mais barato, pelos custos de produção mais baixos em relação a outros países. Os custos para produzir açúcar no Brasil são de aproximadamente 15¢/lb (equivalente a R$1,92/kg), enquanto na Tailândia – segundo maior exportador de açúcar – eles estão próximos de 21,5¢/lb, segundo participantes de mercado. Na Índia e Austrália, terceiro e quarto maiores exportadores, os custos são de aproximadamente 22,4¢/lb e 18,3¢/lb, respectivamente. Para que haja uma redução efetiva dos preços do açúcar, é necessária uma revisão nos custos de toda a cadeia produtiva até as gôndolas do mercado, disse José Guilherme Nogueira, presidente da Organização de Associações de Produtores de Cana do Brasil (Orplana). Para Nogueira, é importante se atentar a fatores além da produção, como custos de frete e seguro, áreas passíveis de atuação do governo. Como a produção é suficiente para o consumo nacional e há um grande volume excedente, o açúcar brasileiro acaba sendo majoritariamente exportado, sem o mercado externo representar efetivamente uma concorrência para o consumidor brasileiro. O preço do açúcar cristal branco registrou uma média de R$155,3/ saca de 50kg em janeiro - ou $24,9/sc na paridade de exportação, com a cotação média do dólar norte-americano a R$6,02 – segundo o indicador do Centro de Estudos Avançados em Economia Aplicada (CEPEA/Esalq). Em janeiro de 2024, os preços no mercado nacional estavam R$145,04/sc, em média, e $29,5/sc, considerando uma taxa cambial média de R$4,91. Isso mostra que mesmo com o dólar mais alto neste ano, o mercado doméstico de açúcar segue remunerando mais que o mercado externo, em comparação com o mesmo período no ano passado. Por Maria Albuquerque Envie comentários e solicite mais informações em feedback@argusmedia.com Copyright © 2025. Argus Media group . Todos os direitos reservados.

Australia’s cattle herd to remain at 30mn head in 2025


13/03/25
13/03/25

Australia’s cattle herd to remain at 30mn head in 2025

Sydney, 13 March (Argus) — Australia's cattle herd is expected to remain broadly unchanged from the previous year in June, while record beef production is forecast in the 2025 calendar year, according to Meat and Livestock Australia projections. The cattle herd is expected to shrink slightly to 30.1mn head in June 2025 from 30.6mn head in June 2024, partly because of high slaughter rates and cattle turn off — finished cattle sent for processing or export — in southern states. MLA estimates the national herd will continue to drop from its June 2023 size, and further declines are expected in the coming years as turn off increases to manage carrying capacity, which is the stock level that can be supported by pastures over time. The June 2027 herd is pegged at 28.8mn head, 6pc below June 2023. Beef production is set to reach a new record high of 2.6mn t carcass weight equivalent (cwe) in the 2025 calendar year, breaking the previous record in 2024, and supported by high slaughter rates. Cattle slaughter is forecast to rise by 3pc on the year to 8.5mn head in 2025. Live exports are forecast to rise to 803,000 head in 2025, as the late onset of the northern wet season supported cattle supply . Dryer seasonal conditions in southern states are expected to support cattle turn off into June. A dry outlook for March-May 2025 could lift the number of cattle sent to live export, feedlots, or for processing in central Queensland, despite a mostly favourable 2024-25 northern wet season so far. The Bureau of Meteorology (BoM) forecast the chance of rainfall exceeding the median rainfall in March-May to be less than half for most of central and northern Queensland, although more recent modelling is slightly more favourable. Further, much of Queensland's grazing areas received at least 25mm in the week to 12 March, according to BoM data. By Edward Dunlop Australia Cattle Industry forecasts unit 2025 2024 y-o-y ± y-o-y % Herd Size (30 June) 000 head 30,145 30,561 -416 -1 Cattle slaughter 000 head 8,535 8,304 231 3 Beef production '000t cwt 2,624 2,571 53 2 Live exports 000 head 803 747 56 7 Beef exports '000t cwe 2,035 1,972 63 3 - MLA Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Northwest European renewable fuel ticket prices rise


12/03/25
12/03/25

Northwest European renewable fuel ticket prices rise

London, 12 March (Argus) — The price of renewable fuel tickets in the UK and the Netherlands has firmed in recent trading sessions, but tickets remain a more competitive option to comply with domestic renewable fuel mandates than physical biofuels blending. Tickets are tradeable credits primarily generated by the sale of biofuel-blended fuels and are used to help obligated parties meet mandates for the use of renewable energy in transport. In the Netherlands, "other" and advanced renewable fuel units (HBE-Os and HBE-Gs) hit a more than three-week high of €11.10/GJ on 6 March, while in the UK, non-crop renewable transport fuel certificates (RTFCs) reached 26.25 pence/RTFC on 5 March, the highest level since 29 January. Despite the increase, RTFCs are at a discount to the like-for-like blend value of used cooking oil methyl esther (Ucome) biodiesel and hydrotreated vegetable oil (HVO) Class II ( see graph ). And in the Netherlands, HBE-Gs remain well below the like-for-like blend value of palm oil mill effluent (Pome) oil-based HVO (Class IV). This typically discourages obligated parties to physically blend biofuels. Biodiesel and HVO prices increased on higher feedstock costs, market participants said. The premiums of HVO Class II and IV against the HVO-escalated 7-28 day Ice gasoil price reached $800/m³ and $785/m³, respectively, on 7 March, the highest since 12 February. Meanwhile, the Argus Ucome biodiesel fob ARA price rose to $1,453.24/t on 4 March, its highest since 3 December. And last week, the Argus UCO fob ARA assessment hit its highest level since October 2022, driven by low supply in the ARA region and a stronger euro against the US dollar. A closed arbitrage with China, Europe's biggest importer of UCO, is putting further pressure on supply in the region, market participants said. UCO trade flows shifted away from Europe last year as significant amounts of Chinese product moved to the US at the expense of flows elsewhere. But there may be some relief for European buyers in 2025 as US buyers wait for clarity on the Inflation Reduction Act's carbon intensity-based 45Z credit. President Donald Trump's doubling of pre-existing tariffs on Chinese imports to the US to 20pc is yet to have an impact on the European market, although participants said it could put a ceiling on further price gains. SAF blending pressures HBE-IXBs HBE-IXB tickets — generated by blending biofuels made from feedstocks listed in Annex IX part B of the EU's Renewable Energy Directive — have been moving in the opposite direction. The Argus Netherlands HBE-IXB price softened to its lowest since October last year on 13 February, at €9.50/GJ (see graph) . It has since risen slightly, reaching €9.75/GJ on 11 March. The tickets are under pressure from stronger supply as some are being offered by sustainable aviation fuel (SAF) blenders, market participants said. Biofuels in aviation benefit from a 1.2x multiplier, in addition to the double counting rule for waste feedstocks. An EU-wide SAF mandate — ReFuelEU — came into effect on 1 January, replacing national obligations. Under the mandate, fuel suppliers will need to include 2pc SAF in their jet fuel deliveries in 2025, rising to 6pc in 2030. UCO-based hydrotreated esters and fatty acids synthesised paraffinic kerosine (HEFA-SPK) is the most common type of SAF available today. In the Netherlands, blending HEFA-SPK SAF into jet fuel can generate HBE-IXBs. But the Dutch ministry of infrastructure is consulting on its second draft to transpose the recast RED III . If the current draft is implemented, the Netherlands will introduce greenhouse gas (GHG) emissions reduction mandates from 2026 for land, inland shipping and maritime shipping. The first draft also included an aviation subcategory, but it was removed in February . GHG-quota by blending less lucrative in Germany The increase in biodiesel and HVO prices in the ARA region has not had an impact on German GHG certificates. Buying GHG certificates remains more cost effective than physical blending for fuel suppliers. But market participants anticipate prices rising from the end of March, which could reverse this trend. Overall blending in Germany is expected to increase this year to generate new GHG tickets, after carry-over was frozen, forcing producers to build their GHG balance from scratch in order to fulfil their 2025 quotas. Many market participants remain focused on their 2024 balance for now, and demand for advanced biofuels and HVO in Germany has been slow so far this year. By Evelina Lungu Ucome and HVO Class II versus RTFCs p/litre Advanced FAME 0 versus German €/t CO2e Ucome and HVO Class II versus HBE-IXB €/GJ HVO Class IV versus HBE-G €/GJ Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Brazil refinery to produce fuel from eucalypt


11/03/25
11/03/25

Brazil refinery to produce fuel from eucalypt

Sao Paulo, 11 March (Argus) — Petrobras-controlled Riograndense refinery successfully conclude tests to produce fuels from eucalyptus biomass in Brazil's southern Rio Grande do Sul state. The refinery used a bio-oil from eucalyptus biomass and converted it in fractions of fuel gas, LPG, components to produce gasoline and marine fuel with renewable content and others. The bio-oil came from industrial company Vallourec's forest unit in southeastern Minas Gerais state. The test reveals the possibility of using wood and other forestry residues as feedstocks for products usually coming from a fossil origin, said Petrobras's technology, engineer and innovation director Renata Baruzzi. Petrobras intends to transform Riograndense refinery into the first oil plant to produce 100pc renewable fuels in the world, according to Petrobras' chief executive Magda Chambriard. The efforts are part of Petrobras' BioRefino program, which will invest almost $1.5bn to generate sustainable fuels as of 2029. Riograndense refinery is also controlled by Brazilian companies Ultra Group and Braskem petrochemical. By Maria Albuquerque Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

EU consults on decarbonisation, clean tech aid


11/03/25
11/03/25

EU consults on decarbonisation, clean tech aid

Brussels, 11 March (Argus) — The European Commission has opened a consultation on updates to its state aid rules, which aim to take into account the bloc's proposed clean industrial deal — designed to simplify and speed decarbonisation. The commission is aiming to publish the rules in June, following input from EU states. The updated state aid rules would then apply to how the commission decides on EU states' financing of projects up until the end of 2030. The draft provides for member states' simplified tender procedures for renewables and energy storage. The commission specifically notes the possibility of granting aid without tender for less mature technologies, such as renewable hydrogen. There would also be more flexibility for EU states aiding industrial decarbonisation, with a choice of tender-based schemes, direct support and new limits for very large projects. The commission lists batteries, solar panels, wind turbines, heat-pumps, electrolysers and carbon capture usage and storage among clean technologies that can be supported, as well as their key components and critical raw materials. Officials note the possibility of EU countries de-risking private investment. The rules, when adopted, would also allow for investment in storage for renewable fuels of non-biological origin (RFNBOs), biofuels, bioliquids, biogas, biomethane, and biomass fuels as long as they obtain at least 75pc of their content from a directly connected and related production facility. Aid can only be granted for biofuels, biogas, and biomass fuel production if compliant with the bloc's renewables directive. While the rules for biofuels are not new, they do reflect the wider scope of aid now foreseen by the commission. And officials say the rules allow for projects in the EU to receive aid from a member state if a comparably project would receive aid in a third country. The commission released its proposed clean industrial deal in late February . The deal targets a simplification of rules, to allow EU member states to aid industrial decarbonisation, renewables rollout, clean tech manufacturing and de-risking private investments. Today's consultation runs until 25 April. By Dafydd ab Iago Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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