Colheita de milho em Mato Grosso atinge 52pc
A colheita da safra de milho de inverno 2020-21 em Mato Grosso acelerou, com mais de 50pc da área plantada já colhida, segundo o Instituto Mato-Grossense de Economia Agropecuária (Imea).
A colheita em Mato Grosso subiu 16,41pp nesta semana, atingindo 51,94pc da área plantada, ante 35,5pc na semana passada.
Apesar dos avanços, esse volume é 23,66pp abaixo do mesmo período no ano passado e uma queda de quase 16pp em relação à média dos últimos cinco anos de 68,03pp para o período.
A defasagem é resultado dos atrasos no plantio e colheita da soja causados por condições climáticas desfavoráveis, empurrando o milho para fora do período.
Em Mato Grosso a colheita deve atingir 32 milhões de t nesta temporada.
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Low Argentina rivers lift Brazil biodiesel
Low Argentina rivers lift Brazil biodiesel
Sao Paulo, 26 September (Argus) — A drop in river levels in Argentina's Parana upriver region amid a historical drought has snarled transport and inflated soybean oil and biodiesel prices in Brazil. The depth of the Parana River in Argentina's San Lorenzo city, a major hub for soybean oil shipments, dropped to 9.44m (30ft) on 20 September, the lowest level since January 2023, according to information provided by maritime agencies T&T and Antares. The lower river flow is forcing soybean oil traders to reduce how much product they load onto tankers that stop at Argentinian ports by between 5-12.5pc, according to Argentina market sources. A 12.5pc capacity reduction on a standard tanker would mean a loading 28,000 metric tonnes (t) instead of 32,000t. These restrictions have affected the Brazilian soybean oil and biodiesel market, as trading companies seek additional volumes in Brazilian seaports to complete shipments for export. A change in Chicago Board of Trade (CBOT) differentials at the port of Paranagua was first observed on 27 September, when the premium for selling soybean oil for shipment in October rose to 8¢/lb in relation to the future contract traded on the CBOT. Earlier in the week, offers were close to 1.8¢/lb. On 25 September, negotiations ranged between premiums of 2.5-5.5¢/lb in relation to the soybean oil future contract due in October, corresponding to prices between $1,034-1,100/t fob Paranagua. Last week, the Argus fob Paranagua indicator closed between $934-1,009/t. Soybean availability in the Brazilian market is reduced amid strong demand in the domestic market, driven by an increase in the biodiesel blending mandate to 14pc from 12pc in March. The rise in domestic demand has also reduced the competitiveness of Brazilian exports, contributing to a drop in soybean oil shipments to ports. Brazil's association of vegetable oil industries Abiove predicts that 2024 exports will total 1.15mn t, nearly half of the volumes dispatched in 2023. Lever effect The low availability of soybean oil in the Brazilian market was concerning market participants even before the deterioration of the situation in Argentina. The price of soybean oil for export is the main factor in the price equation for most supply contracts between biodiesel producers and distributors. Logistics problems associated with a lower Parana River contribute to the imbalance between increased demand for soybean oil in the biodiesel sector and a shortage of product in the market. Soybean oil is the main input for biodiesel production in Brazil, accounting for 72.5pc of all feedstocks used in national production in the first eight months of 2024, according to data from hydrocarbons regulator ANP. And rising soybean oil prices tend to boost prices of other raw materials, such as beef tallow, which represented 6.5pc of biodiesel inputs in the same period. Faced with the rising cost of inputs, Brazilian biodiesel plants have been prioritizing the delivery of volumes contracted for the September-October supply period and the delivery of overdue volumes for the previous bi-monthly period. That has limited the availability of spot market volumes. This sudden rise in the price of soybean oil in Paranagua has also reduced the domestic market premium in relation to the export market. This makes it more attractive for regional producers to sell product abroad. By Amance Boutin and Joao Marinho Send comments and request more information at feedback@argusmedia.com Copyright © 2024. Argus Media group . All rights reserved.
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.
Brazil's drought: Northern rivers still dropping
Brazil's drought: Northern rivers still dropping
Sao Paulo, 26 September (Argus) — The worst drought in Brazil's history continues to reduce river levels in the Northern Arc region, hampering navigation on rivers that are used as waterways and are important routes to transport grains and fertilizers. Madeira waterway The waterway links Rondonia state's capital Porto Velho to the Itacoatiara port, in Amazonas state. Itacoatiara port is expected to receive around 371,435 metric tonnes (t) of fertilizers in September, according to line up data from shipping agency Unimar. Status: The situation is most critical in the Madeira waterway, the second largest in the northern region, in Porto Velho. The state's ports and waterways authority (Soph) halted operations there on 23 September because the Madeira River's depth at the port reached 25cm (9.8in), the lowest since monitoring began in 1967. The Madeira River depth in Porto Velho increased to 34cm on 26 September, according to monitoring data from the Brazilian Geological Survey (SGB). Amazonas waterway It is the main waterway in Brazil's north, handling around 65pc of the region's cargo, according to the national transportation and infrastructure department (Dnit). It links Amazonas' capital Manaus to Para's capital Belem. Status: The Negro River has also been falling. The depth was at almost 13.88m at the SGB monitoring point in Manaus on 26 September — an extreme drought level and very close to the historic low of 13.64m recorded in 2023. Tapajos waterway It is an important waterway to move production from Mato Grosso state's northern area, with the Santarem port, in Para state, as a destination. The Santarem port handled nearly 4mn t of cargo in 2023, with fertilizers accounting for 578,630t, according to the Para port authority. Status: The Tapajos-Teles Pires waterway is also facing a dire situation. The national water and sanitation agency ANA declared a water shortage on the Tapajos River on 23 September. Drier weather than usual has dropped the levels of Tapajos, especially in the stretch between Itaituba and Santarem cities, in Para state, where flows are below the minimum levels observed in history. The depth of the Tapajos River at the Itaituba monitoring point, where the transfer point for the Miritituba waterway is located, was at 92cm on 26 September, below the record low of 132cm, according to SBG data. At the Santarem monitoring point, where the port of Santarem is located, the Tapajos River was at 74cm, a level considered dry. The historical minimum at the location is -55cm below the port's reference point. A level below zero does not mean the river is dry, but a negative reading indicates very low conditions. Tocantins-Araguaia waterway The Tocantins-Araguaia waterway encompasses the Araguaia and Tocantins rivers. It runs from the Barra do Garcas city, in Mato Grosso, onto the Araguaia River, or from Peixes city, in Tocantins state, onto the Tocantins River, to the port of Vila do Conde, in Para. Soybeans, corn, fertilizers, fuels, mineral oils and derivative products are transported via the northern waterways. Vila do Conde port handled 19.3mn t of cargo in 2023, according to Para port authority. Status: The SGB has two monitoring points on the Araguaia River. In the Nova Crixas city, in Goias state, the river was at 299cm, below the historical level of 310cm. In Sao Felix do Araguaia city, in Mato Grosso state, the river was at 257cm, a situation of extreme drought and close to the historical minimum level of 251cm. In September, the federal government announced investments of R500mn ($91.4mn) to carry out dredging work on stretches of rivers in Amazonas. Para's state government requested another R146mn to address problems caused by the drought. By João Petrini 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
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.
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