COMPETITION FOR LOGISTICS IN BRAZIL
Port terminals that operate sugar also raise grains, and due to the flow of grain and sugar exports, there is an overlap of both products that can impact not only the loading operation on ships but also the unloading at the terminals.
The main producer of corn in Brazil is the state of Mato Grosso (MT), with 31% of production, followed by Paraná (PR) with 13%. However, despite the distance of 2,000 km between MT and Santos, more than 30% of corn is exported through this port.
The same applies to soybeans, with MT producing 33% of total soybeans, followed by Goiás (GO) with 14%, and more than 30% exported via Santos.
Most soybean exports occur between March and June (70%), while most corn exports occur between July and November (75%). This coincides with the sugar harvest period of CS Brazil.
The Santos terminals receive sugar and grains by train and truck. Competition, then, impacts road freight and the allocation of wagons between sugar and grains.
In recent years, we have seen an increase in grain transportation by train to Santos, with sugar’s share falling from 30% to 25% last year.
A reduction in wagons destined for sugar could delay the flow from the interior to the port terminals, forcing the search for alternatives such as trucks and resulting in an increase in road freight.
THE IMPORTANCE OF EXPANDING THE PORTS OF THE NORTHERN ARCH The sector has also been standing out in the export of bulk, mainly corn and soybeans. “Today, we have an installed capacity of 52 million tons and there are already investments underway for another 48 million tons of bulk. In other words, we will have a shipping capacity of around 100 million tons of grains in the next five years.” In the first quarter of the year alone, according to a report by the National Supply Company (CONAB), of the total corn exports in the country during the period, 43.3% left through the ports of the Amazon Arc.
TODAY, WE HAVE AN INSTALLED CAPACITY OF 52 MILLION TONS AND THERE ARE ALREADY INVESTMENTS UNDERWAY FOR ANOTHER 48 MILLION TONS OF BULK.
Photocredits: SA Commodities Agro. 19 | ADMISI - The Ghost In The Machine | Q3 Edition 2024
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