4-7
Eddie Tofpik
The shape of markets to come… A personal review of one possible…future…
8-11 Alberto Peixoto Brazil is burning again. Really? Yeap! The world needs energy, to run its economies and to sustain the people.
12-17 Peta Milan
The problem with Natural Asset Companies (NAC’s): Wall Street’s next attempt at a ‘Nature Positive’ product Radical biodiversity loss, species and cultural extinction, greenhouse house gas emissions leading to unprecedented global warming and other factors resulting in climate change over the past 70 years have made Wall Street stop and listen.
18-21
Luiz Carlos dos Santos 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.
22-25 Marc Ostwald Infrastructure spending and the energy transition challenge Infrastructure is the life blood of all economies, and without continuous maintenance and development, it will likely end up constraining output, productivity growth, stifling innovation, putting upward pressure on inflation, and by extension make an economy less competitive, and less attractive for investments.
26-27
ADMISI Softs & Ags team Centre-south Brazil Production and how it will impact the first quarter of the 2025 sugar season. Last season (2023/24) CS Brazil production ended with a final figure of 42.4m tonnes of sugar.
28 29 31
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The Ghost In The Machine Library
3 | ADMISI - The Ghost In The Machine | Q3 Edition 2024
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