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07/03/2024
- REUTERS
Brazil mills boost sugar capacity, leave ethanol to corn processors
Every mill that can do it (boost sugar capacity), is doing it, said Julio Maria Borges, a director and partner at JOB Economia e Planejamento, an advisory firm. The difference on financial returns between sugar and ethanol is just too big.
31/08/2023
- REUTERS
Brazil s sugar production, exports projected to hit record highs
Brazil s sugar production in 2023/24 (April-March) is expected to be its largest ever in a season, with export volumes of the sweetener hitting a record high, consultancy JOB Economia said in a report published on Thursday.
04/04/2023
- REUTERS
Brazil sugar output seen at over 40 mln tns, 2nd highest on record
Brazil is expected to produce 40.3 million tonnes of sugar in the new season that started in April, the second highest amount on record, as the climate has been positive and mills are well capitalized to provide crops with adequate care.
22/09/2022
- REUTERS
Brazil s 2022/23 cane crush, sugar production revised up - report
According to revised projections published by consultancy JOB Economia, Brazil s main sugar belt will crush 566 million tonnes of sugarcane in 2022/23, versus 558 million tonnes expected back in April.
18/04/2022
- REUTERS
Brazil s sugar, ethanol output seen up in the new season
Brazil s center-south (CS) region is expected to increase production of both sugar and ethanol in the new season that started in April, as fields partially recovered from the worst drought in 90 years last season, consultancy JOB Economia said on Monday.
11/03/2022
- REUTERS
Brazil fuel price spike seen reducing global sugar supply
A sharp fuel price hike effective on Friday in Brazil could drive a sizeable reduction in the amount of sugar the country -the world s largest supplier - will ship abroad during the new crop season that starts in April, according to experts.
31/01/2022
- REUTERS
ICE sugar hedging down as mills watch oil prices surge
“They are in no rush to hedge. They look at sugar forward prices on the screen and see that returns are very close to that of ethanol,” said Julio Maria Borges, a consultant to sugar and ethanol makers in Brazil.
03/05/2021
- REUTERS
Brazil sacrificing ethanol to avoid larger sugar fall, say analysts
Brazilian sugar cane processors are likely to give an unprecedented preference to sugar over ethanol in their industrial strategies in the new season as they try to avoid a larger decline in the production of the sweetener.
12/02/2020
- Reuters
Rains, currency paint rosy outlook for Brazil sugar industry
Julio Maria Borges, a partner at sugar and ethanol consultancy JOB Economia, said potential returns in reais from sugar exports surpassed those of local ethanol sales this week for the first time in the last three years.
08/09/2018
- Reuters
India to surpass Brazil as top sugar producer, eyes bigger export share
The surplus production will allow India to increase exports, while Thailand will remain a major exporter, said consultant Júlio Maria Borges, from JOB Economia, adding that Brazilian exports in the new crop year are expected to decline by about 9 million tonnes.
20/04/2018
- Reuters
Brazilian sugar exports likely to fall in 2018-19
Brazilian sugar exports are expected to fall by 6.5 million tonnes in the 2018-19 crop compared with the previous season due to a smaller cane crush and falling sugar production in both the center-south and northeast regions, according to a report released on Thursday.
03/07/2017
- Valor Econômico
Nova política aproxima gasolina e diesel do mercado de etanol
Nova política aproxima gasolina e diesel do mercado de etanol.
08/05/2017
- Reuters
Brazil CS sugar output to rise in 2017/18, exports at record -JOB Reuters
Sugar output in Brazil s center-south region will rise to 36.6 million tonnes in the current 2017/18 harvest as millers dedicate more of their cane to production of the sweetener, consultancy JOB Economia said on Monday.
08/05/2017
- Reuters
Produção de açúcar do centro-sul deve subir para 36,6 mi t em 17/18, prevê JOB
A produção de açúcar do Centro-Sul do Brasil deve subir para 36,6 milhões de toneladas na atual safra 2017/18, à medida que usinas dedicam uma parte maior de sua cana-de-açúcar à produção do adoçante, disse a consultoria JOB Economia.
13/04/2017
- Folha de Sao Paulo
Vaivém das Commodities
Mais açúcar - A safra 2017/18 da região centro-sul será ainda mais açucareira do que a de 2016/17, segundo estimativas de Julio Maria Borges, diretor da JOB Economia e Planejamento Ltda.
14/09/2016
- Canal Rural
O El Niño ainda presente nas áreas de cana do Brasil. Bom para o CSUL e ruim para o NNE.
A safra de cana do CSUL até agora confirma uma safra recorde concentrada na produção de açúcar, motivada por preços muito bons. A safra de cana no NNE está sendo reduzida em relação as expectativas iniciais.
19/04/2016
-
CS Brazil 2016-17 sugarcane crush seen up 6% on year: JOB Economia
London (Platts)-- 18Apr2016/808 am EDT/1208 GMT
25/11/2015
- Reuters
Brazil mills boost sugar hedging; higher output seen - analyst
Brazil mills sharply increased their sugar hedging for the new center-south cane crop compared to the same period last year, locking in positive margins in expectation of higher sugar production in the new season, according to independent sugar and ethanol consultant JOB Economia.
21/10/2014
- Bloomberg
Brazil Center South Sugar Cane Output Seen Rebounding Next Year
Brazil’s main growing region may produce 575m mt of cane, up from 552m projected this season, as damage from 1Q drought eases, says Julio Maria Borges, head of Sao Paulo-based consultant Job Economia e Planejamento Ltda.
25/09/2014
- Agrimoney
Sugar prices bounce as Brazilian output falters
Raw sugar futures bounced after Unica flagged a sharp decline in production of the sweetener in Brazil s key Centre South region
12/09/2014
- Reuters
Consultora Job Economia de Brasil recorta estimación de producción de azúcar por sequía
La producción de azúcar del centro sur de Brasil en la cosecha 2014/15 posiblemente sería de 32,3 millones de toneladas,
10/07/2014
- Agrimoney
Dryness fosters huge boost in Brazil sugar output
Brazilian mills have achieved a strong improvement in output of the sweetener - although the dry weather speeding the harvest may extract a longer-term cost.
20/06/2014
- Bloomberg
Brazil Dry Weather Compounds Outlook for Smaller Sugar Supplies
Dry weather is hurting sugar-cane crops in Brazil’s Center South, the main growing region, compounding damage from a drought in the first quarter, an industry researcher said.
20/05/2014
- Bloomberg
Stumpy Brazil Cane Crop Signaling Global Sugar Deficit
On the 150 acres his family has farmed in Sao Paulo state since the 1950s, stalks are half the normal height of more than three meters (9.8 feet) and brown rather than green
12/05/2014
- Reuters
Brazils CS cane crop seen falling to 565 mln T -JOB Economia
Brazils sugar cane crush is expected to fall this season because of a drought in its main growing region
07/04/2014
- Argus
Brazil ethanol exports to fall in 2014: JOB
Exports of Brazilian ethanol are likely to fall by 28pc this year from 2013
03/04/2014
- Bloomberg
Brazil Mills Seen Favoring Ethanol Over Sugar as Harvest Starts
Brazilian mills that crush sugarcane are making more money by making ethanol than sweetener
31/01/2014
- BLOOMBERG
Brazil Dry Spell Pushes Up Power Price, Dims Crop Outlook
Brazil is facing surging power prices and crop damage from a prolonged dry period and high temperatures, complicating efforts to rein in inflation.
14/01/2014
- BLOOMBERG
Brazil Sugar Mills Use Most of Record Cane Crop to Make Ethanol
Sugar mills in Brazil’s Center South, which make about 40 percent of global exports, processed the most of a record cane crop into ethanol after prices for the sweetener plunged.
23/10/2013
- REUTERS
Bunge may sell money-losing Brazil sugar unit
CHICAGO, - Bunge Ltd´s BG.N new chief executive signaled plans to shed its loss-making Brazilian sugar milling business, making Bunge the first major merchant to consider exiting the one-hot sector that has swallowed billions of dollars of investment.
27/09/2013
- REUTERS
Brazil seen importing 1-1.5 bln liters of U.S. ethanol Dec-April
Brazil´s main sugarcane-producing region in the center-south is expected to import between 1 billion and 1.5 billion liters of U.S.ethanol in the December-April period between harvests, local sugar and ethanol analyst Job Economy said on Friday.
20/09/2012
- REUTERS
Analysis: Brazil ethanol returns to US as biofuel rules pave way
Brazilian ethanol is rushing back into the United States after a three-year ebb, drawn less by the severe drought that has inflated corn costs than by biofuel regulations that could more than triple next year´s shipments.
02/06/2012
- REUTERS
Copersucar S.A., a top sugar and ethanol producer in Brazil, said on Monday it was buying sugar, an exceptionally rare move that has not been seen in at least 50 years after rainy weather delayed harvest and shipping, according to industry sources.
26/04/2012
- BLOOMBERG
Brazil Region Crop Estimate Cut to 515 Million Tons at JOB (1)
Sugar-cane growers in Brazil’s center south will harvest less than expected in the current crop year because of dry weather in the first quarter that cut yields, JOB Economia & Planejamento said.
23/11/2011
- REUTERS
ICE sugar has floor around 17 cents-JOB Economia
ICE front-month raw sugar futures prices would have a floor of around 17 cents a lb, as Brazilian mills would find ethanol biofuel more remunerative than sugar around this level, an analyst said on Wednesday.
23/11/2011
- REUTERS
WRAP-World sugar trade volumes risk falling near term
World sugar trade volumes risk falling in the near term as top producer Brazil´s competitiveness erodes and traditional importers produce more for themselves, delegates attending Brazil Sugar Week said.
19/01/2011
- REUTERS
RTRS-UPDATE 2-Brazil 12/13 cane harvest to rebound -analyst
10/11/2010
- Dow Jones
DJ Brazil Sees Mixed Sugar Trade As ICE Surges
Soaring international sugar prices caused mixed reactions among Brazilian buyers and sellers this week.
21/09/2010
- Dow Jones
DJ Consultancy Trims Estimate For Brazil´s Main Cane Crush To 576M Tons
Brazilian consultancy JOB Economia on Tuesday said that Brazil´s main sugarcane crush is expected to dip to 576 million metric tons in 2010 from its earlier estimate of 600 million tons.
28/01/2010
- REUTERS
ANALYSTS´ VIEW-Outlook for sugar prices in 2010
Sugar prices will reach historic milestones by the end of March 2010 as a global supply shortage tightens its grip on the market and increases investor fervour for the sweetener, a Reuters poll showed.
28/01/2010
- REUTERS
Sugar to scale peaks in 2010, supply eyed
Sugar prices will reach historic milestones by the end of March 2010 as a global supply shortage tightens its grip on the market and increases investor fervour for the sweetener, a Reuters poll showed.
27/05/2009
- SUGAR ONLINE
BRAZIL: 2009/10 centre-south cane crush seen at 550 million tonnes
JOB Economia says Brazil´s main centre-south sugarcane crush should rise 10% to 550 million metric tons in 2009/10 compared to 2008/09, according to Dow Jones.
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