Brazil Agribusiness Report Q2 2013

Publisher Name :
Date: 20-Mar-2013
No. of pages: 130

BMI View: Overall, we see the most potential for growth for the soybean, livestock and coffee industry over the medium term. This is because of a shift in food consumption growth towards Asia for these items, while traditional buyers” demand will experience only subdued growth. We are positive about the sugar cane sector as a whole, as we see strong sugar cane production growth over the rest of our forecast period. This growth will benefit the ethanol industry first as ethanol economics are now favourable to biofuels production at the expense of sugar. In the short-term, we flag risks that the current record grain harvest will encounter problems at the export stage because of current queues at the country”s major ports and upcoming strikes. Among Brazilian agribusiness companies, we favour São Martinho because it is the largest player in the sector and the most likely to benefit from industry developments.

Grains & Livestock On Top

Brazil - BMI Market Value By Commodity (As % of total)

Note: The BMI Market Value is an addition of all domestically produced commodities” value (calculated by multiplying the production with the international benchmark prices, converted in US$/tonne).

Source: BMI

Key Forecasts

  • Sugar production growth to 2016/17: 16.8% to 43.1mn tonnes. Because replanting has been slower than initially expected, we project average growth over our forecast period. There are upside risks to our view.
  • Coffee consumption growth to 2016/17: 11.5% to 22.3mn bags. Coffee consumers in emerging markets that do not have a strong coffee culture are often very price-sensitive, which will drive demand for the cheaper robusta given its lower production costs.

Brazil Agribusiness Report Q2 2013

Table of Contents

BMI Industry View 7
SWOT 10
Agribusiness 10
Business Environment 11
Industry Forecast 13
Cocoa Outlook 13
Table: Brazil Cocoa Production & Consumption 13
Table: Brazil Cocoa Production & Consumption 15
Sugar Outlook 16
Table: Brazil Sugar Production & Consumption 17
Table: Brazil Sugar Production & Consumption 21
Grains Outlook 23
Table: Brazil Wheat Production & Consumption 24
Table: Brazil Corn Production & Consumption 24
Table: Brazil Barley Production & Consumption 24
Table: Brazil Wheat Production & Consumption 30
Table: Brazil Corn Production & Consumption 30
Table: Brazil Barley Production & Consumption 31
Coffee Outlook 32
Table: Brazil Coffee Production & Consumption, 2012-2017 33
Table: Brazil Coffee Production & Consumption, 2007-2012 36
Livestock Outlook 38
Table: Brazil Poultry Production & Consumption 39
Table: Brazil Beef & Veal Production & Consumption 39
Table: Brazil Pork Production & Consumption 39
Table: Brazil Poultry Production & Consumption 44
Table: Brazil Beef & Veal Production & Consumption 44
Table: Brazil Pork Production & Consumption 45
Dairy Outlook 46
Table: Brazil Milk Production & Consumption 47
Table: Brazil Butter Production & Consumption 47
Table: Brazil Cheese Production & Consumption 47
Table: Implied Grains/Milk Ratios From BMI Forecasts 50
Table: Brazil Milk Production & Consumption 53
Table: Brazil Butter Production & Consumption 53
Table: Brazil Cheese Production & Consumption 53
Cotton Outlook 55
Table: Brazil Cotton Production & Consumption 56
Table: Brazil Cotton Production & Consumption 59
Soybean Outlook 61
Table: Brazil Soybean Production & Consumption 62
Table: Brazil Soybean Production & Consumption 65
Commodities Price Analysis 67
Monthly Softs Update 67
Table: Select Agricultural Commodities - Performance & BMI Forecasts 77
Table: BMI Commodity Strategy 78
Monthly Grains Update 78
Table: Select Agricultural Commodities - Performance & BMI Forecasts 86
Upstream Analysis 88
Americas Fertiliser Outlook 88
Americas GM Outlook 92
Americas Machinery Outlook 98
Downstream Analysis 104
Food 104
Food Consumption 104
Table: Food Consumption Indicators - Historical Data & Forecasts, 2012-2017 105
Processed Food 105
Table: Canned Food Value/Volume Sales - Historical Data & Forecasts, 2012-2017 106
Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 106
Table: Meat Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 106
Table: Fish Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 107
Table: Jams & Jellies Volume Sales, Production & Trade - Historical Data & Forecasts, 2010-2017 108
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 108
Dairy 109
Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 109
Confectionery 111
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 112
Table: Biscuits Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 113
Drink 114
Hot Drinks 114
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 115
Alcoholic Drinks 116
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 117
Soft Drinks 118
Table: Soft Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017 119
Mass Grocery Retail 120
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts, 2012-2017 121
Table: Sales Breakdown By Retail Format Type (%) 122
Competitive Landscape 123
Table: Main Agribusiness Players 123
Demographic Forecast 124
Demographic Outlook 124
Table: Brazil''s Population By Age Group, 1990-2020 (''000) 125
Table: Brazil''s Population By Age Group, 1990-2020 (% of total) 126
Table: Brazil''s Key Population Ratios, 1990-2020 127
Table: Brazil''s Rural And Urban Population, 1990-2020 127
Methodology 128

List of Tables

Table: Brazil Cocoa Production & Consumption
Table: Brazil Cocoa Production & Consumption
Table: Brazil Sugar Production & Consumption
Table: Brazil Sugar Production & Consumption
Table: Brazil Wheat Production & Consumption
Table: Brazil Corn Production & Consumption
Table: Brazil Barley Production & Consumption
Table: Brazil Wheat Production & Consumption
Table: Brazil Corn Production & Consumption
Table: Brazil Barley Production & Consumption
Table: Brazil Coffee Production & Consumption, 2012-2017
Table: Brazil Coffee Production & Consumption, 2007-2012
Table: Brazil Poultry Production & Consumption
Table: Brazil Beef & Veal Production & Consumption
Table: Brazil Pork Production & Consumption
Table: Brazil Poultry Production & Consumption
Table: Brazil Beef & Veal Production & Consumption
Table: Brazil Pork Production & Consumption
Table: Brazil Milk Production & Consumption
Table: Brazil Butter Production & Consumption
Table: Brazil Cheese Production & Consumption
Table: Implied Grains/Milk Ratios From BMI Forecasts
Table: Brazil Milk Production & Consumption
Table: Brazil Butter Production & Consumption
Table: Brazil Cheese Production & Consumption
Table: Brazil Cotton Production & Consumption
Table: Brazil Cotton Production & Consumption
Table: Brazil Soybean Production & Consumption
Table: Brazil Soybean Production & Consumption
Table: Select Agricultural Commodities - Performance & BMI Forecasts
Table: BMI Commodity Strategy
Table: Select Agricultural Commodities - Performance & BMI Forecasts
Table: Food Consumption Indicators - Historical Data & Forecasts, 2012-2017
Table: Canned Food Value/Volume Sales - Historical Data & Forecasts, 2012-2017
Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Meat Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Fish Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Jams & Jellies Volume Sales, Production & Trade - Historical Data & Forecasts, 2010-2017
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Biscuits Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Soft Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2012-2017
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts, 2012-2017
Table: Sales Breakdown By Retail Format Type (%)
Table: Main Agribusiness Players
Table: Brazil''s Population By Age Group, 1990-2020 (''000)
Table: Brazil''s Population By Age Group, 1990-2020 (% of total)
Table: Brazil''s Key Population Ratios, 1990-2020
Table: Brazil''s Rural And Urban Population, 1990-2020

  • Global Cystic Fibrosis Market Propelled by Technological Advancement
    With increasing prevalence of cystic fibrosis and its growing awareness among people, the global market for cystic fibrosis is expected to grow at a steady pace. Cystic fibrosis is a genetic condition where the lungs and digestive system becomes clogged with excess mucus. This condition is more common among Caucasian population than people of Asian [...]
  • Bright Prospects Ahead for the SONAR Systems and Technology Market
    With advancement of technology, the global SONAR systems and technology market is increasing at a rapid pace. SONAR which is an acronym for SOund Navigation And Ranging is a technique that uses sound propagation to navigate and communicate with objects on or under the surface of the water, such as other vessels. In 2014, the [...]
  • Increase in Surgical Procedures Propelling the Anesthesia Drugs Market
    With increase in surgical operations and invasive medical tests, the market for anesthesia drugs has been growing at a steady pace. Anesthesia drugs can be broadly categorized into two types – general anesthesia drugs and local anesthesia drugs. Anesthetic drugs help in inducing sleep and preventing discomfort and pain during surgical procedures. By 2018, the [...]
  • Water Treatment Chemicals Market to be driven by Increasing Demand from Developing Economies
    The global market for water treatment chemicals is growing at a steady pace with rapid urbanization and high demand from end-users. Water treatment chemicals are used for treating municipal water as well as agricultural wastewater. With higher demand for clean, drinking water with increasing population and increase in the number of industries, the global market [...]
  • Rise in Prevalence of Allergic Diseases Driving the Global Allergy Diagnostics Market
    With rise in the incidences of allergic diseases in the world, the global allergy diagnostics market has also witnessed steady growth. In recent years, there has been an increase in the number of people suffering from different allergies, particularly food allergies and drug allergies. The number of people suffering from asthma has also increased in [...]
  • Graft-Versus-Host Disease (GVHD) Treatment Market worth $407 million by 2018
  • The graft-versus-host disease (GVHD) treatment market value will increase from $297 million in 2013 to $407 million by 2018, at a Compound Annual Growth Rate (CAGR) of 6.59%, according to research and consulting firm GlobalData. The company’s latest report* states …

  • Poland Pharmaceutical Industry Growing at 8.3% CAGR to 2020
  • Factors such as the growing elderly population, increasing availability of affordable medicines, and transparent regulatory guidelines will provide the necessary impetus for the growth of the Polish pharmaceutical market, but a decrease in mark-up prices and the country’s stringent drug …

  • Asia-Pacific, Led by China, Drive the Global Methanol Industry
  • China is driving the global methanol industry, with tremendous demand from both its energy and petrochemicals sectors. It accounts for 87.9% of Asia-Pacific’s (APAC) methanol capacity, and 51.9% of the global methanol capacity. Despite a large planned capacity increase in …

  • Diagnostic X-ray Imaging Market worth $4.0 billion by 2020
  • GlobalData estimates that the global diagnostic X-ray imaging market, worth $2.4 billion in 2012, will reach almost $4.0 billion by 2020, increasing at a Compound Annual Growth Rate (CAGR) of 6.7% during the forecast period. Many players are active in …

  • Graft-Versus-Host Disease Market Forecast to 2023
  • Graft-versus-host disease (GVHD) is a common complication of allogeneic hematopoietic stem cell transplantation (HSCT) that occurs when the donated (graft) cells are rejected and attack the host’s cells as foreign. GVHD can progress from mild to severe forms as either …

  • EU: Straw Or Fodder Balers, Including Pickup Balers – Market Report. Analysis and Forecast to 2020
    Published: 18-Dec-2014        Price: US $1900 Onwards        
    "Report will be delivered within 3-4 working days" The report provides an in-depth analysis of the EU Market of Straw Or Fodder Balers, Including Pickup Balers. It presents the latest data of the market size and volume, domestic production, exports and imports, price dynamics and turnover in the industry. The report shows the sales data, allowing you to identify the key drivers and restraints. You can find here a strategic analysis of key factors influencing the market. Forecasts illustrate h......
  • Brazil Agribusiness Report Q1 2015
    Published: 17-Dec-2014        Price: US $1295 Onwards        Pages: 141
    BMI View: We believe that grains production growth over the next five years will slow relative to the preceding five. Nevertheless, we forecast strong grains production growth through to the end of our forecast period. We expect soybean output to outperform in the next few seasons and the price of the oilseed to remain elevated relative to corn. We also see strong growth in the livestock and dairy sectors, as these will benefit from Russia's ban on imports of US products. We hold a more positive......
  • Kazakhstan Agribusiness Report Q1 2015
    Published: 17-Dec-2014        Price: US $1295 Onwards        Pages: 100
    BMI View: Bad weather right at the point of harvest has significantly reduced the prospects for the 2014/15 wheat crop. Quality has been affected and export earnings as well as volumes are likely to be compromised as a result. Other grains have fared better and we do not foresee any problems with local availability of animal feed. Poultry, pork and beef farmers continue to be among the biggest beneficiaries of the government's plans to modernise the agricultural sector and we see strong long-ter......
  • Poland Agribusiness Report Q1 2015
    Published: 17-Dec-2014        Price: US $1295 Onwards        Pages: 96
    BMI View: Polish meat producers remain in a challenging situation due to import bans imposed by several states on Polish pork and by Russia on agricultural produce from all EU member states. Although pork producers are facing the greatest pressure, we believe they have the potential to bounce back more quickly thanks to a strong base of domestic demand supplemented by growing export opportunities. Dairy producers are also suffering blowback from the embargo although a more general fall in prices......
  • South Korea Agribusiness Report Q1 2015
    Published: 17-Dec-2014        Price: US $1295 Onwards        Pages: 103
    BMI View: We believe that any significant changes in the Korean agricultural industry will be mostly public sector-led due to the strong unions behind the industry. Given the widespread changes which the government has been pursuing, we are optimistic about the long-term prospects of South Korea's agricultural sector. Our view is based on the decision to gradually remove barriers to trade such as the KORUS FTA and the recently-inked FTA with China and move up the value chain especially to suppor......
  • Vietnam Agribusiness Report Q1 2015
    Published: 17-Dec-2014        Price: US $1295 Onwards        Pages: 140
    BMI View: Recent developments in the country's economic and business environment outlooks add further weight to our positive view on Vietnam's agribusiness sector. The industry holds strong growth opportunities in terms of production, exports and retail sales, particularly with regard to the rice, coffee, livestock and dairy sectors. Moreover, the upcoming economic and financial integration in South East Asia will benefit Vietnam's exports of rice, dairy and coffee. However, Vietnam is facing gr......
  • Morocco Agribusiness Report Q1 2015
    Published: 10-Dec-2014        Price: US $1295 Onwards        Pages: 83
    BMI View: Morocco's agriculture sector holds significant potential, particularly the dairy, poultry and sugar industries. The dairy sector benefits from growing interest from international dairy companies and is likely to enjoy strong growth in the coming years. In the livestock segment, we expect increased government support and investment - backed by strong domestic demand - to help the industry to develop. However, the lack of investment in modern infrastructure will hamper production growth ......
  • United Kingdom Agribusiness Report Q1 2015
    Published: 10-Dec-2014        Price: US $1295 Onwards        Pages: 122
    BMI View: We favour the grain, livestock and dairy industries in the UK because of good export opportunities and a strong domestic market. The UK will post moderately strong growth in wheat production over the coming years, as we expect the grain to remain attractive in terms of prices relative to other crops. We believe that the dairy and sugar industries will increase production in the years following their respective production quota ends. Key Forecasts ? Wheat production growth to 2017/18: 1......
  • Cameroon Agribusiness Report Q1 2015
    Published: 10-Dec-2014        Price: US $1295 Onwards        Pages: 89
    BMI View: We see better prospects for coffee and cocoa output in 2014/15 compared to the previous year with exports of the two key agricultural commodities set to rise as a result. Cocoa will be particularly important as higher prices will make any improvements in output translate into substantial gains. This makes it all the more imperative that ongoing issues with distribution and port access are resolved as quickly as possible. Dry weather poses some downside risk to cocoa and has already red......
  • SERVICES
    Value for Money
    We believe in "optimum utilization of available budget and resources". While servicing our clients' (your) market research requirements, we keep the same approach in focus to help you get the best value for your $$s.
    Ever Growing Inventory
    Ranging from the smallest feasible / required data (datasheets, data facts, SWOT analysis, company profiles, etc) to full research reports that help you make decisions, our inventory is updated almost on a daily basis with the latest industry reports from domain experts that track more than 5000 niche sectors.
    One Stop Solution
    Need a custom research report on medical devices market? Require all available business intelligence on 3D printing industry? Exploring F&B sector of a particular country/region? RnRMarketResearch.com is your one-stop-solution to all market intelligence needs. We not only offer custom research and consulting services, we also "bundle" reports to meet your needs and help you fetch the data analysis you require for your business.
    Dedicated Client Engagement
    Not limited to only "finding" relevant reports for you, our client engagement team dedicates its efforts to understand your "business need" and accordingly maps available research data to help you move forward. Call "your" client engagement executive any time of your day and get your questions answered in order to make the correct business decision.
    Saving Time and Efforts
    Simply share your research requirement details with us and let us do all the hard work to find required intelligence for you. When you add up our "one stop solution" and "dedicated client engagement" services mentioned above, you obviously know the time and effort saving you do by working with us.
    Payment Flexibility
    Working with Fortune 500 organizations, we understand the importance of being flexible for payments. Share your payment terms with us and we will surely match up to them to ensure you get access to required business intelligence data without having to wait for the payment to be done.
    Post-Purchase Research Support
    Have questions after reading a report / datasheet bought through us? Not sure about the methodology used for data available in the research? Talk to us / Share your questions with us and if required, we will connect you with the analyst(s)/author(s) of the report(s) and ensure you get satisfactory answers for the same. Need more data / analysis / report(s) on the topic of your research/project? The RnRMarketResearch.com team is here for you 24X7 to support you with your post-purchase requirements. Subscription Offers & Packages (Get in touch with us for more details - [email protected] / +1 888 391 5441 )
    • Ad Hoc
    • Pay - as - you - go / Bucket Subscriptions
    • Fixed Cost for #of reports
    • Customize / Personalize as per your needs