Brazil Agribusiness Industry Analysis

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Brazil Agribusiness Report Q2 2014
BMI View Overall, we believe there is the most
potential for growth in Brazil's soybean,
livestock/dairyand coffee segments over the
medium term. This is because of a shift in food
consumption growth towardsAsia for these items,
while demand growth from traditional buyers will
be subdued. We are more cautiousabout the sugar
cane sector as a whole, as mills are suffering
from low profitability linked to low globalsugar
prices and heavy debt burdens. Only the ethanol
industry will encourage cane production growth,
butit is still unclear if the government will
continue to see biofuels as a priority in its
energy mix in the mediumterm. In the short term,
we highlight downside risks to the coming soybean
harvests, especially asinfrastructure
bottlenecks could limit export potential in the
coming years. Recurring weather concernslinked
to climate will pose downside risks to all our
forecasts over the coming years and to global
prices asthe country is such a significant
exporter.Key Forecasts? Soybean production
growth to 2017/18 8.7 to 89.1mn tonnes. This
will come as more area isshifted from corn to
soy in the coming years on the back of an
extremely competitive soy/corn ratio
byhistorical standards.? Poultry consumption
growth to 2018 33.8 to 17.3mn tonnes. A growing
middle class and thegeneral preference for
poultry over all other meat groups because of its
health properties and lower priceswill encourage
demand growth.
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Brazil Agribusiness Report Q2 2014
Table Of ContentsBMI Industry View 7SWOT
10Agribusiness 10Business Environment
11Industry Forecast 12Sugar Outlook 12Table
Brazil Sugar Production Consumption, 2013-2018
13Table Brazil Sugar Production Consumption,
2008-2013 16Grains Outlook 18Table Brazil
Wheat Production Consumption, 2013-2018
19Table Brazil Corn Production Consumption,
2013-2018 19Table Brazil Barley Production
Consumption, 2013-2018 19Table Brazil Wheat
Production Consumption, 2008-2013 23Table
Brazil Corn Production Consumption, 2008-2013
24Table Brazil Barley Production Consumption,
2008-2013 24Cocoa Outlook 25
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Brazil Agribusiness Report Q2 2014
Table Brazil Cocoa Production Consumption,
2013-2018 25Table Brazil Cocoa Production
Consumption, 2008-2013 30Dairy Outlook 31Table
Brazil Milk Production Consumption, 2013-2018
32Table Brazil Cheese Production Consumption,
2013-2018 32Table Brazil Butter Production
Consumption, 2013-2018 32Table Brazil Milk
Production Consumption, 2008-2013 35Table
Brazil Cheese Production Consumption, 2008-2013
36Table Brazil Butter Production Consumption,
2008-2013 36Coffee Outlook 37Table Brazil
Coffee Production Consumption, 2013-2018
37Table Brazil Coffee Production Consumption,
2008-2013 39Livestock Outlook 40Table Brazil
Poultry Production Consumption, 2013-2018 41
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Brazil Agribusiness Report Q2 2014
Table Brazil Pork Production Consumption,
2013-2018 41Table Brazil Beef Veal Production
Consumption, 2013-2018 41Table Brazil Poultry
Production Consumption, 2008-2013 45Table
Brazil Pork Production Consumption, 2008-2013
46Table Brazil Beef Veal Production
Consumption, 2008-2013 46Cotton Outlook
48 Table Brazil Cotton Production Consumption,
2013-2018 48Table Brazil Cotton Production
Consumption, 2008-2013 53Soybean Outlook
54Table Brazil Soybean Production
Consumption, 2013-2018 55Table Brazil Soybean
Production Consumption, 2008-2013
57Commodities Price Analysis 59Monthly Grains
Update 59Table Select Commodities - Performance
Forecasts 67Table BMI Commodities Strategy 68
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