Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro...
Transcript of Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro...
Infraestrutura no Setor Sucroenergético
Ethanol Summit 2017
27 de junho de 2017
José Carlos Hausknecht
Production increase = Productivity + New Regions
Ethanol Supply = Production x Imports
Logistics = Road x Rail x Pipeline X Water
Source SECEX Prepared by MBAgro
Sugar Exports 2016 (mm ton)
MT
RS
PR
GO
MSSP
BA
SC
MA
MG
TO
PA
RO
PI
AM
AL
CE
PE
RNPB
18,5
21,4
3,1
5,3
2,8
1,4
1,0
0,9
SantosParanaguá
Maceió
0,3Recife
Suape0,1
0,31,1
Source SECEX Prepared by MBAgro
MT
RS
PR
GO
MSSP
BA
SC
MA
MG
TO
PA
RO
PI
AM
AL
CE
PE
RNPB
1,363
1,233
32
1
SantosParanaguá
127
Ethanol exports 2016 (mm l)
Ethanol imports 2016 (mm l)
Source SECEX Prepared by MBAgro
MT
RS
PR
GO
MSSP
BA
SC
MA
MG
TO
PA
RO
PI
AM
AL
CE
PE
RNPB
204
100
90
12
90
Santos
Paranaguá
25
São Luis1.151
139
Suape
25 Salvador
40
Manaus
20 Aratu
1151
45
40
Source MBAgro
10
.44
8
11
.09
2
11
.17
3
11
.24
7
11
.31
8
11
.38
6
11.4
49
11
.50
9
11.5
66
11.6
21
11.6
73
28
.28
6
26.9
91
27
.11
7
27.5
10
28.7
89
29
.47
4
30
.66
3
31
.37
3
31
.81
2
32
.22
1
32.6
38
2016/17 2017/18 2018/19 2019/20 2020/21 2021/22 2022/23 2023/24 2024/25 2025/26 2026/27
Exports Consumption
Sugar Consumption and Exports (mm ton)
Exports + 15% (4,4 mm ton)Consumption + 12% (1,2 mm ton)
Gasoline&Ethanol Demand Gasoline A Supply
Fuel Supply and Demand - Brazil
29,3 BL(2005/06)
64,3 BL* (2030/31)
20,0 BL(2005/06)
50,0 BL(2016/17E)
(Gasoline A Equivalent)
Source: Prepared by MB Agro * Moderate Growth Scenario
31,5 BL(2030/31)27,7 BL
(2016/17E)
22
,3 B
L 32
,7 B
L
1990 2015
2 - 211.140
211.141 - 665.000
665.001 - 1.337.158
1.337.159 - 2.320.000
2.320.001 - 3.800.000
3.800.001 - 6.885.000
Production (tons)
Fonte IBGE Elaboração MBAgro * a produção do IBGE diverge da CONAB por englobar cana para outros usos
263 MMt 749 MMt*
Sugarcane Production
FIOL
Transnordestina
LOGUM
V DO CONDE
SANTOS
ILHÉUS
RECIFE
ITAQUIBELEM
PORTS
Production Capacity
(m3/day)
1 - 380
381 - 770
771 - 1.380
1.381 - 2.250
2.251 - 3.700
LOGUM
Fonte: ANP, IBGE Elaboração MBAgro
BA
CEPA
TO
MA
PI
MT
GO
MG
RN
PB
PE
AL
SE
ES
RJ
SPPR
S
FORTALEZA
Via Distância
Origem Destino Ferro/Duto Km
Itumbiara/GO Santos/SP Logum 850
Anápolis/GO Belém/PA Norte -Sul 2.027
Anápolis/GO Itaqui/MA Norte -Sul/Carajás 2.110
Anápolis/GO Ilhéus/BA Norte -Sul/FIOL 2.187
Anápolis/GO Recife/PE Norte -Sul/Transn. 3.142
Anápolis/GO Fortaleza/CE Norte -Sul/Transn. 3.216
Rota de transporte
Ethanol Logistics and Production Capacity
Déficit
Superávit
R. Henrique Monteiro, 90 – 12° andarSão Paulo – SP – 05423-020Telefone: (011) 3372-1085
Fax: (011) 3372-1086