Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro...

10
Infraestrutura no Setor Sucroenergético Ethanol Summit 2017 27 de junho de 2017 José Carlos Hausknecht

Transcript of Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro...

Page 1: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

Infraestrutura no Setor Sucroenergético

Ethanol Summit 2017

27 de junho de 2017

José Carlos Hausknecht

Page 2: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

Production increase = Productivity + New Regions

Ethanol Supply = Production x Imports

Logistics = Road x Rail x Pipeline X Water

Page 3: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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

Page 4: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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)

Page 5: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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

Page 6: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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)

Page 7: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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

Page 8: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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

Page 9: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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

Page 10: Infraestrutura no Setor Sucroenergético Ethanol Summit ... · Source SECEX Prepared by MBAgro Sugar Exports 2016 (mm ton) MT RS PR GO MS SP BA SC MA MG TO PA RO PI AM AL CE PE RN

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