Brazil Agribusiness Report Q4 2014

Date: October 8, 2014
Pages: 148
Price:
US$ 1,295.00
Publisher: Business Monitor International
Report type: Strategic Report
Delivery: E-mail Delivery (PDF)
ID: BF7E3C151C4EN
Leaflet:

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Includes 3 FREE quarterly updates

BMI View: We believe that there will continue to be strong growth in Brazil's soybean sector, as farmers will choose to plant the crop instead of corn over the next 18 months given more favourable soybean prices. Cotton will benefit from lower prices of corn and soybean (relative to the last five years), as cotton acreage competes with these two crops. We also see strong growth in the livestock and dairy sectors, as these will benefit from Russia's ban on imports of US products. In particular, we believe the poultry sector will perform particularly well, though it is unlikely to benefit from the Russian trade ban as much as beef and pork. We hold a more positive view on the sugar industry now than we have held in the past, though the country's ethanol sector is still in a poor state, as evidenced by the number of mills that have gone bankrupt in the last year.

Key Forecasts
  • Soybean production growth to 2017/18: 23.6% to 101.4mn tonnes. This will come as more area is shifted from corn to soy in the coming years on the back of an extremely competitive soy/corn ratio by historical standards.
  • Poultry consumption growth to 2018: 18.6% to 10.5mn tonnes. A growing middle class and the general preference for poultry over all other meat groups because of its health properties and lower prices will encourage demand growth.
BMI Industry View
SWOT
Agribusiness
Business Environment
Industry Forecast
Sugar Outlook
  Table: Sugar Production & Consumption (Brazil 2013-2018)
  Table: Sugar Production & Consumption (Brazil 2008-2013)
Grains Outlook
  Table: Wheat Production & Consumption (Brazil 2013-2018)
  Table: Corn Production & Consumption (Brazil 2013-2018)
  Table: Barley Production & Consumption (Brazil 2013-2018)
  Table: Wheat Production & Consumption (Brazil 2008-2013)
  Table: Corn Production & Consumption (Brazil 2008-2013)
  Table: Barley Production & Consumption (Brazil 2008-2013)
Cocoa Outlook
  Table: Cocoa Production & Consumption (Brazil 2012-2018)
  Table: Cocoa Production & Consumption (Brazil 2008-2013)
Dairy Outlook
  Table: Milk Production & Consumption (Brazil 2013-2018)
  Table: Cheese Production & Consumption (Brazil 2013-2018)
  Table: Butter Production & Consumption (Brazil 2013-2018)
  Table: Milk Production & Consumption (Brazil 2008-2013)
  Table: Cheese Production & Consumption (Brazil 2008-2013)
  Table: Butter Production & Consumption (Brazil 2008-2013)
Coffee Outlook
  Table: Coffee Production & Consumption (Brazil 2013-2018)
  Table: Coffee Production & Consumption (Brazil 2008-2013)
Livestock Outlook
  Table: Poultry Production & Consumption (Brazil 2013-2018)
  Table: Pork Production & Consumption (Brazil 2013-2018)
  Table: Beef Production & Consumption (Brazil 2013-2018)
  Table: Poultry Production & Consumption (Brazil 2008-2013)
  Table: Pork Production & Consumption (Brazil 2008-2013)
  Table: Beef Production & Consumption (Brazil 2008-2013)
Cotton Outlook
  Table: Cotton Production & Consumption (Brazil 2013-2018)
  Table: Cotton Production & Consumption (Brazil 2008-2013)
Soybean Outlook
  Table: Soybean Production & Consumption (Brazil 2013-2018)
  Table: Soybean Production & Consumption (Brazil 2008-2013)
Commodities Price Analysis
Monthly Grains Strategy
  Table: Select Commodities - Performance & BMI Forecasts
Monthly Softs Strategy
  Table: Select Commodities - Performance & BMI Forecasts
Upstream Analysis
Americas GM Outlook
Americas Machinery Outlook
Americas Fertiliser Outlook
Downstream Analysis
Food
Food Consumption
  Table: Food Consumption Indicators - Historical Data & Forecasts (Brazil 2011-2018)
Processed Food
  Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
  Table: Meat Volume Sales, Production & Trade - Historical Data & Forecast (Brazil 2013-2018)
  Table: Jams & Jellies Volume Sales, Production & Trade - Historical Data & Forecast (Brazil 2013-2018)
  Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
Dairy
  Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
Confectionery
  Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2011-2018)
  Table: Sweet Biscuits Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
Drink
Hot Drinks
  Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
Alcoholic Drinks
  Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
Soft Drinks
  Table: Soft Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts (Brazil 2013-2018)
Mass Grocery Retail
  Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts (Brazil 2013-2018)
  Table: Sales Breakdown By Retail Format Type (%)
Regional Overview
Competitive Landscape
  Table: Main Agribusiness Players
Company Profile
São Martinho
  Table: Financial Results
JBS
  Table: JBS Financial Results
Demographic Forecast
  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
Methodology
Industry Forecast Methodology
Sector-Specific Methodology
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