João Paulo Botelho (@jprbotelho) 's Twitter Profile
João Paulo Botelho

@jprbotelho

Ethanol Research Manager at Raízen

ID: 74885597

calendar_today17-09-2009 00:31:37

173 Tweet

290 Followers

399 Following

João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

Com a possibilidade de barreiras não tarifárias às exportações de commodities agrícolas e de severos impactos climáticos à lavoura, os benefícios da permanência do Brasil no Acordo de Paris mais do que compensam seus custos. Leia nosso estudo gratuito! goo.gl/NZ9mnF

Com a possibilidade de barreiras não tarifárias às exportações de commodities agrícolas e de severos impactos climáticos à lavoura, os benefícios da permanência do Brasil no Acordo de Paris mais do que compensam seus custos. Leia nosso estudo gratuito! goo.gl/NZ9mnF
Lauren Cropper (@lmcrop) 's Twitter Profile Photo

Estimates are out 📈@FCStoneBrasil's #Sugar projections prepared by João Paulo Botelho were released this morning at our Sugar Breakfast. Stay tuned. Full report available soon. #CenterSouth #Brazil #ethanol tinyurl.com/yarvvnp8

Lauren Cropper (@lmcrop) 's Twitter Profile Photo

READ NOW | @FCStoneBrasil's 🇧🇷Center-South Crop and 🌎Global #Sugar Balance Estimates by João Paulo Botelho Want the reports earlier? Subscribe to our Sugar and Ethanol Intelligence and read our daily, weekly and special analyses as soon they're published. mercadosagricolas.com.br/sugeth-estimat…

READ NOW | @FCStoneBrasil's  🇧🇷Center-South Crop and 🌎Global #Sugar Balance Estimates by <a href="/jprbotelho/">João Paulo Botelho</a>

Want the reports earlier? Subscribe to our Sugar and Ethanol Intelligence and read our daily, weekly and special analyses as soon they're published.  

mercadosagricolas.com.br/sugeth-estimat…
Matheus Costa (@matheus_sleiman) 's Twitter Profile Photo

Tomorrow, Jan. 17th, @INTLFCStone's M.I. team in Brazil will release its 1st revision for the 18/19 global #sugar balance, as well as updated estimates for the 19/20 #cane cycle in #Brazil's Center-South. To get exclusive access to these reports, DM me and request a trial. #OATT

Matheus Costa (@matheus_sleiman) 's Twitter Profile Photo

O time brasileiro da Inteligência de Mercado da @INTLFCStone apresenta a 3ª edição do Relatório Semestral de #Açúcar e #Etanol. Acesse goo.gl/E9Q7bs e requisite seu teste gratuito de 2 semanas, obtendo acesso às demais publicações de nossa equipe! #OATT

O time brasileiro da Inteligência de Mercado da @INTLFCStone apresenta a 3ª edição do Relatório Semestral de #Açúcar e #Etanol.  Acesse goo.gl/E9Q7bs e requisite seu teste gratuito de 2 semanas, obtendo acesso às demais publicações de nossa equipe!
#OATT
StoneX Brasil (@stonex_brasil) 's Twitter Profile Photo

Em março a @FCStoneBrasil documentará a safra #sucroalcooleira na Tailândia. Acompanhe todos os relatos de campo em nosso portal de informações da equipe de Inteligência de Mercado: mercadosagricolas.com.br

Em março a @FCStoneBrasil documentará a safra #sucroalcooleira na Tailândia. Acompanhe todos os relatos de campo em nosso portal de informações da equipe de Inteligência de Mercado: mercadosagricolas.com.br
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

May #sugar closed at a new low today. Indian and Thai production continue to keep the pressure on prices. The big question now is: will a higher ethanol mix in CS Brazil be able to stop the bleeding? #OATT

João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

All #sugar and #ethanol producing states in CS Brazil received above or close to average rainfall in the last six months. The good weather should ease the effects of old #cane fields on agricultural yields. #OATT

All #sugar and #ethanol producing states in CS Brazil received above or close to average rainfall in the last six months. The good weather should ease the effects of old #cane fields on agricultural yields.
#OATT
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

UNICA report for 1H March showed a drop of 7.4% in the #sugarcane average ATR against last year. Bad sign for the 2018/19 crop! #sugar #ethanol #OATT

UNICA report for 1H March showed a drop of 7.4% in the #sugarcane average ATR against last year. Bad sign for the 2018/19 crop!
#sugar #ethanol #OATT
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

Hydrous #ethanol sales in CS Brazil are still far ahead of last year. This trend should incentivize even more mills to direct most of their #sugarcane to biofuel production, reducing #sugar output. #OATT

Hydrous #ethanol sales in CS Brazil are still far ahead of last year. This trend should incentivize even more mills to direct most of their #sugarcane to biofuel production, reducing #sugar output.
#OATT
Matheus Costa (@matheus_sleiman) 's Twitter Profile Photo

According to China Customs data released on Friday, Chinese sugar imports fell to 20 thousand metric tonnes in February - the lowest volume in seven years. The tariffs imposed over international sugar led to this sharp decline. #OATT

According to China Customs data released on Friday, Chinese sugar imports fell to 20 thousand metric tonnes in February - the lowest volume in seven years. The tariffs imposed over international sugar led to this sharp decline.
#OATT
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

According to our estimates, India will have to export between 1.8 and 3 MMT of #sugar so domestic prices will go high enough that most mills may be able to pay farmers and make a profit. #OATT

According to our estimates, India will have to export between 1.8 and 3 MMT of #sugar so domestic prices will go high enough that most mills may be able to pay farmers and make a profit.
#OATT
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

"U.S. negotiators asked Brazil to review ethanol import quotas (...) as preconditions for discussing import tariffs over Brazilian steel and aluminum" If finalized, this deal would be very bearish for #ethanol in Brazil and global #sugar. #OATT reut.rs/2GE64vo

João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

We at @INTLFCStone have just published our new #Sugar & #Ethanol Estimates! For the global sugar balance, we increased the projected surplus from 3.6 to 6.9 MMT. The main factor was the record production expected for India and Thailand. #OATT

We at @INTLFCStone have just published our new #Sugar &amp; #Ethanol Estimates! For the global sugar balance, we increased the projected surplus from 3.6 to 6.9 MMT. The main factor was the record production expected for India and Thailand.
#OATT
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

For the CS Brazil #Sugarcane crop, we estimated the 2018/19 crushing just 1% below the previous season. But #sugar production may drop by 12,5%, since mills will direct 58.5% of their feedstock to #ethanol production, 5 p.p. above 2017/18. #OATT

For the CS Brazil #Sugarcane crop, we estimated the 2018/19 crushing just 1% below the previous season. But #sugar production may drop by 12,5%, since mills will direct 58.5% of their feedstock to #ethanol production, 5 p.p. above 2017/18.
#OATT
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

This chart shows the reason why the Brazilian govt is considering scrapping its #ethanol import tax in exchange for continued exemption from the tariff Trump slapped on steel and aluminum. #sugar #oatt

This chart shows the reason why the Brazilian govt is considering scrapping its #ethanol import tax in exchange for continued exemption from the tariff Trump slapped on steel and aluminum.
#sugar #oatt
João Paulo Botelho (@jprbotelho) 's Twitter Profile Photo

ISMA data released today shows Indian #sugar production at 28.2 MMT, very close to the record for the whole crop. With 331 mills still operating, the country is on its way to reach the projected production of 29.5 MMT, or even above that. #OATT

ISMA data released today shows Indian #sugar production at 28.2 MMT, very close to the record for the whole crop. With 331 mills still operating, the country is on its way to reach the projected production of 29.5 MMT, or even above that.
#OATT
Matheus Costa (@matheus_sleiman) 's Twitter Profile Photo

Latest ANP data shows that hydrous ethanol consumption in Brazil during February hit 1.24 million cubic meters. Even though this volume is 9.7% down from January, it represents a 43.7% increase on a yearly comparison - given the better parity with gasoline on the period. #OATT

Latest ANP data shows that hydrous ethanol consumption in Brazil during February hit 1.24 million cubic meters. Even though this volume is 9.7% down from January, it represents a 43.7% increase on a yearly comparison - given the better parity with gasoline on the period.
#OATT
EU Agriculture🌱 (@euagri) 's Twitter Profile Photo

EU sugar production is estimated to grow significantly for 2017/18 📈 Latest #AgriOutlook report is out now: europa.eu/!ff47rK

EU sugar production is estimated to grow significantly for 2017/18 📈 Latest #AgriOutlook report is out now: europa.eu/!ff47rK
Marcelo Teixeira (@tx_marcelo) 's Twitter Profile Photo

EU seeing sugar output remaining high despite low prices. The EU commission forecast white sugar production would fall only 3 percent in 2018/2019 to 20.4 mln tonnes, after a 25 percent rise the previous year when producers were encouraged by the end of quotas in the bloc

EU seeing sugar output remaining high despite low prices. The EU commission forecast white sugar production would fall only 3 percent in 2018/2019 to 20.4 mln tonnes, after a 25 percent rise the previous year when producers were encouraged by the end of quotas in the bloc