Archives for December 2020

China increases purchases and Brazil exports 10% more beef in November, says Abrafrigo

China increases purchases and Brazil exports 10% more beef in November, says Abrafrigo

Purchases of beef from Brazil by China returned to growth and were decisive for the result of exports of the Brazilian product in November. The information was released, on Monday (7/12), by the Brazilian Refrigerators Association (Abrafrigo). According to the entity, total external sales of the Brazilian product grew 10% compared to November 2019.

O levantamento foi feito com base em dados da Secretaria de Comércio Exterior (Secex), do Ministério da Economia. O Brasil embarcou 197,852 mil toneladas de carne bovina in natura e industrializada em novembro. No mesmo mês no ano passado, foram 180,214 mil. A receita, na mesma comparação, aumentou 15%, de US$ 841,9 milhões para US$ 844,8 milhões.

China imported 123,000 tonnes in November alone, according to the organization. In the accumulated result of the first eleven months of the year, the exported volume totaled 1.848 million tons, 9% more than in the same interval in 2019, when shipments totaled 1.701 million tons. Exporters' revenues increased 14% in the period, from US $ 6.8 billion to US $ 7.7 billion.

In total, 82 countries increased their purchases while another 90 reduced purchases”, Says the statement released by the Association.

De acordo com a Abrafrigo, a China foi responsável por 57,9% da exportação de carne bovina brasileira neste ano. De janeiro a novembro do ano passado, essa participação estava em 43,2%. Os porcentuais incluem também as compras feitas por Hong Kong, que somaram 1,071 milhão de toneladas no período.

After China, the biggest buyer was Egypt, with 122,753 tons (-23.7% compared to 2019). The third was Chile, with 56,373 tons (-21.1%); fourth was Russia, with 56,373 tonnes (-14.8%). Fifth on the list, the United States increased purchases to 54,384 tonnes (+ 52.6%). Next came Saudi Arabia with 38,584 (-1%) and United Arab Emirates (38,137 (-45.3%).

Source: https://revistagloborural.globo.com/Noticias/Criacao/Boi/noticia/2020/12/china-aumenta-compras-e-brasil-exporta-10-mais-de-carne-bovina-em-novembro-diz-abrafrigo.html

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Corn exports from Brazil rise 44% in the first week of December

Corn exports from Brazil rise 44% in the first week of December

Brazilian corn exports reached a daily average of 286.2 thousand tons in the first week of December, which represents a pace 44.3% higher than the average of 198.3 thousand tons per day recorded in the full month of last year, indicated data published today by the Secretariat of Foreign Trade (Secex).
In the last week, the country shipped 1.14 million tonnes of cereal, against 4.16 million tonnes in the entire month of December 2019, according to government figures.

Brazilian soy exports, in turn, remained well below the average of the last month of the previous year, after the huge shipments of 2020 were concentrated in previous months. According to Secex, an average of 30,100 tonnes of the oilseed were exported per day a week, compared to an average of 155.7 thousand tonnes per day in December last year.

Regarding the extractive industry, iron ore shipments reached a daily average of 1.6 million tons until the first week of the month, an increase of 35.7% compared to the average for December 2019.

Source: https://economia.uol.com.br/noticias/agencia-brasil/2020/12/07/exportacao-de-milho-do-brasil-sobe-44-na-primeira-semana-de-dezembro.htm

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Balance has a surplus of US $ 3.7 billion in November

Balance has a surplus of US $ 3.7 billion in November

The trade balance had a surplus of US$ 3.732 billion and current trade of US$ 31.33 billion in November, according to data released this Tuesday (01/12) by the Foreign Trade Secretariat (Secex) of the Ministry of Economy. In the month, exports totaled US$ 17.531 billion and imports, US$ 13.799 billion.

Total– In the year, exports totaled US$191.678 billion and imports, US$140.518 billion, with a positive balance of US$51.16 billion and current trade of US$332.195 billion. "What we observed in November is the result of what has been happening throughout the second half of the year, with recovery of imports and maintenance of exports", commented the Undersecretary of Intelligence and Foreign Trade Statistics at Secex, Herlon Brandão, at a press conference .

stable trajectory– Secex data show that exports have been maintaining a stable trajectory throughout the year, with some changes in the composition of the export basket, which influenced the first semester in a different way than it has been influencing now, in the second semester. According to Brandão, this has been helping to maintain the growth in exported volume, despite the drop in value. "We have growing volumes, and the price is what causes the drop in value, with a reduction of 3% in the month", he explained.

Imports– Despite a drop of 2.6% compared to the same period of the previous year, one of the highlights of November was the value of imports, of US$ 13.8 billion, with a daily average of around US$ 700 million. That daily average, at the height of the pandemic's impact in July, was less than $500 million.

international prices– The undersecretary recalled that, in July, the drop in imported value was around 35%, but now it is less than 3%, driven by the drop in international prices (-10.3%). “What calls our attention is this large increase in the quantum (volume) of imports, with an outstanding growth of 9.6%”, he pointed out. This growth is deconcentrated, encompassing several products, but mainly inputs for domestic production, including electronic inputs, in addition to fertilizers and fertilizers.

Trade balance– The trade balance increased 4.7% compared to November the previous year. The trade flow, in turn, expresses both the sustainability of exports and the trajectory of better performance of imports, with a drop of 1.8%.

Products and sectors– What pulled exports in November, in terms of values, was the extractive industry, with emphasis on iron ore and oil. The result of iron ore, for example, was driven by the increase of more than 40% in prices that month.

Farming– In the case of agriculture, with a 21.9% drop in exports, Herlon Brandão cites the off-season and considers it “natural to have less share of agricultural products at the end of the year”.

harvest– In addition, Brandão sees the influence of the shipping schedule for the harvest period, which changes from one year to another. Last year, the outflow of soybeans was later, with an increase in corn shipments at the end of the year. In 2020, however, there was a concentration of soybean sales in the first half, decreasing exports at the end of the year. The manufacturing industry, on the other hand, registered a drop of 2.9%, after two consecutive months of increase.

Ore– Despite the fact that the price of iron ore contributed to the increase in exported value, the increase in the volume of extractive industry (+23.4%) is much more prevalent in the month. The manufacturing industry also had a positive quantum (+3.8%). "This is also quite significant because, despite the price drop, it shows competitiveness in this sector, which makes the total positive (+2.8%)", observed the Undersecretary of Secex.

economic recovery– On the import side, products from the manufacturing industry represent 93% of the total and had a reduction of just 0.5% in November, driven by a 9.7% drop in prices. Imported volumes from the manufacturing industry, however, grew 10.8%. "We see this growth very in line with what was announced, of economic recovery, after the most acute phase of the pandemic is over," stated Brandão.

Daily average– He explained that, in the daily average, exports have been showing stability throughout the year, while in imports, the curve shows a movement of recovery as of July. “It is very likely that, next month, we will have a growth in the imported value. It will be the second of the year, as in February there was also an increase in imports and, probably, in December we will have another one”, he predicted.

YTD– These trajectories lead to the accumulated result for the year, a reduction of 6.1% in exports and 13.6% in imports until November, reinforcing Secex's estimates for the end of the year, presented in October. “We expect a trade balance of US$ 55 billion. We have $51 billion. The projected trade flow was for a drop of 9% and is with a 9.4% reduction”, he pointed out.

extractive industry– In the accumulated result for the year, the mining and quarrying industry still presents a small reduction (-2.1%) and the manufacturing industry has been suffering the biggest fall of the year (-12.4%). "These are the products most subject to a reduction in world demand", says Brandão. The agricultural sector continues to stand out, with a record of soy exports that contributed a lot to this segment. (Ministry of Economy)

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In the relationship with China, Brazil's biggest partner, the challenge is to seek a balanced trade balance

In the relationship with China, Brazil's biggest partner, the challenge is to seek a balanced trade balance

Brasília – Com uma perspectiva de retomada econômica acelerada no pós-crise da pandemia do novo coronavírus, a China, que já é o principal mercado externo do Brasil, cresce em relevância para a indústria brasileira.

Mas é necessário equacionar o descompasso na balança comercial com o mercado chinês: enquanto a maior parte das exportações brasileiras para esse parceiro comercial é de produtos básicos, as importações são quase exclusivamente de produtos industrializados.

A China é destino de nada menos que 47% dos produtos básicos brasileiros. Um olhar sobre as vendas do Brasil para o país asiático mostra que 89% da pauta de exportação são de produtos básicos, sobretudo soja, minério de ferro e carne bovina.

A busca por esse equilíbrio nas relações comerciais passa também por uma postura proativa do governo brasileiro para retirar barreiras impostas pela China aos nossos produtos.

Monitoramento da Confederação Nacional da Indústria (CNI) mapeou sete barreiras que o país asiático levantou contra a indústria brasileira. São barreiras que prejudicam as exportações de produtos que vão desde o frango, o café e o suco de laranja, passando pelos cosméticos e pelo couro, até as rochas e a comida para pets.

Para o café, por exemplo, o governo chinês promove uma escalada tarifária que inibe a exportação de produtos de maior valor agregado para o mercado doméstico da China. Enquanto a tarifa para o grão é de 8%, para a essência de café é de 32%.

No caso de cosméticos, o governo da China exige testes compulsórios em animais para pedidos de licença administrativa de novos ingredientes de cosméticos e produtos cosméticos importados.

Em razão disso, o Brasil tem exportado volumes reduzidos ao longo dos anos. O market share brasileiro sempre se manteve inexpressivo, abaixo de 0,01%, entre 2013 e 2018.

“Essas barreiras, além de aumentarem consideravelmente ano a ano, se tornam, a cada dia, mais sofisticadas e de difícil identificação”, afirma o diretor de Desenvolvimento Industrial da CNI, Carlos Eduardo Abijaodi.

As práticas que não respeitam as regras da Organização Mundial de Comércio (OMC) são outro desafio que o Brasil precisa enfrentar na relação com a China.

Para se ter ideia, estudo da CNI mostra que, apenas em 2019, o Brasil importou US$ 5 bilhões em produtos chineses cujos subsídios são combatidos por outros países por meio de medidas compensatórias, mas não pelo próprio Brasil.

Na prática, isso significa que esses bens entraram no país com preço abaixo do praticado no mercado por artifícios não aceitáveis no comércio, numa concorrência desleal, com impacto negativo sobre a produção industrial, o investimento e o emprego no Brasil.

Equilíbrio na balança comercial com a China passa pela redução do Custo Brasil

Para especialistas e empresas ouvidos pela Agência CNI de Notícias, o grande dever de casa do Brasil para reduzir a assimetria na balança comercial com a China é enfrentar, de forma assertiva, a agenda de redução do custo Brasil.

Reformas como a tributária são fundamentais para a competitividade dos produtos brasileiros e para as empresas ampliarem as exportações de manufaturados e os investimentos na China e no restante do mundo.

“Parte da agenda para equilibrar as relações com a China tem a ver com a nossa competitividade, mas outra diz respeito à retirada de barreiras impostas pelo país asiático”, diz Abijaodi.

Eduardo de Nóbrega, diretor das operações da WEG na China, afirma que o desequilíbrio da balança comercial está relacionado às disfuncionalidades da economia brasileira.

“O Brasil poderia ser um grande exportador de produtos de alto valor agregado, se tivéssemos um sistema tributário mais justo e equilibrado”, diz.

Ele considera que exportação de produtos de maior valor agregado é penalizada no Brasil em razão de um sistema tributário marcado pela acumulação de resíduos tributários na cadeia. Ou seja, quanto mais se agrega valor, mais se acumula tributos.

A WEG iniciou suas atividades na China em 2004, com a aquisição da unidade fabril de Nantong, produtora de motores elétricos trifásicos de baixa e alta tensão. Desde então, a empresa ampliou suas operações no país com a compra de três empresas (Yatong, CMM e Ecovi), em 2014, e um investimentogreenfieldem Rugao, em 2015.

No ano passado, a WEG inaugurou sua primeira fábrica dedicada a produtos para automação industrial, emChangzhou (Jintan disctrict), província de Jiangsu.

“Atualmente, temos 1.910 colaboradores no país. Em 2020, aproximadamente 45% da nossa receita está vindo das exportações, principalmente para Europa, Oceania, Sudeste Asiático e África”, afirma o diretor.

(*) Com informações da CNI

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