Brazil Agribusiness Report Q2 2014

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May 12, 2014, 11:55 ET

LONDON, May 12, 2014 /PRNewswire/ -- Reportbuyer.com has added a new market research report:

Brazil Agribusiness Report Q2 2014

http://www.reportbuyer.com/industry_manufacturing/agriculture/crop/brazil_agribusiness_report_q2_2013.html

Includes 3 FREE quarterly updates

BMI View: Overall, we believe there is the most potential for growth in Brazil's soybean, livestock/dairy
and coffee segments over the medium term. This is because of a shift in food consumption growth towards
Asia for these items, while demand growth from traditional buyers will be subdued. We are more cautious
about the sugar cane sector as a whole, as mills are suffering from low profitability linked to low global
sugar prices and heavy debt burdens. Only the ethanol industry will encourage cane production growth, but
it is still unclear if the government will continue to see biofuels as a priority in its energy mix in the medium
term. In the short term, we highlight downside risks to the coming soybean harvests, especially as
infrastructure bottlenecks could limit export potential in the coming years. Recurring weather concerns
linked to climate will pose downside risks to all our forecasts over the coming years and to global prices as
the country is such a significant exporter.

Key Forecasts
- Soybean production growth to 2017/18: 8.7% to 89.1mn 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: 33.8% to 17.3mn 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 7
SWOT . 10
Agribusiness . 10
Business Environment 11
Industry Forecast .. 12
Sugar Outlook .. 12
Table: Brazil Sugar Production & Consumption, 2013-2018 13
Table: Brazil Sugar Production & Consumption, 2008-2013 ..16
Grains Outlook 18
Table: Brazil Wheat Production & Consumption, 2013-2018 ..19
Table: Brazil Corn Production & Consumption, 2013-2018 . 19
Table: Brazil Barley Production & Consumption, 2013-2018 ..19
Table: Brazil Wheat Production & Consumption, 2008-2013 ..23
Table: Brazil Corn Production & Consumption, 2008-2013 24
Table: Brazil Barley Production & Consumption, 2008-2013 ..24
Cocoa Outlook . 25
Table: Brazil Cocoa Production & Consumption, 2013-2018 ..25
Table: Brazil Cocoa Production & Consumption, 2008-2013 ..30
Dairy Outlook .. 31
Table: Brazil Milk Production & Consumption, 2013-2018 . 32
Table: Brazil Cheese Production & Consumption, 2013-2018 .. . 32
Table: Brazil Butter Production & Consumption, 2013-2018 32
Table: Brazil Milk Production & Consumption, 2008-2013 . 35
Table: Brazil Cheese Production & Consumption, 2008-2013 ..36
Table: Brazil Butter Production & Consumption, 2008-2013 ..36
Coffee Outlook . 37
Table: Brazil Coffee Production & Consumption, 2013-2018 ..37
Table: Brazil Coffee Production & Consumption, 2008-2013 ..39
Livestock Outlook 40
Table: Brazil Poultry Production & Consumption, 2013-2018 .. . 41
Table: Brazil Pork Production & Consumption, 2013-2018 . 41
Table: Brazil Beef & Veal Production & Consumption, 2013-2018 41
Table: Brazil Poultry Production & Consumption, 2008-2013 .. . 45
Table: Brazil Pork Production & Consumption, 2008-2013 . 46
Table: Brazil Beef & Veal Production & Consumption, 2008-2013 46
Cotton Outlook . 48
Table: Brazil Cotton Production & Consumption, 2013-2018 ..48
Table: Brazil Cotton Production & Consumption, 2008-2013 ..53
Soybean Outlook . 54
Table: Brazil Soybean Production & Consumption, 2013-2018 .. 55
Table: Brazil Soybean Production & Consumption, 2008-2013 .. 57
Commodities Price Analysis 59
Monthly Grains Update . 59
Table: Select Commodities - Performance & Forecasts .. 67
Table: BMI Commodities Strategy . 68
Monthly Softs Update . 69
Table: Select Commodities - Performance & BMI Forecasts 76
Table: BMI Commodities Strategy . 77
Upstream Analysis 78
Americas Machinery Outlook 78
Americas GM Outlook 84
Americas Fertiliser Outlook .. 89
Downstream Analysis . 95
Food .. 95
Food Consumption 95
Table: Food Consumption Indicators - Historical Data & Forecasts, 2013-2018 .. 96
Processed Food . 96
Table: Canned Food Value/Volume Sales - Historical Data & Forecasts, 2013-2018 . 97
Table: Pasta Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . 98
Table: Meat Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . 98
Table: Fish Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . . 99
Table: Jams & Jellies Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . 100
Table: Frozen Fruit & Vegetables Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 .. 100
Dairy . 100
Table: Dairy Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . 101
Confectionery .. 102
Table: Confectionery Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . . 104
Table: Biscuits Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 ..105
Drink .. 106
Hot Drinks 106
Table: Hot Drink Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 ..108
Alcoholic Drinks . 109
Table: Alcoholic Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 . 110
Soft Drinks 111
Table: Soft Drinks Value/Volume Sales, Production & Trade - Historical Data & Forecasts, 2013-2018 .. . 112
Mass Grocery Retail 113
Table: Mass Grocery Retail Sales By Format - Historical Data & Forecasts, 2013-2018 .114
Table: Sales Breakdown By Retail Format Type (%) .. . 115
Regional Overview . 116
Competitive Landscape .. 122
Table: Main Agribusiness Players 122
Company Profile .. 123
São Martinho . 123
Table: Financial Results . 130
JBS .. 131
Table: JBS Financial Performance ..142
Demographic Forecast 143
Table: Brazil's Population By Age Group, 1990-2020 ('000) ..144
Table: Brazil's Population By Age Group, 1990-2020 (% of total) 145
Table: Brazil's Key Population Ratios, 1990-2020 . 146
Table: Brazil's Rural And Urban Population, 1990-2020 . 146
Methodology .. 147
Industry Forecast Methodology .. 147
Sector-Specific Methodology 148