Ethanol Analysis

  • Ethanol Update | Brazil: Imports into NNE

    Monday, 10 December, 2018

    Imports coming into NNE ( North-Northeast) even though is peak of the 2018/19 season in the region; November stats shows 129mi litres imported - against 35mi litres over the same period last year; Meanwhile, CS saw 9mi litres entering the region; Will Brazil see more volume imported in the upcoming months? Read this analysis…

  • Ethanol Update | Brazil: Fuel demand down by 4.4%

    Wednesday, 7 November, 2018

    Official fuel data was just published by the National Fuel agency; Up until September, fuel demand fell by 4.4% in Brazil; Read this analysis…

  • Ethanol | Price and Market Update

    Tuesday, 2 October, 2018

    Hydrous demand remains record strong, pushing price higher every week; Read this analysis…

  • Ethanol | Record Gasoline Prices, What’s next?

    Friday, 14 September, 2018

    True to its price policy, Petrobras remains adjusting domestic gasoline values; Due to the BRL weakness, and Eurobob sturdiness, gasoline domestic prices are reaching record after record – current ex-refinery prices stands at BRL2.25/litre; Pump prices are starting to pass on the increase, which could aid in keeping ethanol prices competitive; Read this analysis…

  • Ethanol | Stocks and Prices

    Monday, 3 September, 2018

    Large stocks could become a threat to ethanol prices in the offseason… Total fuel demand is disappointing each month, with cumulative sales down 5.3% until July; Read this analysis…

  • Brazil | Gasohol pump prices are yet to return

    Friday, 27 July, 2018

    The truckers strike took place at the end of May, affecting products distribution across CS; Fuel availability was severely affected, with prices rising over 10% at SP gas stations; It is almost 2 months since the end of the strike, and gasohol prices are yet to come back; Read this analysis…

  • Imports fall 43% in NNE

    Thursday, 12 July, 2018

    As expected, ethanol imports have fallen; June stats show that while no ethanol entered CS in NNE imports fell by 43%; Depressed domestic prices and a depreciated currency are expected to prevent an ethanol flow into Brazil; Read this analysis…

  • CS Brazil | Hydrous sales: from mills to gas stations?

    Wednesday, 20 June, 2018

    A project is running for approval in the Senate to allow mills to sell hydrous ethanol directly to gas stations; Since 2009, this has been forbidden by ANP (National Fuel Agency) that requires mills to sell to distributors registered at ANP; This debate is dividing the sector; while the NNE producers and representatives are for the measure, UNICA is against it; Read this analysis…

  • Gasoline price cap?

    Monday, 11 June, 2018

    The rise in fuel prices in Brazil are causing significant dissatisfaction with the population The diesel hike caused protests across Brazil, leading to fuel and food shortages; In order to prevent similar events with gasoline complaints, the ANP (National Fuel Agency) is conducting a public hearing to assess Petrobras daily adjustments; Read this analysis…

  • Is Cide zeroed?

    Tuesday, 22 May, 2018

    Just now the President of the House of Representatives has disclosed that the Cide will be zeroed; If confirmed, this move reduces the ceiling for hydrous by around 50 points on  No.11 basis; Read this analysis…

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