Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ
-
Upload
grupo-de-estudos-em-cana-de-acucar-geca -
Category
Documents
-
view
329 -
download
0
Transcript of Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ
![Page 1: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/1.jpg)
A Agenda para Reconquistar
Sustentabilidade Econômica
Evento GECA - ESALQ
Piracicaba - 22 de Maio de 2014
Marcos Fava Neves
Prof. FEA/USP Ribeirão Preto
Purdue University (2013)
PN 474 – PI 198 – AT - 772
![Page 2: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/2.jpg)
2
![Page 3: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/3.jpg)
M A M J J A S O N D
2014
Mapeamento e Quantificação do Setor na
safra 2013/14
Pesquisa associações no Brasil e benchmarking com
associação da Austrália
Planejamento Estratégico
Palestra Caminhos da Cana
Índice de Confiança do Setor
Projeto de Preparação dos Jovens do Setor Sucroenergético
Sisinfo Cana
PR
OJE
TOS
NO
SET
OR
SU
CR
OEN
ERG
ÉTIC
O
![Page 4: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/4.jpg)
CADEIA PRODUTIVA SUCROENERGÉTICAPIB em 2008: US$ 28,1 bilhões
VALOR TOTAL MOVIMENTADO em 2008: US$ 86,8 bilhões 2009
![Page 5: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/5.jpg)
![Page 6: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/6.jpg)
6
![Page 7: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/7.jpg)
7
Como está a empresa
chamada Brasil,
de 200 milhões
de acionistas?
![Page 8: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/8.jpg)
8
![Page 9: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/9.jpg)
![Page 10: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/10.jpg)
O agro consegue
exportar?
![Page 11: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/11.jpg)
Diversificação dos Compradores2000 (US$ 20,6 bi) 2013 (US$ 99,9 bi)
Fonte: Centro de Inteligência do Markestrat
![Page 12: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/12.jpg)
E o cenário futuro?
![Page 13: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/13.jpg)
![Page 14: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/14.jpg)
14
Food Production Demand Over Next50 Years Will Exceed 500-Year History
0,0
5,0
10,0
15,0
20,0
25,0
30,0
35,0
40,0
45,0
50,0
1500 1550 1600 1650 1700 1750 1800 1850 1900 1950 2000 2050Source: Graph based on data from Food and Agriculture Organization of the United Nations
Glo
bal
Fo
od
De
man
d (
Pet
acal
-day
)
2012
![Page 15: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/15.jpg)
![Page 16: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/16.jpg)
![Page 17: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/17.jpg)
17
![Page 18: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/18.jpg)
Quais as
oportunidades que
se abrem na cana?
![Page 19: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/19.jpg)
19
![Page 20: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/20.jpg)
20
![Page 21: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/21.jpg)
O que esperar do
futuro do açúcar?
![Page 22: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/22.jpg)
22
113 121 131
5862
73171
183
204
2012/13 2015/16 2020/21
Domestic production International trade
27 3037
3132
36
5862
73
2012/13 2015/16 2020/21
Brazil Other countries
Boas perspectivas de futuroBoas perspectivas de futuro
Consumo Mundial
(mln mt, raw value)
Exportação Mundial
(mln mt, raw value)
![Page 23: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/23.jpg)
![Page 24: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/24.jpg)
O que esperar do
futuro do etanol?
![Page 25: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/25.jpg)
25
![Page 26: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/26.jpg)
26
Uma variável que não estávamos acostumados…
• Se os 19 milhões de carros flex no Brasil…
• Resolverem abastecer uma única
semana com etanol (50 litros)
• O que acontece???
• Consomem 118 mil hectares de cana
em uma semana…
• Consomem 9,5 milhões de toneladas
de cana em uma semana
![Page 27: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/27.jpg)
![Page 28: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/28.jpg)
66
Porcentagem: 73,3% 66,8%
Preço Posto-Usina: 86,3 centavos/l 66,4 centavos/l
% de flex que usa etanol: ? ?
Onde vocês deixam de ganhar?
![Page 29: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/29.jpg)
O que esperar do
futuro da
bioeletricidade?
![Page 30: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/30.jpg)
![Page 31: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/31.jpg)
31
Aspectos de Mercado Relevantes em Maio 14
![Page 32: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/32.jpg)
32
![Page 33: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/33.jpg)
33
![Page 34: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/34.jpg)
34
![Page 35: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/35.jpg)
35
![Page 36: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/36.jpg)
36
![Page 37: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/37.jpg)
37
![Page 38: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/38.jpg)
O que precisamos
agora?
![Page 39: Dr. Marcos Fava Neves _ Simpósio GECA-ESALQ](https://reader034.fdocumentos.tips/reader034/viewer/2022050808/55b2ac01bb61eb97438b4738/html5/thumbnails/39.jpg)