Main Points 

  • Despite the small sampling, TCH presents a drop of 14%: 68.2mtc/ha against 79.0mtc/ha in 20/21.
  • Dry Weather continues favoring the concentration of ATR: 143.63kg of ATR/mtc.
  • The frost impact will be better measured in the next fortnights.

Crop 2021/22 – 1H July 

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Less cane, but as sweet as last year 

  • No big news, agricultural productivity data is still falling.
  • Despite the small sampling (only 24 mills), a 14% drop in TCH – 68.2mtc/ha in this fortnight.
  • On the other hand, the ATR remains strong, mitigating the effect of lower green mass.
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  • With the 143.63kg of ATR/mtc for the fortnight, so far the sector has had 34mmt of ATR for production: -6% compared to 20/21.
  • And allied to the strong sugar mix, the total produced is 15.2mmt of sugar (-7.2% in 20/21).

And the Frost? 

  • In order to control the impacts of the frost, the mills had to change their harvesting schedule, prioritizing the areas affected by the weather event.
  • UNICA itself believes that we will have more tangible data in the next fortnights.
  • For now, we are on the lookout for possible sharper declines in agricultural productivity.

Prioritizing anhydrous 

  • As in previous fortnights, mills are preferring anhydrous production.
  • In this fortnight, 889mi liters – 32% more compared to 20/21.
  • Direct reflection of the pumps parity (74.7%) that favors gasoline and pushes demand for anhydrous.
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Catarina Junqueira

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