Opinion Focus 

  • If this year was exciting, the 22/23 crop in Brazil has everything to be another bumpy ride.
  • In face of climate and political uncertainties, the outline of a base scenario proves to be challenging.
  • In this report we summarize what to pay attention to next year, and what figures we are using as our estimates.

 

Points of Attention for 2022/23 

  • Below we have summarized the main points of attention for the 2022/23 cane season in Center South Brazil.
  • For the full analysis of the assumptions below, please have a look at our report: CS Brazil in 2022/23: Another Awful Harvest?
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Current Estimates for 2022/23

  • Our current estimate is of 540mmt of cane crush for 22/23 season, with a sugar output of almost 33mmt. 
  • However, we must stress that this scenario considers rains within normal for Q1’22.
  • Another start of the year with rains below average puts a negative spin on the outlook for 2022/23.

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Ana Zancaner

Ana graduated from Insper University Sao Paulo in 2013, with a bachelor’s degree in business administration. She joined CZ as an intern in 2013 and is now our senior analyst in our Sao Paulo office. At CZ she is responsible mainly for analysis of the Brazilian sugar and ethanol sector but supporting other consulting requests as well.

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