which went public last year and made its first acquisition in May
said around 40 plants are being offered for sale."In the final stage of the (acquisition) process
we identified at least eight good targets," he said
adding that current prices for sugar and ethanol have drawn sellers and buyers to the market.Sugar prices are trading near a five-year peak
while ethanol prices in Brazil are near all-time highs.Penna said Jalles is not looking for another mill for now
but said one of the plants they looked into
controlled by banker Andre Esteves and by the Grendene group
is being offered in the market by BTG Pactual.Asked about the mandate
BTG Pactual declined to comment.The last two years have improved companies' financial situation after years of underperforming
head of commercial banking for Citi in Brazil."EBITDA numbers rose a lot and they managed to cut debt
The companies are in a better shape now," he said.Overall
there is spare cane crushing capacity in Brazil because lower sugar and ethanol prices in the previous decade reduced the sugarcane area as farmers switched to more profitable crops such as soybeans and corn.Brazil center-south mills have capacity to crush around 840 million tonnes of sugarcane per year
but this year's crop is projected at only around 540 million tonnes.The mill Jalles Machado bought
has a crushing capacity of 2.7 million tonnes
but is currently only crushing 2 million tonnes
Penna said.There is room now for the sugarcane crop to grow in coming years due to hot demand for ethanol
agribusiness director for investment bank Itau BBA
He believes the crop migration from cane to grains has ended."Current prices make sugarcane very profitable
both for farmers and for processors," he said
projecting that Brazil's sugarcane planted area could grow in 2023
2024 and 2025.Reporting by Marcelo Teixeira; Editing by David Gregorio
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Covers agricultural commodities and biofuels, including production, trade and transportation, based in New York. Former Brazil correspondent and climate/environment reporter. Brazilian, holds a Bachelor of Journalism degree and has done post-graduate studies in Environmental Reporting from Germany's InWent Institute and Foreign Policy and International Political Economy from Harvard University. Avid soccer and tennis player.
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This assessment was presented by participants at a meeting at FAPESP on the 40th anniversary of Proálcool
the National Fuel Alcohol Program (photo: São Martinho mill in Pradópolis
By Elton Alisson | Agência FAPESP – Proálcool
the National Fuel Alcohol Program created by government decree in November 1975
has bolstered the production of bioenergy in Brazil during the last four decades and is one of the greatest genuinely Brazilian science- and technology-based achievements
as a result of close collaboration between universities
universities and industry: 40 years of science and technology for Brazilian ethanol” (http://www.fapesp.br/eventos/proalcool)
The purpose of the event was to discuss Proálcool’s history and background
from the colonial sugarcane era to the use of ethanol as automotive fuel in the twentieth century
and to assess the present state of play and future opportunities for bioenergy derived from sugarcane
The book Proálcool 40 Anos, a collection of articles edited by Luís Augusto Barbosa Cortez, was launched during the event. Cortez is a professor at the University of Campinas (UNICAMP) in São Paulo State and a member of the steering committee of FAPESP’s Bioenergy Research Program (BIOEN)
the articles in the book are by Carlos Henrique de Brito Cruz
FAPESP’s Scientific Director; Gláucia Mendes Souza
a professor at the University of São Paulo’s Chemistry Institute (IQ-USP); Heitor Cantarella
a researcher at the Agronomy Institute of Campinas (IAC); Marie-Anne van Sluys
a professor at the University of São Paulo’s Biosciences Institute (IB-USP); and Rubens Maciel Filho
All are also members of BIOEN’s steering committee
there’s a tendency not to recognize major technological and scientific achievements when their authors are Brazilians
But perhaps Brazil’s greatest science- and technology-based achievement has been to enable the automotive vehicle fleet of an industrialized economy to be powered by ethanol,” Brito Cruz said in his presentation at the event
For the participants in the event and the authors of the book
Proálcool’s success was due not only to the choice of an efficient energy crop such as sugarcane and the climate and soil of Brazil’s Center-West
government and researchers who were prepared to wager on the technological feasibility of fuel ethanol produced from sugarcane
“Proálcool’s launch was met by a barrage of criticism and worldwide skepticism regarding Brazil’s decision to produce a fuel as an alternative to petroleum,” Cortez said
industry or the research community paid much attention to what the world thought
It’s very unlikely that Brazil would have achieved self-sufficiency in oil without Proálcool’s contribution.”
The main reason for the creation of Proálcool was precisely to reduce Brazil’s dependency on petroleum
especially following the 1973 oil shock: between October 1973 and January 1974
it became clear that in addition to its economic advantages
ethanol from sugarcane offered the key environmental advantage of emitting less carbon into the atmosphere than gasoline and other fossil fuels
sugarcane had a highly positive energy balance
indicating a large difference between the energy consumed to produce sugarcane in terms of fertilizer
truck transportation and other resources and the energy produced from sugarcane
A 1977 article in Science by José Goldemberg and collaborators was the first contribution along these lines
Goldemberg is a professor at the University of São Paulo’s Energy & Environment Institute (IEA-USP) and FAPESP’s President
The authors calculated how much energy was used to produce ethanol from sugarcane
cassava and sweet sorghum in Brazil and showed that sugarcane was the most efficient
The main advantage of using sugarcane was its bagasse
“The paper was important not for the accuracy of the numbers it presented
which were very primitive and were later improved on
but because it gave the industry more confidence by demonstrating the importance of sugarcane as a means of capturing the sun’s energy and showing that ethanol is liquefied solar energy,” Goldemberg said during the event
the academic community was not in the slightest interested in either ethanol or sugar from sugarcane.”
Thanks to its investment in the production of ethanol from sugarcane starting with Proálcool
Brazil is now the leading country among the world’s ten largest economies in terms of renewable energy sources as a share of the overall energy mix
Bioenergy from sugarcane alone accounts for 18.1% of the total
according to data from the Ministry of Mining & Energy highlighted in the book and by participants in the event
Brazil is the world’s leading sugarcane producer
and its ethanol output in the 2015-16 crop year reached 28 billion liters
Brazil produced 555 million liters of ethanol
the 174 sugar and ethanol mills in the Center-South will produce 82 metric tons of sugarcane per hectare
according to data from the Sugarcane Technology Center (CTC) that were presented by Goldemberg
“It’s important that mills strive for higher agricultural yields,” he said
About 60% of the ethanol produced from sugarcane in Brazil is produced in São Paulo State
whose energy matrix is strongly based on this biofuel
62% of all the energy used in São Paulo State came from petroleum
petroleum’s share of the state’s energy mix fell to 38%
whose share increased from 14% in 1980 to 32% in 2013
“Bioenergy is very important to São Paulo not only economically but also because it helps the state reduce carbon emissions,” Brito Cruz said
One factor that has contributed to this strong growth of ethanol as a share of the energy matrix in recent decades is support for bioenergy research in the state
FAPESP has always supported many research projects in the field of bioenergy
it decided to extend its funding for such research and to do so in a more coordinated manner
This included funding for a project led by Cortez with the aim of establishing guidelines for scientific and technological research on bioenergy in São Paulo State
The results of the project served as input for the 2008 launch of BIOEN
which now has more than 300 researchers affiliated with universities and research institutions in Brazil and abroad engaged in research projects on different aspects of bioenergy
and environmental and socio-economic sustainability
“The main difference between BIOEN and similar bioenergy research programs around the world is that BIOEN basically covers all knowledge areas relating to bioenergy,” Gláucia Souza said
The program has established partnerships with seven companies to identify possible applications for some of the results of the projects supported
They include Peugeot Citroën – with which FAPESP agreed to set up an engineering research center for the development of combustion engines powered by biofuels in 2013 – and Dedini
a manufacturer of industrial equipment based in Piracicaba
FAPESP and Dedini partnered to fund projects that contributed to the advancement of knowledge and technology in the field of industrial processes for the production of ethanol from sugarcane
“We played a very significant role in the implementation and development of Proálcool by helping to establish hundreds of standalone distilleries –currently known as ethanol plants – with totally Brazilian technology in the initial stage of the program,” said José Luiz Olivério
Researchers linked to BIOEN have published more than 930 scientific articles in the last seven years
has contributed to São Paulo State’s current position as the region of the world with the largest number of scientific publications on sugarcane
behind Brazil overall but ahead of the US
“São Paulo is becoming a focus for bioenergy research worldwide
The book Proálcool 40 Anos (doi:10.5151/9788521210627), by Cortez et al., is available free of charge (in Portuguese) from openaccess.blucher.com.br/article-list/proalcool-universidades-e-empresas-40-anos-de-ciencia-e-tecnologia-para-o-etanol-brasileiro-310/list#articles
The book Proálcool 40 Anos (doi:10.5151/9788521210627), by Cortez et al., is available free of charge (in Portuguese) from openaccess.blucher.com.br/article-list/proalcool-universidades-e-empresas-40-anos-de-ciencia-e-tecnologia-para-o-etanol-brasileiro-310/list#articles.