Evandro Leone Monteiro

Great opportunities for energy and ESG enthusiasts in agribusiness: ✅ Biofuel/Ethanol production ✅ Green energy/Electricity The most important thing is that these topics are NOT JUST GREEN initiatives but important sources of MARGIN for sugar and corn businesses, especially in Brazil and the USA, which are long-term adopters of ethanol. A good example where green meets profitability ☘️💰 https://lnkd.in/dwzbeDkv #agri #biofuel #green #energy #esg

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Brazil is not only a major producer of various agricultural commodities but also a significant consumer market, with over 215 million inhabitants. Consequently, any shifts in the production-consumption balance could impact the global market. The question arises: Can the law approved by its Senate on September 4th, mandating the use of Sustainable Aviation Fuel (SAF), Green Diesel, Decarbonization of the Natural Gas Chain, and incentives for Biomethane, affect the Forest Market (including Pulp and Paper)? Accordantly to our company Prima (https://lnkd.in/d-hnX-eC), the leading research and price benchmarking agency in the international market for low-carbon feedstocks and fuels, the answer is yes. (You can access the law here: https://lnkd.in/dGeKunXj) #pulp #pulpandpaper #pulpandpaperindustry #packaging #packagingindustry #strategy #tissue #riskmanagement #esg #saf #greendiesel

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I am honored to have participated in the Nature Hub today for the launch of the Nature Investment Lab—an important initiative aimed at addressing the pressing challenges in financing and scaling nature-based solutions (NbS) for agriculture, forestry, and other land use (AFOLU) in Brazil.   The Nature Investment Lab is a collaborative effort between Banco do Brasil, BNDES, Glasgow Financial Alliance for Net Zero (GFANZ), Institute for Climate and Society, and Itaúsa. Together, we are focused on mobilizing both private and public capital to drive impactful solutions for mitigating greenhouse gas emissions and preserving our planet's most vital ecosystems.   The protection of nature is essential—not only for reducing emissions but also for safeguarding critical resources and supporting the communities that depend on these ecosystems. By finding innovative ways to finance NbS, we can remove a significant barrier to reversing nature loss and restoring balance to our environment.   Now more than ever, it is crucial that we leverage every available tool to combat climate change. Nature-based solutions present a powerful opportunity to address climate threats while simultaneously protecting biodiversity and strengthening local communities. See the #valorinternational article here: https://lnkd.in/dhz2A7uc   #NYCW #NatureInvestmentLab #NatureHub #naturebasedsolutions #ClimateAction

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We are excited to share our investment in Contabilizei, a leading accounting and tax automation software for SMBs in Brazil. Founded in 2013, Contabilizei automates accounting services, focusing on small businesses and self-employed professionals. "Contabilizei strengthens Warburg Pincus' thesis of investing in scalable technology companies in sectors that still have low technology adoption and growing demand. We see great potential in the company, especially in a market still dominated by manual processes, with ample room for automation and the use of artificial intelligence. Additionally, there is significant room for further monetization through the expansion of financial services offered on the platform," says Bruno Maimone, Managing Director, Warburg Pincus. "The investment in the company is also aligned with our global strategy, as we have a long history of investing in companies in the tax automation space in the United States, such as Avalara and Chipsoft." With the investment in Contabilizei, Warburg Pincus now has a portfolio of 11 Brazilian companies, 8 of which are in the technology sector.

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Comparative overview of Brazilian Agribusiness Financial Instruments Discover the growth of the private rural credit market through our snapshot of key financial instruments. Among these instruments, CPRs (Rural Product Notes) experienced the most remarkable growth, surging by 1260% from 2020 to 2023, indicating their increasing significance in the Brazilian agribusiness credit market. These instruments exemplify the dynamic expansion and lucrative opportunities available in the agribusiness sector, making it a fertile ground for global investors seeking to diversify their portfolios with high-potential assets.

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📊#MarketRoundup: Food inflation hits Brazil again. After being largely responsible for disinflation in 2023, food prices in Brazil are driving inflation upward in 2024. September solidified this trend, and several analysts predict further price hikes in October. Food costs represent more than a quarter of the budget for lower-income Brazilian families and account for nearly one-fifth of the IPCA, Brazil's benchmark consumer price index — influencing the country's base interest rate. Limited supply. The drought affecting much of Brazil in recent months has severely reduced the volume and quality of crops, and is putting pressure on energy prices, which ripple through production chains. 📈Rising demand. The price hikes are also fueled by a surge in exports, which have become more profitable due to the devaluation of the Brazilian real. 🔗Read more in our full article by Isabela Cruz here 👇 https://lnkd.in/dupsKknG #Commodities #FoodInflation #Trade #Economy

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#4 The Brazil AgTech Report In this week's issue, I touch on Brazil’s AgTech landscape with a SWOT analysis, highlighting strengths like renewable energy and double-cropping, and challenges such as high interest rates and bureaucratic obstacles. I explore Brazil's PIX-driven digital cash transformation and the role of no-till farming in sustainable agriculture. Additional updates include biotech innovations combatting crop diseases, new drone regulations, and green financing frameworks. Finally, a mention of Yield Lab’s recent investments and projects, such as Courageous Land’s UN-backed reforestation effort, underscoring Brazil’s dynamic AgTech potential. #Agtech #Brazil #VentureCapital See the newsletter at the link below: https://lnkd.in/d9au76ZR

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COFCO International's emission reduction targets have been approved by the Science Based Targets initiative (SBTi). This is a significant moment that marks the continued importance of Chinese companies in driving a green transition throughout their value chains. COFCO is a signatory of the Agriculture Sector Roadmap to 1.5°C, a sector-wide plan for addressing deforestation in supply chains, facilitated by the Tropical Forest Alliance with support from WBCSD – World Business Council for Sustainable Development. As signatories to the roadmap, companies committed to submitting emissions reduction targets to SBTi for validation, or publishing other third-party validated land-use change targets by July 2024. COFCO’s SBTi validated targets cover all its major business operations, including soybean, maize and freight - making this a milestone for the company and for global supply chains, given China’s role as the world’s largest buyer and importer of Brazilian soybeans. At TFA we are encouraged by this news, and look forward to seeing more companies join COFCO International in having their commitments validated by SBTi. https://lnkd.in/eX-jUJ8M

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📉 The Gross Domestic Product (GDP) of Brazilian #agribusiness recorded a decline of 2.2% in the first quarter of 2024, according to data from the Center for Advanced Studies in Applied Economics (Cepea). 🌾 All agribusiness sectors showed contraction: inputs (-4.9%), primary (-3.43%), agroindustry (-1.31%), and agro services (-1.57%). The drop in prices of #commodities such as #cotton, #coffee, #corn, #soybeans, and #wheat impacted the GDP of the primary agricultural segment. 🌱🌍 📊 The expected reduction in annual production, especially of corn and soybeans, also contributed to the 4.04% decrease in GDP. Based on the performance of the first quarter, it is projected that the GDP of Brazilian agribusiness could reach R$2.45 trillion in 2024, with R$1.65 trillion coming from the agricultural sector and R$800.61 billion from the livestock sector. 📈🐄 This projection indicates the sector's share in the national economy to be around 21.5%, below the 24% recorded in 2023. 🚜 #GlobalShipping #InternationalTrade #AgriExports #ShippingWorldwide #COMEX #LogisticaGlobal #LogisticaInternacional #TransporteDeCarga #Importacao #Exportacao #Commodities #Agribusiness

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CNC Challenges the Constitutionality of Brazil's Fixed-Odds Betting Law The National Confederation of Commerce of Goods, Services, and Tourism (CNC) has filed a direct action of unconstitutionality (ADI 7721) in the Supreme Federal Court (STF) against Law No. 14.790, also known as the "Lei das Bets." The CNC argues that this law, which regulates fixed-odds betting in Brazil, has exacerbated compulsive gambling, leading to financial instability for millions of families. The easy access to online betting platforms has diverted household spending from essential goods, negatively affecting the retail sector and local economies. Key concerns include the lack of safeguards to prevent compulsive gambling, rising family debt, and the impact on vulnerable groups, especially children and adolescents. The CNC is seeking the suspension of the law, stating that it violates the Brazilian Constitution's principles of social well-being, family protection, and economic stability. You can learn more about this critical legal battle and its potential societal impact. #Economy #Gambling #Brazil #Law #CNC #BettingLaw #SupremeCourt #PublicHealth #Constitution #ADIn7721

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for those who do not know, the importance of commodities from Brasil affected flood zone in the the Rio Grande Do Soul, please read on.

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BRAZILIAN AGRIBUSINESS: A GUIDE FOR INVESTORS. This book offers a comprehensive and practical guide for investors interested in exploring the vast opportunities within Brazilian agribusiness. As one of the world’s leading agricultural powerhouses, Brazil is renowned for its significant contribution to global food security and its dominant position in the production of key commodities such as soybeans, corn, beef, sugar, and coffee. This book provides a deep dive into the factors that make Brazil a prime location for agribusiness investments. #Agribusiness #InvestmentOpportunities #BrazilAgriculture #GlobalFoodSecurity #SustainableFarming #ESG #Commodities #AgriTech #Biotechnology #DigitalAgriculture #PrecisionFarming #ArtificialIntelligence #Blockchain #SupplyChainManagement #Logistics #InfrastructureInvestment #BrazilianMarket #Sustainability #EnvironmentalStewardship #InvestorGuide #Canada #USA https://a.co/d/5d6PGgh

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Bamboo DCM was featured in Valor Econômico S/A, discussing the historic record of early debenture redemptions. In this dynamic and challenging environment, Felipe Moraes, CEO and founder of Bamboo DCM, shared insights on how restructuring debt can provide companies with the flexibility and breathing room needed to invest in growth. We serve as a strategic partner, connecting companies and investors while facilitating innovative solutions in the capital markets. The article highlights our crucial role in structured operations that help companies return to the market stronger after repurchasing their debt. A big thank you to Liane Thedim for the opportunity and to the Bamboo team, led by Felipe Moraes and myself Arthur O'Keefe, for driving the transformation of the Debt Capital Markets with innovation and technology. 🔗 Check the link to the article in the comments. #BambooDCM #Debentures #CapitalMarkets #EarlyRedemption #FinancialInnovation #ValorEconômico #DCM #Investments

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Brazil's Leading Role in the Sugar Market in 2024: A Promising Outlook Brazil is set to play a leading role in the global sugar market in 2024. Estimates are highly promising, with record production expected for the current season and robust figures projected for 2024/25. In the first four months of 2024, the State of São Paulo emerged as the principal exporter of sugar in Brazil, with an impressive volume of approximately 21.95 million tons. Following São Paulo, other notable exporters include Minas Gerais (4.48 million tons), Paraná (3.08 million tons), and Mato Grosso do Sul (1.97 million tons). Analyzing local loading data, the Port of Santos has emerged as the leading port for sugar exports during this period, handling 1.01 million tons. Other significant ports include Porto de Paranaguá (0.25 million tons), Recife (0.16 million tons), and Maceió (0.11 million tons). Export and Import Volumes: The overall forecast for sugar exports in 2024 indicates a total volume of 10.8 million tons, marking an impressive growth of 80%. The average export price is projected at R$2,646 per ton, equivalent to approximately $514 per ton, assuming a 1 USD = 5.15 BRL exchange rate. This represents an increase of 12.6% compared to the previous year. Production: Accumulative data for the 2024/2025 crop season indicates significant milling and production figures for sugarcane. Specifically, 35.29 million tons of sugarcane were milled, resulting in 1.541 million tons of sugar production. Brazil continues to be the predominant player in the world sugar market, with São Paulo leading the charge and the Port of Santos at the forefront of exports. The rise in export prices from January through April 2024 underscores the strong demand for Brazilian sugar. Brazil's diversified export destinations and substantial production and export volumes solidify its critical role in the global sugar industry, which remains vital to the nation's export economy. If you have any queries, please reach out to us at [email protected] #sugarmarket #tradingsugar #commodities #futuremarket #icumsa45 #brazilexport #commoditiestrader #commodity

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🌾 Exploring the Future of Precision Agriculture in Brazil! 🌾 MarkNtel Advisors - Market Research Company has just released an in-depth analysis of the Brazil Precision Agriculture Market, highlighting its transformative potential in enhancing agricultural productivity and sustainability. 📈 Key Insights Include: Market Growth Projections: Discover the trends driving significant growth in this vital sector. Technological Innovations: Learn how advancements in technology are shaping farming practices. Challenges and Opportunities: Understand the hurdles and the vast potential for growth within the market. As Brazil continues to position itself as a global agricultural powerhouse, this report is essential for stakeholders looking to navigate the evolving landscape. 🔍 Dive deeper into our findings and strategies for success! Access the full report here: Brazil Precision Agriculture Market Report - https://lnkd.in/g_NPwZxN #PrecisionAgriculture #Brazil #Agritech #MarketResearch #Sustainability #MarkNtelAdvisors

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🖐 Investors are asked to take notice of JBS stock market registration and sign a petition letter to the U.S. Securities and Exchange Commission (SEC): 📣 Green Century Funds is calling out to let the SEC know; 🍖 Headquartered in Brazil, JBS S.A. is the largest meat processing enterprise in the world. It also has a long history of misleading investors in its corporate filings by exaggerating its environmental track record and minimising environmental risks. 🍖 Should JBS gain access to the US stock market, such deficiencies may impair US investors’ ability to decide about material risks the company faces. 🍖 This investor letter asks the SEC to decline to declare JBS S.A.’s registration effective unless the company discloses material Scope 3 emissions data and aligns its climate rhetoric with its climate impact, thereby remedying inaccurate and incomplete environmental disclosures. 🖋 Sign the investor letter to the SEC now: https://lnkd.in/eJYtJJX8

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The area is larger than that of five Brazilian states (Sergipe, Alagoas, Rio de Janeiro, Espírito Santo and Rio Grande do Norte) and is equivalent to that of Paraíba (56,467 km²). It was the worst August in the platform's historical series, which began in 2019. With this result, the total hit by fire in Brazil in 2024 reaches 113,960 km² – more than double that recorded in the first eight months of 2023 (52,519 km²). The sad thing about this story is that most of the fires, like those in the Amazon, are criminals.

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DECUMULATION IDEAS #113. The devastation from Hurricane Helene, especially in #NorthCarolina #Florida #Georgia, hopefully brings this country together to help fellow citizens in distress! Additionally, it could be an opportunity for intelligent governors to also address big social issues like #retirement security and funding #education (and sadly a missed opportunity in #Maryland Gov. Wes Moore Rick Nelson Kathleen Kennedy Townsend , though not too late). When you have devastation that requires long-term funding to rebuild, US states might want to follow the lead of #G20 President #Brazil, that issued two innovative long-term bonds ideally suited for such funding, Julia Wiltgen kindly covered this idea seeded by my dear friend Luciene Miranda when the Brazilian south was devastated by floods! https://lnkd.in/gWPHbQcF Happy to help any state (PRO-BONO) that is interested to achieve multiple social goals. You would be helping pensioners nationally (hopefully even the Virginia Retirement System, where I briefly served as an advisor, as their current DC plan products offer a random retirement outcome and they could improve their plan for underpaid public employees by buying these bonds and GUARANTEEING a REAL RETIREMENT INCOME), while helping your citizens and my fellow countrymen rebuild their lives! NATIONAL ASSOCIATION OF STATE TREASURERS FOUNDATION INC National Association of State Treasurers

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