1. Outlook of Brazilian Agriculture
XVI Joint Meeting of the BRAZIL – JAPAN Economic Cooperation Committee
September 23rd, Belo Horizonte – Minas Gerais, Brazil
Data sources: USDA, FAO, CIA, UN, CONAB, MAFF

2. Agrex do Brasil (former “Los Grobo Ceagro do Brasil”)
Mitsubishi Corporation has acquired a Brazilian grain company.
“Agrex do Brasil S/A” (former “Los Grobo Ceagro do Brasil”)
WHY ??? MA PI TO GO BA MT

3. World Demand for Grain Will Further Increase
Example: Soybeans World Import Forecast
2013
( 95 million tons )
2023
( 144 million tons )
Others
Others EU
11mil (8%) EU
12mil (13%)
Asia
72mil (76%)
Asia
117mil (81%)
In the next decade, the world will need to import soybeans
49 million tons MORE, or 52% INCREASE.
Most of the incremental comes from Asia.

4. World Demand for Grain Will Further Increase
World Population:
Now: 7.1 billions
2023: 7.9 billions
(2050: 10.0 billions)
Improvement of Living Standard (Change of Dietary):
1kg of Egg = 3kg of grain
1kg of Poultry = 4kg of grain
1kg of Pork = 7kg of grain
1kg of Beef = 11kg of grain

5. Who Can Supply This Demand Incremental ?
Land Availability (million HA)
Available Land in Brazil
Available
Used
Expansion into Northeast and North

6. Who Can Supply This Demand Incremental ?
Historical Soybeans Yield (tons / ha)
Brazil
Argentine
USA
Among Brazil, Argentine and USA (the 3 major export countries), Brazil shows the least volatility.
This proves that Brazil has the most stable / favorable conditions: Precipitation, Temperature, Solar Radiation, Soil, Crop Management, etc.

7. Brazil Will Supply This Demand Incremental
Example: Soybeans World Export Forecast
2013
( 95 million tons )
2023
( 144 million tons )
Others
Others
Argentine
6mil (7%)
Argentine
18mil (12%)
Brazil
41mil (43%)
Brazil
64mil (44%)
USA
36mil (38%)
USA
44mil (30%)
Sufficient Land Availability
Favorable Weather Condition
Plans for Logistics Developments
These Make Brazil the further
important grain supplier for the world

8. Other Agricultural Products Also Rely on Brazil
Coffee Export
Brazil 32%
(World No.1)
Orange Juice Export
Brazil 81%
(World No.1)
Sugar Export
Brazil 46%
(World No.1)
Poultry Export
Brazil 36%
(World No.1)
Pork Export
Beef Export
Brazil 9%
(World No.4)
Brazil 17%
(World No.2)

9. 【Ref】 Value Chain
“From Farm to Consumer”: Participate in every segment of the whole chain
Overview the various markets as one ⇒ Define the markets needs / situation
Grain Origination
Logistics
Export
Import
Processing
Livestock Farms
Meet Packing
Consumer Retail