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36                                                              March 2020        AgriBrasilis


                                       Soybean demands


                        40% of fertilizer consumption




                    Interview with Eduardo Monteiro, Director of Distribution at Mosaic Company in Brazil

               There    are    plenty   of    exploration of raw materials.    and Fertilizantes Tocantins.
            fertilizer’s raw material in      In 2019, 22.02 million tons      Those    companies    together
            Brazil, natural deposits of       of fertilizer were imported,     dominate the market.
            phosphorus, containing 337        mainly from Russia, United          AgriBrasilis interviewed the
            million  tons  of  ore,  and  308   States, Canada, China, Egypt,   economist Eduardo Monteiro,
            million tons of potassium in      Israel and Algeria1.             Director of Distribution at
            ore. Thus it could be concluded      Local production in 2019 was   Mosaic Company to portray
            the country would be close to     marked by the closure of two     the Brazilian fertilizer sector.
            self-sufficiency. But the reality   units of the Nitrogen Fertilizer   The company is involved in
            is different.                     Factory (FAFENs) controlled by   the production, wholesale and
               The     consumption      of    the state-owned company for      import of fertilizers.
            fertilizer  produced    locally   petroleum Petrobras, that was       Mosaic    Company      was
            is decreasing. The historical     also motivated by the drop of    created in 2004, from a joint
            series indicates that in the last 9   exports.                     venture between IMC Global
            years Brazil increased fertilizer    Considering    agricultural   and Cargill. The company
            imports by 28%, while exports     expansion, 2020 projection is    is  considered  the  largest
            in the same period fell from      a 2% increase in consumption,    producer of phosphate and
            675,037 tons to 172,058 tons.     estimated to be 37.2 million     potash fertilizers in the world,
               This is due to the fact of     tons.                            with  sales  of  more than 27
            a    continuous    dependence        There are five giants in this   million tons of fertilizers in
            on    suppliers   that  afford    highly competitive market:       40 countries. In the third
            better infrastructure for the     Yara, Mosaic, Heringer, Fertipar   quarter of 2019, Mosaic posted
                            大豆占巴西化肥消费的40%



                                    巴西美盛公司分销总监Eduardo Monteiro访谈


               巴西拥有大量的化肥原                     进口主要来自俄罗斯、美                      主宰了市场。
            料,天然磷矿床含有3.37亿                    国、加拿大、中国、埃及、                        为描绘巴西的化肥行
            吨矿石,3.08亿吨矿石钾。                    以色列和阿尔及利亚。                       业,AgriBrasilis采访了经
            因此,可以得出巴西几乎可                        随着国有石油公司Pe -                   济学家Eduardo          Montei-
            以自给自足这一结论,但现                      trobras运营的两个氮肥厂                  ro,他也是美盛公司的分销
            实却并非如此。                           (FAFENs)的关闭,  2019               总监。美盛公司从事肥料的
               巴西国产的肥料消耗量                     年巴西国内化肥生产的速度                     生产,批发和进口。
            正在走下坡路。历史记录                       有所放缓,而出口下降也是                        美盛公司成立于2 0 0 4
            表明,在过去9年里巴西的                      其中的推力。                           年,由IMC  Global和  Car-
            肥料进口量增加了28%,                        考虑到农业的扩                        gill两家公司合资成立。该
            而同期的化肥出口量却从                       张,2020年的化肥预估消费                   公司被认为是世界上最大的
            675,037吨下降至172,058                量将增长2%,预计为3720                   磷肥和钾肥生产商,在40个
            吨。                                万吨。                              国家的化肥销售超过2700
               造成该现状的原因在于长                      在这个竞争激烈的市场                     万吨。2019年第三季度,
            期对供应商的依赖——这些                      中,有五家巨头:Yara,-                   美盛公司在全球的净利润为
            供应商为勘探原材料提供更                      Mosaic,Heringer,Ferti-           2900万美元。
            好的基础设施。2019年,                     par和Fertilizantes  Tocan-           巴西的化肥行业情况如
            巴西进口化肥2202万吨,                     tins,这五家巨头公司共同                   何?进出口的差额是多少?
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