Brazil: Record News

20260909 11:00 UTC · 00:30:53 · 476 transcript segments · GDELT Visual Explorer · plain-text transcript · Event Map

Film strip

One frame every 4 seconds, 464 in all. Click a frame to jump the transcript to that moment, or click a line of the transcript to see what was on screen while it was said. Served from apprised.news, so it loads behind proxies that block Google Cloud Storage.

00:00:00
00:00:04
00:00:08
00:00:12
00:00:16
00:00:20
00:00:24
00:00:28
00:00:32
00:00:36
00:00:40
00:00:44
00:00:48
00:00:52
00:00:56
00:01:00
00:01:04
00:01:08
00:01:12
00:01:16
00:01:20
00:01:24
00:01:28
00:01:32
00:01:36
00:01:40
00:01:44
00:01:48
00:01:52
00:01:56
00:02:00
00:02:04
00:02:08
00:02:12
00:02:16
00:02:20
00:02:24
00:02:28
00:02:32
00:02:36
00:02:40
00:02:44
00:02:48
00:02:52
00:02:56
00:03:00
00:03:04
00:03:08
00:03:12
00:03:16
00:03:20
00:03:24
00:03:28
00:03:32
00:03:36
00:03:40
00:03:44
00:03:48
00:03:52
00:03:56
00:04:00
00:04:04
00:04:08
00:04:12
00:04:16
00:04:20
00:04:24
00:04:28
00:04:32
00:04:36
00:04:40
00:04:44
00:04:48
00:04:52
00:04:56
00:05:00
00:05:04
00:05:08
00:05:12
00:05:16
00:05:20
00:05:24
00:05:28
00:05:32
00:05:36
00:05:40
00:05:44
00:05:48
00:05:52
00:05:56
00:06:00
00:06:04
00:06:08
00:06:12
00:06:16
00:06:20
00:06:24
00:06:28
00:06:32
00:06:36
00:06:40
00:06:44
00:06:48
00:06:52
00:06:56
00:07:00
00:07:04
00:07:08
00:07:12
00:07:16
00:07:20
00:07:24
00:07:28
00:07:32
00:07:36
00:07:40
00:07:44
00:07:48
00:07:52
00:07:56
00:08:00
00:08:04
00:08:08
00:08:12
00:08:16
00:08:20
00:08:24
00:08:28
00:08:32
00:08:36
00:08:40
00:08:44
00:08:48
00:08:52
00:08:56
00:09:00
00:09:04
00:09:08
00:09:12
00:09:16
00:09:20
00:09:24
00:09:28
00:09:32
00:09:36
00:09:40
00:09:44
00:09:48
00:09:52
00:09:56
00:10:00
00:10:04
00:10:08
00:10:12
00:10:16
00:10:20
00:10:24
00:10:28
00:10:32
00:10:36
00:10:40
00:10:44
00:10:48
00:10:52
00:10:56
00:11:00
00:11:04
00:11:08
00:11:12
00:11:16
00:11:20
00:11:24
00:11:28
00:11:32
00:11:36
00:11:40
00:11:44
00:11:48
00:11:52
00:11:56
00:12:00
00:12:04
00:12:08
00:12:12
00:12:16
00:12:20
00:12:24
00:12:28
00:12:32
00:12:36
00:12:40
00:12:44
00:12:48
00:12:52
00:12:56
00:13:00
00:13:04
00:13:08
00:13:12
00:13:16
00:13:20
00:13:24
00:13:28
00:13:32
00:13:36
00:13:40
00:13:44
00:13:48
00:13:52
00:13:56
00:14:00
00:14:04
00:14:08
00:14:12
00:14:16
00:14:20
00:14:24
00:14:28
00:14:32
00:14:36
00:14:40
00:14:44
00:14:48
00:14:52
00:14:56
00:15:00
00:15:04
00:15:08
00:15:12
00:15:16
00:15:20
00:15:24
00:15:28
00:15:32
00:15:36
00:15:40
00:15:44
00:15:48
00:15:52
00:15:56
00:16:00
00:16:04
00:16:08
00:16:12
00:16:16
00:16:20
00:16:24
00:16:28
00:16:32
00:16:36
00:16:40
00:16:44
00:16:48
00:16:52
00:16:56
00:17:00
00:17:04
00:17:08
00:17:12
00:17:16
00:17:20
00:17:24
00:17:28
00:17:32
00:17:36
00:17:40
00:17:44
00:17:48
00:17:52
00:17:56
00:18:00
00:18:04
00:18:08
00:18:12
00:18:16
00:18:20
00:18:24
00:18:28
00:18:32
00:18:36
00:18:40
00:18:44
00:18:48
00:18:52
00:18:56
00:19:00
00:19:04
00:19:08
00:19:12
00:19:16
00:19:20
00:19:24
00:19:28
00:19:32
00:19:36
00:19:40
00:19:44
00:19:48
00:19:52
00:19:56
00:20:00
00:20:04
00:20:08
00:20:12
00:20:16
00:20:20
00:20:24
00:20:28
00:20:32
00:20:36
00:20:40
00:20:44
00:20:48
00:20:52
00:20:56
00:21:00
00:21:04
00:21:08
00:21:12
00:21:16
00:21:20
00:21:24
00:21:28
00:21:32
00:21:36
00:21:40
00:21:44
00:21:48
00:21:52
00:21:56
00:22:00
00:22:04
00:22:08
00:22:12
00:22:16
00:22:20
00:22:24
00:22:28
00:22:32
00:22:36
00:22:40
00:22:44
00:22:48
00:22:52
00:22:56
00:23:00
00:23:04
00:23:08
00:23:12
00:23:16
00:23:20
00:23:24
00:23:28
00:23:32
00:23:36
00:23:40
00:23:44
00:23:48
00:23:52
00:23:56
00:24:00
00:24:04
00:24:08
00:24:12
00:24:16
00:24:20
00:24:24
00:24:28
00:24:32
00:24:36
00:24:40
00:24:44
00:24:48
00:24:52
00:24:56
00:25:00
00:25:04
00:25:08
00:25:12
00:25:16
00:25:20
00:25:24
00:25:28
00:25:32
00:25:36
00:25:40
00:25:44
00:25:48
00:25:52
00:25:56
00:26:00
00:26:04
00:26:08
00:26:12
00:26:16
00:26:20
00:26:24
00:26:28
00:26:32
00:26:36
00:26:40
00:26:44
00:26:48
00:26:52
00:26:56
00:27:00
00:27:04
00:27:08
00:27:12
00:27:16
00:27:20
00:27:24
00:27:28
00:27:32
00:27:36
00:27:40
00:27:44
00:27:48
00:27:52
00:27:56
00:28:00
00:28:04
00:28:08
00:28:12
00:28:16
00:28:20
00:28:24
00:28:28
00:28:32
00:28:36
00:28:40
00:28:44
00:28:48
00:28:52
00:28:56
00:29:00
00:29:04
00:29:08
00:29:12
00:29:16
00:29:20
00:29:24
00:29:28
00:29:32
00:29:36
00:29:40
00:29:44
00:29:48
00:29:52
00:29:56
00:30:00
00:30:04
00:30:08
00:30:12
00:30:16
00:30:20
00:30:24
00:30:28
00:30:32
00:30:36
00:30:40
00:30:44
00:30:48
00:30:52

Transcript

Google Cloud Speech-to-Text API (Chirp) + Gemini 2.5 Flash Non-Thinking. Treat it as a searchable index of what was broadcast, not a quotation record.

00:00:00a season, according to the CPA, some
00:00:02producers opted for corn in search of diversification
00:00:06of crops and risk reduction with other
00:00:10products such as soybeans. According to the research center,
00:00:13attentive to the possible impacts of El Niño for the next
00:00:16season, sellers are withdrawn, limiting the
00:00:20volume of lots for negotiation and international highs have
00:00:24raised export parity. The result
00:00:27is pressure on prices with the... a
00:00:30portion of buyers has chosen to consume the lots
00:00:33commercialized in advance, instead
00:00:36of negotiating at higher levels. According to Cepea researchers,
00:00:40these agents bet that full
00:00:43warehouses, the need to pay debts, and the weakened
00:00:47on the stock exchange, you had an excess of pace of exports this season, will make
00:00:51producers need to sell in the coming
00:00:54weeks. Soybean prices gained strength
00:00:58at the beginning of September. Look.
00:01:02The appreciation of soybeans observed in August gained
00:01:05strength at the beginning of this month, supported by
00:01:08uncertainties about the possible impacts of El Niño on
00:01:11the 2026/27
00:01:14crop, by greater Asian demand,
00:01:17use WhatsApp. Record for North American soybeans and by the intensification of conflicts in the Middle East.
00:01:20In addition, according to the CPA, Brazilian producers
00:01:24are waiting for a greater volume of rain to start field activities
00:01:27in the 2026 season. 27,
00:01:31a scenario that retracted negotiations, involving
00:01:34large quantities. For researchers, the rise in the
00:01:37national market was limited by the decrease in external demand
00:01:41for Brazilian soybeans. Which is common for this period of
00:01:44approaching the entry of the North American harvest. Even
00:01:48so, from January to August, Brazil exported almost
00:01:5290 million tons of soybeans in grain, a record for the
00:01:56period.
00:01:58Let's see the weather forecast now for this Wednesday throughout
00:02:01the country.
00:02:07Wednesday will be marked by the return of instabilities in some areas of
00:02:11the south-central part of the country, the combination between a low-pressure area in the interior of the continent
00:02:15and a trough in the atmosphere again favors the formation of heavy clouds,
00:02:19in addition to the transport of heat and humidity, increasing the risk of storms,
00:02:22mainly between Paraná, Santa Catarina, Rio Grande do Sul and São
00:02:25Paulo. In addition to heavy rain, there is a chance of lightning, wind gusts and
00:02:29high volumes in some places. Attention, Thursday and Friday
00:02:33should concentrate the highest volumes of rain, the highest risk for storms
00:02:36between the south and southeast, in the south of the country the weather changes again, the
00:02:40action of a trough associated with a low-pressure area in the interior of the
00:02:43continent increases instabilities again, from
00:02:47early on, the forecast is for showers between Paraná and the north of
00:02:50Santa Catarina, throughout the afternoon and also at night, these instabilities
00:02:53advance through more areas of Santa Catarina, in Paraná, there is an alert for storms throughout
00:02:57the day in the state of Rio Grande do Sul the... is more concentrated in the northwest and in the
00:03:01northern strip, while the rest of the state has drier
00:03:04weather, and a new incursion of cold air keeps temperatures lower in some
00:03:08areas of the state of Rio Grande do Sul. In the southeast, the circulation of humid
00:03:12winds continues to maintain a lot of cloudiness on the coast and in the east of the
00:03:15region. In addition, a trough at mid-levels of the atmosphere
00:03:20October 1st and favors new showers, mainly in the interior of São Paulo and also in
00:03:22Minas Gerais. The forecast is for rain in the state of São Paulo, Rio de Janeiro, Espírito
00:03:26Santo, the triangle, south, central, west, east regions of
00:03:30Minas Gerais with a risk of storms in some areas. The situation requires
00:03:34attention also on the coast of São Paulo, where there is a chance of high volumes of
00:03:37rain. And the situation is dangerous. In the areas closest to the
00:03:41coastal strip and in the south-central part of São Paulo, in addition to the south and some areas
00:03:44of eastern Minas Gerais, the cold air keeps temperatures a little more pleasant, while
00:03:48in the interior of Minas Gerais and northern São Paulo, thermometers rise more in the
00:03:51afternoon. Wednesday already requires attention in some areas, but the
00:03:55scenario becomes even more worrying in the coming days. Between Thursday and Friday
00:03:59the pre-storm conditions will increase in much of the south
00:04:02and also in the southeast, Paraná remains the state with the highest tension,
00:04:06with a risk of intense rain, hail, wind gusts and storms.
00:04:10São Paulo also enters an alert on Thursday, especially in the south-central
00:04:13part of the state, where the condition is dangerous for high accumulated
00:04:16rainfall. During storms, avoid open areas, do not stay
00:04:20you don't have access to close to trees and if possible, avoid going out during the
00:04:23periods of most intense rain. In the Midwest, isolated showers may still occur
00:04:27during the morning of this Wednesday. Throughout the day,
00:04:30new areas of instability gain strength between the center, east and north of Mato
00:04:35access to the Grosso, the eastern half of Mato Grosso do
00:04:38harvest Sul, the Federal District and
00:04:39larger fairs tend to south-central Goiás. The showers occur irregularly, but can be
00:04:42strong accompanied by thunderstorms in some places. And there is an alert for
00:04:45storms in southeastern Goiás and also in Mato Grosso do Sul, the
00:04:48northeast, it continues to rain, mainly in the south of Bahia and along the
00:04:52coastal strip between the Natal region and
00:04:54today Alagoas, moderately to strong, while inland, the weather
00:04:57remains drier. And in the northern region of the country, the showers
00:05:01continue between Amazonas, Pará, northern Tocantins and in
00:05:04Roraima, with an alert for pre-storms in some places, while in the
00:05:08other areas, the weather remains drier, heat and sun
00:05:11predominate. While some areas of the south-central part of the country again register
00:05:15rain, dry air continues in some areas, mainly in the central
00:05:19region of Piauí, where the indices can be between 12 and 20%
00:05:23and reach emergency levels in some places. In Curitiba, the
00:05:26chances of rain already increase during the morning and especially during the afternoon
00:05:30and also at night. The showers can occur moderately, strongly,
00:05:34with storms and high accumulations, with a maximum of 19
00:05:37in the afternoon. In São Paulo, the forecast is for rain from
00:05:40early morning and also in the morning. Throughout the day and also at night, it rains at any
00:05:44time, there is a risk of heavy rain, storms, high accumulations
00:05:48and disruptions in some places, the maximum can reach 21 degrees
00:05:52and in Recife, the instabilities increase during the afternoon
00:05:55and also at night, where the forecast is for moderate to strong rain with
00:05:59some clearings and temperatures can reach 27 in the
00:06:03afternoon, in Porto Alegre, in Florianópolis, a maximum of 20,
00:06:0622 degrees this Wednesday. In Vitória, temperatures
00:06:09can rise to 25, already in Brasilia.
00:06:12it gets a little warmer with a maximum of 28 and in Palmas in
00:06:16Cuiabá heat of 35 and 36 degrees in the
00:06:19afternoon. Sales of agricultural machinery and implements accumulate a drop of
00:07:11micro and small businesses were responsible for eight out of 10
00:07:14jobs generated in Brazil in July, according to CAGED data,
00:07:17of the total of 58,568
00:07:21jobs created in the country in the period, micro and small businesses accounted for
00:07:2546,542,
00:07:28while medium and large businesses accounted for
00:07:309,782 positions. The services
00:07:34sector presented the largest balance of jobs created by small businesses
00:07:38in July, with 22,751
00:07:41new formal positions: following, construction
00:07:45appears with 16,899 vacancies and commerce with
00:07:492,489.
00:07:51Together, the three sectors accounted for
00:07:5342,139
00:07:56jobs.
00:08:04The agro that moves the world, has now arrived in the city,
00:08:08this is GAF, a global meeting of ideas that
00:08:11shape the... Future of
00:08:13Agro.
00:08:16Great brands, experiences that make their mark.
00:08:19Where decisions happen, where connections scale.
00:08:23Agro doesn't stop, it evolves and meets
00:08:26here. Guarantee your
00:09:40lower than last year. From January to July, the drop was more than
00:09:4425%. Now the sector expects a warming in the
00:09:48coming months, but the annual balance should still be below
00:09:512025. Pedro Estevão, president of the sectoral chamber
00:09:55of agricultural machinery and implements of
00:10:06throughout the year, the sales of agricultural machinery and
00:10:10implements were already.
00:10:12since last year, since last year, what is
00:10:16happening, why are sales not reacting,
00:10:19Look, there are several factors,
00:10:22but the main ones. I will list
00:10:25them for you and the viewer, first that the
00:10:29sector is quite leveraged, that is, in the period
00:10:332019 to 2023, it was that period that we had a pandemic
00:10:37interest rates fell, the price of commodities eh rose
00:10:40a lot, people, we increased the planted area by around
00:10:4415 million hectares, it's a lot, it's such a
00:10:48astonishing increase. People got eh leveraged
00:10:51in that period the problem is... started
00:10:55in 2025, we had a crop loss due
00:10:58to drought, a very severe drought throughout Brazil, we had a crop
00:11:02loss back in 2025 the
00:11:04price of the main, of the two main commodities, which
00:11:08is eh soybeans and corn, fell a lot
00:11:12supply and that price that reached, for example, soybeans
00:11:15hit $17 a bushel and went back to $10 a bushel,
00:11:18so you have a very low profitability,
00:11:22especially until mid-now... we
00:11:25have very low soybean and corn prices and
00:11:29these two commodities basically represent
00:11:3260% of the agricultural machinery market, so
00:11:36the profitability of these commodities was very low,
00:11:40so people not having profitability, having crop loss
00:11:43having debts to pay, he he will hold back
00:11:46investment, another detail is that the interest rate for
00:11:50costing is quite expensive,
00:11:53the resource that the government... puts for investment for
00:11:57costing is around 170
00:12:00billion, despite the crop plan being 530, we are now more
00:12:04or less subsidized 170 billion for costing, so you have
00:12:08a large portion of farmers who will need to go to
00:12:11the market and pay a very high interest rate, so he won't go to the market, he prefers
00:12:15to use his own resources and do the costing and
00:12:19then certainly less money is left for investment
00:12:22eh and we
00:12:25have now El Niño right, which is actually an
00:12:29imponderable, we don't know exactly what will happen and this
00:12:33ends up, let's say, scaring away investments, because if the farmer doesn't know
00:12:37exactly what will happen, he has a lot of fear
00:12:39of crop loss and not being able to
00:12:43pay his bills, so it also makes
00:12:46you have, let's say, a very great fear of the
00:12:50farmer making investments, so
00:12:52a these things that I told you are
00:12:56a leveraged sector, low profitability, crop
00:12:59loss, high interest rates, eh made
00:13:02this year, especially this year, very bad for the agricultural machinery market,
00:13:06let's talk a little more about all these points, right, between January
00:13:10and July of this year, sales totaled 26
00:13:14billion and 200 million reais,
00:13:1825.8% less than in the same period
00:13:21last year, you said right from the pandemic era. that
00:13:25investment was higher, so we perceive a
00:13:29a a ups and downs, a roller coaster, right, some years
00:13:33ago the producer was one of the only, one of the only sectors
00:13:36of the economy that worked much more, right,
00:13:40it was during the pandemic, it was agribusiness, then we realize
00:13:43that at that time the producer invested a lot and is still paying
00:13:47that bill because we know that a machine like this costs
00:13:50a lot, right, so the producer took advantage of the
00:13:54high prices of that period, took advantage of the expansion
00:13:57of area of that period, made an investment and this bill is still
00:14:01arriving?
00:14:04certainly yes, investments
00:14:07usually farmers characterize farmers
00:14:10buying to make financing of investments, these
00:14:14investments are more or less from 10 to 5 years, so
00:14:18let's say an average of 7 years, so you have a lot of
00:14:21bills to pay, then you have low profitability, you...
00:14:25very little money is left for you to have resources to make new
00:14:28investments, so really the agricultural sector has a lot of these ups and
00:14:32downs, and these ups and downs are due to the price of
00:14:36commodities, notice that I said that in a
00:14:39good time the price of soybeans in the Chicago stock exchange was $17 a
00:14:43bushel, which is 27 kg and it
00:14:46dropped to 10 now 4 months ago, that is, a very big difference from
00:14:50seven to 10 from 17 to 10, so it
00:14:54depressed profitability a lot and behind soybeans comes corn, comes
00:14:57wheat, come other commodities, other grains that
00:15:01make the price fall a lot, so then we always have this
00:15:04discrepancy between profitability
00:15:07and and and the prices of commodities, this makes
00:15:11sales really rise and fall at a very high
00:15:14speed, to give you an idea, in the period
00:15:1821,22, the sector invoiced 98
00:15:21billion and now we are talking about invoicing 53 billion. It's a
00:15:25very big difference, ah, is this normal in the agricultural
00:15:28sector? Yes, let's say that
00:15:31basically, it has always been like this, that is, when the price of the commodity falls
00:15:35people stop buying. When the price, profitability is high,
00:15:39people buy, it has always been like this, this magnitude
00:15:42of this fall, ah, it's a little bigger than the
00:15:46other events that happened in the past, precisely because
00:15:50of the accumulation of eh negative factors, which were the drought, the
00:15:53high interest rates eh made it so that
00:15:57let's say it potentiated this this low
00:16:01eh yield of crops, low profitability,
00:16:05when we talk about another point that
00:16:08you mentioned... the issue of high interest rates, of the crop plan,
00:16:12explain how it works, because we always report here year after year,
00:16:15right, that some millions of reais were released
00:16:19for investment, for small, medium, large
00:16:22farmers, family farming, how does it work eh for
00:16:26the farmer to have access to this credit to invest in machinery,
00:16:30because there are some plans including that are specific
00:16:33for the purchase of machinery, for the purchase of tractors, agricultural machinery.
00:16:38Yes, the crop plan has many lines of
00:16:41of of investments and you we sometimes get confused, you have the
00:16:45costing part and the investment part, the investment
00:16:48part, the interest rates are not so expensive, today you have
00:16:51the Pronaf line, which is for
00:16:54small farmers, which is 5%, it's quite a reasonable
00:16:57interest rate, quite, I would even say it's quite attractive, an interest rate
00:17:01of 5%. but this is for very small farmers who are called
00:17:05Pronafianos, then...
00:17:07you have the line, for example, today there is
00:17:10MRO, which is a line that the government recently
00:17:14introduced, about 30 days ago, which costs
00:17:179%, so it's also reasonable, then
00:17:20you have the traditional lines, which are for farmers, but large farmers, which is the
00:17:24fleet model, which is 12.5%, you have a
00:17:28financing line for medium farmers, which is Pronamp, which is
00:17:3211.5%, and besides that you have FCO and FNE, which
00:17:35are the lines for the Center-West and for the North,
00:17:39Northeast, so let's say, the volume of resources
00:17:42you have for investments is even reasonable, if you add everything I told you,
00:17:46it's around 22 billion available
00:17:50for farmers to buy, for sales of
00:17:5350-something billion, we have basically 60% of our sales
00:17:57would be covered by interest or resources that are
00:18:00reasonably cheap, right, what is really
00:18:04expensive today is the, let's say...
00:18:07the costing, as I said, what I told you, only
00:18:11170 billion is a subsidized resource,
00:18:14the bulk of the costing is done by CPR, CPR
00:18:18will cost Selic plus one, Selic plus 3, Selic plus 4, depending on the
00:18:22farmer's payment capacity, which is not such a cheap resource,
00:18:26so you have these differences in the crop plan, but I insist
00:18:29again, for investment you even have
00:18:33quite a lot of resources with a reasonable
00:18:36interest rate, what is really lacking is the farmer's appetite
00:18:39to buy due to these variables that we have been talking about
00:18:43throughout the interview and it is interesting because agricultural
00:18:47fairs are important
00:18:50thermometers that guide this
00:18:53purchase and sale relationship, right? For example, Expointer ended last
00:18:57weekend, the balance of Expointer, which is the biggest agricultural fair
00:19:01in, right, in Brazil, which happens in Rio Grande do Sul,
00:19:04purchase intentions compared to last
00:19:08year's edition, about 25%, meaning,
00:19:11we had already been seeing this at Agrishow, we saw it at other
00:19:14fairs, now Expointer, which I think is the last big fair of the annual
00:19:18calendar, right, this market is eh is challenging,
00:19:22reflecting Expointer reflecting this trend of
00:19:26retraction in investments,
00:19:29so the fair, the trend of fairs is to reflect what is happening
00:19:33in the market, you see that at Agrishow we
00:19:36reported a... 22% drop, the
00:19:39accumulated from January to July is 22%, that is, the fair
00:19:43reflects a lot of what happens, especially the big
00:19:46fairs, if you take a regional fair, it may be that in that
00:19:49specifically for that region, for that crop the market is
00:19:53different, right, so you have some crops that are doing well, for example,
00:19:56eh, you take machines for
00:20:00livestock, it's reasonable, it's not a bad market like soybeans
00:20:04and corn, eh, machines for coffee are very... good, that is, if you
00:20:08have a specific fair for coffee, eh, it will
00:20:11not report such a bad result, but the
00:20:16reflect what happens in the market, you hardly
00:20:20have a result at the fair that is very different from what is
00:20:23happening in the market, so this number from
00:20:27Expointer reflects exactly what is happening in the market, there is nothing
00:20:31different, there was nothing different at the fair that would cause
00:20:35sales to increase, it reflects exactly. what is happening
00:20:39eh it is worth
00:20:40noting
00:20:43to the public that we recently, about
00:20:4720 days ago, the price of soybeans and corn increased
00:20:50a lot on the Chicago stock exchange due
00:20:53to climate problems in the United
00:20:56States, so let's say, the price increased a little, this
00:21:00made the farmer a little more optimistic, but this
00:21:04optimism will only be reflected next year, that is,
00:21:07when he really has a good harvest, when El
00:21:11Niño does not harm him much in February, May of next year, when he
00:21:14harvests, he will do the math, there will be money left, the price is
00:21:18better because it has increased, basically 15% the price of
00:21:21commodities, so he will have a slightly better profitability,
00:21:25but this will only be reflected next year, this
00:21:28year, even this increase that happened now in the last
00:21:3115 days still probably
00:21:34won't reflect this year, so we continue with the
00:21:37same forecast to close the year with -20
00:21:41which even so will be a challenge, -22 to reach -20
00:21:44would mean that from now on sales would have to be a little better than
00:21:48they have been so far. up to our statistics up to
00:21:52July, we think it's difficult for that to happen,
00:21:55we're at -22,
00:21:58aiming for -20 we think it will be difficult, it's because it's interesting
00:22:01for us to reinforce, right, when you say that these numbers or this
00:22:05profitability will only be reflected next year, because when we talk about agriculture we talk about a
00:22:09long cycle, right, when we talk about crop year we don't talk about the year from January
00:22:12to December, so the farmer is planting now or is
00:22:16preparing the soil or is, even if he is finalizing the harvest, in the case of the...
00:22:20second harvest, but this sale has either already been made and
00:22:23is already committed or is negotiating for next year, will only receive next
00:22:27year, so it's important for us to also say this to those who
00:22:31follow us and sometimes are not so familiar with this
00:22:34calendar, but then another point that you eh reinforced
00:22:38also that impacts this retraction of investment is El
00:22:42Niño, we have been talking about an intense El Niño this year worldwide
00:22:45and you have already talked about North American production
00:22:48and this climatic insecurity
00:22:52directly affects the investment that the
00:22:54farmer makes in this machinery, so that means,
00:22:58the reflection of El Niño or the impact of El Niño in the Northern
00:23:01Hemisphere will also interfere with what the Brazilian farmer will
00:23:05invest,
00:23:08oh certainly right, you the
00:23:12media is giving intense coverage to El
00:23:16Niño, right, considered the biggest El Niño since 1870.
00:23:20We don't know what will happen, this brings a lot of insecurity to the farmer, right?
00:23:23We know that here in Brazil you have an excess of rain and drought in the
00:23:27Northeast, Midwest, in the Midwest the climate becomes
00:23:31irregular, right, but as let's say, it's being
00:23:34said that it's a very strong El Niño and look from
00:23:381870, from 1870 to
00:23:41now, back then it was a disaster,
00:23:44right, you didn't have as much resources as you have today, they talk about
00:23:4840 million people, right? So it really was a very
00:23:52serious phenomenon. the farmer is very
00:23:55fearful of making any investment with something that he doesn't
00:23:59have any control over, right? It's completely imponderable, totally imponderable what's
00:24:03going to happen with it, this really greatly retracts investments,
00:24:06and for the next few months,
00:24:10Pedro, what can we expect? Maybe
00:24:13a slight recovery, some data talks about a slight recovery, and I also wanted
00:24:17you to tell me a little bit, just to finish, about the import of machines, because
00:24:21we also see in the fields today
00:24:25machinery that comes from outside
00:24:28the country, other brands that are not the traditional ones, right? How is
00:24:32the sector seeing this
00:24:35issue? Well, imports have increased, especially from China, right?
00:24:38China started investing here in Brazil, direct
00:24:42imports, just to give you an idea, in
00:24:46four years, it increased from 40 million dollars to
00:24:5013 million dollars, and this
00:24:52year, despite sales falling, China is increasing sales by 27%
00:24:56here in Brazil, so China has become a very strong player
00:25:00here in Brazil.
00:25:02They
00:25:05China still has a problem that it brings a lot of imported things and
00:25:10the harvest plan, right? Because to access the harvest plan, you have
00:25:13to have local content, China when it brings
00:25:17it directly doesn't have it, so much so that people are talking a lot about bringing industry
00:25:21here, then yes, they would have local content and would have
00:25:28plan. What happens is that in recent
00:25:31years, the so-called Pix amendment has increased a lot, which are,
00:25:35let's say, those purchases, that money that a deputy sends
00:25:39to his base and many
00:25:42municipalities buy agricultural machinery, the government itself buys agricultural machinery
00:25:45and then you, by the current
00:25:48law, you are not obliged to have
00:25:52local content, so purchases are basically
00:25:55price and then the Chinese end up winning because they
00:25:59have a very high competitiveness for products in China.
00:26:03It's about 40% cheaper than ours, so China
00:26:06has really entered the market, it's not yet,
00:26:10let's say, among the big producers, because it doesn't
00:26:14have a product that has
00:26:16adapted quality for our
00:26:19market, the big farmer needs
00:26:23to have after-sales, you don't have enough resale yet from
00:26:26China, so, let's say, it's a player that's
00:26:30entering, it's not yet... it's not that
00:26:34big, but it scares with its speed, right? Because
00:26:38if it jumped from 40, I think this year it will go to 240, so it's
00:26:42at 240 million dollars, right? It's really entering very
00:26:45quickly the Brazilian
00:26:48market, they made factories here in Brazil, the Brazilian
00:26:52market is open, right? So much so that we have
00:26:55European, Indian,
00:26:59Korean companies here in Brazil manufacturing agricultural machines. The
00:27:02Chinese is just another
00:27:33with Márcio
00:27:33Cogut.
00:27:41Hello, welcome to another Founder to
00:27:44Founder here on the Innovation and Business program on Record News, on the
00:27:48R7 portal and on all digital platforms. I'm Márcio Cogut
00:27:51and in today's program I receive Carlos
00:27:55Mazei, businessman and president of the National
00:27:58Association of Inventors. Carlos has been working for more than...
00:28:32founders and entrepreneurs through creations,
00:28:36right, of trademark and patent registration, in
00:28:40fact, Márcio, I say that I have been working with startups for more than 40
00:28:43years before the word was invented, exactly, because in fact, in the beginning
00:28:47there were inventions, right, there were inventors, right, they weren't entrepreneurs,
00:28:50right, today we talk a lot about entrepreneurs, but years ago
00:28:53there were inventors, it was a person who invented a
00:28:57business, a startup or even a product,
00:29:00right? In fact, you think
00:29:02that, well, it had several names, it had
00:29:05creators, inventors, developers,
00:29:09but startup came from how long ago? 15 years ago, 15 years, 15
00:29:13years ago the word was imported from the United States, I remember
00:29:17because at the time, in 2000, when I started working on the internet, I participated in a
00:29:21competition here with my brother called e-cobra, which was the
00:29:24e-commerce competition, and there they were, they
00:29:27elected, they chose the best
00:29:30business plans, look, so they didn't even talk about it. They said it was
00:29:33the best business model and business plan after the year
00:29:372000, when the term startup came out, I heard that you are also
00:29:41an inventor, right? You invented something, registered a patent that I
00:29:44remember, I registered a patent, I didn't have much luck back then
00:29:47because it was very different from what it is today, but here it's cool because
00:29:51you're going to tell this story, Carlos, before we start, I made a
00:29:55brief presentation of you here, I wanted you to tell us a little bit about who Carlos
00:29:59Mazei is and a little bit about your experience, your
00:30:02trajectory as an entrepreneur, as a
00:30:06visionary who gave so many opportunities to inventors
00:30:10for more than 40 years. Well, I'm going to tell things I've never told
00:30:13before, that's cool, to no one, no TV station, that's
00:30:17cool, I've been on Jo Soares' show five times, I've given several
00:30:21interviews, but I've never told this one.
00:30:24One time I was, I'll summarize, okay, because the story is long, I was in New
00:30:28York, I took the wrong subway and
00:30:31ended up at an invention fair, look at that,
00:30:34then I said, "Man, this is crazy, an invention fair,"
00:30:38I had never heard of it, when I entered this invention fair in New
00:30:41York, in that Jacobs Convention Center pavilion,
00:30:45that big one in Manhattan,
00:30:47I found myself in a world completely apart, which drove me
00:30:51crazy, I said, "The guy invents something..."
Data courtesy of The GDELT Project (gdeltproject.org), from the Internet Archive TV News Archive. Film strip and transcript are GDELT's, rehosted here under their terms of use, which permit it with this citation.