Produtora de cana relata desafios da safra diante de altos custos e Super El Niño

The sugarcane and energy sector is experiencing a scenario of extremes. While the macroeconomic market celebrates the absolute leadership in São Paulo's exports and new investments of R$ 500 million via BNDES for corn ethanol, the most sensitive end of the chain — the independent sugarcane supplier — is sounding the maximum alert. In this episode of JornalCana ​​360, we analyze the paradox that defines the current market: accelerated industrial investments versus the suffocating reality of the field, crushed by the escalation in production costs (diesel and fertilizers) and the fall in the price of ATR (Total Recoverable Sugar). In addition to the News Roundup with Mac, we bring two exclusive interviews about the pillars that will dictate the direction of the sector: 🔹 Climate and Productivity: Lucas Carvalho, PhD in Meteorology and Commercial Executive at Climatempo, details the consolidation of Super El Niño and explains how the phenomenon will affect the milling pace, the quality of the raw material, and the accumulation of ATR in the Center-South region. 🔹 The Reality of the Field: Rural producer Anna Paula Nunes gives a compelling testimony about the risk of systemic regional collapse, the impacts of an ATR (Total Recoverable Sugar) operating below R$ 0.90, and the challenges of competing with corn.