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}
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Embarques do complexo soja registram melhor resultado em 5 anos 6o684m
Agronegócio 29i2b Embarques do complexo soja registram melhor resultado em 5 anos 6o684m Publicado
1 mês ago on
12/04/2025
O primeiro trimestre de 2025 trouxe números históricos para o agronegócio brasileiro. Os embarques do complexo soja, que inclui grão, farelo e óleo, registraram o melhor desempenho dos últimos cinco anos, impulsionados pela recuperação nas exportações de óleo de soja e pela crescente demanda internacional, especialmente da China.
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O destaque ficou por conta do óleo de soja, que voltou a ganhar fôlego após uma retração nas vendas em 2024. Esse movimento está diretamente ligado ao cenário internacional, com o chamado “tarifaço” imposto pelos Estados Unidos, uma política tarifária que deve impactar significativamente o comércio bilateral no agronegócio a partir de abril.
Grão lidera os volume de exportações 1l5z5u Foto: Mercado & Cia Nos três primeiros meses de 2025, o Brasil exportou 22,2 milhões de toneladas de soja em grão, um leve aumento em relação às 22,1 milhões registradas no mesmo período de 2024. A expectativa para o ano é ainda mais otimista: a projeção é embarcar 108 milhões de toneladas, superando os 102 milhões de 2023 e os 98,5 milhões de 2024.
Farelo em alta 311363 Foto: Mercado & Cia As exportações de farelo de soja somaram 5,3 milhões de toneladas no trimestre, superando as 5,1 milhões do ano anterior. O ritmo aquecido demonstra a força do setor e a capacidade do Brasil em atender à crescente demanda global.
Óleo de soja 4x1u4a Foto: Mercado & Cia Após queda em 2024, o óleo de soja surpreendeu em 2025 com um crescimento expressivo: foram embarcadas quase 200 mil toneladas a mais do que no ano anterior no mesmo período. O aumento retoma a tendência de alta vista entre 2021 e 2023, impulsionada pela guerra entre Rússia e Ucrânia, que elevou a procura do produto como fonte alternativa de energia, especialmente na Europa.
Neste ano, o protagonismo nas compras foi da China, que importou 3 mil toneladas de óleo de soja brasileiro no primeiro trimestre, número ainda modesto, mas significativo quando comparado às apenas 536 kg importadas no mesmo período de 2024. Isso indica uma diversificação das aquisições por parte do país asiático, que antes focava majoritariamente na compra do grão.
Brasil preparado para atender a China z194y Com os impactos do ‘tarifaço’ norte-americano e o acirramento da disputa comercial com a China, o Brasil se posiciona como principal alternativa para abastecer o gigante asiático. A China segue sendo o maior destino da soja brasileira, respondendo por 77% das compras no primeiro trimestre de 2025, um aumento de cinco pontos percentuais em relação ao mesmo período do ano anterior.
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