{"id":61796,"date":"2018-09-07T11:45:09","date_gmt":"2018-09-07T15:45:09","guid":{"rendered":"https:\/\/www.agribusinessglobal.com\/?p=61796"},"modified":"2019-10-01T09:56:38","modified_gmt":"2019-10-01T13:56:38","slug":"small-steps-are-the-way-for-sulphur-mills","status":"publish","type":"post","link":"https:\/\/www.agribusinessglobal.com\/pt\/markets\/small-steps-are-the-way-for-sulphur-mills\/","title":{"rendered":"Pequenos passos s\u00e3o o caminho para as usinas de enxofre"},"content":{"rendered":"<div id=\"attachment_61797\" style=\"width: 310px\" class=\"wp-caption alignright\"><a href=\"https:\/\/www.agribusinessglobal.com\/pt\/markets\/small-steps-are-the-way-for-sulphur-mills\/attachment\/bimal\/\" rel=\"attachment wp-att-61797\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-61797\" class=\"wp-image-61797 size-medium\" src=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-300x200.jpg\" width=\"300\" height=\"200\" alt=\"Small Steps Are the Way for Sulphur Mills\" srcset=\"https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-300x200.jpg 300w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-768x513.jpg 768w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-330x220.jpg 330w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-108x72.jpg 108w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-539x360.jpg 539w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-85x57.jpg 85w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal-150x100.jpg 150w, https:\/\/d6kq167ddwbdq.cloudfront.net\/farmchemint\/wp-content\/uploads\/2018\/09\/bimal.jpg 800w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/a><p id=\"caption-attachment-61797\" class=\"wp-caption-text\">Bimal X\u00e1<\/p><\/div>\n<p>Enquanto a ind\u00fastria da China lida com uma transforma\u00e7\u00e3o dif\u00edcil, e a \u00cdndia enxerga a oportunidade, as nuances da situa\u00e7\u00e3o n\u00e3o podem ser ignoradas. A \u00cdndia est\u00e1 lidando com seu pr\u00f3prio conjunto de desafios, lembra Bimal Shah, Diretor da Sulphur Mills Limited, sediada em Mumbai.<\/p>\n<p>\u201cA infraestrutura da \u00cdndia \u00e9 mais lenta e o movimento leva tempo. A regulamenta\u00e7\u00e3o \u00e0s vezes leva mais tempo\u201d, diz Shah.<\/p>\n<p>H\u00e1 uma preocupa\u00e7\u00e3o de que a China possa reverter o curso de sua repress\u00e3o ambiental, deixando a \u00cdndia com excesso de capacidade, e ent\u00e3o a \u00cdndia deve ser conservadora. Essa perspectiva cautelosa tamb\u00e9m est\u00e1 enraizada em uma preocupa\u00e7\u00e3o de que o uso geral de produtos qu\u00edmicos sint\u00e9ticos cair\u00e1 enquanto os produtos de base biol\u00f3gica aumentar\u00e3o, ele diz.<\/p>\n<p>Embora a China n\u00e3o pudesse voltar aos seus antigos m\u00e9todos de produ\u00e7\u00e3o da noite para o dia, \u201cnem a \u00cdndia deveria tentar algo novo da noite para o dia\u201d, disse Shah na sala de reuni\u00f5es da empresa no<em> Agroneg\u00f3cio Global<\/em> C\u00fapula do Com\u00e9rcio em 2 de agosto. \u201cA \u00cdndia tamb\u00e9m n\u00e3o est\u00e1 pronta \u2013 h\u00e1 alguma depend\u00eancia de integra\u00e7\u00e3o reversa, e muitos intermedi\u00e1rios ainda saem da China. \u00c9 uma boa chance para a \u00cdndia se preparar e obter a fabrica\u00e7\u00e3o e a integra\u00e7\u00e3o reversa em configura\u00e7\u00f5es intermedi\u00e1rias.\u201d<\/p>\n<p>\u201cVejo bons pr\u00f3ximos cinco anos, pelo menos, para definir o ritmo da fabrica\u00e7\u00e3o na \u00cdndia. Isso n\u00e3o \u00e9 para todas as mat\u00e9rias-primas da China, mas 40% a 50% de mat\u00e9rias-primas, acho que \u00e9 um n\u00famero justo. Agora, qu\u00e3o r\u00e1pido isso acontece, qu\u00e3o r\u00e1pido nossa infraestrutura vem, e qu\u00e3o r\u00e1pido os trabalhos regulat\u00f3rios \u2013 tudo isso \u00e9 outra coisa.\u201d<\/p>\n<p>Com esse e outros fatores em mente, a Sulphur Mills optou por adotar uma abordagem mais conservadora para expans\u00e3o do que alguns de seus concorrentes (o acordo UPL-Arysta vem \u00e0 mente).<\/p>\n<p>\u201cDepend\u00edamos da China para ingredientes ativos, e um pequeno passo que demos foi investir em nossas pr\u00f3prias instala\u00e7\u00f5es para adicionar a fabrica\u00e7\u00e3o de IAs e intermedi\u00e1rios\u201d, diz Shah, \u201cn\u00e3o apenas para n\u00f3s mesmos, mas tamb\u00e9m para o que pudermos nos desfazer. Mas \u00e9 mais para consumo interno e para ser menos dependente de outros fabricantes de ativos e intermedi\u00e1rios e outras empresas na China\u201d, explica ele.<\/p>\n<p>\u201cAtualmente, temos algumas qu\u00edmicas b\u00e1sicas mais antigas, como clorpirif\u00f3s, tiametoxam, metrabuzina e pendimetalina. Temos terras adicionais e estamos expandindo as capacidades de produtos existentes ou qu\u00edmicas de cadeia, o que \u00e9 algo que sentimos que pode estar faltando com base em toda essa quest\u00e3o ambiental. Estamos analisando algumas novas qu\u00edmicas que est\u00e3o saindo de patente e decidindo sobre novos produtos e investimentos, que devemos ter mais clareza nos pr\u00f3ximos dois a tr\u00eas anos.\u201d<\/p>\n<p>A Sulphur Mills tamb\u00e9m est\u00e1 fazendo mais progressos na tecnologia de formula\u00e7\u00e3o \u2013 \u00e9 a maior fabricante de microencapsula\u00e7\u00f5es da \u00cdndia. A empresa tem um laborat\u00f3rio de P&amp;D e desenvolve e comercializa suas pr\u00f3prias formula\u00e7\u00f5es propriet\u00e1rias, bem como para multinacionais.<\/p>\n<p>\u201cEstamos buscando alguma integra\u00e7\u00e3o avan\u00e7ada para distribui\u00e7\u00e3o, porque mais dos nossos produtos exigem muito treinamento \u2014 para a pessoa que est\u00e1 tentando vend\u00ea-lo, distribui\u00e7\u00e3o que vai us\u00e1-lo e o fazendeiro que vai aplic\u00e1-lo. Precisamos ser capazes de mostrar por que o produto \u00e9 melhor do que o que j\u00e1 est\u00e1 sendo usado\u201d, ele diz, acrescentando, \u201cpor quilo, \u00e9 caro, mas por hectare \u00e9 mais barato \u2014 se isso n\u00e3o for explicado corretamente, ent\u00e3o n\u00e3o importa se voc\u00ea tem ouro em seu produto.\u201d<\/p>\n<p><strong>Shah sobre a incerteza sobre o futuro:<\/strong><br \/>\n\u201cVemos certas mol\u00e9culas desaparecendo tamb\u00e9m, como alguns piretr\u00f3ides, porque certos intermedi\u00e1rios e produtos qu\u00edmicos que est\u00e3o dispon\u00edveis na China podem n\u00e3o estar dispon\u00edveis em outros pa\u00edses. N\u00e3o sabemos o que vai acontecer com esses produtos qu\u00edmicos.<\/p>\n<p>\u201cA \u00cdndia n\u00e3o deveria estar construindo apenas em -1, mas em -2, -3, -4 para ser realmente integrada para tr\u00e1s, porque, do contr\u00e1rio, ainda h\u00e1 depend\u00eancia. Menor depend\u00eancia \u00e9 sempre boa, porque h\u00e1 muita incerteza na China \u2014 a situa\u00e7\u00e3o pode mudar em cinco minutos. Esque\u00e7a um dia.\u201d<\/p>\n<p><strong>Sobre custos e pre\u00e7os:<\/strong><br \/>\n\u201cAinda h\u00e1 muita depend\u00eancia da China, mas ela precisa ser mais regulamentada. N\u00e3o pode ser qualquer um fazendo qualquer coisa da noite para o dia sem nenhuma pol\u00edtica ou condi\u00e7\u00f5es ambientais n\u00e3o observadas, ent\u00e3o, portanto, o custo \u00e9 menor. O governo chin\u00eas d\u00e1 11% a 13% como desconto nas exporta\u00e7\u00f5es \u2014 isso tamb\u00e9m \u00e9 um benef\u00edcio para eles. Claro, o custo ser\u00e1 menor\u201d, ele continua.<\/p>\n<p>\u201cNo final das contas, se voc\u00ea n\u00e3o tem um custo de produ\u00e7\u00e3o da maneira certa, voc\u00ea \u00e9 mais barato. A \u00cdndia tem se preocupado com o meio ambiente desde o come\u00e7o, ent\u00e3o as plantas s\u00e3o caras para operar em compara\u00e7\u00e3o com a China.<\/p>\n<p>\u201cAgora a China passar\u00e1 pelas mesmas coisas e ter\u00e1 as mesmas restri\u00e7\u00f5es \u2014 o custo vai aumentar. Por causa da economia de escala e do tamanho das plantas na China, haver\u00e1 diferen\u00e7as nos pre\u00e7os (com a \u00cdndia), \u00e9 claro, mas n\u00e3o ser\u00e1 t\u00e3o dr\u00e1stico quanto antes.\u201d<\/p>\n<p><strong>Sobre investir na \u00cdndia:<\/strong><br \/>\n\u201cAt\u00e9 as multinacionais est\u00e3o tendo problemas porque montaram muitas de suas bases retr\u00f3gradas na China, e agora est\u00e3o preocupadas. Na verdade, at\u00e9 as empresas chinesas est\u00e3o preocupadas que, &#039;N\u00e3o podemos come\u00e7ar aqui, ent\u00e3o por que n\u00e3o investimos em empresas indianas e fazemos algo l\u00e1?&#039; As leis est\u00e3o l\u00e1, s\u00e3o mais rigorosas desde o in\u00edcio e custam mais, mas voc\u00ea faz o produto, pelo menos, em vez de zero. Na China, eles est\u00e3o dizendo, &#039;V\u00e1 para a Mong\u00f3lia&#039; e fa\u00e7a isso e aquilo, e n\u00e3o est\u00e1 funcionando bem.<\/p>\n<p>\u201cEssa incerteza em lidar com a China \u2014 se h\u00e1 uma preocupa\u00e7\u00e3o ambiental ou outra coisa \u2014 sempre estar\u00e1 l\u00e1. Essa \u00e9 uma coisa com a base de fabrica\u00e7\u00e3o indiana: a confiabilidade das informa\u00e7\u00f5es e se algo acontecer, ser\u00e1 mais longo e est\u00e1vel. Neste ano ou no pr\u00f3ximo ano, tamb\u00e9m, se voc\u00ea estiver comprando algo, nunca sabe se seu contrato ser\u00e1 acordado, seu cronograma acordado, ent\u00e3o h\u00e1 muitos problemas. Acho que a \u00cdndia tem o benef\u00edcio da confiabilidade e da sustentabilidade. Muitas multinacionais agora est\u00e3o investindo na \u00cdndia para fabricar suas IAs ou intermedi\u00e1rios.\u201d<\/p>","protected":false},"excerpt":{"rendered":"<p>Enquanto a ind\u00fastria da China lida com uma transforma\u00e7\u00e3o dif\u00edcil, e a \u00cdndia enxerga a oportunidade, as nuances da situa\u00e7\u00e3o n\u00e3o podem ser ignoradas. A \u00cdndia est\u00e1 lutando com seu pr\u00f3prio conjunto de desafios<\/p>","protected":false},"author":72,"featured_media":61797,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[28,5,6],"tags":[1058,54,1236],"class_list":["post-61796","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-asia","category-markets","category-trade-summit","tag-china","tag-featured-home","tag-india"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Small Steps Are the Way for Sulphur Mills - AgriBusiness Global<\/title>\n<meta name=\"description\" content=\"While China\u2019s industry deals with a difficult transformation, and India eyes the opportunity, the nuances of the situation can\u2019t be overlooked. 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