Cimeira do Com\u00e9rcio<\/a> no in\u00edcio de agosto. \u201cNo ano passado, n\u00e3o h\u00e1 d\u00favidas, houve uma bolha em herbicidas. Muito disso foi causado por pessoas que estavam realmente preocupadas que o glifosato n\u00e3o estaria l\u00e1.<\/p>\n\u201cOs pre\u00e7os subiram bastante em janeiro e depois come\u00e7aram a cair\u201d, continuou DeLisi. \u201cH\u00e1 muita gente sentada em um estoque muito caro.\u201d<\/p>\n
Para glifosato e glufosinato, DeLisi n\u00e3o espera que os estoques retornem a n\u00edveis mais normais at\u00e9 2024. Para outros produtos herbicidas, muitas empresas importadoras "pisaram no freio com for\u00e7a em abril e maio, e podem ter pisado mais forte do que o necess\u00e1rio".<\/p>\n
Mais tarde no ano, eles podem precisar ser reabastecidos, e isso pode ser dif\u00edcil e caro, ele diz. \u201cTodos precisam ficar de olho em seus estoques, ficar de olho em seus mercados, ficar perto de seus clientes. A outra parte, para aqueles de n\u00f3s que n\u00e3o somos empresas gigantescas \u2013 todos n\u00f3s vimos os n\u00fameros do \u00faltimo trimestre dos grandes players neste mercado \u2013 quando as grandes empresas entram em p\u00e2nico, elas podem fazer algumas coisas que podem atropelar uma pequena empresa. Apenas certifique-se de n\u00e3o ser pisoteado por um elefante.\u201d<\/p>\n
Este \u00e9 um territ\u00f3rio relativamente novo para a ind\u00fastria.<\/p>\n
\u201cO \u00fanico paralelo \u00e9 2008\u201d, disse DeLisi. \u201cMas em 2008 voc\u00ea teve o problema adicional de uma crise banc\u00e1ria, que felizmente n\u00e3o temos agora. As taxas de juros s\u00e3o outra preocupa\u00e7\u00e3o para a gera\u00e7\u00e3o de jovens adultos, ele continua. Eles cresceram em uma era com taxas de juros muito baixas. Esta gera\u00e7\u00e3o mais jovem \u00e9 composta por pessoas que n\u00e3o sabem como tomar decis\u00f5es com taxas de juros de 5%-6%. Ser\u00e1 um momento dif\u00edcil pelos pr\u00f3ximos meses, e n\u00e3o h\u00e1 muito que algu\u00e9m possa fazer sobre isso.\u201d<\/p>\n
Pode haver alguns desafios com rela\u00e7\u00e3o a uma grande safra, diz DeLisi. \u201cAs pessoas est\u00e3o colocando a cabe\u00e7a na areia com milho.\u201d<\/p>\n
Basicamente, diz DeLisi, h\u00e1 uma desconex\u00e3o entre a posi\u00e7\u00e3o atual do governo sobre o cultivo de milho que \u00e9 transformado em etanol e os planos para o futuro dos autom\u00f3veis movidos a gasolina.<\/p>\n
O governo Biden est\u00e1 buscando acabar com a venda de ve\u00edculos movidos a gasolina at\u00e9 2032, diz DeLisi. \u201cDuas ou tr\u00eas semanas atr\u00e1s, eles publicaram a quantidade de etanol que as empresas de combust\u00edvel t\u00eam que tomar para estar em conformidade, \u00e9 simplesmente inconceb\u00edvel.<\/p>\n
\u201cVoc\u00ea n\u00e3o pode colocar mais de 10% de etanol na gasolina ou a maioria dos carros n\u00e3o vai funcionar\u201d, ele continua. \u201cA realidade de uma redu\u00e7\u00e3o nos requisitos de gasolina n\u00e3o vai for\u00e7ar uma desacelera\u00e7\u00e3o na quantidade de etanol que est\u00e1 sendo produzida e, ainda assim, eles ainda est\u00e3o convencendo as pessoas a cultivar mais milho e fazer mais etanol. Tem que haver uma desacelera\u00e7\u00e3o dr\u00e1stica na quantidade de gasolina que \u00e9 usada se esta administra\u00e7\u00e3o continuar com seu ritmo atual. Precisa haver uma discuss\u00e3o sobre este t\u00f3pico e, at\u00e9 agora, n\u00e3o h\u00e1 discuss\u00e3o.\u201d<\/p>\n
Quando perguntado sobre a suspens\u00e3o de impostos e o GSP (sistema generalizado de prefer\u00eancias), ele comentou: \u201cFoi uma decep\u00e7\u00e3o geral. Todas as suspens\u00f5es tempor\u00e1rias de impostos que impactam esta ind\u00fastria e, na verdade, todo o nosso pa\u00eds expiraram no dia 31st<\/sup> de dezembro de 2020. Havia um projeto de lei no Congresso para renov\u00e1-los que estava pronto para ir, e por qualquer conjunto de raz\u00f5es nunca foi posto em pr\u00e1tica. Enterrados naquele projeto de lei estavam instru\u00e7\u00f5es para a ITC (International Trade Commission) abrir a janela para aceitar novos pedidos de suspens\u00e3o de impostos e renova\u00e7\u00f5es.\u201d<\/p>\nSe esse projeto de lei tivesse sido aprovado, as suspens\u00f5es de impostos teriam come\u00e7ado em outubro de 2022. \u201cEstamos em terra de ningu\u00e9m agora\u201d, diz DeLisi. \u201cSe eles aprovassem o projeto de lei de suspens\u00e3o de impostos hoje, ele expiraria em 31\/12\/23. Voc\u00ea pode dizer, por que eles n\u00e3o podem simplesmente riscar '23 e escrever '24 ou '25? Eles n\u00e3o podem fazer isso porque estariam atirando no escuro quanto ao custo disso.\u201d<\/p>\n
Al\u00e9m disso, os principais partidos dos EUA querem anexar ao projeto de lei quest\u00f5es que o outro lado considera insustent\u00e1veis.<\/p>\n
\u201c\u00c9 uma bagun\u00e7a\u201d, disse DeLisi. \u201cSeria preciso um milagre para que algo acontecesse entre agora e o fim do ano. Espero que no come\u00e7o do ano que vem eles fa\u00e7am algo sobre esses dois programas e revigorem a capacidade de solicitar suspens\u00f5es de servi\u00e7o, o que significa que voc\u00ea n\u00e3o veria uma antes do primeiro de janeiro de 25.\u201d<\/p>\n
Quando isso finalmente acontecer, as empresas que seguiram os procedimentos adequados poder\u00e3o receber um \u201cbom cheque\u201d, disse DeLisi. E a \u00cdndia provavelmente retornar\u00e1 ao programa, que \u00e9 \u201cmuito importante para esta ind\u00fastria porque dicamba, glufosinato e 2-4,D, que s\u00e3o todos produtos benefici\u00e1rios do GSP e s\u00e3o cerca de um ter\u00e7o do benef\u00edcio no Cap\u00edtulo 29 (da legisla\u00e7\u00e3o do GSP). H\u00e1 muito dinheiro potencialmente com o GSP). Acho que isso pode acontecer por causa da maneira como a Autoridade Comercial Indiana jogou suas cartas.\u201d<\/p>","protected":false},"excerpt":{"rendered":"
No Trade Summit, Jim DeLisi, da Fanwood Chemical, oferece sua opini\u00e3o sobre uma variedade de t\u00f3picos, incluindo tarifas da China, suspens\u00f5es de impostos, fornecimento de glifosato e muito mais.<\/p>","protected":false},"author":110,"featured_media":72912,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4,6],"tags":[],"class_list":["post-72905","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-agrochemicals","category-trade-summit"],"yoast_head":"\n
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