José Leão 是巴西阿雷格里港 CropChem Ltda 的创始合伙人，在农药领域拥有丰富的经验，在该领域工作了 30 多年。最近， Leão 与 GlobalAgroChemicals.com 分享了他对全球和巴西作物保护市场的见解.
今年5月，巴西共进口农药约2.207亿美元，可见该国对国际市场的依存度较高。您认为这种广泛的防御性进口情景会在该国发生改变吗？可以采取哪些措施？
何塞·莱奥： We understand that this scenario should remain, or even be expanded, considering that in Brazil there are many years that don’t have an industrial policy of medium/long term. In the case of pesticides, the situation is even more serious, because it depends on a wide range of raw materials, which should be produced locally to enable the national production. Today, we see China and India emerging as major suppliers worldwide, with vertical industries, adequate infrastructure and low level of bureaucracy, which makes them extremely competitive.
今年大豆和玉米作物的产量创历史新高，而且它们的价格正在上涨，这将增强农村生产者的潜力。这种情况是否反映在农药市场上？
杰伦： 今年粮食丰收。然而，价格仍处于低位。这个因素阻碍了销售，因此投入品的营销出现了延迟。在粮价回暖预期下，预计下半年投入品收购将有积极进展。