Tensions around the Strait of Hormuz—a route for about 20% of global oil—are renewing concerns over energy security, freight costs, and inflation. Against this backdrop, Brazil is emerging as a resilient outlier, leveraging a strong harvest and expanding bioenergy capacity, according to Fex Agro. CEO Daniel Barbosa highlights that growing grain output is boosting feedstocks for ethanol, biodiesel, and biomethane, reinforcing the country’s energy independence. Data from National Supply Company shows over half of the soybean harvest completed, supporting this trend. With proposals aligned to post-COP30 transition goals, Brazil is expanding alternatives like SAF and low-carbon hydrogen. The model—combining agriculture, energy, and industrial output—positions the country to gain relevance as global markets grapple with oil dependence.
Source: Nova Cana
