Brazilian’s Vehicles Sales Evolution by Fuel Type

Global Short Term Ethanol Demand

To use a mix of 5% to 10% ethanol in gasoline in conventional vehicles, there is no

need to modify any original component

European Policy
E-5 in 2010
E-10 in 2020
E-10 in 10
provinces

3%-
not required
RFS
E-10
E-5
139 billion E-10
litters in 2022 E-5 E-5 in feb/2009 and
E-10 in 2011
E-5
10% in 70% of 25%
national territory
E-5 in Queensland in
E-5 in 2011 2010

Source: JOLLY, Lindsay - Future Trends in World Food Security; WSRO Annual Meeting 2008; F.O.Licht e LMC International. Note: december 2008 data
Sugarcane Sector International Investors

Are all
of them
wrong?
Ethanol Production Does Not Threaten Food Production
Brazil
 Brazil
Transhipment
Harverster
Brazil

Harverster
Brazil
Brazil
Brazil
Brazil
 Brazil

Trucks’ capacity: 30 tons

Transhipment
 R$

0,00
0,20
0,40
0,60
0,80
1,00
1,20
1,40
1 Jul. /00
5 Ago. /00
4 Out. /00
3 Dez. /00
3 Fev. /01
2 Abr. /01
1 Jun. /01
1,2097
1 Ago. /01
4 Set. /01
3 Nov./01
3.Jan./02
2. Mar/02
2.Mai/02
1. Jul/02
4. Ago/02
4. Out/02
3. Dez/02
2.Fev./03
2 Abr. /03
1. Jun./03
5. Jul/03
4. Set./03
3. Nov./03
2. Jan/04
1,2097

2. Mar/04
1.Mai./04
5.Jun./04
4. Ago/04
3. Out./04
3. Dez/04
2. Fev/05
1. Abr/05
1.Jun./05

Semanas
4. Jul./05
3. Set./05
3. Nov./05
2. Jan./06
2. Mar/06
1.Mai./06
4. Jun./06
4. Ago./06
3. Out./06
2. Dez./06
1. Fev/07
1 Abr. /07
5.Mai./07
Anhydrous Ethanol History Price - Since July 2000

4. Jul./07
3. Set./07
2. Nov./07
2. Jan/08
1. Mar./08
5 Abr. /08
4. Jun/08
3. Ago./08
3. Out./08
Anhydrous Ethanol History Price – Since July 2000

2. Dez/08
1. Fev/09
1 Abr. /09
4.Mai/09
1,2097

4. Jul./09
3. Set/09
2. Nov/09
 R$

0,00
0,20
0,40
0,60
0,80
1,00
1,20
1,40
1 Jul. /00
5 Ago. /00
4 Out. /00
3 Dez. /00
3 Fev. /01
2 Abr. /01
1 Jun. /01
1,1019
1 Ago. /01
4 Set. /01
3 Nov./01
3.Jan./02
2. Mar/02
2.Mai/02
1. Jul/02
4. Ago/02
4. Out/02
3. Dez/02
2.Fev./03
2 Abr. /03
1. Jun./03
5. Jul/03
4. Set./03
3. Nov./03
2. Jan/04
1,1019

2. Mar/04
1.Mai./04
5.Jun./04
4. Ago/04
3. Out./04
3. Dez/04
2. Fev/05
1. Abr/05
1.Jun./05

Semanas
4. Jul./05
3. Set./05
3. Nov./05
2. Jan./06
2. Mar/06
1.Mai./06
4. Jun./06
4. Ago./06
3. Out./06
2. Dez./06
1. Fev/07
1 Abr. /07
Hydrated Ethanol History Price - Since July/2000

5.Mai./07
4. Jul./07
3. Set./07
2. Nov./07
2. Jan/08
1. Mar./08
5 Abr. /08
4. Jun/08
3. Ago./08
Hidrated Ethanol History Price – Since July 2000

3. Out./08
2. Dez/08
1. Fev/09
1 Abr. /09
4.Mai/09
4. Jul./09
1,1019

3. Set/09
2. Nov/09
 10,00
15,00
20,00
25,00
30,00
35,00
40,00
45,00
50,00
55,00
60,00
1 Jul. /00
5 Ago. /00 R$/sc
4 Out. /00
3 Dez. /00
3 Fev. /01
2 Abr. /01
1 Jun. /01
1 Ago. /01
4 Set. /01
3 Nov./01
3.Jan./02
2. Mar/02
54,03

2.Mai/02
1. Jul/02
4. Ago/02
4. Out/02
3. Dez/02
2.Fev./03
2 Abr. /03
1. Jun./03
5. Jul/03
4. Set./03
3. Nov./03
2. Jan/04
2. Mar/04
1.Mai./04
5.Jun./04
4. Ago/04
3. Out./04
3. Dez/04
2. Fev/05
54,03

1. Abr/05
1.Jun./05
4. Jul./05
3. Set./05
3. Nov./05
2. Jan./06
2. Mar/06
1.Mai./06
4. Jun./06
4. Ago./06
3. Out./06
2. Dez./06
1. Fev/07
Crystal Sugar History Price

1 Abr. /07
5.Mai./07
Crystal Sugar History Price - ESALQ without taxes

4. Jul./07
3. Set./07
2. Nov./07
2. Jan/08
1. Mar./08
5 Abr. /08
4. Jun/08
3. Ago./08
3. Out./08
2. Dez/08
1. Fev/09
1 Abr. /09
4.Mai/09
4. Jul./09
54,03

3. Set/09
2. Nov/09
Indian Sugarcane Logistics – Strongest Brazil’s Competitor

•Family agriculture
Hold population in farms: about 50 million inhabitants
• Average 69 ton/ha

Oxcarts: 2 to 3 tons, low speed Trucks: 12 to 20 tons, high speed

Tractor: 4 to 7 tons, low speed