@crisinveste Dentro de trading mg bruta apanhou bastante por conta da dinamica do business em RS, onde a tten compra o grão caro, mas n gasta no frete entao mg bruta cai, mas mg ebitda sobe. No MT é o oposto. Na industria tivemos paradas p ampliacao da capacidade. Atraso de plantio no RS tb…
@tuvidux The infrastructure is complety fucked, the engineers and people thay know abou crude oil were fired 20y ago, the oil itself its very dense and sulphurous… It’s not something that will reach the markets tomorrow, but after 5-10y and a brutal CAPEX.