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Recent Brazil research

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Rising to the ethanol opportunity

Overview

Already a global agricultural powerhouse, Brazil is now looking at a superb opportunity in ethanol. With concerns about energy security and climate change set to boost already buoyant demand, the question is whether Brazilian producers will take best advantage of the comparative advantage conferred by their sugarcane feedstock. Our answer is that they will. The story is one of dynamic private companies accessing sufficient acreage of suitable new land, and investing in export...

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