Luís Henrique Teixeira Baldez

Thank you. Here. - No. of the blogger. No, not that one. Hello since then I can put my presentation also Well, I want to thank the opportunity we, the LUT, are a association of embarcadores, we contratamos the FRET. And we always say... and it's necessary to be clear. Brazil is a expensive country. And it's expensive, not because it's expensive. It's because there are huge deficiencies that society has to pay. I will I want to remind them here. The first one is our transport. And here I would like to give two numbers for you to see how is distorsed our battery of transport. Thank you. The roadway, which represents 65% of the cargo, It would be 90% if we took the steel mill. But we'll put the 65? - Thank you. The car is driving, in average, 1.200 km. The ferrovia, which represents something like 15% of the cargo, Rode 700 km So, maybe... I can say that the highway here in Brazil the does the role of the caminhon. and the caminhon does the role of the train. But the camion by its own nature, it's more expensive, unitarian, than the ferroviary transport. So this is the first distortion that we can't move forward. I remember that the first planning plan in 2005 Ministry of Transport, said that in 2025 we would have 35% in the transport rate for ferrovia. We are just like We were in 2005, 20 years later. You can pass, please. And then comes the second distorsion. Can you pass, please? Yes. You know, for... despite all this scenario of inefficiencies, I will bring two here. The second is the following: if you verify the actual number of transport and the one that was desired 20 years ago. And here, if I had hit The current transport system I would have a reduction of 50% in the import of oil diesel. our dependence was very small and would have N benefits to have a new transport. So this is a grave inefficiency in our economy. The next. For more. - Thank you. This problem of the minimum level, I think some of you, who have a black head like me, remember a tal, SIP Interministerial de Preços. Thank you. What was the governmental objective? It was nobred. control the inflection. And then he controlled how? The price of the zoo, the price of the gas the price of the meat Everything had to be here, the platter, the ministries, the empresarios, who were considered villains in history, because they were able to buy prices, and gave We all know that the lack of, it was brutal. that had the famous "corrida" Atrás do boi do pasto, né? Estou lembrado disso. The new ones don't remember. But we had inflation of 80% in the US. Thank you. So, remember that the objective was nobre, the form was equivocated. We are repeating the story. The objective is noble. The truck is important to solve the problem that we have in the economy. But the way is not adequate. Now, what is the best way? We need to discuss. This is the point, and here I want to do the registro. A NTT is doing a beautiful job, because it does the cumpliment of the law. - Thank you. So, she doesn't discuss whether the law is bad or not. she is a law and fiscalizes, and autores etc. This is not the point. The point is that the way the government found to solve a problem meritory is not adequate. And here we have a act of, you see here, here which is a multi-focal Because this problem is not of a segment. This problem has no solution. This problem has not a way of attack, there are several ways. because we need to act, and one of them is with the NTT, through the concept and the application of the methodology of the frete. Okay? So, we don't agree with the concepts that the NTT uses, and also, as Paula mentioned, we have our contributions. to do NTT analyze the adjustments that would be made. The question of the fiscalization I also have a series of questions of application how it is applied in certain situations, but we have with the NTT, to see if it makes this ajuste. The next one. And here, could I take a little bit? not, for the front, sorry Offred. No, no, it's for back Thank you. Bais. of mice but but I think my assistant didn't put the slide that I wanted. So, let's go ahead. Oh, my God. Please, please pass. Here. These were some of the methodological adjustments that we had to do for ITT. right Why? Because some of these concepts, for example, when you use use a measure of a certain value the average is a statistical analysis complicated. because a piscina with a average of 1 m can kill a person who has 1,20m. So, the average is not a good thing. Why? Because if I am using a medium to make a tab, who is below, is less than the average, is appropriating a difference that is not a one. And who is... consuming above, is being subsidiated by the one who is paying below the average. not always the arithmetic or any kind of media But there are statistical measures that improve this solution. And here I will read all of them. It's one of the topics we want, and we're waiting for I'll be better I will respond to some of these questions. - Thank you. Here, some of the impacts that I wanted to bring to you. The first one is that was a interference, a devised market competitive. I have... We have 2,5 billion tons per year. Here. We have more than 2 million companies we have more than 2,8 million people I've got a million. What market more perfect than this of negotiation between parties. There's no monopoly, there's no difficulty in entry, there's no difficulty in saída, there's no nada. It's competition. If we declare that our economy is open and competitive, there will be a need, there will be a need of this type of economy. public. And here I brought some increase in the cost of logistics and loss of contractual flexibility The next one. Thank you. of course, legal security, the reduction of the logistics. But I want to stop this other question: "The competitive competitiveness." We did a series of analysis and a series of products from products of low value to high value. The Saul. It's essential to all of us. The logistical cost of the sal today is four times the value of the sal. Thank you. And the salt for us is life. The sugar, two times. Milho, practically... the course operational. the arroz 80% the soya 45% this is a relationship between the value of the weight in relation to the cost of production of the money. It's not the value of the good in the market, it's the cost of production in relation to transport. And another important point here the law transfers to a member the role of the guaranteed income of the minimum. Renda mínima é política pública. Você não pode o Estado transferir para o setor privado garantir a renda mínima de quem quer que seja. that the government defines public policies for the sector that he wants to benefit. He can't transfer to the market a a decision to be taken by him. The next. Well, it was here, I'll just take a drink here, because you know... Thank you. Thank you. Thank you. Thank you. Look at this comparison that I made here. The soja cost, cost operational, for favor, 260 dollars a tonelada. The milk cost 145. We export soja to 402 dollars per ton of oil. We export the milk to 210. So compare it there. 260 of operation for 402 We export milk to 210 dollars per tonelada We produced a 145. The next one. This is another problem that... It's not a problem in our country, it's a problem in the world. The insecurity, we say, is the volatility of the price. You see the fertilization in 2022, it reached almost to 650. dollars to the other Thank you. And see that the average of the fertilizers is $350. He doubled the value. in 2022. We are experimenting again here. Thank you. The next. And then... And then came conclusion about the issue of transport. The milk, excuse me, the soja The production of soy sauce is $260 a ton. only fertilizers represents 55% of this cost. and the dependents that we have. The minimum frete considering the transportation road, is of 80 dollars to each side. the remuneration of capital, which is the economic life that that company, that that business, excuse me, It's of 90 dollars per tonelada, for a rate of 12,5% per year. Or, what should be the price of the balance of the food supply of Fobb Porto? 430 dólares to the other. - Thank you. And how much is the export? $402 per ton. Or, or the point of balance in terms of exportation of soy sauce not ating the minimum that in tese we should have to give a balance to the soja. And where is the loss? The loss is in the remuneration of capital. Thank you. the producer can't be able to rebuild adequately the investment. In the same way, the milk. the concept is the same. So what we need is to improve the logistics. and not sacrifice the product in function of the logistics and in function of a of a noble objective, which is to give the minimum transportable transport. This is a noble, nobilissima political. And I repeat, the way is wrong. Next. Thank you. Well, here I made a analysis, you may receive this later, it's a analysis called lucratividade comprometida. which is to demonstrate that we have margin of commercialization and competitiveness intra-muros, but we lost transport. It's a phrase that we all use, but here it's proven that it's exactly what's happening at this moment. The next. - Well, finally, we understand that, first, it needs to be a serious discussion about this topic. It can be a theme where some are from one side and think something, and others from the side and think something else. We have to sit professionally, without ideologies, without total use of and the solution to the problem. and it's government and it's market. The transport is another FACI of the problem we have faced. We need to be more ferrovia and hydrovia. And I tell you, not there is a charge for everyone. Carga, nós temos falta is infrastructure. The quality of the service of the road, we need to be more security in the road and more places of parking and rest. which we have practically many places in some places. We need to solve this question, which was already resolved since 2018. Another problem is the model of the volatility of the price of the combustible. It can not be through the measures of puntual measures. I will reduce the tax today, because tomorrow I will... not so that you solve a structural problem. It is necessary to recognize that the world changed. You don't need to be an expert to know that protectionism, exacerbation, energy costs, Aumentar. And finally, The regulatory framework needs to be answered. this umbrella that we put on. Well, I'm at the disposal. Thank you very much for your attention.