The new configuration of production structure brazilian sugarcane industry: overview and prospects

The Brazilian sugarcane industry has attracted foreign investment since 2003/2004. The factors, that have stimulated this movement, are related to the prospects for the consolidation of an international market ethanol, expanding external and internal demand and the rising price of fossil fuel. Another factor is the competitiveness of Brazilian ethanol compared with other raw materials used in other countries. This paper aims to characterize and analyze the new configuration of the productive structure of the Brazilian sugarcane industry after the movement in foreign capital. The presence of foreign capital can change the dynamics of the sector, leading to the strengthening of the links in the production chain (trade linkages). Furthermore, the presence of foreign capital from the entry of transnational enterprises can raise research and technological development in the sugarcane industry, giving a new impulse.

自2003/2004年度起，巴西甘蔗产业便吸引了外商直接投资。推动这一投资动向的因素，与国际乙醇市场的整合前景、内外需求扩张以及化石燃料价格上涨密切相关。另一重要因素在于，巴西乙醇相较于其他国家所使用的各类原料具备竞争优势。本文旨在刻画并剖析外资流入后巴西甘蔗产业生产结构的全新格局。外资的介入能够改变该产业的运行动态，强化生产链各环节的贸易关联（trade linkages）。此外，跨国企业进入带来的外资，能够推动甘蔗产业的研发与技术发展，为产业发展注入新的动能。