I often get calls from researchers that have never been to the Brazil's ag production areas.
So as not to talk over people's heads, I tend to start with a broad overview and history of Brazil's production evolution that has brought us to today.
Usually consults are about soy and corn in the new areas. Logistics, including road and rail projects either in motion or about to start.
Value added projects such as corn ethanol and propagation in the region.
Export volumes north vs south.
The application of new seed technology and the advancement of precision ag.
Common challenges that the frontier farmer faces ranging from environmental restrictions, cost of production, FX, climate, taxes, and energy costs.
With my expansive knowledge of both USA and Brazil ag sector and how they interrelate in the marketplace, this gives me a unique perspective on how the pieces fit together long term.
Suggestions as to top questions to ask in a consult:
What is Brazil's potential to grow in both soy and corn long term?
What are the drivers?
Will railroads expand from the south, east or north in Mato Grosso?
Who are the players?
With the expansion of corn ethanol in MT, will animal numbers increase or will the DDG's be exported? To what port?
At what price in Chicago allows Brazil to keep expanding soy area?
What are portcapacities and ability to ship to China via Amazon?