Rumo vê desempenho do primeiro semestre muito melhor que o do ano passado
A Rumo, braço de logística do grupo Cosan, prevê um desempenho bastante positivo no primeiro semestre de 2021, em relação ao ano passado. “Já praticamente vendemos todo o volume, teremos um aumento considerável”, afirmou o presidente, Beto Abreu, em teleconferência com analistas, nesta sexta-feira.
“Estamos ociosos em janeiro, porque a safra da soja está atrasada. Não será um mês com volumes muito altos. Mas já temos caminhões chegando aos terminais de Rondonópolis e São Simão, então estamos esperando bons volumes”, disse.
A expectativa é que haja uma recomposição das tarifas, que no ano passado foram impactadas negativamente pelo aumento da concorrência com a BR-163 e com o menor preço dos combustíveis.
Agora, a previsão é ter uma alta desses valores ao longo de 2021, tanto pelos maiores volumes de grãos quanto pela alta no valor dos combustíveis.
“No quarto trimestre, a maior parte dos volumes foi vendida nos trimestres anteriores, em condições muito piores. Isso evitou que tivéssemos tarifas melhores, apesar de preços estarem mais altos. Os produtores também retiveram seus estoques, então não havia disponibilidade grãos no mercado. A oferta de logística era maior que a demanda”, afirmou.
“Esperamos ter tarifas melhores pelo menos até o fim do primeiro semestre, sobre o qual temos visibilidade total, porque já vendemos tudo em termos de ‘take-or-pay’”, completou.
Em relação ao segundo semestre de 2021, ainda não é possível ter visibilidade, segundo os executivos da empresa. “As negociações [para venda dos volumes] estão evoluindo rapidamente”, disse Abreu...
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