{"id":49987,"date":"2026-11-10T13:17:03","date_gmt":"2026-11-10T16:17:03","guid":{"rendered":"https:\/\/agenciainfra.com\/blog\/?p=49987"},"modified":"2026-11-10T13:17:06","modified_gmt":"2026-11-10T16:17:06","slug":"hidrovias-do-brasil-seca-teve-pouco-impacto-financeiro-e-foco-passa-a-2027","status":"publish","type":"post","link":"https:\/\/agenciainfra.com\/blog\/hidrovias-do-brasil-seca-teve-pouco-impacto-financeiro-e-foco-passa-a-2027\/","title":{"rendered":"Hidrovias do Brasil: Seca teve pouco impacto financeiro e foco passa a 2027"},"content":{"rendered":"\n<p class=\"has-text-align-right wp-block-paragraph\"><strong>Luiz Ara\u00fajo, da Ag\u00eancia iNFRA<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A seca deste ano teve efeitos menores que os esperados sobre as opera\u00e7\u00f5es da Hidrovias do Brasil no Arco Norte. Na apresenta\u00e7\u00e3o de resultados do terceiro trimestre, realizada nesta ter\u00e7a-feira (10), a companhia disse haver apenas pequenos ajustes no carregamento das barca\u00e7as, com impacto secund\u00e1rio no <a href=\"https:\/\/agenciainfra.com\/blog\/wp-content\/uploads\/2026\/11\/3t26_release_hidrovias_portugues.pdf\">balan\u00e7o financeiro<\/a>, que registrou queda de 11% no lucro em rela\u00e7\u00e3o ao mesmo per\u00edodo do ano passado.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As incertezas sobre as condi\u00e7\u00f5es dos rios, contudo, dificultaram a din\u00e2mica de comercializa\u00e7\u00e3o de cargas no segundo semestre. Parte dos clientes demonstrou resist\u00eancia \u00e0 contrata\u00e7\u00e3o de servi\u00e7os diante dos riscos de restri\u00e7\u00f5es acima da m\u00e9dia por conta do El Ni\u00f1o. A pr\u00f3pria companhia tamb\u00e9m adotou uma postura mais cautelosa nas negocia\u00e7\u00f5es, para evitar compromissos que n\u00e3o pudesse cumprir.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Com o in\u00edcio da recupera\u00e7\u00e3o do n\u00edvel dos rios, observada h\u00e1 uma semana, a aten\u00e7\u00e3o se volta \u00e0 necessidade de dragagens em 2027, que depender\u00e1 do volume de chuvas e da compara\u00e7\u00e3o com os n\u00edveis hist\u00f3ricos. Segundo o diretor-presidente da Hidrovias do Brasil, D\u00e9cio Amaral, as interven\u00e7\u00f5es poder\u00e3o ser dispensadas caso as \u00e1guas atinjam n\u00edveis suficientes. \u201cTemos proximidade com o minist\u00e9rio respons\u00e1vel. Estamos acompanhando junto com eles a evolu\u00e7\u00e3o do rio\u201d, disse.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Queda e perspectivas<\/strong><br>A redu\u00e7\u00e3o no lucro \u00e9 atribu\u00edda principalmente \u00e0s opera\u00e7\u00f5es na Hidrovia do Paraguai, que enfrentaram dificuldades de rentabilidade devido \u00e0 mudan\u00e7a no perfil das cargas. A empresa assumiu compromissos adicionais de transporte mineral neste ano, mas os tempos de carregamento, descarregamento e viagem superaram as previs\u00f5es. Com isso, o crescimento das receitas foi acompanhado por eleva\u00e7\u00e3o proporcional das despesas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u201cFoi uma decis\u00e3o que tomamos e comprometeu a frota ao longo de todo o ano [&#8230;] e esse compromisso n\u00e3o se estende para 2027\u201d, afirmou o diretor financeiro, Andr\u00e9 Hachem. Para o ano que vem, o executivo disse ser poss\u00edvel manter uma movimenta\u00e7\u00e3o de min\u00e9rio superior \u00e0 de per\u00edodos anteriores, mas sem repetir a intensidade de 2026.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No Arco Norte, a previs\u00e3o \u00e9 de forte demanda por soja no pr\u00f3ximo semestre, com parte dos volumes j\u00e1 contratados. Para a segunda metade de 2027, h\u00e1 maior cautela na contrata\u00e7\u00e3o de milho, diante dos riscos da estiagem e do crescimento da demanda interna para produ\u00e7\u00e3o de etanol. Diante desse cen\u00e1rio, a companhia pretende diversificar as cargas, ampliando o transporte de sorgo, farelo e DDG, subproduto do etanol de milho.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Infraestrutura<\/strong><br>Em rela\u00e7\u00e3o \u00e0s demandas de infraestrutura, a empresa diz esperar melhores condi\u00e7\u00f5es de acesso aos terminais do Arco Norte na pr\u00f3xima safra, apesar dos atrasos nas obras rodovi\u00e1rias. Entre as melhorias previstas est\u00e3o a pavimenta\u00e7\u00e3o de trechos cr\u00edticos, a utiliza\u00e7\u00e3o de um sistema unificado de agendamento de caminh\u00f5es e a constru\u00e7\u00e3o de um p\u00e1tio de manobras pr\u00f3ximo ao terminal.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As interven\u00e7\u00f5es rodovi\u00e1rias na regi\u00e3o s\u00e3o consideradas importantes para preservar a competitividade do corredor diante da perspectiva de aumento dos ped\u00e1gios na BR-163. A avalia\u00e7\u00e3o \u00e9 que a duplica\u00e7\u00e3o da rodovia e a melhoria dos acessos poder\u00e3o reduzir os custos do frete e os tempos de espera dos caminhoneiros, compensando parcialmente os reajustes tarif\u00e1rios.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Luiz Ara\u00fajo, da Ag\u00eancia iNFRA A seca deste ano teve efeitos menores que os esperados sobre as opera\u00e7\u00f5es da Hidrovias do Brasil no Arco Norte. Na apresenta\u00e7\u00e3o de resultados do terceiro trimestre, realizada nesta ter\u00e7a-feira (10), a companhia disse haver apenas pequenos ajustes no carregamento das barca\u00e7as, com impacto secund\u00e1rio no balan\u00e7o financeiro, que registrou [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":29179,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[7250],"tags":[1324,19844,3082,4342,4902,4010],"class_list":["post-49987","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-destaque-lista","tag-arco-norte","tag-balanco","tag-dragagem-2","tag-hidrovias-do-brasil","tag-navegacao-interior","tag-seca"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v25.4 (Yoast SEO v28.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Hidrovias do Brasil: Seca teve pouco impacto financeiro e foco passa a 2027 - Ag\u00eancia iNFRA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/agenciainfra.com\/blog\/hidrovias-do-brasil-seca-teve-pouco-impacto-financeiro-e-foco-passa-a-2027\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Hidrovias do Brasil: Seca teve pouco impacto financeiro e foco passa a 2027\" \/>\n<meta property=\"og:description\" content=\"Luiz Ara\u00fajo, da Ag\u00eancia iNFRA A seca deste ano teve efeitos menores que os esperados sobre as opera\u00e7\u00f5es da Hidrovias do Brasil no Arco Norte. 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