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强厄尔尼诺81%概率袭击巴西,南里奥格兰德州3000万雷亚尔备战,中资基建农业需警惕

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Brazil braces for potentially very strong El Niño

NOAA预测2026年Q4强厄尔尼诺概率81%,巴西南部面临极端降雨,南里奥格兰德州已投3000万雷亚尔加强防灾。中资基建、农业、物流企业需评估供应链中断风险。

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强厄尔尼诺概率81%叠加南里奥格兰德州3000万雷亚尔防灾投入,中资基建和农业企业面临极端天气风险与灾后重建机遇。

美国国家海洋和大气管理局(NOAA)预测,厄尔尼诺现象在2026年10月至12月期间有81%的概率达到强强度,并持续至2027年第一季度(97%概率)。巴西国家自然灾害监测预警中心(Cemaden)警告,巴西南部将面临极端降雨、山体滑坡和洪水风险,北部和东北部可能遭遇干旱和野火,中部地区则出现热浪和低湿度。南里奥格兰德州因2024年5月灾难性洪水(185人死亡、90%城市受灾)尚未完全恢复,州政府已启动“准备南里奥格兰德计划”(Prepara RS),投入超3000万雷亚尔加强150个城市的应急能力。中资企业在该州的基建、农业和物流项目可能受到极端天气直接冲击。

NOAA最新预测显示,2026年第四季度厄尔尼诺达到强强度的概率为81%,并极有可能持续至2027年第一季度。巴西国家自然灾害监测预警中心(Cemaden)警告,厄尔尼诺将加剧巴西南部的极端降雨、山体滑坡和洪水风险,北部和东北部面临更严重的干旱和野火,中部地区则可能出现更频繁的热浪和低湿度。南里奥格兰德州处于最高警戒状态。该州在2024年5月曾因极端降雨遭受灾难性洪水,影响90%以上城市,造成185人死亡。为此,州政府创建了“里奥格兰德计划”(Plano Rio Grande),利用联邦资金加强基础设施和城市适应能力,并启动“准备南里奥格兰德计划”(Prepara RS),为约150个受灾最严重的城市提供超过3000万雷亚尔资金,用于购买设备和制定应急计划。州长爱德华多·莱特表示,已安装129个水文气象监测站,民防能力提升四倍,并拨款帮助市政升级排水系统。民防协调员卢西亚诺·查韦斯·博埃拉强调,主要策略是加强市政应急响应能力,并称“不能放松警惕”。圣卡塔琳娜州也在加速准备工作。

对于在巴中资企业,尤其是南里奥格兰德州和圣卡塔琳娜州的基础设施建设、农业种植、物流运输和能源项目,极端天气可能直接导致工期延误、物流中断和资产损失。巴西国家自然灾害监测预警中心(Cemaden)的预警意味着,中资企业需提前审查工程保险条款、供应链应急预案,并关注州政府发布的防灾资金使用方向,以争取参与灾后重建或应急采购机会。底稿未涉及中资企业直接影响,但通过极端天气对区域经济活动和基础设施的冲击,中资企业的项目执行和投资回报将面临不确定性。

CBI解读:底稿显示,南里奥格兰德州政府已投入3000万雷亚尔并安装129个监测站,表明其防灾能力有所提升,但州长莱特也承认气候韧性基础设施尚未完全恢复。CBI认为,中资企业应关注厄尔尼诺对农产品出口(如大豆、肉类)的潜在影响,因为巴西南部是农业重镇,极端降雨可能影响收割和运输。同时,灾后重建可能带来基建订单,但需注意地方政府财政压力和项目执行风险。

待观察:一是2026年10月至12月厄尔尼诺实际强度是否达到强等级(NOAA预测概率81%);二是南里奥格兰德州Prepara RS计划中3000万雷亚尔资金的具体使用效果,特别是150个城市的应急设备到位情况;三是2027年第一季度厄尔尼诺持续概率97%是否会导致更长时间的天气异常,进而影响中资企业的长期投资决策。

CBI 观察编辑判断

底稿显示NOAA和Cemaden均发出强厄尔尼诺预警,南里奥格兰德州已采取具体防灾措施。CBI认为,中资企业应密切关注2026年Q4的天气演变,并评估对供应链和项目的实际影响,同时可关注州政府防灾采购和灾后重建中的商业机会。

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信息概要

类型
风险事件
方向
巴西
分类
宏观市场
层级
编辑整理
地点
在巴中资基建、农业、物流、能源企业,以及南里奥格兰德州和圣卡塔琳娜州相关项目。
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在巴中资企业农业出口商基建承包商
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来源信息

来源
Valor International
原文标题
Brazil braces for potentially very strong El Niño
原始语言
英语
原文链接
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编辑
Clara Lin
查看原文(英语

Brazil braces for potentially very strong El Niño

Flooding in Venâncio Aires (Rio Grande do Sul) last month: with reconstruction still underway, the state needs to improve its resilience Leandro Osório/AtoPress/Agência O Globo Brazilian states most exposed to El Niño are stepping up preparations for extreme weather, as forecasts indicate a high probability that the phenomenon will intensify between October and December. The U.S. National Oceanic and Atmospheric Administration (NOAA) estimates an 81% chance of El Niño reaching that intensity in the final quarter of the year and a 97% chance that it will persist at that level into the first quarter of 2027. El Niño pushes Brazil soy farmers toward drought-resistant seeds Socioeconomic impact of El Niño is growing, top expert says Brazilian farmers adjust plans to face strongest El Niño on record Brazil’s National Center for Monitoring and Early Warning of Natural Disasters (Cemaden) has warned that El Niño is likely to increase the risk of extreme rainfall, landslides and flooding in southern Brazil. The North and Northeast, meanwhile, could face worsening drought and a greater risk of wildfires, a pattern seen during other El Niño episodes this decade. Central areas of the country are also expected to experience more frequent heat waves and low humidity. Rio Grande do Sul is among the states on highest alert. In May 2024, extreme rainfall caused catastrophic flooding that affected more than 90% of the state’s municipalities and killed 185 people. In response, the state government created Plano Rio Grande, a reconstruction and climate-resilience program backed by federal funding that has invested in stronger infrastructure and measures to help cities adapt to extreme weather. The initiative followed criticism that state and municipal authorities had failed to address the region’s vulnerability to extreme weather and had neglected even the maintenance of infrastructure that could have helped mitigate the disaster's impact. Since the program was created in May 2024, reconstruction efforts have incorporated a series of adaptations and new tools that Governor Eduardo Leite says will leave the state much better equipped to cope with the potential effects of El Niño than it was two years ago. “I can’t say we’re fully protected, but significant work has already been done to restore protection systems, invest in more resilient roads and substantially improve our ability to evacuate people from high-risk areas. That gives us confidence that we’re better prepared,” Eduardo Leite told Valor. Among the investments, Leite cited the installation of 129 hydrometeorological monitoring stations designed to provide earlier warnings to communities at risk from river flooding. He said the state has increased its civil defense capacity fourfold by adding technical staff, geologists, and meteorologists. Additionally, the government has allocated funds to help municipalities enhance their civil defense efforts and upgrade urban drainage systems. Warnings from scientists have prompted Rio Grande do Sul to create an additional program, Prepara RS, launched in June. “We decided to create this additional program to make new resources available to municipalities,” Leite said. “There will be more than R$30 million for around 150 municipalities that have been most affected.” The money is intended to help the most exposed cities buy equipment and prepare response plans for events that could result from El Niño during the second half of the year. Leite emphasized that El Niño does not automatically imply rainfall of the same scale or duration as in 2024. However, he recognized that the warming of Pacific waters serves as a renewed trigger for extreme weather, especially since the state has not had sufficient time to restore its climate-resilient infrastructure that has weakened over the years. “The new protection systems will give Rio Grande do Sul greater capacity. That’s part of a process that will unfold over the coming years,” said Leite, who completes his second consecutive term in December and cannot run for office again this year. “We’re talking about five to 10 years of construction and investment. This will need to span several administrations. To ensure continuity, oversight by civil society will be important.” Colonel Luciano Chaves Boeira, Rio Grande do Sul’s civil defense coordinator, said the main strategy ahead of El Niño is to strengthen the ability of municipalities to respond to disasters. In July, streets in Lajeado flooded after the Taquari River overflowed again. “We can’t let our guard down,” Boeira said. “Rio Grande do Sul has repeatedly suffered from extreme weather events. That’s why we’re rebuilding the state, prioritizing climate adaptation and resilience. But for now, the most important thing will be strengthening municipalities’ civil defense and emergency-response capabilities.” In Santa Catarina, another southern state frequently threatened by extreme weather, authorities are accelerating preparations ahead of the more dangerous summer rainy season. According to Colonel Fabiano Souza, the state’s civil defense secretary, the government has issued a climate alert decree and established a crisis committee that requires all state departments to identify public services and infrastructure that could be affected by flooding and landslides. Authorities have also begun drafting contingency plans for various scenarios. The decree sharply reduces the time needed for the state to formally recognize municipal emergencies and disasters during the El Niño period, allowing relief measures to be activated more quickly. “We designed several triggers that allow us to grant expedited recognition even if a municipality has not been able to submit its request in time,” Souza said. A process that traditionally takes 20 to 40 days can now be completed within 48 hours, including 24 hours for civil defense authorities and another 24 hours for the state government to recognize the emergency. “That will allow us to respond more quickly,” Souza said. In southeastern Brazil, which lies in a transition zone for El Niño but could still face heavy rainfall and heat waves, São Paulo’s civil defense agency began training municipal officials and farmers in April to prepare them for the potential effects. “Between April and May alone, we held 16 in-person training sessions, each lasting two days, and trained around 4,000 people who can pass that knowledge on to others,” said Captain Maxwell de Souza, a spokesperson for the state’s civil defense agency. He also highlighted R$400 million allocated to São Paulo’s wildfire prevention and response program, aimed at preventing and fighting forest fires and other large-scale vegetation fires. In Espírito Santo, state civil defense coordinator Colonel Benício Ferrari said authorities are preparing for different types of extreme weather. “Because we’re in a transition zone for El Niño, we could face both drought and irregular rainfall,” he said. The state government has allocated funds to supply municipalities and rural producers with tools for soil management, water storage, and animal feed. Additionally, it is training municipal civil defense teams and urging local governments to coordinate their responses to potential impacts. “We already prepare for drought every year, but we’re going to intensify those efforts because of the warnings,” Ferrari said. In Pará, in the Amazon region, where a stronger El Niño poses particular risks of low river levels and forest fires, the state environment department said it is monitoring forecasts and coordinating preparations with firefighters and civil defense authorities. The state also operates a wildfire prevention and response program with 140 forest brigade members stationed at 11 strategic bases to prevent and fight fires in priority areas, the Pará government said in a statement to Valor. At the federal level, preparations for El Niño are being coordinated by the presidential chief of staff’s office, which is bringing together different ministries to monitor the phenomenon and coordinate risk-reduction measures, emergency responses and public communication. The federal government outlined its strategy as having three primary parts: technical monitoring of climate and hydrological conditions; coordinating sector-specific prevention, preparedness, and response efforts; and working with states, municipalities, and civil society, especially to safeguard vulnerable populations. The government emphasized the importance of avoiding alarmism. It said decisions should rely on technical assessments from agencies involved in Brazil’s disaster monitoring, weather, space research, water management, and civil defense. Despite this, the government has approved R$337.5 million in emergency funds for the Environment and Climate Change Ministry, raising the budget for these efforts by 24% compared to 2025. Adjusted for inflation, funding provided by the current administration is 133% higher than under the previous government, the presidential chief of staff’s office said. Of the total, R$194.4 million will go to the federal environmental agency Ibama for wildfire prevention and control, as well as environmental enforcement. The funding will cover measures such as hiring temporary firefighters, purchasing protective equipment, leasing aircraft, and strengthening logistical capacity. Another R$143.1 million will go to ICMBio, the federal agency responsible for protected areas, to expand enforcement and wildfire prevention and response in federal conservation areas. The money will be used to hire and train personnel, purchase equipment, expand monitoring systems and strengthen operational infrastructure.

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