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巴西污水污泥变身生物肥料,中资农业投入品采购或迎替代窗口

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Sewage sludge gains ground as fertilizer alternative

巴西农业部2019年至2026年6月登记33种生物肥料,污泥基产品可减少30%至50%矿物化肥使用。在巴中资农业、化肥贸易及种植企业需关注MAPA登记动态与本地采购替代机会。

为什么值得关注

MAPA已登记33种生物肥料,Tera产品可减30%至50%矿物化肥,中资农业种植与化肥贸易企业需重估本地采购替代。

巴西污水处理厂产生的污泥过去几乎全部填埋,但地缘政治动荡扰乱化肥进口后,这种高有机质材料正被用于生产生物肥料。巴西农业部数据显示,2019年至2026年6月,17家公司登记的33种生物肥料获批,但未披露其中污泥基产品数量。Embrapa研究员Cristiano Andrade表示有机产品可替代高达100%的矿物氮肥,但污泥并非钾的良好来源。对在巴中资农业种植、化肥贸易及农资供应链企业而言,这意味着本地采购替代与成本结构重估的窗口正在打开。

巴西农业部(MAPA)登记数据显示,2019年至2026年6月,17家公司开发的33种生物肥料完成登记。Embrapa和联合国粮农组织(FAO)记录了生物肥料的农艺益处,包括提高土壤养分有效性、改善微生物活性、部分减少合成化肥需求并降低环境影响。Embrapa环境研究员Cristiano Andrade指出,有机产品可替代高达100%的矿物氮肥,但污泥并非钾的良好来源,磷的替代需连续施用才能逐步见效。Tera Ambiental公司董事Lívia Baldo表示,每公顷施用约5吨其污泥基肥料可减少30%矿物化肥使用,持续使用后减幅接近50%,主要降低氮和磷需求。该公司与Orizon合作,在圣保罗州保利尼亚生态园每月生产1600吨有机肥料,客户已将其用于甘蔗、咖啡、柑橘、水果和蔬菜。Quattro T为巴拉那州一家农业企业疏浚11500米沉淀池,几天内减少61%污泥产生,回收8886立方米水,避免1352吨二氧化碳当量排放,污泥就地制成生物固体用于施肥。Veolia在圣卡塔琳娜州布卢梅瑙启动小规模项目,并通过智利圣地亚哥Águas Andinas运营生物工厂。

中资企业触点方面,底稿未涉及中资企业直接影响,但通过农资采购与贸易机制间接传导。在巴中资农业种植企业,尤其是大豆、玉米、甘蔗、咖啡和柑橘类经营者,若其化肥采购组合中矿物氮肥和磷肥占比较高,污泥基生物肥料提供了本地化替代选项,可降低对进口化肥的价格与汇率暴露。化肥贸易商需关注MAPA生物肥料登记节奏,33种登记产品中污泥基占比未披露,意味着市场供给结构仍不透明。从事有机肥、土壤改良剂出口的中资企业,可能面临巴西本地污泥基产品的替代竞争,但若产品在钾含量或特定作物适配性上具备优势,仍有差异化空间。监管层面,MAPA是生物肥料登记主管机构,涉及污泥原料的合规需同时满足环境许可与农业投入品标准,中资企业若考虑本地合作生产,需核查原料来源的许可链条。

CBI解读:底稿显示,巴西生物肥料登记数量从2019年累积至2026年6月为33种,Tera单月有机肥产量1600吨,Quattro T单项目污泥减量61%,这些是已披露的事实。CBI认为,污泥基生物肥料的商业逻辑建立在化肥进口依赖与填埋成本的双重压力之上,其替代弹性在氮肥端较高、钾肥端受限,这决定了它更可能率先渗透甘蔗、咖啡等对氮磷需求大且种植半径靠近污水处理设施的作物。CBI观察,Veolia在智利已运营生物工厂并计划在巴西复制,说明跨国水务公司正将污泥资源化视为特许经营之外的增量收入,中资水务或环保企业在巴西若参与污水厂运营,可评估污泥资源化的附加收益模型。但底稿未披露污泥基生物肥料的具体价格、补贴政策或碳信用机制,商业可行性仍需更多数据验证。

待观察:一是MAPA是否会在2026年下半年披露33种登记生物肥料中污泥基产品的具体数量与企业名单;二是Tera Ambiental与Orizon在保利尼亚的1600吨/月产能是否扩产,以及是否向中资背景种植企业供货;三是Veolia布卢梅瑙小规模项目的运营数据与是否申请MAPA登记,可作为跨国企业在巴污泥资源化路径的先行指标。

CBI 观察编辑判断

底稿显示巴西生物肥料登记累积33种、Tera月产1600吨、Quattro T污泥减量61%。CBI认为,污泥基肥料在氮肥替代上弹性最高,钾肥端受限,中资农业企业可优先在甘蔗、咖啡等作物上测试本地采购替代,但需等待MAPA披露污泥基产品占比后再做规模化决策。

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信息概要

类型
行业趋势
方向
巴西
分类
宏观市场
层级
编辑整理
地点
在巴中资农业种植企业、化肥贸易商、有机肥出口企业、水务环保企业
核验
待核验
对象
在巴中资农业种植企业化肥贸易商农资供应链投资者
话题
行业趋势投资企业动态

来源信息

来源
Valor International
原文标题
Sewage sludge gains ground as fertilizer alternative
原始语言
英语
原文链接
查看原文 →
编辑
Clara Lin
查看原文(英语

Sewage sludge gains ground as fertilizer alternative

Waste being turned at Tera Ambiental; fertilizer made from sludge reduces fertilizer costs Divulgação When a sewage treatment plant finishes its work, it leaves behind not only clean water but also another byproduct: sludge. For decades, nearly all sewage sludge was sent to landfills. In recent years, however, geopolitical turmoil that disrupted fertilizer imports has helped turn the material into an input for producing biofertilizers because of its high concentration of organic matter and nutrients. The alternative is already attracting investment and generating revenue. Agriculture Ministry data show that Brazil registered 33 biofertilizers developed by 17 companies between 2019 and June 2026. However, no information is available on how many are made from sludge. Institutions such as the Brazilian Agricultural Research Corporation (Embrapa) and the Food and Agriculture Organization of the United Nations (FAO) have documented the agronomic benefits of biofertilizers. Advantages include increasing the availability of essential soil nutrients, improving microbiological activity, partially reducing the need for synthetic fertilizers, and lowering environmental impacts. According to experts, biofertilizers can supplement or even partially replace chemical fertilizers, increasing the efficiency of production systems. Cristiano Andrade, a researcher at Embrapa Environment, explained that organic products can replace up to 100% of mineral nitrogen fertilizer. He cautioned, however, that not all sewage sludge is a good source of potassium. “In the case of phosphorus, applying sludge does not immediately replace mineral fertilizer. But successive applications of sludge in the same area produce a gradual increase in the phosphorus available to plants, as shown by soil analyses, generating medium- to long-term savings on phosphate fertilizer,” he said. Tera Ambiental, which recycles industrial and municipal effluent, is among the companies already producing sludge-based biofertilizer. Company director Lívia Baldo said studies show Tera’s fertilizer can reduce mineral fertilizer use by 30% when approximately 5 tonnes are applied per hectare—one hectare is 10,000 m², or about two and a half acres. With continued use, soil fertility increases and the reduction approaches 50%, primarily lowering the need for nitrogen (N) and phosphorus (P). The company partners with Orizon, which operates the Paulínia landfill in São Paulo state, and an ecopark in the municipality where it produces 1,600 tonnes of organic fertilizer a month. Tera also manages effluent sent to the Jundiaí Sanitation Company (CSJ) and receives sludge from other sewage treatment plants in the region, as well as effluent from industries and other companies. Tera Nutrição Vegetal, the company’s division serving the sector, sells organic fertilizer for agriculture and landscaping. Customers already use it on crops including sugarcane, coffee, citrus, fruit, and vegetables. The company has also tested it on tomatoes, bananas, macadamia nuts, soybeans, and corn, achieving productivity gains and improved quality, Baldo said. “The company uses raw materials that meet the technical and environmental criteria established by law, focusing on organic sludge—primarily from sewage treatment plants—and other licensed organic waste,” she added. Some companies are betting on the potential of agribusiness supply chains, which both generate waste and require fertilizer. Agribusiness is one area targeted by Santa Catarina-based Quattro T, which specializes in industrial waste management. The company dredged an 11,500-meter settling pond for an agribusiness company in Paraná and simultaneously reduced sludge generation by 61% within a few days, said Quattro T Chief Operating Officer Eduardo Rotta Lovato. The sludge never left the property. The company served by Quattro T began using biosolids made from the sludge to fertilize farmland near its settling pond, replacing fertilizer it had previously purchased. “What had been a cost to transport and dispose of the sludge in a landfill became a source of savings,” Lovato said. Quattro T used hydraulic dredging combined with geotextile bags, which separate water from solids. In this case, the process recovered 8,886 cubic meters of water and avoided emissions of 1,352 tonnes of carbon dioxide equivalent. French water and waste management company Veolia has also recognized the potential of recycling sludge. The company launched a small-scale project in Blumenau, Santa Catarina. “We want to have these solutions ready in Brazil to meet the demand that will emerge here,” said Gustavo Lara, executive manager of water and sanitation business development at Veolia Brazil. Through its stake in water and sanitation concessionaire Águas Andinas, the company already operates a biofactory in Santiago, Chile, that converts sewage sludge into biofertilizers. The business grew to the point that it had to create a separate company to bag, market, and distribute the product to the local agricultural market. “We produce tonnes of biofertilizer in the country,” Lara said. He believes the project could serve as a model for Brazilian business, depending on regulatory pressure and landfill disposal costs. The issue is also drawing the attention of sanitation companies. At Iguá, one of Brazil’s largest companies in the sector, the Move Iguá Inova program brought together employees from different departments to propose solutions to real operational problems. It selected 13 initiatives, three of which address sludge treatment. The proposed solutions involve accelerated drying, heat treatment, and reducing sludge volumes at treatment plants. Paula Violante Divulgação The goal is to reuse waste “in ways that make sense for each operational and regulatory setting,” said Paula Violante, chief operating officer (COO) of Iguá Saneamento. “Innovation in sanitation is not limited to digitization or automation. It also includes how we address complex operational challenges such as sludge management,” she said. Interest in biofertilizers grows, but high costs remain a hurdle Although interest in producing sludge-based biofertilizers is growing in Brazil, the alternative still faces significant obstacles to gaining traction. The industry cites low production volumes, high final-product costs, and continued weak demand as the main barriers. According to Lívia Baldo, a waste-management specialist and director at Tera Ambiental, one challenge is the yield because the biofertilizer is produced from a large volume of organic waste. To produce Tera Base, its organic fertilizer, the company processes one tonne of organic waste and generates about 400 kilograms of finished product. It produces 36,000 tonnes a year of screened, Class B composted organic fertilizer containing 70% solids. The cost of sludge-based products for farmers is another challenge. Eduardo Rotta Lovato, chief operating officer of industrial waste manager Quattro T, acknowledged that biofertilizer cannot compete with conventional fertilizers on price. Demand currently comes from consumers already concerned with improving soil quality and reducing their environmental impact. “Every production process requires scale, and in the case of biofertilizer, it is unlikely that we will achieve industrial scale at a single production facility,” Lovato said. Logistics is another bottleneck. Operations remain regional, and Brazil’s transportation system makes long-distance distribution more expensive. Regulatory clarity is also lacking. The Agriculture Ministry has no specific classification for sludge-based biofertilizers, which are currently classified generically as organic fertilizers. Producing fertilizer from sludge is neither simple nor fast. The process involves stabilization and sanitation steps, including heat treatment, thermophilic composting, or stabilization with calcium oxide, which eliminate pathogens and make the material safe for agricultural use. After undergoing one of these processes, the material is classified as a biosolid and then formulated as an organic fertilizer, organomineral fertilizer, or biofertilizer. A 2020 resolution issued by the National Environmental Council (Conama) establishes criteria and procedures for producing biosolids and classifying them according to the bacterial load of Escherichia coli. The regulation also establishes classification criteria based on potentially toxic chemical elements that may be present in the sludge. Despite the challenges, some state capitals already have sizable operations. In Rio de Janeiro, all sludge generated at wastewater treatment plants (ETEs) is sent to Organosolo, which uses thermophilic composting to convert the material into organic compost for agriculture, gardening, and reforestation. Cuiabá has also had a similar operation since 2022. Translation: Todd Harkin

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