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Investor Presentaiton

CONCENTRATED BENEFITS Lower land prices favour producers who decide to expand agricultural and animal husbandry production by increasing the cultivated area. The data show that 93.5% (5,218) of Brazilian municipalities suffered a reduction in the price of their land due to deforestation. However, despite the general effect of land price depreciation, the highest values observed are concentrated in only a few municipalities and producers. FIGURE 4. GROUPS OF MUNICIPALITIES THAT REPRESENT 25% OF THE TOTAL EFFECT OF THE COUNTRY'S LAND DEPRECIATION, ORDERED IN RELATION TO THE DEVALUATION OBSERVED IN THE LAND STOCK IN 2017. GRAPH 4-12 MUNICIPALITIES WITH INCREASED DEVALUATION OF THE PRICE OF LAND STOCK DUE TO DEFORESTATION IN 2017 (IN R$ MILLIONS). The price per hectare of land in São Feliz do Xingu (in the northern state of Pará) — the municipality which demonstrated the highest rate of depreciation ― was US$ 491.2 in 2017. Without the deforestation that occurred in the years prior, the price would have reached US$ 1310 per hectare. São Félix do Xingu - PA -12000 -10000 Land devaluation (in R$ millions). Cáceres - MT Altamira PA Porto Velho - RO Cocalinho - MT Aripuanǎ - MT São Desidério - BA Brasnorte - MT São Félix do Araguaia - MT Poconé - MT Juara - MT Novo Repartimento - PA -8000 -6000 -4000 -2000 0 Source: original survey results. Figure 4 and Graph 5 show the municipalities ranked with respect to the observed depreciation in the value of their land stock in 2017, due to the deforestation that occurred between 2011 and 2014. The municipalities were aggregated into four groups that add up to 25% or 4 of the total value depreciation effect. Half (50%) of the country's total land devaluation was concentrated in only 61 municipalities (1.15%). These are municipalities concentrated in the "In expansion" (54%) and "In transition" (43%) classes, which registered 28% of the deforestation rate from 2006 to 2017, in relation to the deforestation rate across the total of municipalities where land value depreciated (G1 and G2 in Figure 4). The other half of the depreciation (G3 and G4 in Figure 4) was distributed across 5,157 municipalities, which are predominantly located in municipalities classified as "Consolidated" (45%) and "In transition" (30%). Group of municipalities Number of municipalities 12 49 G1 - maximum devaluation G2 G3 G4 minimum devaluation 240 4917 354 No devaluation Source: original survey results. If we look at properties (Graphic 5, on the next page), 50% of the land price depreciation caused by deforestation is concentrated in 109,852 (2.4%) establishments, which represent 17% of the total area. The effect is also concentrated in large and medium establishments, which are possibly those of commodity producers. HOW DOES BRAZILIAN AGRIBUSINESS BENEFIT FROM DEFORESTATION? 19
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