Competitividade no setor do biodiesel no Brasil : condições de mercado e características dos recursos das usinas produtoras

Abstract

This dissertation aimed to analyze market conditions and biodiesel producing companies in Brazil, considering their competitive position and the attractiveness of their raw material sources. It is structured in a two-article format. In the first article, the conceptual basis was formed by the multifactorial matrix (Porter, 2021), in which the calculations considered the biodiesel sales volume and the main participants in its production: family farming, soybeans, and glycerin. The arrangement of these production agents in the matrix allowed for estimating their attractiveness and competitiveness, as well as interpreting at what point the production participant requires financing or faces expansion limitations. Family farming and glycerin presented their results in the investment need quadrant, while soybean oil was positioned in the selective growth quadrant. Based on these positions, the interpretations were grounded in the need for infrastructure improvement, new technological research, and raw material diversification, respectively.The second article provided an analysis through the Resource- Based View theory, verifying the capabilities of biodiesel-producing companies in Brazil through their tangible and intangible assets. To achieve this, a content analysis was conducted based on official data published by the National Petroleum Agency and the Biodieselbr portal. From the collection of this data, it was possible to interpret the main assets of the producers and their competitive advantage in terms of region. The results indicated that tangible assets, in addition to being more durable, are difficult to replicate, not due to their acquisition value, but because of environmental factors such as land availability, proximity to raw materials, the level of investment in the regions, and technical conditioning.