AGRICULTURE

AT IT'S BEST

2Q22 RESULTS CONFERENCE CALL

August 11th 2022

1. MARKET OVERVIEW

COTTON

PRICES (NYSE)

WORLD SUPPLY & DEMAND

Millions of Bales

114.34

127

+11% planted area USA

124

120

119

116

124

120 121

122

100.9

104

114

123

119

111

108

110

112

107

23

103

78.63

79.17

16

96

18

72.2

70.18

10

7

1

3

120

120

116

120

0

-18

-9

-1

-11-4

2017

2018

2019

2020

2021

2022

NYSE

Prices -> Source: CMA. Update: August 10th, 2022.

2011/12

2012/13

2013/14

2014/15

2015/16

2016/17

2017/18

2018/19

2019/20

2020/21

2021/22

2022/23*

GAP

Consumption

Production

WSP-> Source: USDA (July, 2022) *Forecast

SOYBEAN

4

PRICES (CBOT)

WORLD SUPPLY & DEMAND

Million of Tons

+1.3% planted area USA

16.8

350 342 360

391

358 368 365

12.98 13.28

9.62 8.95 9.29

321

317

259

269 283

316

241

265

278 304

17

4

5

1

-18

332 338 343

340

364

353

378

18

17

13

4 4

-18-12

2017

2018

2019

2020

2021

2022

CBOT

Prices -> Source: CMA & ESALQ. Update: August 10th, 2022.

2011/12

2012/13

2013/14

2014/15

2015/16

2016/17

2017/18

2018/19

2019/20

2020/21

2021/22

2022/23*

GAP

Consumption

Production

WSP-> Source: USDA (July, 2022) *Forecast

CORN

5

PRICES (CBOT)

WORLD SUPPY & DEMAND

Million of Tons

+9.5% planted area USA

6.0 6.2

4.8

3.8 3.9

3.5

2017

2018

2019

2020

2021

2022

CBOT

Prices -> Source: CMA & ESALQ. Update: August 10th, 2022.

1,026

1,057

1,123

1,080 1,124

1,119

1,129 1,216

1,186

1,013

1,126

1,130

1,146

1,181

1,180

909 898

1,0601,092

885

950

975

1,000

881

76

82

63

24

17

13

35

6

-12

-2

-12

-17

2011/12

2012/13

2013/14

2014/15

2015/16

2016/17

2017/18

2018/19

2019/20

2020/21

2021/22

2022/23*

GAP

Consumption

Production

WSP-> Source: USDA (July, 2022) *Forecast

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SLC Agrícola SA published this content on 11 August 2022 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 11 August 2022 12:46:08 UTC.