{"id":13658,"date":"2026-10-09T21:06:32","date_gmt":"2026-10-09T20:06:32","guid":{"rendered":"https:\/\/isimarkets.com\/?p=13658"},"modified":"2026-10-09T21:12:05","modified_gmt":"2026-10-09T20:12:05","slug":"a-china-dita-o-rumo-da-celulose-brasileira","status":"publish","type":"post","link":"https:\/\/isimarkets.com\/pt-br\/perspectivas\/a-china-dita-o-rumo-da-celulose-brasileira\/","title":{"rendered":"A China dita o rumo da celulose brasileira"},"content":{"rendered":"\n<h4 id=\"h-o-brasil-e-uma-potencia-mundial-na-producao-de-celulose-gracas-as-suas-florestas-plantadas-de-eucalipto-derapido-crescimento-e-a-forte-presenca-de-algumas-das-maiores-empresas-do-setor-no-mundo-nos-ultimos-20anos-a-producao-de-celulose-do-pais-cresceu-de-forma-acelerada\" class=\"wp-block-heading\">O Brasil \u00e9 uma pot\u00eancia mundial na produ\u00e7\u00e3o de celulose, gra\u00e7as \u00e0s suas florestas plantadas de eucalipto, der\u00e1pido crescimento, e \u00e0 forte presen\u00e7a de algumas das maiores empresas do setor no mundo. Nos \u00faltimos 20anos, a produ\u00e7\u00e3o de celulose do pa\u00eds cresceu de forma acelerada.<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-o-brasil-e-uma-potencia-mundial-na-producao-de-celulose-gracas-as-suas-florestas-plantadas-de-eucalipto-derapido-crescimento-e-a-forte-presenca-de-algumas-das-maiores-empresas-do-setor-no-mundo-nos-ultimos-20anos-a-producao-de-celulose-do-pais-cresceu-de-forma-acelerada-ao-mesmo-tempo-em-que-o-brasil-ampliou-a-producao-o-consumo-mundial-tambem-aumentou-por-isso-hoje-opais-exporta-mais-de-21-milhoes-de-toneladas-de-celulose-soma-movel-de-12-meses-ate-julho-de-2026-nosultimos-20-anos-as-exportacoes-cresceram-a-uma-taxa-composta-anual-cagr-de-6-3\"><br>Ao mesmo tempo em que o Brasil ampliou a produ\u00e7\u00e3o, o consumo mundial tamb\u00e9m aumentou. Por isso, hoje opa\u00eds exporta mais de 21 milh\u00f5es de toneladas de celulose (soma m\u00f3vel de 12 meses at\u00e9 julho de 2026). Nos\u00faltimos 20 anos, as exporta\u00e7\u00f5es cresceram a uma taxa composta anual (CAGR) de 6,3%.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-o-brasil-e-uma-potencia-mundial-na-producao-de-celulose-gracas-as-suas-florestas-plantadas-de-eucalipto-derapido-crescimento-e-a-forte-presenca-de-algumas-das-maiores-empresas-do-setor-no-mundo-nos-ultimos-20anos-a-producao-de-celulose-do-pais-cresceu-de-forma-acelerada-ao-mesmo-tempo-em-que-o-brasil-ampliou-a-producao-o-consumo-mundial-tambem-aumentou-por-isso-hoje-opais-exporta-mais-de-21-milhoes-de-toneladas-de-celulose-soma-movel-de-12-meses-ate-julho-de-2026-nosultimos-20-anos-as-exportacoes-cresceram-a-uma-taxa-composta-anual-cagr-de-6-3\"><br>Dos 21,3 milh\u00f5es de toneladas exportadas, 9,83 milh\u00f5es (46%) tiveram como destino a China, maior consumidormundial do produto e principal parceiro comercial do Brasil. Desde 2020, a participa\u00e7\u00e3o do pa\u00eds asi\u00e1tico nasexporta\u00e7\u00f5es brasileiras de celulose oscilou entre 41% e 51%, e os embarques para l\u00e1 cresceram a uma CAGRde 13% nos \u00faltimos 20 anos.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-o-brasil-e-uma-potencia-mundial-na-producao-de-celulose-gracas-as-suas-florestas-plantadas-de-eucalipto-derapido-crescimento-e-a-forte-presenca-de-algumas-das-maiores-empresas-do-setor-no-mundo-nos-ultimos-20anos-a-producao-de-celulose-do-pais-cresceu-de-forma-acelerada-ao-mesmo-tempo-em-que-o-brasil-ampliou-a-producao-o-consumo-mundial-tambem-aumentou-por-isso-hoje-opais-exporta-mais-de-21-milhoes-de-toneladas-de-celulose-soma-movel-de-12-meses-ate-julho-de-2026-nosultimos-20-anos-as-exportacoes-cresceram-a-uma-taxa-composta-anual-cagr-de-6-3\"><br>Considerando o peso da China como compradora, o que acontece no pa\u00eds \u00e9 prioridade m\u00e1xima para o setorbrasileiro de celulose. De fato, o aumento das exporta\u00e7\u00f5es est\u00e1 fortemente ligado ao crescimento da produ\u00e7\u00e3ode papel e derivados na China.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-o-brasil-e-uma-potencia-mundial-na-producao-de-celulose-gracas-as-suas-florestas-plantadas-de-eucalipto-derapido-crescimento-e-a-forte-presenca-de-algumas-das-maiores-empresas-do-setor-no-mundo-nos-ultimos-20anos-a-producao-de-celulose-do-pais-cresceu-de-forma-acelerada-ao-mesmo-tempo-em-que-o-brasil-ampliou-a-producao-o-consumo-mundial-tambem-aumentou-por-isso-hoje-opais-exporta-mais-de-21-milhoes-de-toneladas-de-celulose-soma-movel-de-12-meses-ate-julho-de-2026-nosultimos-20-anos-as-exportacoes-cresceram-a-uma-taxa-composta-anual-cagr-de-6-3\"><br>Com os dados da China dispon\u00edveis no CEIC, tamb\u00e9m \u00e9 poss\u00edvel relacionar a produ\u00e7\u00e3o de papel \u00e0 din\u00e2mica docom\u00e9rcio eletr\u00f4nico. Historicamente, a produ\u00e7\u00e3o de papel acompanha o ciclo das entregas expressas, j\u00e1 quepapel e papel\u00e3o s\u00e3o o principal insumo das embalagens usadas nos envios. No entanto, desde o in\u00edcio de 2025,os dados mostram uma desacelera\u00e7\u00e3o no crescimento das entregas expressas no pa\u00eds. Se essa tend\u00eancia semantiver, o e-commerce pode deixar de ser o motor da demanda por embalagens que foi na \u00faltima d\u00e9cada. Porisso, ser\u00e1 importante para o setor de celulose acompanhar de perto o que acontece na China.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" id=\"h-o-brasil-e-uma-potencia-mundial-na-producao-de-celulose-gracas-as-suas-florestas-plantadas-de-eucalipto-derapido-crescimento-e-a-forte-presenca-de-algumas-das-maiores-empresas-do-setor-no-mundo-nos-ultimos-20anos-a-producao-de-celulose-do-pais-cresceu-de-forma-acelerada-ao-mesmo-tempo-em-que-o-brasil-ampliou-a-producao-o-consumo-mundial-tambem-aumentou-por-isso-hoje-opais-exporta-mais-de-21-milhoes-de-toneladas-de-celulose-soma-movel-de-12-meses-ate-julho-de-2026-nosultimos-20-anos-as-exportacoes-cresceram-a-uma-taxa-composta-anual-cagr-de-6-3\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Exportacoes-brasileiras-de-celulose-por-destino-1024x583.png\" alt=\"\" class=\"wp-image-13659\" srcset=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Exportacoes-brasileiras-de-celulose-por-destino-1024x583.png 1024w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Exportacoes-brasileiras-de-celulose-por-destino-300x171.png 300w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Exportacoes-brasileiras-de-celulose-por-destino-768x437.png 768w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Exportacoes-brasileiras-de-celulose-por-destino-1536x875.png 1536w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Exportacoes-brasileiras-de-celulose-por-destino.png 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Producao-de-papel-na-China-e-exportacoes-brasileiras-de-celulose-a-China-1024x583.png\" alt=\"\" class=\"wp-image-13660\" srcset=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Producao-de-papel-na-China-e-exportacoes-brasileiras-de-celulose-a-China-1024x583.png 1024w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Producao-de-papel-na-China-e-exportacoes-brasileiras-de-celulose-a-China-300x171.png 300w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Producao-de-papel-na-China-e-exportacoes-brasileiras-de-celulose-a-China-768x437.png 768w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Producao-de-papel-na-China-e-exportacoes-brasileiras-de-celulose-a-China-1536x875.png 1536w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Producao-de-papel-na-China-e-exportacoes-brasileiras-de-celulose-a-China.png 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"583\" src=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Entregas-expressas-e-producao-de-papel-e-papelao-na-China-1024x583.png\" alt=\"\" class=\"wp-image-13661\" srcset=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Entregas-expressas-e-producao-de-papel-e-papelao-na-China-1024x583.png 1024w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Entregas-expressas-e-producao-de-papel-e-papelao-na-China-300x171.png 300w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Entregas-expressas-e-producao-de-papel-e-papelao-na-China-768x437.png 768w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Entregas-expressas-e-producao-de-papel-e-papelao-na-China-1536x875.png 1536w, https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/Entregas-expressas-e-producao-de-papel-e-papelao-na-China.png 2000w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 id=\"h-isi-ceic-uma-unica-fonte-de-dados-economicos-para-analise-de-mercado\" class=\"wp-block-heading\"><a href=\"https:\/\/isimarkets.com\/pt-br\/product\/ceic-pt-br\/\" target=\"_blank\" rel=\"noreferrer noopener\">ISI CEIC<\/a>: Uma \u00fanica fonte de dados econ\u00f4micos para an\u00e1lise de mercado\u200b\u200c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Identifique primeiro as mudan\u00e7as nas condi\u00e7\u00f5es econ\u00f4micas com nosso conjunto exclusivo de dados macroecon\u00f4micos globais e alternativos.\u200b\u200c<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/isimarkets.com\/pt-br\/demo\" target=\"_blank\" rel=\"noreferrer noopener\">Solicite uma demonstra\u00e7\u00e3o e conhe\u00e7a.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>O Brasil \u00e9 uma pot\u00eancia mundial na produ\u00e7\u00e3o de celulose, gra\u00e7as \u00e0s suas florestas plantadas de eucalipto, der\u00e1pido crescimento, e \u00e0 forte presen\u00e7a de algumas das maiores empresas do setor no mundo. Nos \u00faltimos 20anos, a produ\u00e7\u00e3o de celulose do pa\u00eds cresceu de forma acelerada. Ao mesmo tempo em que o Brasil ampliou a produ\u00e7\u00e3o, o consumo mundial tamb\u00e9m aumentou.&hellip;<\/p>\n","protected":false},"author":58,"featured_media":13665,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","cpa_authors":[],"cpa_override_default":false,"footnotes":""},"categories":[880],"tags":[],"product":[1050],"region":[956],"class_list":["post-13658","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-perspectivas","product-ceic","region-brazil"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin  - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>A China dita o rumo da celulose brasileira - ISI<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/isimarkets.com\/pt-br\/perspectivas\/a-china-dita-o-rumo-da-celulose-brasileira\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"A China dita o rumo da celulose brasileira\" \/>\n<meta property=\"og:description\" content=\"O Brasil \u00e9 uma pot\u00eancia mundial na produ\u00e7\u00e3o de celulose, gra\u00e7as \u00e0s suas florestas plantadas de eucalipto, der\u00e1pido crescimento, e \u00e0 forte presen\u00e7a de algumas das maiores empresas do setor no mundo. Nos \u00faltimos 20anos, a produ\u00e7\u00e3o de celulose do pa\u00eds cresceu de forma acelerada. Ao mesmo tempo em que o Brasil ampliou a produ\u00e7\u00e3o, o consumo mundial tamb\u00e9m aumentou.&hellip;\" \/>\n<meta property=\"og:url\" content=\"https:\/\/isimarkets.com\/pt-br\/perspectivas\/a-china-dita-o-rumo-da-celulose-brasileira\/\" \/>\n<meta property=\"og:site_name\" content=\"ISI\" \/>\n<meta property=\"article:published_time\" content=\"2026-10-09T20:06:32+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-10-09T20:12:05+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/isimarkets.com\/wp-content\/uploads\/2026\/10\/EMIS-Images-for-blog-13.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1188\" \/>\n\t<meta property=\"og:image:height\" content=\"514\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Escrito por\" \/>\n\t<meta name=\"twitter:data1\" content=\"Samuel Malkun\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. tempo de leitura\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutos\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/perspectivas\\\/a-china-dita-o-rumo-da-celulose-brasileira\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/perspectivas\\\/a-china-dita-o-rumo-da-celulose-brasileira\\\/\"},\"author\":{\"name\":\"Samuel Malkun\",\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/#\\\/schema\\\/person\\\/ee91d26a0ab1cb6f88e78f9c6fe5942a\"},\"headline\":\"A China dita o rumo da celulose brasileira\",\"datePublished\":\"2026-10-09T20:06:32+00:00\",\"dateModified\":\"2026-10-09T20:12:05+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/perspectivas\\\/a-china-dita-o-rumo-da-celulose-brasileira\\\/\"},\"wordCount\":358,\"publisher\":{\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/perspectivas\\\/a-china-dita-o-rumo-da-celulose-brasileira\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/isimarkets.com\\\/wp-content\\\/uploads\\\/2026\\\/10\\\/EMIS-Images-for-blog-13.png\",\"articleSection\":[\"Perspectivas\"],\"inLanguage\":\"pt-BR\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/perspectivas\\\/a-china-dita-o-rumo-da-celulose-brasileira\\\/\",\"url\":\"https:\\\/\\\/isimarkets.com\\\/pt-br\\\/perspectivas\\\/a-china-dita-o-rumo-da-celulose-brasileira\\\/\",\"name\":\"A China dita o rumo da celulose brasileira - 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