The reduction of industrial activity at national level, in the end of the first semester of 2009 (-13.4%), affected the 14 areas surveyed by IBGE, among which there were five with decreases above the national average, when compared to results in the first six months of 2008.The major decrease occurred in Espírito Santo (-29.3%), followed by Minas Gerais (-21.3%), Amazonas (-16.8%), São Paulo (-14.4%) and Rio Grande do Sul (-13.5%). Figures reflect the reduced dynamism of exports of sectors which produce durable consumer goods (cars, cell phones, household appliances) and capital goods, versus a high comparison basis in June 2008, when the national industry had 6.35 of increase. Other negative results occurred in Santa Catarina   (-12.9%), Bahia (-10.2%), Northeast Region (-9.7%), Pernambuco (-8.9%), Rio de Janeiro (-8.5%), Pará (-7.6), Ceará (-6.8%), Paraná (-5.9%) and Goiás (-4.6%).

 

In the analysis by quarter, all the areas had negative rates when results in the second quarter of 2009 were compared to those in the same period of 2008. At national level, there was reduction in the intensity of decrease from the first to the second quarter of 2009 (-14.6% versus -12.3%). Ten of the fourteen areas surveyed had similar occurrences between these two periods: Rio Grande do Sul (from -16.8% to -10.5%), Rio de Janeiro (from -11.4% to -5.6%), Minas Gerais (from -24.2 to -18.7%) and Amazonas (from -19.4% to -14.2%), with major increase, whereas Paraná (from -0.9% to -10.5%) was the area with the most significant decrease.

Compared to June 2008, twelve of the fourteen areas surveyed faced decrease in production, and negative rates ranged from -25.2%, in Espírito Santo, to -3.2%, in the Northeast Region. With decrease above the national average (-10.9%), other highlights were Paraná (-16.5%), Minas Gerais (-15.1%), São Paulo (-13.4%) and Amazonas (-11.8%). Minor negative rates came from Rio Grande do Sul (-9.6%), Ceará (-9.2%), Rio de Janeiro (-7.4%), Santa Catarina (-6.7%), Pernambuco (-5.3%) and Pará (-4.3%). The areas with production increase in this type of comparison were Bahia (2.4%) and Goiás (1.1%); both reflected the performance of the chemical products sector – the former due to a period of halt for maintenance in June 2008; the later affected by special orders made in June this year.

 

From May to June, eight of the fourteen areas surveyed had seasonally adjusted positive rates. Pará (10.2%), Goiás (7.4%) and Bahia (7.2%) had the most significant increases. Minas Gerais (3.3%), Northeast Region (2.9%), Santa Catarina (1.4%), Rio Grande do Sul (1.1%) and Rio de Janeiro (0.5%) were the other areas with increase above the national average (0.2%). Among the six areas with production decrease, the most significant decreases occurred in Paraná (-9.0%) and São Paulo (-2.0%).

  

With the acceleration of production in the first six months of 2009, the index of the quarter versus previous quarter, still considering the seasonally adjusted series, had increase for the national total, changing from -7.7%, in the first quarter of the year, to 3.4%, in the second. Thirteen of the 14 areas had similar changes, mainly Espírito Santo (from -12.8% to 6.5%) and Minas Gerais (from – 10.7% to 7.8%). Paraná was the only area with decrease (from 0.9% to – 6.7%).

 

 

 

AMAZONAS 

 

In June, the industrial production of Amazonas fell by 1.3% compared to the figure in the previous month, in the seasonally adjusted series, after increasing by 12.1% in May. The quarterly moving average index increased 1.0% between June and May, the second consecutive positive rate, with an index of 2.6% accumulated in the period. 

 

The negative result (-11.8%) compared to June 2008, the eighth consecutive negative rate, can be seen as a result of decreases in seven of the eleven subsectors surveyed, mainly electronic material and communication equipment (-23.5%) and other transportation equipment (-32.9%), in which the highlights were the production of television sets and radios; and motorcycles and their parts and pieces. On the other hand, the main positive contributions came from editing and printing (30.4%) and food products and beverages (10.5%).

 

In terms of the quarterly indicators, production in the second quarter of 2009 fell by 14.2% compared to the same period in 2008 and -0.3% compared to the immediately previous quarter, in the seasonally adjusted series. It was the third consecutive negative result, in a period with accumulated decrease of -16.4%. Among the periods January-March and April-June, there was improvement of performance in seven subsectors, mainly other transportation equipment, which changed from -48.7% to -32.6%, and editing and printing (from 1.7% to 17.8%); all comparisons refer to the same period in the previous year. 

 

The indicator accumulated in the year was -16.8% and the indicator accumulated in the last September 2008 (8.3%), reached -8.0%. 

 

PARÁ 

 

The industrial production of Pará increased 10.2% in June, compared to the May figure (seasonally adjusted series), after having accumulated decrease of 9.7% for two consecutive months. The quarterly moving average index decreased 0.2% in June and has kept a sequence of three negative results, with accumulated decrease of 3.4% in the period.  

 

Compared to June 2008, the industrial sector faced decrease of 4.3%, the seventh negative rate in this type of comparison, with negative results in five of the six activities surveyed. 

 

The decrease of the mining and quarrying subsector (-7.1%) was the most significant contribution to the formation of the overall rate; in other positions were: non-metallic minerals (-47.7%), food products and beverages (-12.6%) and wood (-25.6%). On the other hand, metallurgy (20.4%) was the only positive impact. 

 

In the analysis by quarter, the second quarter of 2009 had decrease both in comparison with the same period in 2008 (-8.6%) and with the immediately previous quarter (-3.4%), in the seasonally adjusted series, with accumulated decrease of 10.9% in the period. The industry of Pará remained on a downward trend between the first (-6.6%) and the second (-8.6) quarters of 2009; both comparisons refer to the same period in the previous year and there were contributions from four subsectors, especially non-metallic minerals, which changed from -22.8% in the period January-March to -39.2% in April-June; food products and beverages (from 9.3% to -16.4%); and metallurgy (from 21.3% to 18.6%).

 

The indicator accumulated in the year was -7.6% and the indicator accumulated in the last twelve months, which has been on a downward trend since November last year, reached -1.2% in June.

 

NORTHEAST REGION

 

In June, the industrial activity in the Northeast Region increased by 2.9% in relation to May, in the seasonally adjusted series; it was the second consecutive positive rate, with accumulated increase of 5.3%. The quarterly moving average index was stable (0.1%) after two months with falling rates, when it fell by 1.4%.

 

In relation to June 2008, the industrial sector decreased 3.2%, completing a sequence of nine months with negative rates. In this comparison, in which ten of the eleven subsectors surveyed faced production decrease, the main negative highlights came from food products and beverages (-8.1%), textiles (-13.8%), electric machines, appliances and equipment (-43.5%) and petroleum refining and alcohol production (-9.1%). On the other hand, chemical products (25.9%) was the only positive contribution to the overall rate. 

 

Considering the quarterly indicators, in the seasonally adjusted series, production in the Northeast decreased by 10.0% compared to that in the same period in the previous year, whereas in relation to the first quarter of 2009, there was decrease of 1.3% – the third consecutive negative rate, with accumulated decrease of 8.6%. Industrial production faces decrease for the third consecutive quarter, by changing from -5.2% in the last quarter of 2008 to -9.4% in the first quarter of 2009 and to -10.0% in the second (all comparisons refer to the same period in the previous year). The reduction of dynamism from the first to the second quarter this year occurred in six subsectors, especially in petroleum refining and alcohol production, which changed from -6.4% to -41.8%; food products and beverages (from -0.8% to -7.9%) and textiles (from -1.2% to -11.6%).

 

By the end of the first semester of the year (-9.7%), ten subsectors had presented negative performances. The indicator accumulated in the last twelve months had remained on a downward trend since September  2008, having reached -5.4%.

 

CEARÁ

 

In June 2009, the seasonally adjusted industrial production of Ceará decreased 1.7% compared to the figure in the immediately previous month; it was the second consecutive negative rate, accumulating decrease of 6.0% in the period. The quarterly moving average indicator, which had changed by -0.2% in May, had bigger decrease in June (-1.3%). 

 

Compared to June 2008, the industrial subsector of Ceará faced decrease of 9.2%, having competed a sequence of eight months with negative rates. In this comparison, only seven of the ten subsectors surveyed faced decrease in production and the main highlight was food products and beverages (-16.9%). On the other hand, the main negative contributions came from footwear and leather articles (7.6%) and apparel (8.9%).

 

In the second quarter of 2009, the result was also negative (-6.2%) compared to the figure relative to the same period in the previous year. Compared to the immediately previous quarter – seasonally adjusted series – there was change of -0.1%. The industry of Ceará reduced the rhythm of decrease between the first (-7.5%) and the second (-6.2%) quarters of 2009; both comparisons refer to the same period in the previous year. Between the quarters, there was more dynamism in five subsectors, especially footwear and leather articles, which changed from -10.6% in January-March to 10.5% in April-June; and metallurgy (from -55.2% to -27.7%).

 

In the end of the first quarter of the year, the industrial production of Ceará decreased by 6.8%, with negative results in most of the subsectors surveyed. The annualized rate, the indicator accumulated in the last twelve months (-2.1%), has remained on a downward trend since September 2008 (3.8%).

 

PERNAMBUCO 

 

The seasonally adjusted industrial production of Pernambuco decreased by 1.0% in June, compared to the figure in may, after increasing by 0.8% in the previous month; the quarterly moving average indicator decreased 1.1%, after increasing by 1.0% in May. 

 

Compared to June 2008, the industry of Pernambuco faced decrease for the eighth consecutive month, with negative rates in seven of the eleven activities surveyed. In the decrease of 5.3%, the main negative contributions came from metal products (-32.0%), machinery and equipment and electric material (-21.7%) and textiles (-49.7%). The main positive contributions came from chemical products (6.8%) and food products and beverages (2.6%).

 

In the analysis by quarter, the results were: -6.1% compared to the same quarter in 2008 and -1.3% in relation to the immediately previous quarter (seasonally adjusted series). The industry of Pernambuco reduced the rhythm of decrease between the first (-11.0%) and the second (-6.1%) quarters of the year; both comparisons refer to the same period in the previous year. This result was affected by the performances of seven subsectors, especially chemical products, which changed from -22.7% to -0.8%; metallurgy (from -23.3% to -5.9%); and food products and beverages (from -1.4% to 1.2%).

 

In the decrease of 8.9% observed in the end of the first semester of the year, there was decrease in tem subsectors. The indicator accumulated in the last twelve months, on a downward trend since October 2008 changed from -3.2% in May to -3.7% in June.

 

BAHIA 

 

In June, the seasonally adjusted industrial production of Bahia increased 7.2% compared to the previous month, after growing by 7.8% in May, having accumulated 15.6% of increase in the last two months. With these results, the quarterly moving average indicator increased 1.1%, after having fallen by 1.7% in May.

 

Compared to June last year, the industry of Bahia grew by 2.4%, interrupting a sequence of eight negative results, although only two activities had positive rates. The main positive contribution came from chemical products (30.0%), affected by a low basis, for comparison, due to the interruption of services for maintenance in an important company of this sector, and non-metallic minerals (0.5%). On the other hand, the main negative contributions were those of petroleum refining and alcohol production (-9.9%) and metallurgy (-11.7%).

 

In the analysis by quarter, the industry of Bahia practically repeated in the second quarter (-10.3%) the result of the first one (-10.0%) and faced its third consecutive quarter with falling rates; both comparisons refer to the same period in the previous year. From the first to the second quarter, the major increases came from the subsector of chemical products, which changed from -19.7% to 8.9%, and metallurgy (from -35.8% to -12.1%). On the other hand, the main decreases occurred in petroleum refining and alcohol production, which changed from -8.1% to -42.7%, and food products and beverages (from 13.6% to -6.4%).

 

Considering the index accumulated in the first semester, the industry of Bahia faced decrease of 10.2%, with reduction of production in six of the nine subsectors. The indicator accumulated in the last twelve months changed from -5.2% to -4.9%, interrupting the downward trend which started in September 2008 (5.1%).

 

MINAS GERAIS 

 

The seasonally adjusted industrial production of Minas Gerais increased 3.3% from May to June; it was the sixth consecutive positive rate, with increase of 18.9% accumulated in the period. With the continuation of positive results throughout 2009, the June performance confirmed the increase of industrial activity in Minas; the quarterly moving average index increased by 2.0% from May to June, the fourth positive rate in this type of comparison.

 

Considering the quarterly index, there was decrease of 15.1%. There was most significant decrease in mining and quarrying industry (-21.7%) than in manufacturing industry (-13.9%). In mining and quarrying, which accounted for the second main contribution to the overall rate, the main decrease was that of iron ore, affected, mainly, by the reduction of external demand. The subsector of food products (8.4%) was the only one with production increase.

 

In the second quarter of 2009 (seasonally adjusted series), production increased by 7.8 % compared to results in the first quarter, with rates different from those in the two previous quarters (-16.5% in the fourth quarter of 2008 and -10.7% in the first quarter of 2009). In relation to the same quarter in the previous year, the level of industrial production in the period April-June 2009 was -18.7%, with lower reduction compared to the first quarter (-24.2%). This change was mainly affected by the lower decrease in the mining and quarrying subsector, which changed from -44.2% in the first quarter to -27.3% in the second; and in metallurgy, in the second quarter, which changed from -44.5% to -33.0%).

 

By the end of the first semester of the year, industry in Minas Gerais decreased 21.3% compared to the same period in 2008, with negative results in ten of the thirteen subsectors surveyed. The index accumulated in the last twelve months, in deceleration since February 2008, decreased by 1.7 percentage points from May (-10.3%) to June (-12.1%).

 

ESPÍRITO SANTO 

 

The seasonally adjusted industrial production of Espírito Santo, in June, kept presenting negative indexes in comparison with the immediately previous month: there was reduction of 1.2% in June and 1.3% in May. The quarterly moving average index, which had positive change of 1.5% between the quarters which ended in May and June, keeps presenting slight recovery. In other comparisons, however, it still has the lowest decreases among the areas surveyed: -25.2% compared to June 2008; -27.0% in the comparison of the second quarter of 2009 versus the  second quarter of 2008; -29.3% accumulated in the year and -16.6% accumulated in the last twelve months.

 

The quarterly moving average indicator faced decrease of 25.2%, considering all the negative results of the last nine months and an overall profile of decrease reaching four of the five activities surveyed. The main negative contribution to the overall rate came from mining and quarrying industry (-47.0%), mainly due to the decrease of iron ore. It is also worth mentioning the low results of food products and beverages (-41.5%) and metallurgy (-16.8%). On the other hand, the subsector of celullose and paper, with increase by 12.2%, is the only one to have positive change.

 

In the quarterly analysis, the industrial production of Espírito Santo showed slight reduction between the first (-31.6%) and the second (-27.0%) quarter this year, with both rates compared to the previous year. In these two periods, results are negative in all the subsectors surveyed, and the main decreases occurred in mining and quarrying industry, -54.6% in the first quarter and -46.8% in the second one; and metallurgy (-41.4% and -29.7%, respectively).

 

The indicator accumulated in the first semester, after changing by 29.3% in relation to the same period in 2008, shows the most significant decrease in all the time series The index accumulated in the last twelve months was -16.6%.

 

RIO DE JANEIRO

 

In June, the seasonally adjusted industrial production of Rio de Janeiro grew 0.5% in relation to May, after having increased by 0.6% in the previous month. The quarterly moving average index had positive change of 0.3% between May and June; it was the fourth consecutive positive rate of this indicator, resulting in accumulated increase of 4.4%.

 

The decrease of 7.4% in comparison with the same quarter in the previous year can seen as a consequence of the decrease observed in manufacturing industry (-11.0%), once mining and quarrying industry (8.2%) has kept positive rates since April 2008. In manufacturing industry, in which eight of the twelve subsectors had negative rates, the main contributions came from metallurgy (-22.0%), other chemical products (-32.0%) and petroleum refining and alcohol production (-15.2%). Among the four subsectors with production increase, pharmaceutical industry (15.5%) and beverages (13.2%) were the main highlights.

 

In the seasonally adjusted series, in the quarter versus immediately previous quarter, the industry or Rio de Janeiro state grew by 3.5%, after two consecutive quarters with falling rates, -4.2% in the last quarter of 2008 and -6.9% in the first quarter of 2009. The decrease of 5.6% of industrial activity in the second quarter of the year shows clear deceleration of production decrease compared to the result accumulated in the period January-March (-11.4%); both rates are compared to the same period in the previous year. This change reflects, above all, the increases observed in eight of the thirteen activities surveyed, mainly  petroleum refining and alcohol production, which changed from decrease of 11.3% in the period January-March  to increase of 4.1%in the following quarter; metallurgy (from -37.0% to -25.2%); pharmaceutical industry (from -14.4% to 9.3%); and automotive vehicles (from -31.3% to -13.1%).

 

The indicator accumulated in the first quarter of the year faced decrease of 8.5%, with overall reduction reaching eleven subsectors. The annualized rate, the indicator accumulated in the last twelve months, had more significant decrease from May (-2.9%) to June (-3.9%).

 

SÃO PAULO 

 

In June, the industrial production of São Paulo decreased by 2.0% compared to the figure in the previous month, in the seasonally adjusted series, after five consecutive positive results and gain of 7.4% in the period. 

 

The quarterly moving average index changed by 0.4%, and has kept a sequence of positive results for four months, with accumulated increase of 4.1% since March this year. 

 

In terms of the quarterly index, which had its eighth consecutive increase (-13.4%), seventeen of the twenty subsectors had negative performance, being the highlight the contributions from electronic material and communication equipment (-64.8%), machinery and equipment (-31.7%) and automotive and vehicles (-19.7%). On the other hand, the subsectors with biggest increases in production were pharmaceutical industry (13.7%), other transportation equipment (16.9%) and electric machines, appliances and equipment (3.4%).

 

Compared to the immediately previous quarter, in the seasonally adjusted series, the industry of São Paulo grew 2.7% in the period April-June 2009, after two negative results in which it accumulated decrease of 16.0%. The industry of São Paulo has had negative results for three consecutive months, when compared to the same period in the previous year. However, there has been lower decrease between the first (-15.1%) and the second (-13.8%) quarters of this year. There was increase of participation of twelve activities, mainly of chemical products, which changed from -20.6% to -8.4%, automotive vehicles, from -25.6% to -20.3% and electric machines, appliances and equipment (from -17.1% to -6.5%).

 

The indicator accumulated in the year was -14.4% and the index accumulated in the last twelve month, on a downward trend since July last year, reached -6.4% in June.

 

PARANÁ 

 

In June, the seasonally adjusted industrial production of Paraná decreased 9.0% compared to the figure in May; it was the fourth consecutive negative rate, with accumulated decrease of 16.3%. The quarterly moving average index faced the second consecutive decrease (-4.6%), after a rate of -2.7% in May.

 

Compared to June 2008, the decrease of 16.5% was the lowest result since January 1996 (-17.1%). Thirteen of the fourteen activities surveyed had negative performances. The most significant negative contributions came from automotive vehicles (-29.6%), editing and printing (-42.7%) and machinery and equipment (-26.3%). On the other hand, the only increase came from petroleum refining and alcohol production (0.4%).

 

Considering the quarterly indicators, production in the second quarter of 2009 decreased by 10.5% compared to the figure in the same quarter in the previous year, and by -6.7% compared to the immediately previous quarter (seasonally adjusted series). The industry of Paraná, which has been on a downward trend since the second quarter of  2008, faced visible deceleration between the first (-0.9%) and the second (-10.5%) quarters of this year; both comparisons refer to the same period in the previous year. This reduction of dynamism occurred in nine subsectors which reduced their level of participation between the two periods, mainly editing and printing, which changed from 154.5% to 12.5% ands, at a lower rate, cellulose and paper (from 0.2% to -13.7%) and other chemical products (from 15.6% to -10.5%).

 

Considering the indicator accumulated in the year (-5.9%), there was decrease of production in ten subsectors. The index accumulated in the last twelve months, on a downward trend since March this year, changed by 0.1% in June.

 

SANTA CATARINA 

 

In June, the seasonally adjusted industrial production of Santa Catarina increased 1.4% compared to the figure in May; it was the fourth consecutive positive result, with accumulated increase of 4.5%. The quarterly moving average index increased 1.2% between May and June; it was the second consecutive positive result in this type of comparison, with accumulated gain of 2.2% in the period. 

 

In terms of the monthly indicator, production in Santa Catarina faced decrease of 6.7%, with negative rates in seven of the eleven subsectors surveyed. The main negative contribution to the overall figure of industry came from automotive vehicles (-53.5%). On the other hand, among the four activities with positive rates, the main one was food products (9.1%).

 

Production in the second quarter of 2009 decreased 11.7% compared to the same period in 2008, but increased 1.3% compared to the immediately previous quarter – seasonally adjusted series. Decrease in the second quarter (-11.7%) compared to the result of the period January-March this year (-14.0%) was not so significant (considering both comparisons in relation o the same period in the previous year). This change resulted, mainly, from the contributions of electric machines, appliances and equipment, which changed from 32.3% in the first quarter to decrease of 1.8% in the period April-June, being followed by food products (from -1.4% to 2.5%) and machinery and equipment (from -20.2% to -16.1%).

 

In the end of the first semester of the year, the Santa Catarina industry had faced reduction of 12.9%. The annualized rate, the indicator accumulated in the last twelve months, had a slightly lower result, having changed from -7.2% in May to -7.6% in June.

 

RIO GRANDE DO SUL 

 

In June, the industry of Rio Grande do Sul had production increase once more (1.1%) compared to the previous month (seasonally adjusted series), after having changed by -0.4% in May. The quarterly moving average index, on an upward trend since last March, increased 1.4% in June. 

 

The reduction of 9.6% in the June 09/ June 08 comparison can be seen as a consequence of decreases in most (nine) of the fourteen subsectors surveyed, especially, in terms of influence on the overall result, machinery and equipment (-35.5%), automotive vehicles (-21.4%), and footwear and leather articles (-26.0%). On the other hand, among the five subsectors which had increase, the main one was petroleum refining and alcohol production, with increment of 20.4%, affected by the bigger production of gasoline. 

 

In the seasonally adjusted series, the second quarter of 2009 had expansion of 3.8% in relation to the first one, after two consecutive negative results, a period in which there was accumulated decrease of 15.7%. The industrial activity of Rio Grande do Sul faced decrease from the first (-16.9%) to the second (-10.5%) quarter of 2009 (both comparisons in relation to the same period in the previous year). Between January-March and April-June, the main contribution to recovery came from other chemical products, which changed from -25.2% to 19.6%.

 

In the first semester of 2009, compared to the same period in 2008, the fall of industrial activity was -13.5%, with production decrease in twelve activities, and -6.9% in the last twelve months. 

 

GOIÁS

 

In June, the seasonally adjusted industrial production of Goiás increased by 7.4% compared to the previous month, after having decreased by 1.0% in May. As a result, the quarterly moving average index increased 2.9% in June; it was the third consecutive increase, with increment of 4.2%.

 

Compared to June 2008, overall industry increased 1.1%, with positive results in three of the five subsectors surveyed. The main contribution to the formation of the overall rate came from chemical products (68.8%), mainly affected by the bigger production of medicines. Also important were mining and quarrying industry (5.7%) and metallurgy (6.6%), the highlights of which were asbestos and iron-nickel. On the other hand, the most significant negative contribution was that of food products and beverages (-10.1%), mainly due to the production decrease of mayonnaise and powdered milk. 

 

In the seasonally adjusted series, in relation to the immediately previous quarter, the industry of Goiás increased 4.2% from the first to the second quarter, after two quarters with decrease (and accumulated loss of 6.7%. From the first (-7.0%) to the second quarter of 2009 (-2.4%), and both comparisons in relation to the same period in the previous year, the industry of Goiás had lower decrease. Contributions to this change came from the recovery of chemical products, which changed -31.3% to 20.5%, and, to a lower extent, metallurgy (from -16.6% to 2.6%).

 

By the end of the first semester of the year, the decrease of 4.6% had been affected by the performances of four subsectors. The index accumulated in the last twelve months has been on a downward trend since august, having reached 0.5% in June.