In September 2009, Brazilian industrial production increased by 0.8% in relation to August, with 12 of the 14 surveyed areas recording increase. Above the national index were: Espírito Santo (3.3%), Goiás (2.4%), Ceará (2.1%), the Northeast region (1.8%), Santa Catarina (1.7%), Minas Gerais (1.4%) and Amazonas (1.2%). Rio de Janeiro (0.7%), São Paulo (0.6%), Rio Grande do Sul (0.4%), Bahia (0.2%) and Pernambuco (0.1%) also recorded increase. Production in Pará remained stable (0.0%), whereas that in Paraná (-2.9%) recorded decrease in comparison to August. Still in the seasonally adjusted series, 13 of the 14 areas presented positive results in the third quarter of 2009 compared to the immediately previous quarter, with Espírito Santo (13.4%) and Amazonas (8.3%) achieving the highest rates, whereas Ceará (-1.4%) was the only area to present decrease in comparison to the second quarter.

Industrial activity decreased by 7.8% in comparison to September of last year, with 13 of the 14 surveyed areas recording decline. The only area with increased production was Goiás (7.3%), mostly reflecting expansion in the sector of chemical products. With a two-digit shrinkage are Minas Gerais (-12.6%) and Paraná (-10.3%). Other reductions, more intense than the average in industry (-7.8%), were observed in Pará (-9.4%), Rio Grande do Sul (-9.2%), Santa Catarina (-8.1%) and São Paulo (-7.9%). The following areas presented falls below average: Pernambuco (-1.4%), the Northeast region (-4.3%), Rio de Janeiro (-4.5%), Ceará (-4.7%), Bahia (-4.8%), Espírito Santo (-6.9%) and Amazonas (-7.0%).

 

 

On quarterly bases, there are retractions in almost all areas surveyed in 2009, when compared to the same period of the previous year. Goiás was the only area to reverse the falls in the first (-6.9%) and second quarters (-2.4%), recording increase of 4.9% in the third quarter. From the second to the third quarter of 2009, most (11) of the 14 areas recorded a slower rhythm of fall. This reduction was mainly significant in Espírito Santo and Amazonas, where, among the analyzed periods, the rate changed respectively from -27.0% to -12.7%, and from -14.2% to -6.4%. Considering the closing of the first semester of 2009, all areas but Pará showed a rhythm increase.

 

 

In the indicator accumulated in the year, compared to the same period of 2008, the 14 investigated areas indicated retreat, with Espírito Santo (-23.5%) and Minas Gerais (-18.8%) standing out. With a higher intensity of fall than national average (-11.6%) are also: São Paulo (-12.4%) and Amazonas (-13.3%). Regional results confirm the generalized decrease profile in 2009, mainly because of the less dynamic exports and the reduced production of durable consumer and capital goods. With retraction inferior to average are: Goiás (-1.1%), Paraná (-5.9%), Rio de Janeiro (-6.6%), Ceará and Pernambuco (both with -6.8%), Pará (-8.1%), the Northeast region (-8.4%), Bahia (-9.0%), Santa Catarina (-11.3%) and Rio Grande do Sul (-11.5%).

 

AMAZONAS

In September, the industrial production of Amazonas increased by 1.2% by comparison to the immediately previous month, in the seasonally adjusted series, third positive rate, accumulating a gain of 6.5%. The quarterly moving average index increased by 2.1%, keeping a sequence of five positive rates, with accumulated gain of 11.4%. Production in the third quarter of 2009, in the comparison with the immediately previous quarter – seasonally adjusted series, grew by 8.3%, after having been stable (0.1%) in the second quarter.

In the comparison September 09/September 08, six of the 11 segments contributed negatively to the reduction of 7.0% on overall average, with highlights being principally other equipment of transportation (-24.5%) and electronic material and communication equipment (-12.7%). By contrast, the main positive impacts came from food products and beverages (13.7%) and editing and printing (12.2%).

In the analysis by quarter, the decreasing rhythm of production in Amazonas fell between the second (-14.2%) and the third (-6.4%) quarters of 2009, both compared to the same period of the previous year. Between April-June and July-September, seven sectors showed a better performance, with highlights being electronic material and communication equipment (from -27.6% to -16.2%); other equipment of transportation (from -32.6% to -22.4%) and food products and beverages (from 5.6% to 12.4%).

The index accumulated in the year was -13.2%, and the indicator accumulated in the last 12 months, on a downward trend since September of last year (8.3%), reached -11.0%.

 

PARÁ

The industrial production of Pará was stable (0.0%) in September, by comparison to the immediately previous month, in the seasonally adjusted series, after having decreased for two months, when it accumulated a loss of 4.2%. The quarterly moving average index decreased by 1.4%, after having accumulated a gain of 2.3% between June and August. In relation to the immediately previous quarter, still in the seasonally adjusted series, industry in Pará grew by 1.0% in the third quarter of 2009, after a sequence of three consecutive negative rates, when it accumulated a fall of 10.6%.

In comparison to September 2008, the industrial sector of Pará fell by 9.4%, with four of the six activities presenting negative performance. Reduction on mining and quarrying industry (-17.9%) exerted a more important influence on the formation of overall rate, followed by wood (-26.5%). Conversely, food products and beverages (12.6%) and basic metallurgy (1.9%) were the positive impacts.

In the analysis by quarter, the industry of Pará, from the second (-8.5%) to the third (-9.0%) quarters of 2009, keeps the downward trend initiated in the fourth quarter of 2008, all compared to the same period of the previous year. Two branches contributed to that movement: basic metallurgy, which changed from 18.7% in April-June to 7.9% in July-September; and mining and quarrying industry, from -15.7% to -16.4%.

The indicator accumulated in the year was -8.1%; the accumulated in the last 12 months, which has been keeping a downward trend since November (6.8%) of last year, reached -5.7% in September.

 

NORTHEAST

In September, the industrial production of the Northeast region increased by 1.8% in relation to August, in the seasonally adjusted series, after having recorded an increase of 4.1% in August. With those results, the quarterly moving average index increased by 1.0%, third consecutive positive rate. Northeastern production in the third quarter of 2009 grew by 3.2% in relation to the second quarter – seasonally adjusted series.

In the monthly indicator, industry in the Northeast decreased by 4.3%, the 12^th consecutive negative result, with nine of the 11 branches reducing production. Among those, the main highlights were food products and beverages (-4.6%), chemical products (-4.3%) and electric machines, appliances and material (-36.0%). On the other hand, the two sectors that presented growth were cellulose (3.6%) and textiles (0.5%).

On quarterly bases, industry in the Northeast marked the fourth consecutive negative quarter, with an increasing rhythm between the second (-10.0%) and the third quarter of 2009 (-5.7%). This movement may be explained principally by: petroleum refining and alcohol production, which changed from -41.8% to -8.5%; food products and beverages (from -7.9% to -2.6%) and textiles (from -11.4% to -2.8%).

In the accumulated January-September (-8.4%), the 11 sectors presented retraction. The indicator accumulated in the last 12 months has been keeping a downward trend since September 2008 (4.4%), when it changed from -6.6% in August to -7.5% in September.

 

CEARÁ

The seasonally adjusted industrial production of Ceará grew by 2.1% in September by comparison to the immediately previous month, after having retreated by 0.6% in August. With those results, the quarterly moving average index presented an increase of 0.8%, reversing a series of four negative results, which accumulated loss of 3.5%. The third quarter of 2009 presented decrease of 1.4% in comparison to the immediately previous quarter (seasonally adjusted series).

The monthly indicator of industrial production in Ceará decreased by 4.7% with negative rates in six of the 10 surveyed industrial sectors. Among them, the major impact came from food products and beverages (-19.6%). Electric machines, appliances and material (-47.7%), and apparel and accessories (-6.3%) are worth citing. On the other hand, the main positive influences were observed in textiles (11.0%) and chemical products (9.8%).

In the analysis by quarter, industry in Ceará marked the fourth consecutive negative quarter, recording decrease (-6.8%) in the third quarter of 2009, more significant than that of the second quarter (-6.1%). Among the five activities that lost dynamism, the highlights were footwear and leather articles, which changed from 10.5% in the second to -3.6% in the third quarter, and petroleum refining and alcohol production (from 27.3% to -10.1%). On the other hand, among the activities that showed a better performance, the highlight was textiles, which changed from -7.1% to 5.7%, and non-metallic minerals (from -11.6% to 12.2%).

In the indicator accumulated in the year, industrial production in Ceará decreased by 6.8%, with negative results in seven of the 10 industrial sectors. The indicator accumulated in the last 12 months presented a fall of 5.3%, keeping the downward trend initiated in September 2008 (3.8%).

 

PERNAMBUCO

In September, the seasonally adjusted industrial production of Pernambuco presented positive change of 0.1% in relation to the previous month, after having increased by 7.5% in August. With those results, the quarterly moving average index grew by 1.7%, after having increased by 1.5% in August, accumulating an increase of 3.2% in the quarter. In the analysis by quarter, there was growth of 2.6% in comparison to the second quarter of 2009.

In the monthly indicator, industry in Pernambuco decreased for the 11^th consecutive month, with negative rates in eight of the 11 investigated activities. For the composition of the -1.4% rate, the main negative pressures came from electric machines, appliances and material (-16.3%), textiles (-32.3%), and rubber and plastic (-10.9%). On the other hand, basic metallurgy (9.0%) and metal products (19.3%) showed the main positive contributions.

In the analysis by quarter, industry in Pernambuco, after having decreased by 11.0% in the first quarter of 2009, reduced rhythm in the second (-5.8%) and the third (-2.9%) quarters of this year, both compared to the same periods of the previous year. This performance was due mostly to basic metallurgy, which changed from -5.9% to 5.8%; rubber and plastic (from -18.0% to -4.6%) and metal products (from -15.1% to -9.3%). On the other hand, the major decrease came from chemical products, which changed from -0.8% to -6.7%.

In the accumulated January-September, industry in Pernambuco retreated by 6.8%, with negative rates in nine of the 11 industrial sectors. The indicator accumulated in the last 12 months, on a downward trend since October 2008 (6.2%), changed from -4.5% in August to -5.5% in September.

 

BAHIA

In September, the seasonally adjusted industrial production of Bahia changed by 0.2% in relation to the immediately previous month, after having increased by 5.7% in August and decreased by 5.3% in July. With those results, the quarterly moving average index was practically stable in September (0.1%). In the analysis by quarter there was growth of 5.1% in the comparison to the immediately previous quarter (seasonally adjusted series), reversing a sequence of three negative results.

In the monthly indicator, industrial production in Bahia decreased by 4.8%, recording the third consecutive negative rate. Six of the nine surveyed activities contributed negatively to this result, with the highlight being chemical products (-7.8%). Next came basic metallurgy (-12.4%) and petroleum refining and alcohol production (-4.2%). By contrast, major positive influences were observed in cellulose and paper (3.3%) and non-metallic minerals (9.9%).

In the analysis by quarter, industry in Bahia presented the fourth consecutive quarter of retraction, but in the third quarter (-6.8%) presented the reduction in the rhythm of decrease in relation to the second quarter (-10.3%). Between those two periods, the highest increases came from petroleum refining and alcohol production, which changed from -42.7% to -9.1%, and from food products and beverages (from -6.4% to -0.5%). On the other hand, major retractions came from chemical products, which changed from 8.9% to -7.0%, and cellulose and paper (from 2.2% to -5.0%).

In the accumulated January-September, industry in Bahia retreated by 9.0%, with negative rates in seven of the nine industry sectors. The indicator accumulated in the last 12 months changed from -6.9% to -8.1%, following a downward trend initiated in September 2008 (5.1%).

 

MINAS GERAIS

Between August and September, industrial production in Minas Gerais presented an expansion of 1.4%. This was the ninth consecutive increase in comparison to the previous month, in the seasonally adjusted series, accumulating a gain of 23.4% (comparison September 09/December 08). The quarterly moving average indexes also kept an upward trend, with an increase of 1.1% between August and September. The third quarter of the year, still in the seasonally adjusted series, by increasing 5.4% in relation to the immediately previous quarter, recorded the second positive result in this comparison.

In relation to September 2008, there was a production decrease in 10 of the 13 surveyed sectors, with highlights being mining and quarrying industry (-24.1%), basic metallurgy (-18.3%), and machines and equipment (-46.3%). Only food products (5.9%), cellulose, paper and paper products (8.3%) and automotive vehicles (3.8%) expanded production. It is worth mentioning that in September this last segment presented the first positive monthly rate since October of last year.

By comparison to the same quarter of the previous year, industry in Minas Gerais kept presenting negative results, although in a recovering movement: in the first quarter it accumulated fall of 24.2%; in the second, of -18.7%, closing the third quarter with a retreat of 14.2%. Nine sectors contributed to the improvement observed between the last two quarters, with highlights being automotive vehicles, which changed from -16.4% to -3.9%, and basic metallurgy (from -33.0% to -24.3%).

In the indicator accumulated in January-September, basic metallurgy (-33.7%), mining and quarrying industry (-31.9%) and automotive vehicles (-13.8%), as well as in the monthly indicator, were also those that most contributed to the formation of the -18.8% overall rate. In the accumulated in the last 12 months, the rate was -17.3%.

 

 ESPÍRITO SANTO

 In September, the seasonally adjusted industrial production of Espírito Santo grew by 3.3% compared to August, accumulating 19.5% of growth since last July. The quarterly moving average index, when comparing August and September, increased by 6.0%, exhibiting a recovery initiated in February. In relation to the immediately previous quarter, seasonally adjusted, production in Espírito Santo grew by 13.4%, increasing the rhythm in relation to the second (8.1%) and the first (-11.6%) quarters.

Comparing September 09/September 08, industrial production decreased by 6.9%, influenced mainly by the mining and quarrying sector (-25.0%). On the other hand, manufacturing industry had its first positive (3.0%) result, after 11 consecutive months showing decreases. Among industrial activities, the most impressive positive impact came from food products and beverages (29.9%). Non-metallic minerals (-16.2%) stood out as the negative impact.

Between the second and the third quarter of this year, compared to the same periods of the previous year, industry in Espírito Santo reduced the rhythm of fall, changing from -27.0% to -12.7%. The negative performance, observed since the fourth quarter of last year, had its highest intensity in the first quarter (-31.6%), when the international crisis reached its peak. Recovery in this last period was principally due to better performances in extractive activities, which reduced their rhythm of decrease, changing from -46.8% to -28.8%, basic metallurgy (from -29.7% to -11.9%), and food products and beverages (from -17.7% to 3.9%).

In the indicator accumulated in the year, industrial production in Espírito Santo decreased by 23.5%, with all segments presenting negative rates. The index accumulated in the last 12 months was -22.3%.

 

RIO DE JANEIRO

In September the industrial production of Rio de Janeiro recorded an expansion of 0.7% in relation to August, after having decreased by 0.6% in the previous month. The quarterly moving average index presented gain of 0.7% between the quarters closed in August and September, the seventh consecutive increase in this kind of comparison, accumulating a gain of 8.5% in this period. In the seasonally adjusted index quarter/immediately previous quarter the growth rhythm of industrial activity in Rio de Janeiro was maintained, as it increased by 3.2% in the third quarter of 2009 and 4.2% in the immediately previous quarter.

In the comparison September 09/September 08, the industrial sector in Rio de Janeiro decreased by 4.5%, mostly due to the fall of 7.9% in manufacturing industry, once the extractive sector (9.9%) has been presenting positive rates since April 2008. In manufacturing industry, where 10 of the 12 investigated branches presented production decrease, the main negative impacts were observed in basic metallurgy (-20.9%) and automotive vehicles (-23.4%). Negative contributions of other chemical products (-15.6%), non-metallic minerals (-16.8%) and pharmaceutical industry (-12.9%) are also worth citing. On the other hand, the two branches of manufacturing industry that expanded production were petroleum refining and alcohol production (17.5%) and beverages (13.7%).

In the analysis by quarter, industry in Ro de Janeiro retreated by 3.6% in July-September of this year, reducing the rhythm of loss in comparison to the first quarter of the year (-8.2%), with falls of 11.4% in the first quarter and of 5.1% in the following quarter, all compared to the same periods of the previous year. This gained dynamism reflected above all the reduction in the decreasing rhythm of manufacturing industry, which changed from -12.9% in the first quarter to -6.8% in the third quarter, with highlights being basic metallurgy (from -31.0% to -9.9%) and petroleum refining and alcohol production (from -4.0% to 3.8%).It is worth emphasizing that mining and quarrying industry practically keeps high growth rates, by recording 11.7% in the first quarter and 9.8% in the third.

The indicator accumulated in the year recorded fall of 6.6%, with reduced production in nine of the 13 investigated branches. The annualized rate, index accumulated in the last 12 months, demonstrated acceleration in the rhythm of decrease when it changed from -4.8% in August to -5.9% in September.

 

SÃO PAULO

In September, the industry of São Paulo grew by 0.6% in the face of August, in the seasonally adjusted series, the third consecutive positive rate, accumulating an increase of 5.1%. The quarterly moving average index (1.7%) has been keeping a positive trend for seven months, accumulating a gain of 8.6% in this period. By comparison with the immediately previous quarter, in the seasonally adjusted series, industry in São Paulo increased by 3.9% in July-September 2009, the second positive rate, accumulating a gain of 7.2%.

In the monthly index, which marked the 11^th consecutive retreat (-7.9%), 15 of the 20 sectors had negative performances, with machines and equipment (-27.4%), automotive vehicles (-13.9%) and electronic material and communication equipment (-34.6%) standing out. Conversely, the branches that presented increase in production were other chemical products (21.3%), pharmaceutical industry (4.6%), and soap, cleaning and perfumery products (13.5%).

In the analysis by quarter, industry in São Paulo has maintained negative results for four consecutive quarters, in comparison to the same period of last year, although with a slower rhythm of decrease between the second (-13.8%) and the third (-8.8%) quarters of this year. Fourteen activities increased their participations between both periods, principally electronic material and communication equipment, which changed from -60.8% to -42.5%, other chemical products, from -8.4% to 8.7%, and automotive vehicles, from -20.3% to -14.7%.

The reduction of 12.4% in the indicator accumulated in the year was influenced especially by the fall in 15 branches. The indicator accumulated in the last 12 months, on a downward trend since July of last year, reached -10.5% in September.

 

PARANÁ

The industrial production of Paraná retreated by 2.9% in September in relation to the immediately previous month, in the seasonally adjusted series, the second consecutive negative rate, accumulating a loss of 4.2%. The quarterly moving average index, which interrupted a three-month sequence of negative results in August (0.8%), increased by 3.0% in September. In the monthly indicators, the comparison with the immediately previous quarter – seasonally adjusted series, increased by 3.6%.

In the monthly index, production in Paraná fell by 10.3%, with 11 of the 14 investigated activities with negative performances. The most significant negative pressures came from automotive vehicles (-49.0%), food products (-13.4%) and wood (-25.9%). By contrast, editing and printing (45.0%) exerted the main positive pressure on the formation of overall rate.

On quarterly bases, industry in Paraná was on a downward trend since the second quarter of 2008, but reduced the rhythm of decrease between the second (-10.6%) and the third (-5.8%) quarters of this year, both compared to the same period of the previous year. Nine branches increased their participation between both periods, with highlights being editing and printing, which changed from 12.5% to 69.5%; machines and equipment (from -26.8% to -3.4%) and other chemical products (from -10.5% to 44.7%).

The index accumulated in the year was -5.9%, and the accumulated in the last 12 month, decreasing since March of this year, reached -4.3% in September.

 

SANTA CATARINA

The industry of Santa Catarina recommenced, in September, to present production growth, by comparison with the previous month (1.7%), in the seasonally adjusted series, after the reduction of 1.6% observed from July to August. Consequently, the quarterly moving average indexes that have been recording successive rises since May marked the increase of 0.2% between the quarters closed in August and September. The third quarter of the year, still in the seasonally adjusted series, by increasing 1.3% in relation to the immediately previous quarter, recorded the second positive result in this comparison.

The reduction of 8.1% observed in the comparison September 09/September 08 is due to decreases in eight of the 11 surveyed sectors. For this retreat, the falls observed in the production of automotive vehicles (-65.6%), rubber and plastic (-26.2%) and apparel and accessories (-16.8%) were essential. With positive results were only electric machines, appliances and material (24.8%), machines and equipment (9.6%), and cellulose, paper and paper products (2.7%).

In the analysis by quarter, the industrial sector has presented negative results for four consecutive quarters, by comparison with the same period of last year. In this third quarter of 2009, the retreat of 8.5% confirmed the deceleration in the decreasing rhythm of industry in Santa Catarina, as in the first quarter it presented a loss of 14.0% and in the second, of -11.7%. Between the second and the third quarters of this year, improvement was present in three sectors, being the major highlights electric machines, appliances and material, which changed from -1.8% in the second quarter to 20.5% in the third, and machines and equipment (from -16.1% to 4.6%).

In the indicator accumulated for January-September, the overall rate was -11.3%. The annualized rate, the indicator accumulated in the last 12 months (-10.4%), continues on a downward trend. This movement began in October of last year, when a growth of 1.7% was presented.

 

RIO GRANDE DO SUL

From August to September, the industrial production of Rio Grande do Sul, when expanded by 0.4%, showed the fourth consecutive increase by comparison with the previous month, in the seasonally adjusted series, accumulating a growth of 4.8% between June and September. Consequently, the quarterly moving average indexes kept the upward trend initiated in March, accumulating an increase of 9.2% since then. The third quarter of the year, still in the seasonally adjusted series, when increasing by 3.3% compared to the immediately previous quarter, recorded the second positive result in this comparison.

The result of the monthly indicator in September, rate of -9.2%, was below that marked in August (-5.7%). Especially in September, the indexes by industrial sectors showed a decrease in nine of the 14 surveyed branches, being the greatest influences: machines and equipment (-35.3%) and automotive vehicles (-24.8%). On the positive side, petroleum refining and alcohol production (17.3%) was the one that caused the biggest impact on the formation of the overall rate.

In the comparison by quarter, in relation to the same period of the previous year, the index for the total industry, although still negative, keeps the recovery trend closing the quarter with a fall of 7.5%, whereas in the second quarter the reduction reached 10.4%. Eight of the 14 surveyed sectors contributed to this improvement, with the highlight being food products industry, which changed from -9.1% to 0.8%

In the indicator accumulated for the period January-September, the overall rate of -11.5% is a result of negative performances in 11 activities. The annualized rate remains falling, changing from -8.7% in August to -10.6% in September.

 

GOIÁS

In Goiás, industrial activity came back to growth in the comparison to the previous month: 2.4% between August and September. With this result, the quarterly moving average indexes kept the improvement trend initiated in April of this year, increasing by 0.6% between the quarters closed in August and September. The third quarter of the year, seasonally adjusted series, when increasing by 7.0% since the immediately previous quarter, recorded the second positive result in this comparison.

The index September 09/September 08 presented expansion of 7.3%, with three of the five surveyed sectors enlarging production. The main positive contribution came, again, from the sector of chemical products, with increase of 49.9%. On the other hand, the main negative impact on the overall rate came from the reduction in food products and beverages (-2.0%).

With the favorable results of the last months, industry closed the third quarter with growth (4.9%), by comparison with the same period of the previous year, when it presented retreat of 2.4%. Between both periods, there was improvement in four branches, with highlight being chemical products, which changed from 20.5% of expansion in the second quarter to 49.0% in the third. Only mining and quarrying industry reduced the production rhythm from one period to the other (from -1.0% to -2.3%).

The other comparative indicators presented negative variations: -1.1% in the accumulated in the year and -0.5% in the last 12 months. It is worth remembering that in all those indicators, industry in Goiás presented the best marks among all the surveyed areas.