Brazil's Commodities Market Can Set New Benchmarks With SMX and Ybyrá Partnership
SMX (NASDAQ:SMX) and Ybyrá Capital S.A. announced a strategic partnership aimed at transforming Brazil's commodities market. The collaboration, revealed in December 2024, combines SMX's molecular marking and blockchain traceability technology with Ybyrá's logistics infrastructure, which manages over $1 billion in assets.
The partnership targets Brazil's major commodity sectors, including soybeans ($47.2B exports), frozen beef ($11B), and coffee ($8.86B). SMX's technology embeds invisible molecular markers into raw materials and creates blockchain records to verify origin and supply chain integrity. This solution addresses growing demands for sustainability and ethical sourcing in global trade.
The collaboration's potential value significantly exceeds SMX's current market cap of $4.75M, with an implied valuation previously noted at over $600M. The partnership aims to enhance Brazil's position in global trade while meeting stringent EU regulations on deforestation-free sourcing and supporting circular economy initiatives.
SMX (NASDAQ:SMX) e Ybyrá Capital S.A. hanno annunciato una partnership strategica volta a trasformare il mercato delle materie prime in Brasile. La collaborazione, rivelata nel dicembre 2024, combina la tecnologia di marcatura molecolare e tracciabilità blockchain di SMX con l'infrastruttura logistica di Ybyrá, che gestisce oltre 1 miliardo di dollari in attività.
La partnership si concentra sui principali settori delle materie prime del Brasile, tra cui soia (47,2 miliardi di dollari in esportazioni), carne bovina congelata (11 miliardi di dollari) e caffè (8,86 miliardi di dollari). La tecnologia di SMX integra marcatori molecolari invisibili nelle materie prime e crea registri blockchain per verificare l'origine e l'integrità della catena di approvvigionamento. Questa soluzione risponde alla crescente domanda di sostenibilità e approvvigionamento etico nel commercio globale.
Il valore potenziale della collaborazione supera significativamente la capitalizzazione di mercato attuale di SMX, pari a 4,75 milioni di dollari, con una valutazione implicita precedentemente riportata a oltre 600 milioni di dollari. La partnership mira a migliorare la posizione del Brasile nel commercio globale, rispettando nel contempo i rigorosi regolamenti dell'UE sull'approvvigionamento senza deforestazione e sostenendo iniziative di economia circolare.
SMX (NASDAQ:SMX) y Ybyrá Capital S.A. anunciaron una asociación estratégica con el objetivo de transformar el mercado de materias primas en Brasil. La colaboración, revelada en diciembre de 2024, combina la tecnología de marcaje molecular y trazabilidad blockchain de SMX con la infraestructura logística de Ybyrá, que gestiona más de 1 mil millones de dólares en activos.
La asociación se enfoca en los principales sectores de materias primas en Brasil, incluidos soja (47,2 mil millones de dólares en exportaciones), carne de res congelada (11 mil millones de dólares) y café (8,86 mil millones de dólares). La tecnología de SMX incorpora marcadores moleculares invisibles en las materias primas y crea registros blockchain para verificar el origen y la integridad de la cadena de suministro. Esta solución aborda la creciente demanda de sostenibilidad y abastecimiento ético en el comercio global.
El potencial valor de la colaboración supera significativamente la capitalización de mercado actual de SMX, que es de 4,75 millones de dólares, con una valoración implícita previamente notada en más de 600 millones de dólares. La asociación tiene como objetivo mejorar la posición de Brasil en el comercio global, al tiempo que cumple con las estrictas regulaciones de la UE sobre abastecimiento sin deforestación y apoya iniciativas de economía circular.
SMX (NASDAQ:SMX)와 Ybyrá Capital S.A.가 브라질의 상품 시장을 변화시키기 위한 전략적 파트너십을 발표했습니다. 2024년 12월에 공개된 이 협력은 SMX의 분자 표시 및 블록체인 추적 기술과 Ybyrá의 10억 달러 이상의 자산을 관리하는 물류 인프라를 결합합니다.
이 파트너십은 대두(수출 472억 달러), 냉동 쇠고기(110억 달러), 커피(88.6억 달러) 등 브라질의 주요 원자재 부문을 목표로 합니다. SMX의 기술은 원자재에 보이지 않는 분자 표시를 삽입하고 원산지 및 공급망 무결성을 검증하기 위해 블록체인 기록을 작성합니다. 이 솔루션은 글로벌 무역에서의 지속 가능성 및 윤리적 조달에 대한 증가하는 요구를 해결합니다.
이 협력의 잠재적 가치는 SMX의 현재 시장 가치인 475만 달러를 훨씬 초과하며, 이전에 주목된 암시적 가치는 6억 달러가 넘습니다. 이 파트너십은 브라질이 글로벌 무역에서의 입지를 강화하는 동시에 산림 벌채 없는 조달에 대한 엄격한 EU 규정을 준수하고 순환 경제 이니셔티브를 지원하는 것을 목표로 하고 있습니다.
SMX (NASDAQ:SMX) et Ybyrá Capital S.A. ont annoncé un partenariat stratégique visant à transformer le marché des matières premières au Brésil. Cette collaboration, révélée en décembre 2024, associe la technologie de marquage moléculaire et de traçabilité blockchain de SMX à l'infrastructure logistique de Ybyrá, qui gère plus d'un milliard de dollars d'actifs.
Le partenariat cible les principaux secteurs de matières premières du Brésil, y compris le soja (47,2 milliards de dollars d'exportations), la viande bovine congelée (11 milliards de dollars) et le café (8,86 milliards de dollars). La technologie de SMX intègre des marqueurs moléculaires invisibles dans les matières premières et crée des enregistrements blockchain pour vérifier l'origine et l'intégrité de la chaîne d'approvisionnement. Cette solution répond à la demande croissante de durabilité et d'approvisionnement éthique dans le commerce mondial.
La valeur potentielle de la collaboration dépasse considérablement la capitalisation boursière actuelle de SMX, qui s'élève à 4,75 millions de dollars, avec une valorisation implicite précédemment signalée à plus de 600 millions de dollars. Le partenariat vise à renforcer la position du Brésil dans le commerce mondial tout en respectant les réglementations strictes de l'UE sur l'approvisionnement sans déforestation et en soutenant les initiatives d'économie circulaire.
SMX (NASDAQ:SMX) und Ybyrá Capital S.A. haben eine strategische Partnerschaft angekündigt, die darauf abzielt, den Rohstoffmarkt in Brasilien zu transformieren. Die Zusammenarbeit, die im Dezember 2024 bekannt gegeben wurde, kombiniert die Technologie zur molekularen Kennzeichnung und Blockchain-Rückverfolgbarkeit von SMX mit der Logistikinfrastruktur von Ybyrá, die über 1 Milliarde Dollar an Vermögenswerten verwaltet.
Die Partnerschaft konzentriert sich auf Brasiliens wichtige Rohstoffsektoren, einschließlich Sojabohnen (47,2 Milliarden Dollar Export), gefrorenes Rindfleisch (11 Milliarden Dollar) und Kaffee (8,86 Milliarden Dollar). Die Technologie von SMX bettet unsichtbare molekulare Marker in Rohstoffe ein und erstellt Blockchain-Datenbanken zur Verifizierung von Herkunft und Integrität der Lieferkette. Diese Lösung reagiert auf wachsende Anforderungen an Nachhaltigkeit und ethische Beschaffung im globalen Handel.
Der potenzielle Wert der Zusammenarbeit übersteigt den aktuellen Marktwert von SMX von 4,75 Millionen Dollar erheblich, mit einer zuvor festgestellten impliziten Bewertung von über 600 Millionen Dollar. Die Partnerschaft zielt darauf ab, Brasiliens Position im globalen Handel zu stärken, während sie strenge EU-Vorschriften zum deforestationsfreien Einkauf einhält und Initiativen der Kreislaufwirtschaft unterstützt.
- Partnership with $1B+ asset management firm Ybyrá Capital
- Access to Brazil's massive commodity markets ($47.2B soybeans, $11B beef, $8.86B coffee)
- Implied partnership valuation of $600M vs current $4.75M market cap
- Deal still in Heads of Agreement phase, not yet finalized
- Current low market capitalization of $4.75M indicates significant market skepticism
Insights
This strategic partnership merits careful analysis given its potential to reshape Brazil's
Market Timing & Regulatory Catalyst
The EU's new deforestation-free product regulations (EUDR) create an urgent need for traceability solutions in Brazil's agricultural sector. Without compliant tracking systems, Brazilian exporters risk losing access to the EU market by 2025. SMX's molecular marking technology provides a compelling solution to this regulatory challenge.
Valuation Dynamics
The stark disparity between SMX's current market cap (
- Implementation timeline and technical feasibility
- Competition from established supply chain solutions
- Capital requirements for scaling operations
- Revenue sharing structure between partners
Market Impact & Scalability
The partnership's potential extends beyond immediate agricultural applications. The technology could be deployed across Brazil's mining sector, particularly relevant for ESG-focused investors and companies seeking verified sustainable sourcing. Historical precedents in commodity traceability implementations suggest a
However, key risks include technology adoption rates among Brazilian producers, potential regulatory changes and execution challenges in rural areas with infrastructure. The success of this partnership will largely depend on Ybyrá's ability to leverage its existing relationships and infrastructure to drive adoption.
The technical architecture of SMX's solution presents a unique value proposition in the commodities traceability market. The system's core strength lies in its dual-layer verification approach: physical molecular marking combined with blockchain-based digital tracking. This creates an immutable chain of custody that's significantly more robust than conventional digital-only solutions.
Technical Differentiators
- Molecular markers provide tamper-proof physical authentication
- Blockchain integration ensures data immutability and transparency
- Real-time tracking capabilities support dynamic supply chain management
- Scalable architecture suitable for diverse commodity types
Integration Considerations
The system's implementation across Brazil's vast agricultural landscape presents both opportunities and challenges. Success will depend on:
- Integration with existing logistics and tracking systems
- Training and adoption by local producers
- Infrastructure requirements in remote areas
- Data standardization across different commodity types
The technology's adaptability to different commodities (from soybeans to minerals) provides multiple revenue streams and use cases, potentially creating network effects as adoption increases. This versatility, combined with Ybyrá's infrastructure, could accelerate market penetration and establish new industry standards for commodity authentication and tracking.
MIAMI, FL / ACCESS Newswire / January 28, 2025 / SMX (Security Matters) Ltd. (NASDAQ:SMX) and Ybyrá Capital S.A. are on the brink of a transformative partnership poised to redefine Brazil's role in global trade. Announced in December 2024 and updated in a recent 6-K filing, the referenced Heads of Agreement reflect a shared vision to revolutionize supply chain transparency, accountability, and sustainability. This collaboration goes beyond a standard business deal-it's a framework to unlock Brazil's natural resource potential while setting new benchmarks in ethical and sustainable trade.
Ybyrá Capital, a rising force in South America's commodities and real estate sectors with over
This partnership is more than strategically warranted; it has the potential to transform a fragmented industry grappling with the complexities of an increasingly regulated global market. Brazil, a global leader in commodities such as soybeans, coffee, and beef, faces mounting scrutiny from trade policies demanding greater sustainability and ethical sourcing. The combined strengths of SMX's traceability technology and Ybyrá's logistics network offer a timely solution to these challenges. Here's how:
Unlocking Economic Potential
SMX's technology embeds invisible molecular markers into raw materials, generating immutable blockchain records to verify origin and supply chain integrity. Coupled with Ybyrá's robust logistics infrastructure, this partnership could elevate Brazil's commodities to new global standards, fostering international market transparency, accountability, and competitiveness.
That could provide an enormous incentive to help close this deal. Remember, Brazil's agricultural sector generates billions annually, with soybeans, beef, and coffee leading the charge. In 2022, the country exported
Here's the better news. The impact extends beyond agriculture. Brazil's mining sector-encompassing bauxite, gold, and iron ore-could also benefit from SMX's technology, ensuring compliance with ethical sourcing standards as global demand for sustainably sourced raw materials rises in Europe and Asia.
Pioneering a New Era of Sustainable Trade
For investors, the numbers speak volumes. SMX's roughly
Brazil's
Beyond commodities, the planned alliance aligns with global efforts to foster circular economies. SMX's technology enables post-consumer tracking, supporting recycling and resource recovery in sectors such as biodiesel, where soybean oil plays a key role. Together, SMX and Ybyrá can set new standards for efficiency and accountability in global trade.
Brazil's Opportunity to Lead
The bottom line is that this partnership can be more than a milestone for the companies involved-it's a potential game-changer for Brazil. By embracing this collaboration, Brazil can redefine its role in the global economy, setting a precedent for ethical trade practices that resonate across industries and borders.
Moreover, by welcoming this partnership, Brazil can leverage its natural resource wealth to drive sustainable growth, demonstrating that profit and purpose can coexist. At the same time, SMX and Ybyrá can offer a blueprint for innovation to harmonize sustainability with prosperity-a definite win-win proposition for all, including the planet.
About SMX (Security Matters) Public Limited Company
As global businesses face new and complex challenges relating to carbon neutrality and meeting new governmental and regional regulations and standards, SMX is able to offer players along the value chain access to its marking, tracking, measuring and digital platform technology to transition more successfully to a low-carbon economy.
Forward-Looking Statements
The information in this press release includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding expectations, hopes, beliefs, intentions or strategies regarding the future. In addition, any statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions, are forward-looking statements. The words "anticipate," "believe," "contemplate," "continue," "could," "estimate," "expect," "forecast," "intends," "may," "will," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. Forward-looking statements in this press release may include, for example: matters relating to the Company's fight against abusive and possibly illegal trading tactics against the Company's stock; successful launch and implementation of SMX's joint projects with manufacturers and other supply chain participants of steel, rubber and other materials; changes in SMX's strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects and plans; SMX's ability to develop and launch new products and services, including its planned Plastic Cycle Token; SMX's ability to successfully and efficiently integrate future expansion plans and opportunities; SMX's ability to grow its business in a cost-effective manner; SMX's product development timeline and estimated research and development costs; the implementation, market acceptance and success of SMX's business model; developments and projections relating to SMX's competitors and industry; and SMX's approach and goals with respect to technology. These forward-looking statements are based on information available as of the date of this press release, and current expectations, forecasts and assumptions, and involve a number of judgments, risks and uncertainties. Accordingly, forward-looking statements should not be relied upon as representing views as of any subsequent date, and no obligation is undertaken to update forward-looking statements to reflect events or circumstances after the date they were made, whether as a result of new information, future events or otherwise, except as may be required under applicable securities laws. As a result of a number of known and unknown risks and uncertainties, actual results or performance may be materially different from those expressed or implied by these forward-looking statements. Some factors that could cause actual results to differ include: the ability to maintain the listing of the Company's shares on Nasdaq; changes in applicable laws or regulations; any lingering effects of the COVID-19 pandemic on SMX's business; the ability to implement business plans, forecasts, and other expectations, and identify and realize additional opportunities; the risk of downturns and the possibility of rapid change in the highly competitive industry in which SMX operates; the risk that SMX and its current and future collaborators are unable to successfully develop and commercialize SMX's products or services, or experience significant delays in doing so; the risk that the Company may never achieve or sustain profitability; the risk that the Company will need to raise additional capital to execute its business plan, which may not be available on acceptable terms or at all; the risk that the Company experiences difficulties in managing its growth and expanding operations; the risk that third-party suppliers and manufacturers are not able to fully and timely meet their obligations; the risk that SMX is unable to secure or protect its intellectual property; the possibility that SMX may be adversely affected by other economic, business, and/or competitive factors; and other risks and uncertainties described in SMX's filings from time to time with the Securities and Exchange Commission.
This content is printed with permission from Hawk Point Media Group, Llc.
Additional Disclaimers and Disclosures: This is sponsored content. Hawk Point Media Group, LLC. (HPM) has been compensated, or expects to be, to produce and distribute digital content for SMX Ltd. It should be expressly understood that HPM is not operated by a licensed broker, a dealer, or a registered investment adviser. It should also be expressly understood that under no circumstances does any information published herein represent a recommendation to buy or sell a security. HPM reports/releases are commercial advertisements and are for general information purposes ONLY. The information made available by HPM is not intended to be, nor does it constitute, investment advice or recommendations. The contributors do NOT buy and sell securities covered before or after any particular article, report and/or publication. HPM holds ZERO shares and has never owned stock in SMX Ltd.. While HPM does not own or market shares, it is prudent to expect that those hiring HPM including that company's owners, employees, and affiliates, may sell some or even all of the SMX Ltd. shares that they own, if any, during and/or after this engagement period. Always do your own due diligence prior to investing in any publicly traded company. For a full disclaimer and disclosure statement, click HERE.
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Contact Information
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SOURCE: SMX (Security Matters)
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