| has announced the addition of “Freight | | | | The Sector At A Glance |
| Transport Report Brazil” ( to their offering. | | | | Key Insights On The Freight Transport Sector Of |
| Independent 5-year Freight Transport industry | | | | Brazil |
| forecasts for Brazil. | | | | In January 2007, Brazilian President Luiz Inácio |
| Original Freight Transport market research and | | | | Lula da Silva proposed setting aside another |
| Freight Transport sector trend analysis for the | | | | BRL1.34bn (US$638.2mn) for the North-South |
| Brazil Freight Transport industry. | | | | Railway in his new Growth Acceleration Package, |
| Competitive intelligence, Brazilian Freight Transport | | | | or PAC. The package should help develop |
| company rankings and SWOT analyses on | | | | infrastructure immensely over the coming years. |
| international and domestic Freight Transport | | | | The North-South railway already runs from the |
| companies in Brazil. | | | | northern Tocantins state city of Araguaina to |
| The Brazil Freight Transport Report has been | | | | Porto Franco in Maranhao state, where its tracks |
| researched at source, and features latest-available | | | | connect with the Carajas rail line run by Brazilian |
| data covering commercial transport and logistics | | | | iron-ore giant Companhia Vale do Rio Doce |
| by road, rail, air and water; 5-year industry | | | | (CVRD). The Carajas line links Porto Franco to |
| forecasts through end-2011; company rankings | | | | Maranhao's deep-water Port of Itaqui - a port |
| and competitive landscapes covering leading | | | | that is likely to surpass the country's deeply |
| multinational and national operators; and analysis of | | | | congested principal ports of Santos and Paranagua |
| latest industry trends, opportunities, projects and | | | | in future years to become Brazil's No. 1 port, if |
| regulatory changes. | | | | the right funds are invested, said the National |
| Brazilian Freight Transport Report provides | | | | Confederation of Agriculture and Livestock (CNA). |
| industry professionals and strategists, sector | | | | If Lula's proposal to allot an extra BRL1.3bn in |
| analysts, investors, trade associations and | | | | government funds is approved by congress, the |
| regulatory bodies with independent forecasts and | | | | railway will extend another 358km from Araguaina |
| competitive intelligence on the Brazilian freight | | | | to the Tocantins state capital of Palmas by 2009, |
| transport and logistics industry. | | | | said Andre Oliveira, the head of construction of |
| Key Benefits of Reports | | | | VALEC, which is the government's partner in the |
| Benchmark It’s Independent 5-year Freight | | | | North-South railway. After that, more funds will |
| Transport Industry Forecasts on Brazil to test | | | | be needed to connect the North-South Railway to |
| other views – a key input for successful | | | | its expected destination of Anapolis in Goias state, |
| budgetary and planning in the strategic Brazilian | | | | he added. |
| Freight Transport market. | | | | The completed Goias-Maranhao rail line, which will |
| Target Business Opportunities & Risks in the | | | | span more than 1,500km, is expected to carry |
| Brazilian Freight Transport sector through our | | | | 15mn tons of cargo annually. In our latest Brazil |
| reviews of latest industry trends, regulatory | | | | Freight Transport report, It concludes that, thanks |
| changes and major deals, projects and | | | | to the performance of MRS Logística and other |
| investments in Brazil. | | | | private sector freight rail operators, total freight |
| Exploit the Latest Competitive Brazilian Freight | | | | carried can be expected to grow at an annual |
| Transport intelligence & company SWOTS on | | | | average rate of 8.8% over the 2007-2011 period. |
| your competitors and peers through company | | | | Various factors support this prediction. We now |
| rankings by sales, market share and ownership | | | | expect annual Brazilian GDP growth to average |
| structure – includes multi national and national | | | | 3.8% in the 2007-2011 period (up from 2.6% in |
| companies in Brazil. | | | | the preceding five-year period). While this will |
| Coverage | | | | underpin general freight demand, as a result of |
| Executive Summary | | | | continuing commodity and mining growth, rail |
| Summary of It’s key industry forecasts, | | | | should enjoy a particularly favourable combination |
| views and trend analysis covering Freight | | | | of strong demand and expanding capacity, as |
| Transport and logistics, regulatory changes, major | | | | new investment goes into the operations of the |
| investments and projects, and significant | | | | privatised operators. |
| multinational and national company developments. | | | | The overall freight picture will be encouraging. |
| SWOT Analysis | | | | There continue to be no reliable statistics on |
| SWOT (strengths, weaknesses, opportunities, | | | | Brazilian road freight haulage. However, based on |
| threats) analysis of the state’s business | | | | It estimates, we expect freight carried to be |
| environment, transport sector, politics and | | | | growing somewhat more slowly than rail, at an |
| economics, which carefully evaluates the short- | | | | average of around 5.7% per annum, because |
| and medium-term issues facing the industry. | | | | investment to improve and repair the highway |
| Business Environment Rankings | | | | network will take longer to have an effect. |
| It’s regional comparative analysis of the | | | | Despite the collapse of Varig and a slower year in |
| transport sector, evaluating sector-specific issues | | | | 2006, we also see airfreight continuing to perform |
| alongside the broader Country Risk context; | | | | vigorously. We now expect the growth figure in |
| including sector growth, political and economic | | | | 2007-2011 to be an annual average of 8.2%, |
| stability, the competitive environment and trade | | | | compared to 3.2% in 2002-2006. Total tonnage |
| volume expansion. | | | | handled by Brazil’s main seaports will rise by |
| Industry Trends And Developments | | | | an average of 6.2% per annum in the forecast |
| Analysis of latest projects across the Freight | | | | period, down on the 7.0% registered in the |
| Transport sector – road, rail, air, sea, logistics | | | | preceding five years. The main reason for this is |
| – including market overview which provides an | | | | that after the foreign trade and export boom |
| outline of the key elements driving development. | | | | peaked in 2004, we see both import and export |
| It 5-Year Industry Forecast | | | | growth moderating significantly in the next few |
| Historic data series and 5-year forecasts to | | | | years, when domestic consumption is likely to be |
| end-2011 for all key industry and macroeconomic | | | | the main engine of macroeconomic growth. |
| indicators, supported by explicit assumptions, plus | | | | Brazil performs reasonably well in our freight |
| analysis of key downside risks to the main | | | | transport industry business environment matrix, |
| forecast, including: | | | | scoring above the regional average. Freight |
| Port freight total (tonnes mn); Seaborne freight | | | | growth, infrastructure growth, the regulatory and |
| (tonnes mn) | | | | competitive environment all score well. Economic |
| Riverborne freight (tonnes mn); Airport freight | | | | and political risk is comparable to the Latin |
| (tonnes mn) | | | | American peer group. The transport intensity |
| Total traffic by mode (tonnes/km); Freight | | | | index is a little below the regional average, |
| industry value (US$bn) | | | | although there is something of a question mark |
| Contribution to GDP (%); Sector employment | | | | over the future dynamism of the country’s |
| (‘000); Population growth (mn); Nominal GDP | | | | foreign trade. Foreign trade still represents only |
| (US$bn); Real GDP growth (%) | | | | around 25% of GDP, although on the other hand |
| Consumer price index (%y-o-y average); Total | | | | the sheer geographical size of the country means |
| imports (US$bn) and exports (US$bn); Current | | | | there will be healthy internal demand for freight |
| account (US$bn); import and export value by | | | | transport. |
| goods category (US$bn, % of total), top trade | | | | According to our latest estimates, the total value |
| destinations/ sources (US$bn, % of total). | | | | of transport and communications GDP will rise to |
| Competitive Landscape & Profiles | | | | US$75.4bn in nominal terms by 2011, representing |
| Company profiles, including SWOT (strengths, | | | | 6.4% of Brazil’s GDP. The transport and |
| weaknesses, opportunities and threats) analyses, | | | | communications sector employed 4.26mn people, |
| fully researched senior executives and full contact | | | | or 4.7% of the labour force, in 2006. We see |
| details and business activity. | | | | these figures rising to 5.56mn – and 5.2% |
| Executive Summary | | | | – by 2010. |