Infrastructure in Brazil Mapped Whitespaces Report¶

Potential Whitespaces¶

Market signals identified
• Record-high cargo volumes in ports (1.32 Bt, +20 % containers, 2024) and rail (540 Mt, 2024) are straining coordination and raising logistics costs to 12–15 % of sales (vs. 8 % OECD).
• Shippers and 3PLs explicitly demand end-to-end visibility, reliable ETAs and digital documents.
• Current offer is fragmented: multiple regional TMS/PCS vendors, no national data standard, only limited blockchain pilots.
Potential addressable market (annual platform revenue)
BRL 0.8 billion – BRL 5 billion per year.

Market signals identified
• Average licensing time for infrastructure projects exceeds 36 months; bureaucracy is cited as the top barrier by developers (2024 surveys).
• Public agencies run isolated e-protocols; cloud adoption is accelerating and dedicated GovTech VC funds have been announced.
Potential addressable market (annual platform & service revenue)
BRL 0.25 billion – BRL 1.25 billion per year.

Market signals identified
• 58 % of federal highways are in “regular-to-poor” condition and concession contracts now include KPI penalties, boosting demand for predictive maintenance.
• Cheap drones/LiDAR and 5G make large-scale asset-condition data capture feasible, but local SaaS options remain scarce.
Potential addressable market (highway segment only, annual SaaS revenue)
BRL 29 million – BRL 145 million per year.

Market signals identified
• Cargo theft generates ≈ BRL 1.2 billion losses annually; insurers are raising premiums and shippers demand secure lanes.
• GPS/IoT solutions exist, yet integration with insured rest areas and parametric covers is limited.
Potential addressable market (annual bundled-service revenue)
BRL 120 million – BRL 360 million per year.

Market signals identified
• <13 % of roads in the North are paved; >20 million residents and agribusiness exporters need reliable river access.
• Prefabricated pontoon and bridge technologies are proven abroad; climate-linked blended finance is available via BNDES.
Potential addressable market (annual CAPEX on modular assets)
BRL 300 million – BRL 1.5 billion per year.

Market signals identified
• Re-basings of tolls and utility tariffs create cash-flow volatility; new Incentivised Infrastructure Bonds Act (2024) broadens the investor base.
• Early pilots are tokenising infra cash-flows, yet few products exist for systematic hedging.
Potential addressable market (annual fees & premia)
BRL 225 million – BRL 1.125 billion per year.

Market signals identified
• ESG-linked debenture issues are oversubscribed; cargo owners impose Scope-3 CO₂ targets.
• Initial pilots (e-RTG cranes in Santos) reveal fragmented supply chains and lack of turnkey EPC/ESCO offerings.
Potential addressable market (annual retrofit CAPEX)
BRL 500 million – BRL 2.5 billion per year.

Market signals identified
• Euro-VI-equivalent rules and OEM e-truck launches (2025-26) are accelerating fleet electrification, especially in agribusiness.
• Passenger-car charging networks grow quickly, but >500 kW truck chargers are nonexistent.
Potential addressable market
• Deployment CAPEX: BRL 200 million – BRL 1 billion per year.
• Initial charging-service (OPEX) revenue: BRL 50 million – BRL 300 million per year (expected to scale with fleet adoption).

Market signals identified
• Recent floods closed major highways and an airport, causing > BRL 5 billion in losses; lenders now add climate-risk clauses.
• Domestic AI flood-models and specialist consultants are scarce.
Potential addressable market (annual consulting & SaaS revenue)
BRL 130 million – BRL 520 million per year.

Market signals identified
• Retail investors seek inflation-protected yields; CVM regulations (88/175) are evolving and B3 runs blockchain pilots.
• Early platforms (QI Tech, Vórtx) show appetite but volumes remain small.
Potential addressable market (annual marketplace fees)
BRL 22.5 million – BRL 112.5 million per year.

Market signals identified
• 56.2 million airport passengers (H1 2024) and hundreds of millions of daily urban trips reveal latent demand for seamless ticketing.
• City apps exist, yet national coverage and assistive UX remain gaps; inclusion law (Lei 13.146) mandates accessibility features.
Potential addressable market (annual platform revenue)
BRL 0.5 billion – BRL 2.4 billion per year.

Market signals identified
• >50 wells/platforms must be decommissioned between 2025-2035; each project averages US$ 3 billion.
• Limited local capability—foreign majors dominate and are costly; regulators press for local content.
Potential addressable market (average annual spending, 2025-2035)
BRL 68 billion – BRL 101 billion per year.

Agência Gov. “Movimentação portuária brasileira atinge 1,32 bilhão de toneladas em 2024.” 2024. https://www.gov.br/infraestrutura/pt-br/noticias/2024/03/recorde-portos-fevereiro
Agência Brasil. “Movimentação de carga ferroviária atinge maior nível em cinco anos.” 2024. https://agenciabrasil.ebc.com.br/economia/noticia/2024-03/carga-ferroviaria-recorde
CNT. “Pesquisa de rodovias 2024 – Relatório síntese.” 2024. https://www.cnt.org.br/PesquisaRodovias2024
EY Brasil. “Investimento em infraestrutura deve registrar o maior valor desde 2014.” 2024. https://www.ey.com/pt_br/infrastructure/investimento-infra-2024
KPMG Brasil. “Panorama do setor e tendências em infraestrutura no Brasil.” 2024. https://home.kpmg/br/pt/home/insights/2024/01/panorama-infraestrutura.html
Investor Avaliações. “Infraestrutura 2025: R$ 250 bi em investimentos privados.” 2024. https://investorbrasil.com.br/relatorios/infraestrutura-2025
Fundação Getulio Vargas (FGV/IBRE). “Infraestrutura: investimentos crescem em 2024.” 2024. https://blogdoibre.fgv.br/posts/infraestrutura-investimentos-2024
Agência Gov. “No primeiro semestre, foram movimentados 56,2 milhões de passageiros nos aeroportos brasileiros.” 2024. https://www.gov.br/portos-e-aeroportos/noticias/2024/07/56-2-milhoes-passageiros
ABESPetro. “Cadeia de descomissionamento de O&G no Brasil – Panorama 2025.” 2025. https://www.abespetro.org.br/descomissionamento-2025