Mining in Brazil Mapped Whitespaces Report¶

Potential Whitespaces¶

1. Integrated Digital Logistics Platforms for Multi-Party Mining Supply Chains¶

Market signals identified:
- Demand side signals related:
  - Significant customer pain due to issues with "Reliability & Security of Supply" (Pain 2) and the high "Logistics Cost & Efficiency (the “Custo Brasil”)" (Pain 3), as detailed in "Current Pains".
  - Explicit "Unmet Need 2: End-to-End Supply Chain Visibility & Redundancy" ("Current Pains").
  - Demand-side opportunities D2 ("Enhanced Reliability & Security of Supply") and D3 ("Reduced Logistics Cost & Improved Efficiency") from "Niche and Emerging Markets Analysis".
- Offer side signals related:
  - Identified offer opportunity C2: "Digital, Logistical & Operational Innovations (e.g., shared digital control towers, IoT tracking)" in "Niche and Emerging Markets Analysis".
  - The push for "Mining 4.0" (Opportunity 3) and enhancing "Logistical Competitiveness" (Opportunity 5) in "Current and Future Opportunities" supports the adoption of digital solutions.
  - Stakeholder expectation for "Digitalisation & Radical Transparency" (Signal 6, "Consumption Trends").
  - Proposed solution for Unmet Need 2 in "Current Pains" includes "Digital control towers, multi-modal routes".
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 27 million to R$ 542 million.

2. Domestic Value-Added Processing for Strategic & Critical Minerals¶

Market signals identified:
- Demand side signals related:
  - Demand for "Access to Specialized/Processed Critical Minerals" (D6) and "Consistent, Customizable Product Quality" (D1, implying refined products) in "Niche and Emerging Markets Analysis".
  - "Consumption Trends" highlights a "Surge in Demand for Critical Minerals" (Signal 2) and a "Governmental Push for Local Value Addition" (Signal 11).
  - "Current and Future Opportunities" points to "Exploiting the Critical Minerals Boom" (Opportunity 1) and "Strengthening Domestic Value Addition" (Opportunity 4).
  - Governmental interest in developing strategic mineral value chains is evident (e.g., GOV.BR announcements, Agência BNDES de Notícias reports on debates).
- Offer side signals related:
  - Offer opportunity C3: "domestic primary processing ... of critical minerals" in "Niche and Emerging Markets Analysis".
  - "Ongoing Changes Signals" indicate "Increased Investment and M&A in Critical Minerals" (Signal 1) and "Growing Emphasis on Domestic Value Addition" (Signal 4).
  - Poder360 reports Brazil aims for a critical minerals policy by 2025, likely including processing.
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 5.4 billion to R$ 21.7 billion.

3. Specialized Infrastructure & Logistics for Non-Bulk Critical Minerals¶

Market signals identified:
- Demand side signals related:
  - Implicit need in D3 ("Reduced Logistics Cost & Improved Efficiency") and D6 ("Access to Specialized/Processed Critical Minerals") from "Niche and Emerging Markets Analysis".
  - "Consumption Trends" Signal 2 ("Surge in Demand for Critical Minerals") notes logistics redesign for smaller, higher-value cargoes.
  - "Current and Future Opportunities" Opportunity 1 ("Exploiting the Critical Minerals Boom") underscores the need for tailored infrastructure.
- Offer side signals related:
  - Offer opportunity C2 ("specialized logistics infrastructure") and C3 ("Critical Minerals Supply Chain Development") in "Niche and Emerging Markets Analysis".
  - Reports on critical minerals (e.g., Brasil Mineral) often allude to developing the entire value chain, including logistics.
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 270 million to R$ 3.3 billion.

4. Secondary Sourcing & Upgrading of Strategic Minerals from Mine Waste¶

Market signals identified:
- Demand side signals related:
  - Demand for diversified "Access to Specialized/Processed Critical Minerals" (D6, "Niche and Emerging Markets Analysis").
  - "Current Pains" Unmet Need 6 ("Waste & Tailings Valorisation") notes transforming tailings into rare-earth concentrates.
  - "Consumption Trends" Signal 9 ("Circular-Economy & Waste-Valorisation Mindset").
- Offer side signals related:
  - Offer opportunities C1 and C3: "Economically viable recovery of critical minerals from existing waste streams/tailings" in "Niche and Emerging Markets Analysis".
  - "Ongoing Changes Signals" Signal 6 ("Advanced Tailings Management & Waste Valorization Technologies"), citing ANM Resolution 189/2024 on waste utilization.
  - "Current and Future Opportunities" mentions the circular economy.
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 1.4 billion to R$ 5.4 billion.

5. Customized Mineral Products-as-a-Service for SMEs¶

Market signals identified:
- Demand side signals related:
  - SMEs suffer "Product-Quality & Specification Mismatch" (Pain 1, "Current Pains").
  - "Current Pains" Unmet Need 1: "Consistent, Customizable Product Quality" highlights SME struggles.
  - Demand D1: "Consistent, Customizable Product Quality & Specification (Especially for SMEs...)" from "Niche and Emerging Markets Analysis".
- Offer side signals related:
  - Offer C1: "Advanced Processing & Product Solutions (e.g., AI-driven ore sorting, automated blending...)" in "Niche and Emerging Markets Analysis".
  - "Current and Future Opportunities" Opportunity 3 ("Embracing Mining 4.0") supports AI/automation for optimization.
  - "Current Pains" solution for Unmet Need 1: "AI-enabled ore sorting & blockchain certification".
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 542 million to R$ 2.7 billion.

6. Accessible Price Risk Management Solutions for Local Minerals & SMEs¶

Market signals identified:
- Demand side signals related:
  - SMEs face "Price Volatility" (Pain 4, "Current Pains").
  - "Current Pains" Unmet Need 3: "Affordable Hedging & Pricing Solutions for SMEs".
  - Demand D4: "Affordable Hedging & Pricing Solutions for SMEs" from "Niche and Emerging Markets Analysis".
- Offer side signals related:
  - Offer C4: "Creation of a Brazilian mineral exchange segment for non-LME commodities..." in "Niche and Emerging Markets Analysis".
  - "Current and Future Opportunities" mentions a "Venture Capital stock exchange for mining" (Brasil Mineral), indicating thought towards new financial mechanisms.
  - "Current Pains" solution for Unmet Need 3: "Local mineral futures contracts, supplier price pools".
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 54 million to R$ 405 million.

7. Integrated "Mineral-plus-Optimization" Services for Industrial SMEs¶

Market signals identified:
- Demand side signals related:
  - "Current Pains" Unmet Need 7 ("Technical Partnership & After-Sales Support") highlights SME lack of in-house labs and process inefficiencies. Pain 7 ("Total Cost of Ownership / ROI").
  - Demands D5 ("Improved Total Cost of Ownership (TCO) / ROI") and D7 ("Technical Partnership & After-Sales Support") from "Niche and Emerging Markets Analysis".
- Offer side signals related:
  - Offer C4: "Formalized technical support and process optimization services offered as a value-add..." in "Niche and Emerging Markets Analysis".
  - "Value Chain Report" mentions "technical support to end-users" but this whitespace implies a more integrated service.
  - "Current Pains" solution for Unmet Need 7: "On-site/remote process optimisation teams".
Potential addressable market:
- Estimated Annual Addressable Market Range: R$ 108 million to R$ 648 million.

References¶

Agência Brasil - EBC: https://agenciabrasil.ebc.com.br/economia/noticia/2025-02/faturamento-do-setor-mineral-cresceu-91-em-2024
Agência BNDES de Notícias: https://agenciadenoticias.bndes.gov.br/detalhe/noticia/BNDES-recebe-governo-e-setor-privado-para-debater-cadeia-de-valor-de-minerais-estrategicos/
Agência de Notícias da Indústria: https://agenciaindustria.com.br/noticias/202308/mineracao-tem-desafios-para-integracao-em-cadeias-globais-de-valor/
Anglo American Brasil: https://brasil.angloamerican.com/pt-BR/noticias/2025/20-02-2025
Anglo American to sell nickel business to MMG for $500m - Mining Technology: https://www.mining-technology.com/news/anglo-american-sell-nickel/
BNamericas: https://www.bnamericas.com/pt/analise/os-fatores-que-moldarao-o-cenario-da-mineracao-na-america-do-sul-em-2025
BNamericas: https://www.bnamericas.com/pt/analise/potencial-de-minerais-criticos-impulsiona-fusões-e-aquisicoes-na-mineracao-brasileira
Brasil Mineral: https://www.brasilmineral.com.br/noticias/desempenho/mineracao-responde-por-47-do-saldo-da-balanca-comercial-investimentos-sobem-para-us-684-bilhoes
Brasil Mineral: https://www.brasilmineral.com.br/noticias/invest-mining-debate-bolsa-de-venture-capital-para-a-mineracao
Brasil Mineral: https://www.brasilmineral.com.br/noticias/pdac-2025-brasil-pode-ter-papel-relevante-na-producao-de-minerais-criticos
Brasil terá política para minerais em 2025, anuncia ministro - Poder360: https://www.poder360.com.br/energia/brasil-tera-politica-para-minerais-em-2025-anuncia-ministro/
DFC - U.S. International Development Finance Corporation: https://dfc.gov/enhanced-development-outcomes-sourcing-cobalt-and-other-critical-minerals-countering-chinas-rare
EY: https://assets.ey.com/content/dam/ey-sites/ey-com/pt_br/topics/assurance/attractiveness-brazilian-mining-sector-2024-ey-br.pdf
GOV.BR: https://www.gov.br/mme/pt-br/assuntos/noticias/mme-debate-cadeia-de-valor-de-minerais-estrategicos-para-transicao-energetica-e-descarbonizacao-durante-conferencia-internacional
IBRAM: https://ibram.org.br/wp-content/uploads/2023/06/industria-da-mineracao-cartilha-ibram.pdf
Jazida: https://jazida.com/blog/resolucao-anm-189-2024-rejeitos-estereis/
Jornal Extra de Alagoas: https://jornalextra.com.br/noticia/76581/economia/2025/05/06/faturamento-do-sector-mineral-no-1-trimestre-e-de-r-738-bi-avanco-de-86-aponta-ibram
Lingopass: https://lingopass.com.pt/blog/desafios-e-oportunidades-no-setor-de-mineracao-e-metais-em-2024/
Minera Brasil: https://minerabrasil.com/noticias/brasil-enfrenta-o-desafio-de-superar-gargalos-regulatorios-para-atrair-investidores-e-destravar-o-potencial-nuclear/
NeoFeed: https://neofeed.com.br/braskem/na-mineracao-os-esforcos-para-descarbonizar-sua-cadeia-de-valor/
Portal Gov.br - Agência Nacional de Mineração (ANM) aprova nova Agenda Regulatória para o biênio 2025/2026: https://www.gov.br/anm/pt-br/assuntos/regulacao/agendas-regulatoria/arquivos/agenda-regulatoria-2025-2026
Publications - IDB: https://publications.iadb.org/publications/portuguese/document/Inovacao-e-competitividade-nas-cadeias-de-valor-da-mineracao-o-caso-do-Brasil.pdf
Vale Launches $100M Fund to Invest in the Sustainable Startup Ecosystem: https://www.valeventures.com/news/vale-launches-100m-fund-to-invest-in-the-sustainable-startup-ecosystem