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Cabotage recovery supports maritime investment

Cabotage recovery supports maritime investment

Brazil’s cabotage market recorded growth of approximately 5.6% in the second quarter, indicating continued recovery in domestic coastal shipping. The increase reflects stronger cargo volumes and growing demand for alternatives to long-distance road transportation....

Record VLCC contracting and the tightening tanker market

Record VLCC contracting and the tightening tanker market

Global contracting of very large crude carriers has reached historically high levels, according to MSI, reflecting renewed confidence in long-term oil transportation demand and the need to replace aging tanker capacity. The increase in orders occurs as shipowners...

Shipbuilding qualification and the return of Mauá

Shipbuilding qualification and the return of Mauá

Mauá’s receipt of the necessary tax clearance certificates strengthens its ability to participate in public and private tenders. Tax, labor and social security regularity is generally a key qualification requirement in procurement procedures and may also affect access...

Industrial policy and the localization of clean-energy supply chains

Industrial policy and the localization of clean-energy supply chains

Governments worldwide are increasingly combining energy transition policies with local manufacturing incentives and supply-chain security requirements. Brazil’s proposed battery auction model follows this global trend by seeking to attract manufacturers while...

PDE 2035 projects R$ 3.5 trillion in energy investment

PDE 2035 projects R$ 3.5 trillion in energy investment

Brazil’s final Ten-Year Energy Expansion Plan for 2035 projects approximately R$ 3.5 trillion in investment across the country’s energy sector. The plan estimates that installed electricity generation capacity will increase from approximately 255 GW to 367 GW by 2035,...

South America’s offshore expansion and the competition for capacity

South America’s offshore expansion and the competition for capacity

South America’s offshore markets are experiencing strong expansion, supported by developments in Brazil, Guyana, Suriname and other emerging production areas. This growth is occurring against a backdrop of geopolitical instability, supply-chain constraints and...

Local content and the formation of Brazil’s battery supply chain

Local content and the formation of Brazil’s battery supply chain

Brazil’s first battery storage auctions, expected to include local content requirements, are already attracting foreign manufacturers interested in establishing operations in the country. International suppliers, including Chinese and US manufacturers, have reportedly...