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Merchant marine fund and the repricing of maritime investment in Brazil

Merchant marine fund and the repricing of maritime investment in Brazil

Brazil’s Merchant Marine Fund has reportedly contracted approximately R$ 14.43 billion and is projecting up to R$ 41.7 billion in investments by 2026, reinforcing the role of public funding in expanding shipbuilding, maritime logistics and port-related capacity. The...

Petrobras’ Sergipe offshore plan: FPSOs and decommissioning

Petrobras’ Sergipe offshore plan: FPSOs and decommissioning

Petrobras has announced plans to invest more than R$ 70 billion in new FPSOs and platform decommissioning activities in Sergipe, indicating a combined strategy of offshore expansion and asset retirement. Market Impact The initiative may generate demand for: FPSO...

Energy price volatility and domestic maritime costs

Energy price volatility and domestic maritime costs

Global oil price volatility, geopolitical tensions and vessel availability constraints continue to affect maritime transportation costs worldwide. For Brazil, these global dynamics are directly relevant to cabotage and offshore logistics, where bunker prices, charter...

Bunker cost volatility and fuel regulation

Bunker cost volatility and fuel regulation

Brazil’s cabotage market is facing increased pressure from freight costs and sharp fluctuations in bunker fuel prices. Bunker fuel remains one of the largest operating expenses for vessel operators, and volatility can directly affect the economics of maritime...

AFRMM exemption and the cost of maritime competitiveness

AFRMM exemption and the cost of maritime competitiveness

Brazilian shipping companies are advocating for a five-year extension of the non-incidence of the AFRMM on certain navigation operations. The sector argues that maintaining the exemption is important to preserve cabotage competitiveness, reduce logistics costs and...