Case Study
Exploring logistics expansion opportunities in fuel rail corridors
Segment: Oil & Gas / Renewables / Logistics
Solution: Optimization Technology
Client
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Logistics solutions company that integrates railways, terminals, and ports for cargo transport in Brazil, with annual net revenue close to R$10 billion.
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The company operates two large concessioned rail networks, with concessions totaling approximately 8.000 km of track, in addition to operating approximately nine intermodal terminals and seven port operations.
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The company has approximately 600 locomotives and 21.000 rail cars and moves more than 40 million tons per year through its port facilities and 60 million tons through its rail operations.
Challenges
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Railway expansion in the Center-West region, requiring an understanding of the impact on fuel transport dynamics.
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Need to assess the logistics potential of new fuels (HVO, SAF, biogas, and biomethane) in the context of the energy transition.
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Competition for rail capacity with other cargo types and uncertainties around volume capture in the new corridors.
Our Approach
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Application of supply and demand methodologies for petroleum-derived and low-carbon fuels.
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Identification of potential markets for new fuels (HVO, SAF, biogas, and biomethane), with an analysis of logistics fit.
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Development of an optimization model for sizing capturable volumes and prioritizing opportunities.
Results
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Identification of a sector investment pipeline exceeding R$10 billion in new rail routes with high value-capture potential.
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Significant growth potential in volume capture, with increases of up to 1.700% in renewables and 80% in refined products across the routes evaluated.
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Rollout underway, with R$1,2 billion planned for short-term investment, and the potential to reach up to R$30 billion as opportunities mature.