Exploring opportunities for logistics expansion in rail fuel corridors.
Segment: Oil & Gas/Renewables/Logistics – Solution: Technology for Optimization
Customer
A logistics solutions company that integrates railways, terminals, and ports for cargo transportation in Brazil, with annual net revenue close to 10 billion reais.
The company holds concessions totaling more than 8,000 km of railway tracks, in addition to operating nine intermodal terminals and seven port operations.
It has approximately 600 locomotives and 21,000 wagons and moves more than 40 million tons per year through its port facilities and 60 million tons through its rail operations.
CHALLENGES
Expansion of railroads in the Midwest, requiring an understanding of the impact on the dynamics of fuel transportation.
The need to assess the logistical potential of new fuels (HVO, SAF, biogas and biomethane) in the context of an energy transition.
Competition for rail capacity with other cargo types and uncertainties about capturing volumes on the new corridors.
PERFORMANCE
Application of supply and demand methodologies for petroleum-derived and low-carbon fuels.
Identification of potential markets for new fuels (HVO, SAF, biogas and biomethane), with analysis of logistical feasibility.
Development of an optimization model for sizing captureable volumes and prioritizing opportunities.
RESULTS
An investment pipeline exceeding R$ 10 billion has been identified for new rail routes with high potential for value capture.
Significant growth potential in volume capture, with increases of up to 1700% in renewables and 80% in derivatives on the evaluated routes.
The project is underway, with R$1.2 billion planned for short-term investment, and the potential to reach up to R$30 billion as opportunities mature.