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Brazil Infrastructure Report Q3 2015


Attention: There is an updated edition available for this report.

BMI View: Government budget cuts and the ongoing implications of Operation Lava Jato have seendowngrade growth for Brazil's construction sector, and we now anticipate a recession in 2015 and 2016.

The new BRL169bn logistics investment programme (PIL) will provide limited respite to the recession, aswe expect take-up to be limited in the current climate. Over the longer term the scandal could force a muchneededrestructuring of the Brazilian construction sector.

In June 2015, the Brazilian government announced the new PIL, which is effectively a continuation of thetransport concessions programme - including some projects carried over. Despite the size of the scheme,with BRL69.2bn in concessions expected to take place between 2015 and 2018, we see limited prospects forthe plan to reverse the recession over 2015-2016. In particular, we believe in the current environment therewill be limited international interest unless projects are made more attractive, whilst domestic companieswill struggle to bid due to capital constraints as a result of Operation Lava Jato.


BMI Industry View
SWOT
Infrastructure SWOT
Industry Forecast
Construction And Infrastructure Forecast Scenario
Table: Construction And Infrastructure Industry Data (Brazil 2013-2018)
Table: Construction And Infrastructure Industry Data (Brazil 2019-2024)
Table: Brazil Transport Concessions
Transport Infrastructure - Outlook And Overview
Table: Transport Infrastructure Industry Data (Brazil 2013-2018)
Table: Transport Infrastructure Industry Data (Brazil 2019-2024)
Table: 2015 Transport Concessions Plan - Allocations
Table: Concessions Financing Structure
Table: Brazil: Key Transport Projects
Energy And Utilities Infrastructure - Outlook And Overview
Table: Energy And Utilities Infrastructure Data (Brazil 2013-2018)
Table: Energy And Utilities Infrastructure Data (Brazil 2019-2024)
Table: Brazil Power Auctions, 2013/2014
Table: Brazil: Energy And Utilities Projects
Residential/Non-Residential Building - Outlook And Overview
Table: Residential and Non-Residential Building Industry Data (Brazil 2013-2018)
Table: Residential and Non-Residential Building Industry Data (Brazil 2019-2024)
Table: Key Projects: Construction And Social Infrastructure
Industry Risk Reward Ratings
Brazil - Infrastructure Risk/Reward Index
Risk/Reward Index
Rewards
Risks
Policy Uncertainty To Weigh On Latin America
Table: Latin America Infrastructure Risk/Reward Ratings
Company Profile
Grupo Camargo Correa
Odebrecht
Global Industry Overview
Project Risk Index: Robust Financing Establishes Outperformer Status
Table: Project Risk Index - Top 10 Markets
Table: Project Risk Index - Financing Risk, SSA Top 5
Table: Project Risk Index - Construction Risk, Asia-Pacific Top 5
Table: Project Risk Index - Operation Risk, Developed Markets Top 5
Methodology
Industry Forecast Methodology
Sector-Specific Methodology
Risk/Reward Index Methodology
Sector-Specific Methodology
Table: Infrastructure Risk/Reward Index Indicators
Table: Weighting Of Indicators

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