RAILWAYS FORECAST RECORD R$20BN IN INVESTMENTS

Brazil’s railway sector is expected to reach a record level of investment in 2026, with about R$19.9 billion in contracted projects, slightly above the roughly R$19 billion invested in 2025, according to ANTF. The growth reflects progress on major concession renewals and projects such as Rumo’s Malha Paulista, MRS Logística and Vale’s Fico railway, alongside regulatory improvements that adopt a more pragmatic, risk-sharing model. Despite challenges from high interest rates and uncertainty over new projects, the sector is also set to post a freight record of 408 billion tonne-kilometers, up 2.8% year on year. Iron ore remains dominant, while grains and pulp continue to gain share, underscoring steady diversification in rail cargo.
Source: Valor Econômico / Datamar News