Originating from the European Union–Brazil Investment Dialogue project (organized by CEBRI, ApexBrasil, and EUDEL), this fact sheet provides a critical assessment of Brazil’s infrastructure pipeline and its implications for European investors and for the decarbonization agenda.
The main points highlighted in the document are:
The capacity of the new Concessions Law framework (Bill 7063/2017) to strengthen legal certainty by expanding dispute resolution mechanisms, making revenue sources more flexible, and allowing a wider range of guarantees—changes that may reduce risk premiums and attract more sophisticated private capital.
With 495 projects under evaluation and a projected volume of around USD 140.3 billion, the greatest opportunities for investors are in transport modes (highways, railways, urban mobility) and climate-related sectors such as solid waste and public lighting. These segments also align with the priorities of the EU’s Global Gateway Strategy, creating room for transnational public-private partnerships.
The financial analysis shows a structural gap: infrastructure investments amount to approximately 2.2% of GDP and need to nearly double to meet demand, signaling opportunities for multilateral co-financing and risk mitigation instruments (guarantees, blended finance).
From a climate perspective, the fact sheet presents data from Phase 2 of the Energy Transition Program (PTE2), led by CEBRI in partnership with institutions such as BNDES and IDB. The findings indicate that shifting freight transport to railways and waterways, as well as promoting urban electromobility, are key measures to reduce transport emissions. This creates a market for European technologies in trains, charging systems, and logistics efficiency projects.
In summary, the fact sheet offers practical recommendations—such as accelerating export corridors, improving risk structuring, and using blended financial instruments—that make Brazil a promising destination for European investors seeking climate impact and long-term structural returns.
