Brazilian Investments Partnerships Program - PPI - November, 2020 - 17.11.2020 Santander
←
→
Page content transcription
If your browser does not render page correctly, please read the page content below
Brazilian Investments Partnerships Program – PPI Scan the QR code to access the projects portfolio November, 2020
Reforms The path for economic recovery Pension Reform Infrastructure Reform USD 160 billion to be saved in More legal certainty, the next 10 years, limiting transparency and privileges predictability for domestic and foreign investors Administrative Reform Tax Reform Streamlining civil service to Simplifying the tax system bring more efficiency to boost economy
Pro-Investment Bills: The path for economic recovery • Law 14026 / 2020 – New Legal Framework for Sanitation • Bill 6407/2013 – New Gas Market • Bill 5877/2019 – Privatization of Eletrobras • Bill 232/2016 – Modernization of the Electric Power Sector • Bill 3178/2019 – Oil and Gas Production-Sharing Agreement (PSA) • Bill 7063/2017 – Concessions and PPPs • Bill 261/2018 – Railways Authorization • Bill 3729/2004 – Environmental Licensing • Bill 4199/2020 – Cabotage • PL 2646/2020 – Infrastructure debentures • Bill on Correios [The National Post] (New)
PPI works as a hub for investments National and international investors Sectorial Sectorial Ministries Unions Adds on efficiency and value to the process Financial Regulatory Agents Agencies (banks, investment Governance, coordination, funds, etc) monitoring and oversight Transparency, dialogue, Legislative Branch PPI Multilateral Organizations credibility and predictability Well-designed projects Control Concessionaries Technical and legal framework Entities enhancement Licensing Embassies Entities Subnational Governments
PPI in Figures ACCOMPLISHED AUCTIONS/BIDS AND PROJECTS Accomplished Concession Qualified auctions/bids Investments fees/Bonuses projects and projects USD 142.6 billion USD 28.4 billion 343 187 (BRL 712.8 billion) (BRL 141.8 billion) USD 1 = BRL 5 (August, 2020)
36 Auctions carried out in 2019 Mining 1 auction Palmeirópolis (Auction 10/21) Railway Ports 1 auction Investments: USD 58.6 million 13 auctions North-South Railway (FNS) (Auction 3/18) Concession Fee: USD 3.44 million 11 Terminals of liquid bulk Investments: USD 625.2 million Oil and Gas • 3 in Cabedelo/PB (Auction 3/22) • 1 in Vitória/ES (Auction 3/22) Concession Fee: USD 625.2 million 4 auctions • 5 in Belém/PA (Auction 4/5) Regular Offer (Auction 9/10) • 1 in Vila do Conde/PA (Auction 4/5) Highway • 1 in Santos/SP (Auction 8/13) 1 auction Bonus: USD 5.05 million BR-364/365/GO/MG (Auction 9/10) 1 Terminal of paper pulp in Paranaguá/PR (Auction 8/3) Round 16 under the concession agreement (Auction 10/10) Investments: USD 473.5 million 1 Terminal of Solid Bulk in Santos/SP (Auction 8/3) Concession fee: lower toll fee (33% discount) Bonus: USD 2.04 billion Investments: USD 241.3 million Petrobras Transfer of Rights Surplus (Auction 11/6) Concession Fee: USD 187.5 million Airports 12 assets Bonus: USD 16.07 billion 12 airports in 3 clusters (Auction 3/15): Energy Round 6 Production Sharing Agreement - PSA (Auction 11/7) Northeast: 3 auctions Recife/PE; João Pessoa ,Campina Grande/PB; Generation Maceió/AL; Aracaju/SE; and Juazeiro do Norte/CE Bonus: USD 1.16 billion • New Energy A-4 (Auction 6/28) Midwest: All in MT: Várzea Grande (Cuiabá), Alta Floresta, Barra Total Bonus: USD 19.3 billion • New Energy A-6 (Auction 10/18) Transmission do Garças, Rondonópolis and Sinop. Total Investments: USD 96.38 billion • 12 lots of transmission lines Southeast: Vitória/ES and Macaé/ RJ Lotex Investments: USD 3.97 billion Investments: USD 809 million 1 auction (10/22) Auction fee: lower power tariff Concession fee: USD 546.3 million 6 Concession Fee: USD 187.9 million
From January to November/2020 (12 auctions) Railway Supporting subnational level entities 1 contract renewal signed Public street lighting (Municipalities) 6 Auction Wastewater (Municipality) Early extension of Rumo Malha Paulista’s concession 1 Auction agreement May 27 • Aracajú/SE (FEP): 14/August • Feira de Santana/BA (FEP): 14/August • Cariacica/ES (BNDES): 20/October • Franco da Rocha/SP (FEP): 14/August Investments: USD 1.16 billion • Belém/PA (FEP): 06/November Investments: USD 116 million Concession fee: USD 440 million • Sapucaia do Sul/RS (FEP): 06/November Discount: -38% • Macapá/AP (BNDES): 07/October Highway 1 Auction Projected BR-101/SC 21/fevereiro Investments: USD 187 million investments Average discount: -56,2% Investments: USD 680 million Discount: -62% Water and wastewater (BNDES) USD 2,7 bi Ports 1 Auction 2 Auctions • Metropolitan region of Maceió/AL: 07/October Concession fees/ Port Terminals in Santos • STS 14 and STS 14ª: 28/October Bonuses Investments: USD 76 million Concession fee: USD 101 million Investments: USD 514 million Concession fee: USD 400 million USD 940 mi
Current PPI Project Portfolio 154 PROJECTS + 13 policies Ports – 33 Railways– 11 Public Fishery Energy – 13 Tourism – 4 4 Privatizations 4 concession renewals Terminals – 8 28 Port Terminals 2 new concessions 8 Fishery Terminals 2 Transmission Lines Auctions 4 Concessions of national 1 Waterway (Licensing) 4 investments in strategic (Cabeledo/PB, Belém/PA, 2 Privatizations (Eletrobras and heritage historical sites in railway networks Manaus/AM, Aracaju/AL, Natal/RN, Nuclep) PB, PE and SP states Defense and Security Santos/SP, Cananeia/SP and 1 privatization TL Manaus-Boa Vista (PPP’s) - 2 Vitória/ES) 5 Licensings 1 Air force Airports – 24 2 Existing Energy Generation Policies: 22 airports in 3 clusters National Parks and Communications (A-4 and A-5) • “Sea road” - Cabotage 2 rebiddings Forests - 11 1 Police Communications 2 New Energy Generation (A-4 • TRIIP (Road passenger 8 concessions of parks (Lençóis and A-6) transport) Economy – 5 Maranhenses, Iguazu Waterfalls, • PPP daycares Highways – 20 Jericoacoara, Aparados da 4 Privatizations (ABGF, 11 Concessions Serra/Serra Geral, Canela, São Mining – 5 • PPP prisons + correctional EMGEA, Serpro and Dataprev) 2 Feasibilty assessments Francisco de Paula, São Joaquim and facilities 1 Lottery (Fixed ratio) (8,370 km) Brasília) 4 CPRM Mining Rights • Universalizing basic 7 Licensings 3 concessions of forests ANM Available Areas sanitation + solid waste (Humaitá, Iquiri and Castanho) Communications and • PPP street Lighting Oil and Gas – 5 Health – 1 H Regional Development – 5 Technology – 5 • The “projects factory” Round 17 under the concession 1 Assessment (Hospital • Tourism Fêmina/Porto Alegre) agreement 2 privatizations (CBTU and 3 Assessments for Privatization • UBS (health basic units) Shale Gas Fracking (Env. Trensurb) (Telebras, National Post, and EBC) • BidSim – Oil Auctions Licensing) Supply 2 assessments (PISF and Irrigation 1 Privatization (Ceitec) Open Acreage Irecê) • Strategic minerals 2 Blocks of ToR+ 2 privatizations 1 PPP – Belo Horizonte subway Line 2 1 Concession (5G) (Ceasaminas and Ceagesp)
Boa Vista Airports São Luiz Tabatinga Manaus Imperatriz Tefé Cruzeiro Teresina do Sul Petrolina Rio Porto Velho Branco Palmas Central Block Goiânia 7.4 million pax/year North Cluster USD 360 million in investments 4.6 million pax/year USD 296 million in investments Londrina Curitiba 22 Airports (3 clusters) : Round 6 Foz do Iguaçu Bacacheri Investments USD 1.22 billion Navegantes South Joinville Block Uruguaiana 2 Airport Rebiddings: 12.2 million pax/year Bagé Pelotas Natal/RN and Campinas/SP USD 570 million in investments
FICO Mara Rosa/GO a Água Cross- Boa/MT Investment Railways Ferrogrão 383 km Inv.: USD 546 million Sinop/MT to Miritituba/PA 933 km Inv.: USD 4.3 billion EFC New (under assessment) 892 km Inv.: USD 1.65 Concessions billion FIOL FCA Ilhéus/BA a Caetité/BA 7,215 km 537 km Inv.: under Inv.: USD 510 million assessment EFVM Renewals 895 km Railways Portfolio Inv.: USD 1.76 billion USD 13.2 billion • new – USD 4.8 billion MRS Investments • renewal – USD 6.8 billion 1.686 km Inv.: USD 3.35 • privatization – USD 1.6 billion billion 12,789 Km: Ferroeste • new – 1,470 km 248 km Total Length • renewal* – 11,071 km Inv.: R$ 8 bi • privatization: 248 km
BR-135/316/MA 438 km Entr. BR-135 (via Pedrinhas) – Entr. Itaqui/Bacanga; Highways Acess to Tirirical Airport – Entr. BR-316(B) (Peritoró); Entr. BR-135(B)/MA-020 (Peritoró) – Entr. BR- BR-163/MT and BR-230/PA 226(B)/343(A) (Div. MA/PI) (Teresina/Timon) BR-158/MT/PA 970 km 1,135 km Section between Sinop/MT and Ribeirão Cascalheira/MT and Miritituba/PA Marabá/PA BR-153/080/414/GO/TO 850.7 km Section between Anápolis/GO and Aliança do Tocantins/TO BR-116/493/RJ/MG (CRT) 711 km Section of BR-116/RJ Section between Além Paraíba/RJ and BR-040/MG Concession of 7,238 km BR-381/MG and BR-262/MG/ES - of highways 672 km Section of BR-381/MG between Belo Rebidding Horizonte/MG and Gov. Valadares/MG Section of BR-262/MG/ S between João BR-040/DF/GO/MG – Monlevade/MG and Viana/ES Highways Portfolio 936.7 km Section between Brasília/DF and BR-040/495/MG/RJ (Concer) Investments USD 32.85 bi Juiz de Fora/MG 211 km Section between Juiz de Fora/MG and Total Length 18,377 km Integrated Highways Rio de Janeiro/RJ of Paraná state – New Concessions 9,067 km 4,114 km BR-116/465/101 /SP/RJ (Dutra) 598.5 km Assessments + 8,373 km BR-470/282/153/SC Section between Rio de Janeiro/RJ and São Paulo/SP 502 km Rebidding 936.7 km Section between Navegantes/SC and the frontier RS/SC
Highways – next auctions (2021) Highway Length Capex (USD) Auction BR-153/080/414/GO/TO 850 km 1.7 billion 2021/Q1 • Road section between Anápolis/GO and Aliança do Tocantins/TO BR-163/MT and BR-230/PA 970 km 380 million 2021/Q1 • Road section between Sinop/MT and Miritituba/PA BR-381/MG and BR-262/MG/ES • Road section of BR-381/MG between Belo Horizonte/MG and Gov. 672 km 1.56 billion 2021/Q1 Valadares/MG • Road section of BR-262/MG/ES between João Monlevade/MG and Viana/ES BR-116/465/101 /SP/RJ (Dutra) 598.5 km 3.0 billion 2021/Q3 • Road section between Rio de Janeiro/RJ and São Paulo/SP BR-470/282/153/SC 502 km 1.6 billion 2021/Q4 • Road section between Navegantes/SC and the frontier RS/SC RODOVIAS INTEGRADAS DO PARANÁ (BR- 153/158/163/272/277/369/373/376/476/PR and relevant state-level 4,114 km 8.4 billion 2021/Q4 highways) BR-116/493/RJ/MG (CRT) 711 km 1.78 billion 2021/Q4 • BR-116/RJ and Além Paraíba/RJ to BR-040
Santana/AP (1) Vila do Conde/PA (1) Liquid bulk Liquid and solid bulk Ports Itaqui/MA (4) Liquid bulk Fortaleza/CE (2) Passengers and vegetal bulk Areia Branca/RN (1) Sea salt Maceió/AL (4) Liquid and vegetable bulk Aratu/BA (2) Solid bulk Port of Vitória/ES - CODESA Paranaguá/PR (3) Vehicles, General cargo and Liquids Port of São Sebastião/SP Ongoing Ports portfolio Santos/SP (2) Investments USD 3.34 billion Liquid bulk/fuel Port leasings 20 Port of Santos/SP – CODESP Port privatizations 4 Port of Itajaí/SC
Ports - Privatizations Port of Santos/SP (CODESP) Port of Itajaí/SC Status: Feasibility assessments Status: Feasibility assessments Delivery and approval of Bidding Notice: : 2022/Q3 Assessments: 2021/Q1 Auction: 2022/Q4 Public Hearing: 2021/Q2 Investments: under assessment Investments: USD 2.1 billion Port of Vitória/ES (CODESA) Port of São Sebastião/SP Status: Feasibility assessments Status: Feasibility assessments Bidding Notice: 2021/Q3 Bidding Notice: : 2022/Q2 Auction: 2021/Q4 Auction: 2022/Q3 Investments: USD 440 million Investments: USD115 million 15
Fishery Terminal of Fishery Terminals Manaus (AM) A Public Fishery Terminal (PFT) is the structure Fishery Terminal of necessary for fish handling and storage activities, Belém (PA) trading post, fish processing and support for vessel navigation. Fishery Terminal of Making PFTs operational is crucial for the provision of Natal (RN) an adequate phytosanitary environment, therefore for the development of the fish industry. Fishery Terminal of Cabedelo (PB) The PFT area can include facilities such Fishery Terminal of as anchorages, docks, wharves, Aracaju (SE) berthing bridges and piers, cold storage warehouses, buildings and Fishery Terminal of infrastructure for protection and Vitória (ES) waterway access. Fishery Terminals of Santos and Cananeia (SP)
Electric Power Energy portfolio (values in USD billions) License + Implementation of the Transmission 0.360 Line Manaus – Boa Vista Existing Energy Generation (A-4 and A-5) 1.88** New Energy Generation (A-4 and A-6) 2.6*** Transmission Facilities (nº 1/20 and nº 7/20) 1.48 Transmission Auctions nº 1/20 * Total 6.32 Transmission Line – * Projection based on the replacement of 100% of the contracts due in 2024 and 2025, through greenfield plants Manaus/AM -Boa Vista/RR ** Reference based on the results of A-4 and A-6 auctions, held in 2019
Oil and Gas Round 17 Open Acreage Transfer of rights Potiguar Basin Data Capacity 96 blocks (offshore) Potiguar, Campos, Santos and Basins (4) Round 17 Pelotas 708 blocks (onshore and offshore) Capacity + 3 areas of marginal fields Minimum bonus for all Open USD 580 million blocks + areas Acreage Bidding Notice for the Public session scheduled for Campos Basin 2nd cycle (Published on December 3, 2020 July 7) Transfer of rights Blocks (2) Sépia and Atapu Santos Basin Expected Investments Transfer of USD 29 billion (CAPEX + OPEX) Pelotas Basin Rights Auction (planned Q2/2021 schedule)
Mining Kaolin - Rio Capim/PA Phosphate - Miriri/PB/PE Copper - Bom Jardim/GO Mining legal rights Investments USD 278 million + 56,000 available areas in the National Mining Agency portfolio Coal - Candiota/RS (1st Bidding Round: November 25)
TL Manaus – Tocantins Boa Vista Waterway Rock Dredging Supporting environmental Highway BR-319/AM/RO licensing and Highway BR-242/MT Highway expropriation BR-158/MT Highway Highway BR-174/RO/MT BR-135/BA/MG Transmission Line • Manaus - Boa vista Highway Highway Shale Gas Fracking BR-080/MT BR-135/MG • site to be defined Hydropower Plants • Castanheira – MT • Telêmaco Borba – PR • Tabajara – RO • Bem Querer – RR • Formoso – MG
National Parks National Park of Lençóis Maranhenses (MA) National Park of Jericoacoara (CE) National Park of Brasília (DF) National Park of Foz do Iguaçu (PR) National Park of São Joaquim/SC National Park of Aparados da Serra (RS) and Serra Geral (SC)
Concession of Forests for recreation Canela (RS) São Francisco de Paula (RS)
Concession of forests Brazil has the largest tropical forest and the The National Forests of Iquiri, Humaitá and 2nd largest forest area Gleba Castanho, all in the State of Amazonas, Gleba Castanho in the world have been qualified at the 12th meeting of the PPI Council – Status of national priority. Floresta Nacional de Payments to the Federal Government by the Floresta Nacional Humaitá concessionaires are destined to the states de Iquiri and municipalities where the forests are located, to the National Fund for Forestry Development and to ICMBio - Chico Mendes Institute for Biodiversity Conservation. Computerized system for managing concession contracts. Procedural manuals for sustainable management. Sustainable management with greater preservation of forests, less deforestation, less fires, greater control and a better fight against illegal activities.
Irrigation Perimeter in Irecê/BA Features: Assessments of alternative partnerships for concession aimed at harnessing the hydro- agricultural potential of the area. Comprises investments for implementing, operating, maintaining and improving management. Project surface: 47,924 hectares for irrigation in the cities of Xique-Xique and Itaguazu, central region of the state of Bahia - São Francisco river basin. Object of assessments: Exploiting irrigated agriculture in order to accomplish infrastructure works (channels and water pumping stations) in the area of Stages 2 to 9, and operating and maintaining the entire project`s infrastructure for Shared Usage (Stages 1 to 9). Production potential: 16,000 tons of fruit and 83,000 tons of grains per year, only in Stages 1 and 2, with estimates of generation of 120,000 direct and indirect employments (9 stages). Estimated Annual Gross Production Value: USD 202 million/year. Model: Public-Private Partnership of the BR Executed investments: USD 240 million (Pumping Federal Gov jointly with subnational level Station of 10.5 m³/s and 42 km of channels) entities Projected CAPEX investments: USD 140 million Structurer: under assessment with Contract term: to be defined IFC/World Bank. Auction criterion: to be defined Grantor: BR Government/Codevasf Public Guarantees: Infrastructure Guarantee Fund Sector Ministry: Ministry of Regional – FGIE Development - MDR Status: Revision of existing assessments Regulator: None Auction: 2021 Regulation: Mechanism defined in the concession contract
Auction on 5G technology • Grantor: ANATEL Most important auction on radio frequency spectrum ever held in Brazil, due to the amount of spectrum to be offered – four • Preliminary investment estimates + concession fees: USD 4 billion times the total currently available for mobile networks in the country – and the diversity of options, as the spectrum will be • Expected date for the auction: March / 21 made available in four different frequency bands. • Public Hearing concluded in 4/17/20 • Next steps: Technical Pricing Assessment of the object and commitments of the bidding 26cobertura GHz notice in progress Alta700 MHz Baixa2,3 cobertura GHz Baixa3,5 cobertura GHz Baixíssima cobertura and baixa 20 MHz and alta 90 Capacity MHz 400Capacity’ and alta MHz 3200 MHz and altíssima Capacity • Contract Term: 20 years (with the exception Capacity Tudo quelow existe disponível of the 700 MHz band with a term until Wide coverage 4x Low coverage and Low coverage and Very coverage and and low capacity high capacity high capacity paratheserviços highestmóveis capacity 12/8/2029 and an extension under the terms in force at the time) Everything available for 4x mobile services
Preliminary estimates: Privatizations USD 11,2 billion Assessments
FEDERAL PRIVATIZATIONS – PERSPECTIVE: USD 12.5 Billion 3Q20 4Q20 1Q21 2Q21 3Q21 4Q21 AUCTIONS - PRIVATIZATIONS LIQUIDATIONS SALE OF SHARES / DELIVERY OF QUOTAS TO THE FEDERAL GOVERNMENT
The National Post Service Biggest employer 11,177 post offices USD 3.6 billion company in Brazil Located in almost every city in More than 105,000 employees 2018 Net Revenue Brazil Status: assessments in progress aiming to evaluate alternatives for partnering with the private sector - Draft bill to enable services delegation of powers to private partner(s)
PPI projects for supporting subnational level partnerships
Current PPI pipeline for supporting subnational level projects Public Lighting – 22 Sewage – 6 Solid Waste - 4 Daycares - 2 FEP (cities): 15 FEP (3 cities): FEP (4) 2 PPP’s • Crato/CE • Teresina/PI • Teresina/PI (40 units) • Nova Lima/MG • Cachoeiro do • State of Alagoas (67 units) • Volta Redonda /RJ • Cities cluster Convale/MG • Campinas/SP Itapemirim/ES • São Gonçalo do Amarante/RN (Uberaba, Conceição das Alagoas, • Patos de Minas • Camaçari/BA Sacramento, Delta, Planura, Campo • Toledo/PR • Barreiras/BA BNDES (3 states): Prisons - 2 Florido, Veríssimo and Água Comprida) • Corumbá • Alagoinhas/BA • State of Rio Grande do Sul • Bauru/SP 2 PPP’s • Valparaíso de • Senador • State of Ceará • Cities cluster Comares/CE • State of Rio Grande do Sul Goiás/GO Canedo/GO • State of Bahia (Altaneira, Barbalha, Caririaçu, Crato, • State of Santa Catarina Farias Brito, Jardim, Missão Velha, Nova • Crato/CE • Ariquemes/RO Olinda and Santana do Cariri) • Colatina/ES • Nova Iguaçu/RJ Correctional facilities- 2 Water, Sewage and Solid Urban Water and Sewage Treatment Waste Treatment Supply - 1 Supply - 6 2 PPP’s • State of Minas Gerais BNDES (cities): 7 BNDES (6) • State of Santa Catarina FEP (1 city) • State of Rio de Janeiro • Curitiba/PR • Petrolina/PE • São Simão/GO • State of Acre • • Pelotas/RS Consórcio Centro-Sul • • Caruaru/PE Jaboatão dos Guararapes/PE Urban Drainage - 2 • State of Amapá • State of Paraíba • State of Minas Gerais 48 Projects • Porto Alegre/RS (city) • Contagem/MG FEP (cities) • Porto Alegre/RS Hospital – 1 H • Teresina/PI Guarulhos/SP: Municipal Hospital of Children and Teenagers (HMCA)
Basic sanitation projects State of Amapá 2 million 02 Under assessment Urban dreinage (not to add) State of Entitled Projected São Gonçalo Projects Capex+ Opex - Total Ceará Population do Amarante Teresina Urban solid waste 04 2 million USD 660 million* (pilot projects) Consortia Crato Entitled Projected Projects Comares Population Capex+ Opex - Total State of Acre 04 528 mil USD 600 million* Basic sanitation Entitled Projected Projects Capex+ Opex - Total Population São Simão Consortia 02 6,1 million USD 2.1 billion Convale Wastewater Entitled Projected investments - Total Bauru Projects Population State of Volta Redonda Rio de Janeiro Urban dreinage - FEP 04 16,5 million USD 8.1 billion Water and wastewater Urban solid waste - FEP Entitled Projected investments - Total Projects Basic sanitation - FEP Population Water distribution and Porto Alegre sewage - BNDES Total 16 Projects 25.1 million USD 11.4 billion State of Sewage - BNDES Rio Grande do Sul
Banco de serviços: destaque para saneamento Service bank: emphasis on sanitation (BNDES) Cariacica / Rio de Janeiro Rio Grande Porto Alegre / Minas Alagoas state Acre state Amapá state Ceará state ES state state do Sul state RS state Gerais state Concession of Concession of Full Full Concession of Business water Sewage water concession of concession of Sewage Sewage water and/or To be defined Model distribution PPP distribution water and water and PPP PPP sewage and sewage and sewage sewage sewage Entitled 1,393 423,000 13,739,000 629,000 742,000 1,890,000 1,479,000 4,173,000 11,330 Population Projected USD 520 mi USD 116 mi USD 6.7 bi USD 257 mi USD 624 mi USD 600 mi USD 300 mi USD 1.72 bi To be defined Investments Auction Auction Auction Auction Auction Auction Auction Auction Next steps September, 30 October, 20 To be defined Q1/2021 Q1/2021 Q1/2021 Q2/2021 Q2/2021 Q3/2021 (completed) (completed) For more information: http://saneamento.bndes.gov.br/. Entitled population Total projected investment 36,000,000 USD 10.8 billion
Banco de serviços: destaque para saneamento Sanitation projects - FEP São Gonçalo Consortia Consortia São Volta Porto Bauru/SP Teresina/PI Crato/CE do Amarante/ Teresina/PI Convale/MG Comares/CE Simão/GO Redonda/RJ Alegre/RS RN Concession Business Concession Concession Concession Concession MSW, water Concession Concession Concession Concession Concession Model MSW MSW MSW MSW and wastewater wastewater wastewater dreinage dreinage wastewater Entitled Population 376,000 865,000 424,000 343,000 20,000 132,000 273,000 102,000 860,000 1.13 million Projected Investments USD 23.6 mi USD 45 mi USD 26.4 mi USD 10 mi USD 10 mi USD 38.2 mi USD 64 mi USD 24 mi - - Auction Auction Auction Auction Auction Auction Auction Auction Auction Auction Auction data Q1 2021 Q2 2021 Q1 2021 Q2 2021 Q2 2021 Q1 2021 Q1 2022 Q4 2021 Q1 2022 Q2 2022 For more information: https://www.ppi.gov.br/Projects-concessoes-e-parcerias Entitled population Total projected investment 4.5 million USD 240 million
Public Security and Education Banco de serviços: destaque para saneamento Santa Rio Grande Minas Santa Alagoas Teresina/PI Catarina do Sul Gerais Catarina Daycare Daycare Correctional Correctional Area Prisons Prisons facilities facilities centers centers Business PPP PPP PPP PPP PPP PPP Model Entitled 17 mil 27 mil 3.000 spots 1.125 spots Tbd Tbd population children children Projected investment 315 million 200 million 200 million 70 million 35 million 35 million BRL Auction Auction Auction Auction Auction Auction Next steps Q3/2022 Q2/2022 Q2/2022 Q2/2022 Q2/2022 Q2/2022
Next steps November, 2020
Next PPI auctions in 2020 2nd Half/2020 (17 assets) Railways (3) Port Terminals (4) Sunational Levels: states and municipalities utilities (1) • Renewal EFVM • 1 in Paranaguá/PR (December 18) • 1 Public Lighting PPPs: • Renewal EFC • 2 in Aratu/BA (December 18) •Petrolina/PE (November, 18) • FICO • 1 in Maceió/AL (December 18) Energy (1) Mining Rights (3) • Transmission Lines 01/2020 (December 17) • Phosphate - Miriri (PB) • Copper - Bom Jardim de Goiás (GO) • 1st round - ANM available áreas (November 25) Oil and Gas (1) • 2nd cycle of Open Acreage (December 03) Privatizations (1) National Parks and Forests (2) • Ceitec – dissolution • Aparados da Serra (RS) and Serra Geral (SC) (December, 15) • Obs. There is also the prospect of delivering Environmental • Humaitá Forest (AM) Licensing: The Preliminary Licensing (LP) of the Pedral do Lourenço / PA waterway
PPI Auctions - 2021 2021 (120 assets) Port Terminals (16) Airports – Round 6 (24) Privatization (13) Subnational level utilities (24) • 3 Terminals in the Port of Maceió/AL 22 airports in 3 blocks • Eletrobras • TRENSURB • 4 Concessions of Urban Solid Waste • 2 in the Port of Fotaleza/CE • Block North • ABGF • CBTU • Bauru (SP) • 2 in the Port of Santos/SP • Block South • EMGEA • SERPRO • Consortia Comares (CE) • 2 in the Port of Paranaguá/PR • Block Central • CEASAMINAS • DATAPREV •Teresina (PI) • 1 in the Port of Vila do Conde/PA 2 airports • CEAGESP • TELEBRAS •Consortia Convale/MG • 1 in the Port of Areia Branca/RN • NUCLEP • CORREIOS • Viracopos – Campinas (SP) • 1 Concession of Urban Solid Waste, Water and • 4 in the Port of Itaqui/MA • São Gonçalo do Amarante – Natal (RN) • CODESA Sewage supply: São Simão (GO) • 1 in the Port of Santana/AP Mining rights (2) • 4 Concessions of water and wastewater Fishery Terminals (8) Highways (7): • Cabedelo (PB) • Coal in Candiota (RS) •State of Acre • Belém (PA) • Kaolin in Rio Capim (PA) •State of Amapa • BR-116/465/101 (SP/RJ) - Dutra • BR-470/282/153 (SC) • Manaus (AM) Regional Development (2) •State of Rio de Janeiro • BR-381/262 (MG/ES) • Aracajú (SE) •Porto Alegre • Natal (RN) • Irrigation Perimeter in Irecê (BA) • BR-116/493 (RJ/MG) - CRT • 5 Concessions of wastewater services • Vitória (ES) • PISF • Integrated Highways of Paraná state • Crato (CE) • BR-153/080/414 (GO/TO) • Santos and Cananéia (SP) Urban mobility (1) •São Gonçalo do Amarante (RN) • BR-163/230 (MT/PA) Parks (5) •Volta Redonda (RJ) • Belo Horizonte subway Line 2 Railways (4) • Lençóis Maranhenses (MA) •State of Rio Grande do Sul • Jericoacoara (CE) •State of Ceara • Ferrogrão • Renewal FCA Obs. There is a prospect of decision-making on • Renewal MRS • FIOL (BA) • Iguaçu (PR) environmental licenses (8): • 10 Public Lighting PPPs: • Canela (RS) • Construction licensing of BR-080/MT Defense and Security (2) • São Francisco de Paula (RS) • Cachoeiro do • Toledo (PR) • Construction licenseing of BR-158/MT • Preliminary Licensing of BR-319/AM/RO Itapemirim (ES) • Barreiras (BA) • Comaer PPP Oil and Gas (3): • Camaçari (BA) • Crato (CE) • Security Forces Communication PPP • Preliminary Licensings of HPPs of • 2 blocks – Transfer of Rights (Sépia and Castanheira/MT, Formoso/MG, Tabajara/RO and • Corumbá (MS) • Valparaíso de Telecommunications (1) Atapu) Telêmaco Borba/PR • Nova Lima (MG) Goiás (GO) • Round 17 under concession • Unlocking BR-135-BA/MG • Patos de Minas • Campinas (SP) • 5G agreement (MG)
www.ppi.gov.br fb.com/ppInvestments @ppInvestments @ppInvestments linkedin.com/company/ppInvestments 38
You can also read