LatAm Transport and Capital Goods "Daily Take-Off: RAIL" Valerio

研报英文原文证据摘录

LatAm Transport and Capital Goods "Daily Take-Off: RAIL" Valerio

Global Research

13 July 2026ab

LatAm Transport and Capital Goods Equities

Latin AmericaDaily Take-Off: RAIL

Industrial

Alberto Valerio

BZ Transport & CG: Truckers start port-focused national stoppage to force the Analyst

freight PM vote; Senate signals Tuesday alberto.valerio@ubs.com

According to Correio Braziliense, Abrava president Wallace Landim ("Chorão") +55-11-2767 6918

called a national truckers' stoppage focused on ports starting at midnight on Monday Andressa Varotto

(13-July) to pressure Senate president Davi Alcolumbre to schedule the vote on MP Analyst

1.343 (Freight MP), which lapses on Thursday (16-July); despite a signal that the andressa.varotto@ubs.com

text could be voted on Tuesday (14-July), the guidance is for drivers to stay off the +55-11-2767 6654

road until the vote is confirmed. The approved text sets a R$5,000 national wage Rafael Simonetti

floor for long-haul CLT drivers, fines of R$100k to R$1m for repeat payment below Associate Analyst

the minimum freight table, freight payment within 30 business days with a rafael.simonetti@ubs.com

minimum 70% advance to independent truckers, amnesty for fines from the post- +55-11-2767 6628

2022-election road blockades, semiannual updates of the ANTT freight table (or

whenever fuel prices move more than 5%), and raises from 50 to 74 tonnes the

threshold for weighing enforcement based only on gross weight. Potential Impact:

Neutral for Rumo at this stage, pending the Senate vote. As a reminder, we see the

MP as positive for RAIL, as tighter minimum-freight enforcement raises road-freight

cost and complexity and supports rail demand and pricing. We note that the last