Sector Scenario

2017 was a challenging year, as Brazil was still recovering from one of the biggest economic crises in its history. However, we noticed an upturn in growth in the second half of the year, due to the higher volumes in a number of segments, such as the Automotive, Pulp and Paper and Agribusiness sectors. In the logistics sector, JSL continued to adapt itself to its customers’ new demands, given that in the midst of a recession scenario, there was an increase in the search for customized solutions and productivity. In turn, Movida continued to post solid growth, as the car rental market has a high transformation potential and is at an early stage of development in Brazil.

The figures from the “2017 Survey of Economic Expectations for the Transportation Sector” carried out by the National Transport Confederation (CNT), indicates that Brazilian carriers are cautiously optimistic in relation to 2018. Among the participants, 31.9% revealed that the performance of their companies was inferior to what had been estimated for 2017. However, 19.7% of them already posted an increase against 2016, due to the increase in the number of trips – up by 31.2% in those companies that took part in the survey -, reinforcing the perception of the beginning of a slow and gradual recovery in Brazilian economic activity.

In relation to the light vehicle market, based on the January 2018 letter from the National Association of Automobile Manufacturers (Anfavea), vehicle licensing was up 9.2% in 2017 in comparison to 2016, with a total of 2.2 million units sold. Production increased by 25.2% during the period, since 2017 was the year in which Brazil registered the highest level of exports in its entire history, with a 46.5% increase in the number of vehicle units exported during the year. The entity’s projections for 2018 are also optimistic, as the expectation is for growth in all areas: an 11.7% increase in licensing, a 5% increase in exports and a 13.2% increase in production.