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Trends Rail transport The volume of cargo handled in containers on Brazilian railways grew by more than 20% in November 2020. • The increase in demand for such products is directly related to the resumption of economic activities. • A strong trend for the segment is the concession of railways, such as Ferrogrão (under construction) and Fiol. According to the Minister of Infrastructure, Tarcísio de Freitas, the construction of Ferrogrão, a 933 km railway project between Sinop (MT) and Miritituba (PA), will transport most of Mato Grosso's grain crop after 9 years of concession. The auction is scheduled for the 3rd quarter of this year. When it is ready, Ferrogrão will absorb all the load on that axis, according to technical studies. It is expected to reduce the freight cost from US$120.00 per ton to US$80.00 per ton. The construction of the line will take five years. FIOL had approved two stretches of concession to the private initiative, and an investment of R$9.8 billion is expected. • The Federal Government plans, in 2021, to renew, for another 30 years, the contract with the railway concessionaire MRS, which operates in the Southeast region. The concessionaire is responsible for one of the country's railways with the highest productivity and links three important states, which are Minas Gerais, Rio de Janeiro and São Paulo. KPMG Source: EPL, Pode 360, ANTT, e Governo do Brasil, 2021 © 2021 KPMG Auditores Independentes Ltda., a Brazilian limited liability company and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee. All rights reserved. BD210890 Página | 81

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