Nova Realidade Covid-19 após 1 ano

Overview | Road transport • The transport and urban roads sector should concentrate investment intentions (48.3%), followed by the energy sector (20.9%) and industry (26.9%), the latter driven by planned contributions in the area of paper and cellulose. • Judicialization of contracts to release the continuation of works, economic-financial rebalancing of contracts and/or return of Concessions. Repositioning of opportunities in sectors that will receive greater support from the Government, as instruments for economic recovery in the short and medium term. Digital Solutions will advance faster towards modal integration and creation of new business models. | Air Transport Brazilian air transport is focused on passenger transportation and has expanded in recent years, becoming as popular as road transport. For cargo transportation, the Federal Government is studying ways to encourage the use of this modal. The pandemic in Brazil affected airport concession contracts. The significant drop in demand, variation in exchange rates, scarcity of products were some of the challenges faced by the sector in 2020. Sand companies, market leaders, reported losses of around R$6.2 billion. KPMG Sources: ABDIB (2019 e 2020), Banco Mundial © 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 | 77

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