ブラジルの物流市場動向

Abstract

Report introduction

Brazil is the largestofthe Latin American countries. Covering nearly half(47.3% ) ofthe continent of South America, Brazil shares common boundaries with every South American country except ChileandEcuador. ItisthefifthlargestcountryintheworldaftertheRussianFederation,Canada, China, and the US.

Brazil'scontractlogisticsindustryisfarfrom mature.Thoughthemarketremainsrelativelyyoung in termsofserviceanddevelopment, itisseeing rapidgrowthonthebackofresurgenceinthe Brazilian economy, togetherwith sophistication broughtin by multinational logistics providers and greater realisation by manufacturers and retailers of the benefits of outsourcing logistics activities.

Whilstgrowth in the Brazilian economy has slowed this year, itis forecastto pick up in 2006. With a strong currency, exports are booming and a record trade surplus is predicted. Investment is slowing, however, as interestrates have risen -though this has helped restrain inflation.

Report Overview

ContractLogistics in Brazil 2005 provides a comprehensive introduction to a logistics industry seen bymanyasthemostattractiveforinvestmentinSouthAmerica. Withundoubtedsignificant potential, the Brazilian logistics industry offers prospects for future growth rarely seen outside of Asia, India and Russia.

The reportdraws heavily on its contentfrom interviews conducted with logistics providers, retailers and manufacturers in Brazil to understand supply chain strategies in a rapidly developing market. This is supported by case studies, contracts analysis, company profiles and economic data to provide insightful comment and understanding of this key Latin American market.

What will this report provide you?

Analysisofmarketsize,marketentryandfuturegrowthstrategiesenabling youtoquantifymarket size and expenditure patterns on third party logistics services

Identifyoutsourcing trendsandexpenditurepatterns(including3PLcontractanalysisandcase studies)touncoverthekeyissuesinfluencing thedevelopmentofthecontractlogisticsindustryin Brazil

Macro environmental analysis -Track detailed economic indicators and the developmentof

on the logistics industry

Logistics provider profiles -benchmark the operations of leading logistics service providers to identify the operational capabilities of the leading 3PLs in Brazil

Industry sector analysis -automotive, electronics, FMCG, pharmaceuticals and retail -monitor key issuesanddevelopmentsbothonasectorbasisandattheleading companiesineachsector, tracking the trends, developments and growth potential across all five industry sectors.

Customer surveys; exclusive insight into the logistics strategies and service requirements of 25 customers across five industry sectors. Provides primary research to assist with your in-depth understanding of different market entry strategies and growth paths for 3PLs with consideration for the specific logistics service requirements of retailers and manufacturers in Brazil.

Identify key contacts and business developmentopportunities

Table of Contents

1.0 EXECUTIVE SUMMARY 1.1 Introduction 1.2 Contract logistics in Brazil - market size

1.3 Contract logistics in Brazil - corporate strategy

1.4 Contract logistics in Brazil - outsourcing trends

1.5 Key industries

1.6 Industry sector surveys

2.0 INTRODUCTION

2.1 Defining contract logistics

2.2 Report structure

2.3 Brazil - key facts

3.0 LOGISTICS IN BRAZIL: MARKET SIZE

3.1 Introduction

3.2 Market size

• A relatively young, unsophisticated outsourced contract logistics market
• Table 1: Contract logistics market size in Brazil, 2003-2005e
• The wider logistics market in Brazil
• Table 2: Contract logistics market: expenditure by 500 major firms, 2003
• Table 3: Contract logistics market: logistics costs by 500 major firms, by sector, 2003
• Market share by provider
• Statistics reveal variations in performance by transport mode

3.3 Corporate strategy in Brazilian logistics

3.4 Infrastructure and legislation restricts growth

Brazil's exporters must maintain higher inventory levels

4.0 CONTRACT LOGISTICS OUTSOURCING TRENDS

4.1 Introduction

4.2 Growth in Outsourcing

• Table 4: Expenditure on third party logistics in Brazil, 2003
• Table 5: Expenditure plans on third party logistics in Brazil, by sector, 2003
• Table 6: Growth in logistics services in Brazil, 2003

4.3 Logistics Contract Awards

• Table 7: Brazil - 3PL contracts summary

4.4 Logistics Outsourcing Case Studies

• GM Brazil - inbound supply chain management
• Unilever - national distribution and transportation network

5.0 CONTRACT LOGISTICS GEOGRAPHICAL ANALYSIS

5.1 Introduction

• Table 8: Brazil - Transport Overview

5.2 Transport Resources in Brazil by Location

• Chart 1: Principal roads in Brazil - North Region
• Chart 2: Principal roads in Brazil - North East Region
• Chart 3: Principal roads in Brazil - Centre West Region
• Chart 4: Principal roads in Brazil - South East Region
• Chart 5: Principal roads in Brazil - South Region
• Chart 6: Principal rail network in Brazil
• Unilever make most of rail opportunities
• Chart 7: Principal ports in Brazil
• Chart 8: Principal waterways in Brazil
• Ambitious growth targets for Port of Santos
• Table 9: Airport Locations and Contact Details - North Region
• Table 10: Airport Locations - North Region (continued)
• Table 11: Airport Locations and Contact Details - North East Region
• Table 12: Airport Locations - North East Region (continued)
• Table 13: Airport Locations and Contact Details - Centre West Region
• Table 14: Airport Locations - Centre West Region (cont)
• Table 15: Airport Locations and Contact Details - South East Region
• Table 16: Airport Locations and Contact Details - South Region

6.0 RECENT TRENDS, ISSUES AND DEVELOPMENTS

6.1 Introduction

6.2 Brazil - the country

• Distribution of Population
• Chart 9: Brazil - key towns and cities
• Mineral Resources

6.3 Brazil - the economy

• Economic Background
• The "Real Plan"- sustained economic growth
• Brazil's GDP by region
• Chart 10: Brazil - economic activity and development
• An improving climate for business
• Table 17: Brazil - Top level economic indicators 2002-2004
• Table 18: Brazil - growth in GDP, 1980-2004
• Chart 11: Brazil - GDP per capita, 1980-2004
• Table 19: Brazil - average growth rates, 1961-2000
• Brazil's trade policy
• Brazil's strengthened competitiveness in foreign trade
• Table 20: Share of exports from Brazil, 2004
• Poor quality infrastructure lets Brazil down

6.4 Logistics Developments

• Logimasters opens new export facilities
• Varig disposes of logistics operations
• Exel earns multimodal transportation license
• Penske Logistics Assumes Ownership and Operational Control of Cotia Penske Logistics
• ALL continues contract expansion with two more wins
• BAX Global secures contract with Scania
• TNT win contract with Samsung in Brazil
• Santos moved 7.1% of national GDP
• Menlo Forms Specialty Logistics Group
• Sao Sebastiao plans three million tonnes of cargo in 2010
• TNT to launch new logistic centres in Brazil
• Falabella intending to expand into Brazil next year
• AmBev opens distribution centre in Brazil
• Exel acquisition in Chile
• Gefco expands in Brazil
• New members for GF-X
• Menlo Worldwide Logistics wins logistics contract with Axle Alliance Company
• Ryder named top supplier by General Motors in Argentina and Brazil
• TNT Logistics wins contract with Renault in Brazil
• Exel expands operations with Carrefour
• Menlo Worldwide Forwarding opens new office in Brazil
• Exel acquires Brazilian pharmaceutical logistics provider
• TNT wins ?20.0 million per year contract in Brazil

7.0 KEY LOGISTICS PLAYERS

7.1 Introduction

7.2 Leading Logistics Providers

• ALL Delara
• Table 21: ALL Delara financial performance, 2002-2003
• Table 22: ALL Delara logistics operations in Brazil / Latin America
• Chart 12: ALL - Delara operations in Brazil / Latin America
• Binotto
• Table 23: Binotto logistics operations in Brazil
• Cesa Logistica
• Table 24: Cesa Logistica logistics operations in Brazil
• CVRD
• Table 25: CVRD's logistics revenues, 2003-2004
• Table 26: CVRD logistics operations in Brazil
• DHL Danzas
• Exel
• Table 27: Exel logistics operations in Brazil
• Julio Simoes
• Table 28: Julio Simoes logistics operations in Brazil
• Katoen Natie
• Chart 13: Katoen Natie Operations in Brazil / Uruguay
• McLane
• Chart 14: McLane operations in Brazil
• Table 29: McLane logistics operations in Brazil
• Mercurio
• Table 30: Mercurio logistics operations in Brazil
• Penske Logistics
• Table 31: Penske Logistics assumes sole ownership of Cotia Penske Logistics
• Ryder
• Chart 15: Ryder Operations in Brazil and Argentina
• TNT Logistics
• Table 32: TNT Logistics Brasil Revenues, 1997-2004
• Table 33: TNT Logistics operations in Brazil

8.0 KEY INDUSTRIAL SECTORS: AN OVERVIEW

8.1 Introduction

8.2 The Automotive Sector in Brazil

• Market Performance
• Table 34: Brazil - automotive industry production, 2000-2005
• Table 35: Automotive markets in Brazil
• Automotive Manufacturers
• Table 36: Selected automotive manufacturer operations in Brazil, 2003
  • Fiat
  • Ford
  • General Motors
  • Toyota
  • Scania
  • Volkswagen
  • Volvo

8.3 The Electronics Sector in Brazil

• Market Performance
• Table 37: Electronics markets in Brazil
  • Electronics Manufacturers

8.4 The FMCG Sector in Brazil

• Market Performance
• FMCG Manufacturers
• The Pharmaceutical Sector in Brazil
• Market Performance
• Pharmaceutical Manufacturers

8.6 The Retail Sector in Brazil

• Market Performance
• Retailers
• Table 38: Leading retailers in Brazil, 2002-2003

9.0 INDUSTRIAL SECTOR RESEARCH SURVEYS

9.1 Introduction 9.2 Survey Respondents

• Table 39: Survey Companies by Industrial Sector
• Expansao Comercio Internacional
• General Motors do Brazil
• Lad Industria e Commercio de Pecas
• O E M Comercio Exterior
• Volvo Do Brasil Veiculos
• Columbus Commercial
• Emicol Eletro Eletronica S.A.
• Industria Brasileira De Bebedouros
• Siemens
• Cibahia Tabacos Especiais
• Kanan Import Comercio Importacao E Exportacao
• Industria de Produtos Alimenticios Cory
• Itaba Industria De Tabaco Brasileira
• Missiato Industria E Comercio
• Sakura Nakaya Alimentos
• Biodinimica Quimica e Farmaceutica
• Brasuture Industria Comercio Importacao E Exportacao
• Diosynth Produtos Farmoquimicos
• Fresenius Kabi Brasil
• Fort Dodge Saude Animal
• Industria De Produtos Alimenticios Mavalerio
• JP Industria Farmaceutica
• Mistral Importadora dos melhores vinhos
• Reference
• Rod. Sem Jose Emirio De Morais

10.0 APPENDIX