Behind the Lines
-
Copper could double by 2035 — yet Vale is still priced as an iron ore company.
-
Brazil’s jet fuel prices jump 55%, exposing a concentrated market where global oil shocks flow quickly into airline costs and fares.
-
Dividend cut unlocks flexibility and repositions the company for new acquisitions.
-
Without a clear rule, prices increasingly reflect decisions that are hard to anticipate.
-
From TV broadcaster to platform, Globo is rebuilding margins but still relies on financial results amid pressure from big tech.
-
A stabilized balance sheet does not solve the core issue: the lack of a new growth engine.
-
A R$6.2 billion sewage PPP collapses without valid bids, exposing flaws in project design, risk allocation and execution in Goiás.
-
As greenfield projects stall, capital shifts to brownfield expansions, reshaping how the sector grows.
-
Intervention contains the short term, but fragmentation keeps structural risk in the road freight sector.
-
Government tightens rules to avoid a strike — and exposes distortions.