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1687076

南美貨運和物流：市場佔有率分析、行業趨勢和成長預測（2025-2030 年）

South America Freight And Logistics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 361 Pages | 商品交期: 2-3個工作天內

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簡介目錄

南美貨運和物流市場規模預計在 2025 年為 2,443 億美元，預計到 2030 年將達到 3,117 億美元，預測期內（2025-2030 年）的複合年成長率為 5.00%。

南美洲貨運與物流市場-IMG1

電子商務產業和基礎設施投資，發展該地區的貨運市場

  • 巴西的目標是在2024年至2026年期間吸引約1800億雷亞爾（約340.3億美元）的私人投資用於新的鐵路和公路計劃。此舉是巴西為道路基礎設施現代化和擴建以及提高遠距貨運能力所做的更廣泛努力的一部分。引人注目的是，美洲開發銀行（IDB）核准為聖保羅州高速公路投資計畫提供一筆 4.8 億美元的貸款，該貸款將於 2023 年到期。該舉措旨在加強該州的生產鏈、提高生產能力並促進區域一體化。巴西的目標是到2026年確保620億美元的高速公路投資。
  • 南美電子商務的快速成長正在刺激對運輸服務的需求。 2023年，該地區電子商務產業的銷售額預計將達到583.8億美元，較2022年的517.9億美元大幅成長。根據預測，到2027年，收益預計將達到968.7億美元，2023年至2027年的複合年成長率為13.50%。用戶群也將成長，預計到2025年將達到2.441億。用戶滲透率預計在2022年達到54.0%，到2025年將上升到58.7%。

南美貨運和物流的成長與變化

  • 巴西與阿根廷、智利、哥倫比亞和秘魯並列為該地區主要經濟體之一。巴西正在其卡車車隊中採用乾淨科技，努力實現永續交通運輸。例如，百威英博旗下的巴西啤酒製造商安貝夫（Ambev）已與電動卡車供應商FNM合作，計畫在2023年底部署約1,000輛電動卡車。巴西已展示了電動卡車在採礦業的應用。例如，2022年10月，淡水河谷宣布將在米納斯吉拉斯州阿瓜林帕測試一輛72噸的非公路卡車。這些重大的技術創新加上多個產業對貨運日益成長的需求。
  • 在阿根廷，DHL快遞將於2023年9月開通邁阿密至布宜諾斯艾利斯之間的新貨運航班，以提高遞送效率。該航班將由巴拿馬DHL Aero Expreso公司管理，使用一架載重量為52噸的B767-300貨機。該航空公司每週營運六班從邁阿密國際機場 (MIA) 經智利聖地牙哥 (SCL) 飛往布宜諾斯艾利斯 (EZE) 的航班。該計劃旨在將貨物抵達阿根廷當天的通關速度提高 10%，並將當日送達量提高 50%。

南美洲貨運和物流市場的趨勢

南美國家正大力投資基礎建設，以改善交通運輸部門。

  • 2024年6月，阿根廷聯邦政府將914個基礎建設計劃移交給省級當局，為各省帶來了嚴峻的財政挑戰。儘管各州希望重新開放公共服務，但它們的主要收入來源——聯邦政府的撥款卻大幅削減。 2024 年 6 月，聯邦對各州的稅收轉移（CFI）與去年同期相比下降了 20%，2024 年六個月中有五個月出現兩位數的下降。 6 月其他聯邦政府轉移支付（RON）也下降了 24.1%。
  • 2023年，巴西政府已撥款25.9億美元用於基礎建設物流，包括公路、鐵路、港口和機場。其中，約 24.2 億美元用於公路建設，鐵路建設獲得的撥款較少，為 3,025 萬美元。展望未來，政府計劃在2024年6月之前啟動一項重大國家舉措，旨在透過公共和私營部門的資金結合來增加對貨運鐵路計劃的投資。基於這個雄心勃勃的願景，政府計劃向這些鐵路計劃注資40億美元。

俄烏戰爭對全球油價的影響，導致該地區油價大幅上漲。

  • 2024年3月，受季節性波動和經濟放緩徵兆影響，巴西柴油需求下降。巴西石油公司決定降低柴油價格，以及強制將生質柴油混合率從 12% 提高到 14%，進一步導致傳統化石柴油需求下降。國內市場也受到全球油價波動和政府穩定油價努力的影響。儘管巴西庫存有 320 萬桶俄羅斯輕質原油過剩，但巴西仍維持了出口，而不是完全停止。
  • 智利計劃在2030年開始大規模生產永續航空燃料（SAF），並計劃在2050年利用從石油、生物和城市廢棄物中提取的生質燃料來滿足其一半的航空燃料需求。預計到2040年，空中交通量將加倍，智利將SAF視為其脫碳策略的關鍵要素。此外，SAF 可以與傳統噴射機燃料混合，無需對引擎進行任何改造即可減少高達 80% 的排放氣體。預計 SAF 將為智利貢獻一半以上的碳排放目標，並在該國實現淨零目標中發揮關鍵作用。

南美貨運及物流業概況

南美貨運和物流市場較為分散，五大主要參與者分別是達飛集團（CMA CGM Group，包括 CEVA Logistics）、DHL 集團、DP World、DSV A/S（De Sammensluttede Vognmaend af Air and Sea）和 Kuehne+Nagel（按字母順序排列）。

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章執行摘要和主要發現

第2章 報告要約

第3章 引言

  • 研究假設和市場定義
  • 研究範圍
  • 調查方法

第4章 產業主要趨勢

  • 人口統計
  • 按經濟活動分類的GDP分佈
  • 按經濟活動分類的GDP成長
  • 通貨膨脹率
  • 經濟表現及概況
    • 電子商務產業趨勢
    • 製造業趨勢
  • 交通運輸倉儲業GDP
  • 出口趨勢
  • 進口趨勢
  • 燃油價格
  • 卡車運輸成本
  • 卡車持有量（按類型）
  • 物流績效
  • 主要卡車供應商
  • 模態共享
  • 海運能力
  • 班輪連結性
  • 停靠港和表演
  • 貨運趨勢
  • 貨物噸位趨勢
  • 基礎設施
  • 法律規範（公路和鐵路）
    • 阿根廷
    • 巴西
    • 智利
  • 法律規範（海運和空運）
    • 阿根廷
    • 巴西
    • 智利
  • 價值鍊和通路分析

第5章市場區隔

  • 最終用戶產業
    • 農業、漁業和林業
    • 建設業
    • 製造業
    • 石油和天然氣、採礦和採石
    • 批發和零售
    • 其他
  • 物流功能
    • 快遞、快遞和小包裹（CEP）
      • 目的地
      • 國內的
      • 國際的
    • 貨物
      • 按交通方式
      • 航空
      • 海上和內陸水道
      • 其他
    • 貨物
      • 交通方式
      • 航空
      • 管道
      • 鐵路
      • 路
      • 海上和內陸水道
    • 倉庫存放
      • 溫度管理
      • 無溫度控制
      • 溫度管理
    • 其他
  • 國家
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地區

第6章 競爭格局

  • 關鍵策略趨勢
  • 市場佔有率分析
  • 商業狀況
  • 公司簡介.
    • Agunsa
    • Alonso Group
    • Americold
    • 達飛集團（包括CEVA物流）
    • 德國鐵路公司（包括德鐵信可）
    • DHL Group
    • DP World
    • DSV A/S（De Sammensluttede Vognmaend af Air and Sea）
    • Kuehne+Nagel
    • Romeu
    • SAAM
    • TASA Logistica

第7章：CEO面臨的關鍵策略問題

第 8 章 附錄

  • 世界概況
    • 概述
    • 五力分析框架
    • 全球價值鏈分析
    • 市場動態（市場促進因素、限制因素、機會）
    • 技術進步
  • 資訊來源及延伸閱讀
  • 圖表清單
  • 關鍵見解
  • 資料包
  • 詞彙表
  • 外匯
簡介目錄
Product Code: 54644

The South America Freight And Logistics Market size is estimated at 244.3 billion USD in 2025, and is expected to reach 311.7 billion USD by 2030, growing at a CAGR of 5.00% during the forecast period (2025-2030).

South America Freight And Logistics - Market - IMG1

E-commerce industry and infrastructure investments, developing the freight transport market in the region

  • Brazil has set a target of attracting around BRL 180 billion (USD 34.03 billion) in private investments for new rail and highway projects from 2024 to 2026. This move is part of Brazil's broader efforts to modernize and expand its road infrastructure, which would bolster its long-haul trucking capabilities. In a notable development, the Inter-American Development Bank (IDB) sanctioned a USD 480 million loan in 2023 for the State of Sao Paulo Highway Investment Program. The initiative aims to enhance the state's production chains, improve production capacity, and foster regional integration. Brazil has set its sights on securing USD 62 billion in highway investments by 2026.
  • The rapid growth of e-commerce in South America is fueling the demand for transportation services. In 2023, the region's e-commerce sector generated revenues of USD 58.38 billion, marking a significant increase from USD 51.79 billion in 2022. Projections indicate a CAGR of 13.50% from 2023 to 2027, with revenues expected to reach USD 96.87 billion by 2027. The user base is also set to expand, with estimates pegging it at 244.1 million by 2025. In 2022, the user penetration rate stood at 54.0%, and it is projected to rise to 58.7% by 2025.

Growth and transition in South America's freight and logistics

  • Brazil is one of the major economies in the region, along with Argentina, Chile, Colombia, and Peru. Brazil is working toward sustainable transport and adopting clean technologies for truck fleets. For instance, Ambev, a Brazilian brewing company owned by Anheuser-Busch InBev, collaborated with electric truck supplier FNM to receive around 1,000 electric trucks by the end of 2023. Brazil witnessed the adoption of electric trucks in mining. For instance, in October 2022, Vale announced testing 72-tonne off-highway trucks at Agua Limpa in Minas Gerais. These significant technological innovations and growing demand for freight transport across several sectors.
  • In Argentina, in September 2023, DHL Express launched new freighter flights between Miami and Buenos Aires to improve delivery efficiency. These flights, managed by DHL Aero Expreso in Panama, use a B767-300 freighter with a 52-ton capacity. Operating six times weekly, the service goes from Miami International Airport (MIA) to Buenos Aires (EZE) via Santiago, Chile (SCL), and back. This initiative aims to speed up customs clearance in Argentina by 10% on the same day as arrival and increase same-day deliveries by 50%.

South America Freight And Logistics Market Trends

South American countries are investing heavily in infrastructure development to improve the transportation sector

  • In June 2024, Argentina's federal government transferred 914 infrastructure projects to provincial authorities, creating a tough financial challenge for the provinces. Despite wanting to resume public works, provinces have faced deep cuts to federal transfers, their main source of income. Federal tax transfers (CFI) to provinces dropped 20% YoY in June 2024 and have decreased by double digits in five out of the six months of 2024. Other federal transfers (RON) also fell 24.1% in June.
  • In 2023, the Brazilian government allocated USD 2.59 billion to infrastructure logistics, encompassing highways, railways, ports, and airports. A significant portion, approximately USD 2.42 billion, was funneled into highways, while railways received a modest allocation of USD 30.25 million. Looking ahead, by June 2024, the government is set to launch a major national initiative aimed at amplifying investments in freight rail projects, leveraging a blend of public and private sector funding. With an ambitious vision, the government plans to inject a substantial USD 4 billion into these rail projects.

Crude oil prices in the region rose significantly owing to the impact of the Russia-Ukraine War on global crude oil

  • In March 2024, seasonal fluctuations and signs of an economic slowdown led to a decline in Diesel demand in Brazil. Petrobras' decision to reduce Diesel prices, coupled with the mandated increase in biodiesel blending from 12% to 14%, further fueled this drop in demand for conventional fossil Diesel. The domestic market was also swayed by global fluctuations in crude oil prices and government efforts to stabilize them. Even with an excess of 3.2 million barrels of Russian Diesel on hand, Brazil maintained its shipments without a complete halt.
  • By 2030, Chile plans to launch large-scale production of sustainable aviation fuel (SAF) and aims for these biofuel sources derived from oils, fats, and both biological and municipal waste to satisfy half of its aviation fuel needs by 2050. With projections of air traffic doubling by 2040, Chile views SAF as a pivotal element in its decarbonization strategy. Moreover, SAF can be blended with traditional jet fuel to reduce emissions by up to 80% without engine modifications. It is expected to contribute over half of Chile's targeted carbon emissions reductions, playing a key role in the country's net-zero goals.

South America Freight And Logistics Industry Overview

The South America Freight And Logistics Market is fragmented, with the major five players in this market being CMA CGM Group (including CEVA Logistics), DHL Group, DP World, DSV A/S (De Sammensluttede Vognmaend af Air and Sea) and Kuehne+Nagel (sorted alphabetically).

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 EXECUTIVE SUMMARY & KEY FINDINGS

2 REPORT OFFERS

3 INTRODUCTION

  • 3.1 Study Assumptions & Market Definition
  • 3.2 Scope of the Study
  • 3.3 Research Methodology

4 KEY INDUSTRY TRENDS

  • 4.1 Demographics
  • 4.2 GDP Distribution By Economic Activity
  • 4.3 GDP Growth By Economic Activity
  • 4.4 Inflation
  • 4.5 Economic Performance And Profile
    • 4.5.1 Trends in E-Commerce Industry
    • 4.5.2 Trends in Manufacturing Industry
  • 4.6 Transport And Storage Sector GDP
  • 4.7 Export Trends
  • 4.8 Import Trends
  • 4.9 Fuel Price
  • 4.10 Trucking Operational Costs
  • 4.11 Trucking Fleet Size By Type
  • 4.12 Logistics Performance
  • 4.13 Major Truck Suppliers
  • 4.14 Modal Share
  • 4.15 Maritime Fleet Load Carrying Capacity
  • 4.16 Liner Shipping Connectivity
  • 4.17 Port Calls And Performance
  • 4.18 Freight Pricing Trends
  • 4.19 Freight Tonnage Trends
  • 4.20 Infrastructure
  • 4.21 Regulatory Framework (Road and Rail)
    • 4.21.1 Argentina
    • 4.21.2 Brazil
    • 4.21.3 Chile
  • 4.22 Regulatory Framework (Sea and Air)
    • 4.22.1 Argentina
    • 4.22.2 Brazil
    • 4.22.3 Chile
  • 4.23 Value Chain & Distribution Channel Analysis

5 MARKET SEGMENTATION (includes 1. Market value in USD for all segments 2. Market volume for select segments viz. freight transport, CEP (courier, express, and parcel) and warehousing & storage 3. Forecasts up to 2030 and analysis of growth prospects)

  • 5.1 End User Industry
    • 5.1.1 Agriculture, Fishing, and Forestry
    • 5.1.2 Construction
    • 5.1.3 Manufacturing
    • 5.1.4 Oil and Gas, Mining and Quarrying
    • 5.1.5 Wholesale and Retail Trade
    • 5.1.6 Others
  • 5.2 Logistics Function
    • 5.2.1 Courier, Express, and Parcel (CEP)
      • 5.2.1.1 By Destination Type
      • 5.2.1.1.1 Domestic
      • 5.2.1.1.2 International
    • 5.2.2 Freight Forwarding
      • 5.2.2.1 By Mode Of Transport
      • 5.2.2.1.1 Air
      • 5.2.2.1.2 Sea and Inland Waterways
      • 5.2.2.1.3 Others
    • 5.2.3 Freight Transport
      • 5.2.3.1 By Mode Of Transport
      • 5.2.3.1.1 Air
      • 5.2.3.1.2 Pipelines
      • 5.2.3.1.3 Rail
      • 5.2.3.1.4 Road
      • 5.2.3.1.5 Sea and Inland Waterways
    • 5.2.4 Warehousing and Storage
      • 5.2.4.1 By Temperature Control
      • 5.2.4.1.1 Non-Temperature Controlled
      • 5.2.4.1.2 Temperature Controlled
    • 5.2.5 Other Services
  • 5.3 Country
    • 5.3.1 Argentina
    • 5.3.2 Brazil
    • 5.3.3 Chile
    • 5.3.4 Rest of South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Key Strategic Moves
  • 6.2 Market Share Analysis
  • 6.3 Company Landscape
  • 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Business Segments, Financials, Headcount, Key Information, Market Rank, Market Share, Products and Services, and Analysis of Recent Developments).
    • 6.4.1 Agunsa
    • 6.4.2 Alonso Group
    • 6.4.3 Americold
    • 6.4.4 CMA CGM Group (including CEVA Logistics)
    • 6.4.5 Deutsche Bahn AG (including DB Schenker)
    • 6.4.6 DHL Group
    • 6.4.7 DP World
    • 6.4.8 DSV A/S (De Sammensluttede Vognmaend af Air and Sea)
    • 6.4.9 Kuehne+Nagel
    • 6.4.10 Romeu
    • 6.4.11 SAAM
    • 6.4.12 TASA Logistica

7 KEY STRATEGIC QUESTIONS FOR FREIGHT AND LOGISTICS CEOS

8 APPENDIX

  • 8.1 Global Overview
    • 8.1.1 Overview
    • 8.1.2 Porter's Five Forces Framework
    • 8.1.3 Global Value Chain Analysis
    • 8.1.4 Market Dynamics (Market Drivers, Restraints & Opportunities)
    • 8.1.5 Technological Advancements
  • 8.2 Sources & References
  • 8.3 List of Tables & Figures
  • 8.4 Primary Insights
  • 8.5 Data Pack
  • 8.6 Glossary of Terms
  • 8.7 Currency Exchange Rate