Focused on the Climate–Nature Nexus., Carbon Tracker Initiative

Carbon Tracker Initiative

Focused on the Climate–Nature Nexus.

Carbon Tracker and Planet Tracker - part of the Tracker Group - are award-winning, non-profit financial think tanks focused on the climate–nature nexus.

Equity Bottom-Up

<ul><li>Leapfrog to Electric delivers a simple conclusion: Brazil’s ICE‑dependent transport system is an economic liability—and the upside from a rapid BEV transition dwarfs the status quo.</li><li>This analysis shows that sticking with petrol and diesel vehicles exposes Brazil to rising import bills, volatile global oil markets, mounting health burdens, and growing stranded‑asset risks in refining just as global fuel demand declines through the 2030s.</li><li>Electrification isn’t just cleaner—it is structurally cheaper, strategically smarter, and financially unavoidable.</li></ul>

Leapfrog to Electric delivers a simple conclusion: Brazil’s ICE‑dependent transport system is an economic liability—and the upside from a rapid BEV transition dwarfs the status quo.This analysis shows that sticking with petrol and diesel vehicles exposes Brazil to rising import bills, volatile global oil markets, mounting health burdens, and growing stranded‑asset risks in refining just as global fuel demand declines through the 2030s.Electrification isn’t just cleaner—it is structurally cheaper, strategically smarter, and financially unavoidable.

Energy Transition: Brazil - Leapfrog to Electric

Brazil

Cosan SA operates as an investment company. The Company invests and engages in agriculture business, fuel and natural gas distribution, and lubricants companies. Cosan serves clients worldwide.

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Cosan SA (CSAN3 BZ)

Energy Transition: Brazil - Leapfrog to Electric

Leapfrog to Electric delivers a simple conclusion: Brazil’s ICE‑dependent transport system is an economic liability—and the upside from a rapid...

Carbon Tracker Initiative

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