Strategic Recommendations

DC Fast Charger installation priorities for maximum ROI

Chargers Needed

928-1,464

New DC fast chargers

Total Investment

R$ 464-732M

Equipment + civil + grid

Priority Markets

4 Tiers

Immediate → Long-term

Corridor Coverage

6 Routes

Key highway corridors

Investment Sizing by Priority (R$ Millions)

Avg DC charger (50-150kW) installed cost: R$ 400K-600K. Ultra-fast (150kW+): R$ 700K-1M.

High-Volume Deficit Markets — Immediate ROI

Brasilia (DF)

200-300 chargers

Deploy 200+ DC fast chargers across Plano Piloto, Lago Sul/Norte, satellite cities

Highest sales growth; worst ratio among top-5 states; high-income population

Sao Paulo Metro

300-500 chargers

Add 300+ DC chargers in CBD, Faria Lima, Marginal Pinheiros, ABC Paulista

Largest absolute market; even 500 new chargers would still leave ratio above EU benchmark

Goiania (GO)

80-120 chargers

Install 80+ DC fast chargers at malls, gas stations, along BR-060

Fastest-growing CW market outside DF; agribusiness wealth; underserved

Northeast Growth Corridor — Medium-Term ROI

Salvador (BA)

100-150 chargers

Deploy 100+ DC fast chargers; BR-324 and tourist zones

BYD Camacari factory; largest NE city

Recife (PE)

60-100 chargers

Install 60+ DC chargers; Boa Viagem, shopping centers, BR-232

2nd NE market; Leapmotor factory in Goiana

Fortaleza (CE)

50-80 chargers

Deploy 50+ DC chargers; GM Horizonte factory proximity

GM production hub; growing adoption

NE Coastal Hwy (BR-101)

30-50 chargers

DC fast chargers every 100km between Natal and Salvador

Critical tourism/logistics corridor; >200km gaps

Highway Corridor Coverage — Network Effect

Corridor	Current	Recommendation	Chargers
SP-RJ (Dutra)	Partially covered (EDP)	Fill gaps to <50km spacing, 150kW+	15-20
SP-BH (Fernao Dias)	Sparse	Every 80km; leverage Graal/ABB	10-15
SP-Curitiba (Regis Bittencourt)	Partial	Complete coverage; <50km spacing	10-12
Curitiba-Floripa-POA (BR-101 S)	Moderate	Densify to <60km spacing	15-20
Brasilia-Goiania (BR-060)	Minimal	Full corridor buildout	8-12
Salvador-Recife (BR-101 NE)	Sparse	100km intervals minimum	10-15

Isolated Markets — Social Equity

Manaus (AM)

Install 20-30 DC chargers; partner with Zona Franca

4th largest city; EV tax incentives in free trade zone

Belem (PA)

Install 15-20 DC chargers; focus on BR-316

COP30 host city; environmental credibility

Acre / Amapa / Roraima

Pilot 5-10 DC chargers per capital

Baseline coverage; currently <6 chargers per state

Investment Sizing Summary

Priority	Markets	DC Chargers	Investment (R$ M)	Utilization
P1 (Immediate)	DF, SP, GO	580-920	290-460	High (>6/day)
P2 (Medium)	BA, PE, CE, NE	240-380	120-190	Medium (3-6/day)
P3 (Network)	Highway corridors	68-94	34-47	Medium (2-5/day)
P4 (Equity)	AM, PA, AC, AP, RR	40-70	20-35	Low (<3/day)
TOTAL	—	928-1,464	464-732	—