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Latest commodities & trade coverage from LATAM Report.
Referencing the geographic and historical concept of the "Americas," this analysis examines the logic behind Latin America's emergence as an independent economic bloc, as well as its new role in global trade, investment, and resource cycles.
The global energy transition is redefining the value of mining in Latin America. This article analyzes, from a regional perspective, how critical minerals such as lithium and copper are driving changes in the economic landscape of Latin America, as well as the impact of social conflicts, infrastructure, and regulatory challenges on the future of mining.
The global clean energy transition is propelling Latin American mining to unprecedented strategic heights, yet social conflicts, policy volatility, and infrastructure bottlenecks are also reshaping the industry's rules of the game.
How will the US's new Monroeism toward Latin America reshape the regional economic landscape? Based on the CIDOB annual report, this article interprets the geoeconomic challenges and strategic opportunities facing Latin America in 2026.
In the process of global economic fragmentation, Latin America is entering the capital spotlight with a new strategic role. By 2026, major-power competition, energy transition, food security, and supply chain restructuring will jointly shape the region's investment logic. Based on international institutions and authoritative analysis, this article examines Latin America's three driving forces, the opportunities and risks under major-power rivalry, and offers long-term structural observations.
The upgrade of Peru's Chancay Port, Chinese investment in Brazilian ports, and plans for a transcontinental railway are building a new South America-Asia trade artery that bypasses the Panama Canal, profoundly impacting global agricultural flows and Latin America's economic landscape.
Chinese investments in Peru's Chancay Port and Brazil's Santos Port are reshaping South America's trade routes to Asia, reducing shipping times, boosting grain export efficiency, and planning a transcontinental railway. This marks a new phase in Latin American infrastructure modernization and signals adjustments in the global trade landscape.
AI and defense spending drive global rare earth demand surge; under China-dominated supply chain, Latin American countries like Mexico face opportunities and challenges. The Pacific Alliance is promoting industrialization of critical minerals, but the risk of long-term cyclical dependence remains.
NGEx Minerals' high-grade copper-gold-silver drilling results at the Lunahuasi project in Argentina signal a reshaping of the South American mining investment landscape. This article analyzes how this discovery strengthens Argentina's status as a new global hub for critical minerals, and its impact on regional economies, trade, and long-term development.
Generative AI is reshaping the rules of information competition in the global commodities and trading industry, where corporate authority no longer relies solely on media exposure but depends on knowledge verification, entity recognition, and AI citation capabilities.
Brazil's PNM 2050 plan aims to reduce fertilizer import dependence from 87.3% to 34.9%, reshaping Latin America's agriculture and mining landscape.
Nigeria has discovered a large polymetallic deposit in Kaduna State, containing key minerals such as lithium, rare earths, nickel, and copper, with lithium reserves in the Abuja area reaching 3.3 million tons. This discovery, combined with the completion of a rare earth processing plant, marks the country's rising status in the energy transition supply chain. This article analyzes its economic diversification strategy, investment challenges, and impact on the global mineral landscape.
Governments around the world are shifting from being mining bystanders to proactive strategists in securing critical mineral supply chains. The United States is increasing investments in Latin America, India has launched a national mission, African countries are raising tax rates, and Kazakhstan is pursuing industrial upgrades. Latin America, as a core production region for lithium, copper, and rare earths, is becoming a focal point of great power competition, and its resource advantages are reshaping the regional economic landscape.
U.S. and Mexican officials are set to hold consultations on agricultural and energy issues, as Trump questions the USMCA trade agreement. This development not only threatens Mexico's trade stability but could also trigger a deep restructuring of Latin America's regional supply chains. This article analyzes how the rise of protectionism is reshaping Latin America's economic landscape from four dimensions—national, industrial, investment, and regional coordination—and explores which countries and industries will benefit or suffer as a result.
After Maduro's departure, Venezuela introduced a new mining law aiming to open up to foreign investment, but its mining revival faces deep-seated challenges such as illegal mining, institutional corruption, and infrastructure collapse. This is both a microcosm of the ebbing of Latin American resource nationalism and a reflection of the region's repositioning in the critical mineral supply chain.
Brazil’s deepening cooperation with the United States around critical mineral supply chains reflects the new position of Latin American resource-rich countries in the energy transition and supply chain reconfiguration. For Brazil, the challenge is not merely to expand extraction, but to leverage financing, mergers and acquisitions, and international partnerships to turn rare earths, lithium, nickel, copper, and niobium into higher-level industrial and capital advantages.