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Commodities & Trade

Strategic Positioning in the Era of Global Fragmentation: How Latin America Can Shift from Resource Dependence to Resilience and Diversified Growth

In-depth analysis of strategic opportunities and challenges for Latin America in energy security, critical minerals, agriculture, and supply chain restructuring under the backdrop of the fragmented global economy in 2026. Discuss the structural shifts in capital flows and their profound impact on the regional economy.

Sofia Mendez6 min read
Regional Briefing

The Latin American Potential Paradox: A Choice in the Era from Resource Curse to Structural Opportunity

In-depth analysis of the contradictions between Latin America's rich resource endowments and structural challenges. Discuss the drivers of key minerals by global AI and the green economy, as well as the constraints of political instability and inequality on regional development. Analyze potential changes in capital flows and the path for Latin America to achieve optionality growth in the next decade.

Sofia Mendez6 min read
Regional Briefing

Latin American Economic Normal Growth: Structural Transformation from Resource Cycles to Digital Purchasing Power

In-depth analysis of the Latin American economic prospects for 2026. This article goes beyond simple GDP forecasts to focus on key trends such as inflation, purchasing power recovery, AI empowerment, and cross-border payments, revealing the region's economic structural transformation from reliance on commodity cycles to endogenous growth and digital-driven growth.

Carlos Mendoza7 min read
Business & Investment

New Landscape of Global Trade Wars: Industrial Competition and Opportunities Between the US and China in Latin America's "Global South"

In-depth analysis of how the US-China competition is reshaping the Latin American economic landscape. This article interprets China's rise in Latin American manufacturing and its profound impact on the US and regional economies from dimensions such as trade diversion, industrial competition, and investment flows.

Carlos Mendoza5 min read
Commodities & Trade

The Paradox of the Resource Curse: Structural Opportunities for Latin American Economies to Shift from "Potential" to "Option"

In-depth analysis of the paradox between long-standing resource abundance and low productivity in Latin America. This paper explores the structural opportunities brought about by the global energy transition and supply chain restructuring, analyzes how political uncertainty and inequality constrain development, and forecasts the path for Latin America to achieve optional growth in the next five years.

Carlos Mendoza8 min read
Economic Outlook

Long-term Outlook for the Latin American Economy: A Multi-dimensional Perspective on Resource Cycles, Supply Chain Reshaping, and Structural Transformation

In-depth analysis of the long-term prospects of the Latin American economy. This article will reshape the growth logic of the Latin American economy from multiple dimensions, including the resource cycle, the restructuring of global supply chains, FDI inflows, infrastructure modernization, and the digital economy, revealing the opportunities and challenges of its structural transformation.

Carlos Mendoza5 min read
Regional Briefing

Latin America’s Economic “Cruising Speed”: What Will Shape the Landscape in 2026 Is Not GDP, but Income, Copper, and AI

Latin America's economic growth in 2026 will fall back to about 2%, but inflation remains under control, interest rates are near neutral, and real wages are outpacing prices. The real changes are occurring on the income side, within commodities, in cross-border flows of people, and in AI infrastructure—growth momentum is shifting from export volume to the quality of domestic demand, and divergence between countries and industries is intensifying.

Elena Vargas8 min read
Digital Latin America

The "middle layer" dilemma of Latin America's digital economy: regional leaders are rising, while foundational infrastructure remains in the hands of others.

From Mercado Libre and Magalu to Nubank, Latin American consumer technology companies have achieved regional-scale size, yet their computing power, storage, and connectivity remain controlled by American and Chinese technology oligopolies. This article reinterprets, from five dimensions—country, industry, trade, investment, and long-term development—the “middle layer” position of Latin America’s digital economy and its implications for the region’s growth logic.

Sofia Mendez8 min read
Regional Briefing

From resource complementarity to strategic synergy: How does CORAL 2026 reshape the economic ties between Latin America and Russia?

This article analyzes the deep impact of the First Russia-Latin America Strategic Cooperation Forum (CORAL 2026) on regional trade patterns from the perspective of Latin American economics and development, explores how Latin America can enhance its strategic autonomy amid great-power competition, and identifies potential beneficiary sectors such as agriculture and energy.

Isabella Conti5 min read
Commodities & Trade

The Critical Minerals Era Begins: Latin American Mining Transitions from Resource Export to Global Supply Chain Hub.

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.

Isabella Conti5 min read
Business & Investment

The Middle East war reshapes the global IT spending landscape: opportunities and risks for Latin America.

IDC predicts that if the Middle East conflict ends within 3 months, global IT spending growth will slow from 10% to 9% in 2026. Energy price volatility, supply chain disruptions, and accelerated sovereign digital infrastructure will ripple into Latin America, where regional digital transformation faces cost pressures. However, oil-exporting countries may benefit, and cloud service resilience has become a new focus.

Sofia Mendez8 min read