Insights
All our publications on Latin American economics and market news
Chile’s Power Problem
Chile’s energy story over the past decade has been one of remarkable success overall but it is today facing a structural bottleneck.
Colombia Elects De la Espriella
The pendulum swings right in Colombia with the election of Abelardo de la Espriella, but the margin is razor-thin.
Colombia’s Energy Elections
Colombia votes on May 31 with a question that goes beyond the usual electoral calculus. Four years of Gustavo Petro's presidency have produced a recognisable paradox: a government that delivered on its social promises while simultaneously undermining the fiscal base that funded them.
Understanding Bolivia's Crisis
Bolivia is in the midst of a significant social crisis that is a convergence of three distinct pressures: a decade-long structural deterioration of hydrocarbon revenues, a reform programme that has accelerated the cost of adjustment, and the lasting influence of former President Evo Morales over the country's politics.
Argentina: A Tale of Two Economies
Argentina’s macro recovery seems to be benefiting only the export sectors and has yet to impact internal dynamics.
Life After Maduro: Venezuela’s Economic Re-opening
The IMF has resumed relations with Venezuela after a seven-year freeze, as energy majors sign new deals and airlines restore flights. But the political transition lags behind.
The Iran Shock: Latin America's Unlikely Winners and Real Risks
Iran’s conflict has impacted Latin American countries in different ways.
Vaca Muerta: Argentina’s $30B bet
Argentina is betting on the Vaca Muerta formation to become an energy powerhouse.
The blue gold rush: Chile’s $24B desalination strategy
Chile’s mining sector is driving a $24 billion investment in desalination projects.
Panama’s $8.5B bet: securing the future of global trade
The Panama Canal Authority has officially launched its 10-year Master Plan designed to evolve the waterway from a maritime passage into a diversified global logistics and energy hub.
Towards an energy reset in Venezuela and Guyana
The recent political shifts in Caracas are prompting a fundamental reassessment of South American energy dynamics, providing a security dividend for Guyana.
L'Hydrogène vert au Chili : entre ambition globale et défis locaux
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