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Intelligence Series

Latest reports

Banking Survey 2018
Regional

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Read this report to understand what experts in the industry think about banking in Latin America for 2018.

Oil & Gas Survey 2018
Regional

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Read the report to get a sense of what is in store in oil and gas in Latin America in 2018, according to industry insiders.

Mining Survey 2018
Argentina,Bolivia,...

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The results of BNamericas' Mining Survey 2018 show growing optimism along with continued caution, with spending and the availability of financing expected to rise but many players still prioritizing optimization over growth. In terms of prices, the outlook is particularly strong for copper and gold. Respondents appear less concerned about political risks in the region despite the scandals of the last year and elections to come.

Electric Power Survey 2018
Regional

Electric Power Survey 2018

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Read our annual Electric Power Survey to understand where the electric power sector in Latin America is headed in 2018 - according to experts within the industry.

Infrastructure Survey 2018
Regional

Infrastructure Survey 2018

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Our annual survey of infrastructure insiders in Latin America reflects a changing business environment and new challenges for 2018. Corruption is now considered the biggest obstacle to infrastructure investment in Latin America, overtaking other issues such as faulty planning, poor regulation and lack of funds. Stronger opinions emerged regarding the best way to finance projects and which subsector will be the most dynamic. The majority agrees that quality infrastructure remains lacking in LatAm, and that means opportunity.

ICT Survey 2018

ICT Survey 2018

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Behind all the hype, are advanced analytics and big data technologies really being put to use more than ever? Have governments aligned their digital agendas with the trend towards digital transformation? These are some of the questions that we put to our readers and expert contacts in this year's survey. Not only do the results provide a snapshot of the mood in this sector, but the survey also casts light on the way the mood has changed in the last 12 months.

Banking Outlook 2018: Recovery Firmly Underway
Regional

Banking Outlook 2018: Recovery Firmly Underway

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With GDP estimates on the rise and inflation on the decline in most Latin American countries, regional banks are in a position to benefit from the recovery in loan growth and profitability that began to be seen this year. Read this report to understand the major trends for the banking sector in Latin America in 2018.

Mining Outlook 2018: Investment Returns in Earnest as Metal Prices Consolidate
Argentina,Brazil,...

Mining Outlook 2018: Investment Returns in Earnest as Metal Prices Consolidate

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Prices for gold and copper, among other key Latin American mining products, have consolidated over the outgoing year and drawn increasing attention from investors. Financing is more readily available, exploration activity is rising and producers are better positioned to make acquisitions and consider organic growth, even as they maintain a focus on optimization. Political and social challenges persist in many LatAm countries - elections, legal changes and community opposition will all make headlines in 2018 - but the environment in some jurisdictions is improving and stronger markets could lead investors to a greater acceptance of the risks.

Electric Power Outlook 2018: Slow Recovery, Bright Future
Argentina,Brazil,...

Electric Power Outlook 2018: Slow Recovery, Bright Future

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Although none of Latin America's major economies will see explosive growth in 2018, each has become more conducive to private sector energy investments, especially in renewables. Trends toward liberalization, privatization and competition in the electric power sector all bode well for the region as recovery takes hold.

ICT Outlook 2018: Rise of 4G Positions LatAm for the Next Big Thing
Argentina,Brazil,...

ICT Outlook 2018: Rise of 4G Positions LatAm for the Next Big Thing

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We read a lot how most telcos in Latin America are under pressure to install the fastest and most reliable fixed and mobile networks, and it's easy to forget that in many cases they are operating in countries where access to services is far from universal. Most countries now have digital agendas that simultaneously aim to facilitate expansion of networks as well as increasing the breadth of services that run on top of them. However, in some cases there are structural and legal issues that get in the way, and for BNamericas the most noteworthy developments are governmental measures that succeed in eliminating such barriers. 2018 promises progress on all these fronts, while progress in cutting edge ICT areas such as big data, artificial intelligence, cloud services and IoT can be expected to continue unabated.

Infrastructure Outlook 2018: Highways, Metros Lead Optimistic Investment Plans
Regional

Infrastructure Outlook 2018: Highways, Metros Lead Optimistic Investment Plans

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The companies that operate in the infrastructure industry eye 2018 with a degree of optimism, motivated by the advances of public-private participation programs and the million-dollar investment programs underway in numerous countries. Chile, Colombia, Peru, Brazil and Mexico are the most mature PPP markets, but Uruguay, Argentina, Ecuador and Panama are joining them. The portfolio of large regional investment projects will continue to be dominated by roads, although business opportunities will also be found in metros and line expansions. But, there are serious challenges in 2018, such as political risk, and overcoming institutional and regulatory weaknesses - read this report to find out more.

Oil & Gas Outlook 2018: New Investment, New Auctions, New Optimism

Oil & Gas Outlook 2018: New Investment, New Auctions, New Optimism

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After the strong adjustment in oil and gas budgets in 2015 and 2016 driven by the decrease in the price per barrel of crude oil, favorable regulatory changes, falling costs in the offshore segment and the need of major oil companies to improve their portfolios through the incorporation of oil and gas reserves promise to increase investment in Latin America in 2018.

Political Risk Report: Macri's Reforms Get Stamp of Approval
Brazil's Power Sector: Can Reforms Take Hold?
Brazil

Brazil's Power Sector: Can Reforms Take Hold?

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This report examines the market's expectations, questions, and concerns about Brazil's electric power industry heading into 2018, in order to assess the challenges and opportunities therein.

Refining in Latin America: Fuel Imports on the Rise
Regional

Refining in Latin America: Fuel Imports on the Rise

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Latin American countries will continue to import fuel at low prices to meet domestic demand, stalling refinery and refinery-modernization projects. Read this report to find out about the state of refining in Latin America today.

In Chile, New Government Will Face Challenges to Boost Infra Investment
Chile

In Chile, New Government Will Face Challenges to Boost Infra Investment

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The candidates in Chile's presidential race have agreed on the need to strengthen the institutional framework for concessions in order to recover the dynamism of an industry that spurred growth in Chile in the 1990s and 2000s. The challenges to achieve this and implement large infrastructure projects are varied. Read the report to find out more.

Peru Maps ICT Path to Match Peers
Peru

Peru Maps ICT Path to Match Peers

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Peru's transport and communications minister Bruno Giuffra emerged unscathed from the cabinet crisis that dominated headlines in September. This gives the ministry (MTC) some much needed stability as it ponders several pending issues that have come to languish in a state of relative inertia. Chief among these are the ministry's 2012 mandate to draft a national broadband plan, and the proposal going back to late 2016 to convert the MTC into the ministry of Transport and ICT. In the meantime, Peru's operators have done a good job of keeping up with global trends, and where they have 4G coverage it is generally considered one of the most reliable 4G offerings in Latin America. In this month's ICT Intelligence Series, BNamericas goes into detail about these issues and more.

Mining in Mexico: First Steps on the Road to Recovery
Mexico

Mining in Mexico: First Steps on the Road to Recovery

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Mexico's miners are loosening purse strings and investing in cash-starved assets after years of forced frugality. Underpinning this relative lavishness is a renewed confidence, stemming from higher metal prices and cost reductions achieved during the downturn. But the road to recovery - and production growth - is strewn with potential stumbling blocks. For a start, the price outlook is uncertain. In addition, security fears and deterioration in the regulatory and tax regimes are chipping away at the country's ability to attract investment dollars.

Political Risk Report: Peru's New Crisis
Regional

Political Risk Report: Peru's New Crisis

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In our third Political Risk report, we look closely at Peru, where the government of Pedro Pablo Kuczynski faces its most challenging political crisis yet. We also zoom in on Mexico, where a powerful earthquake has caused considerable damage and loss of life. We also update all matters relating to political and economic risk in Argentina, Brazil, Chile, Colombia, and Mexico. Our podcast this month focuses on political risk in Peru, and how this affects projects in the infrastructure, mining and energy sectors.

Latin American Ports: Opportunities Amid Economic Slowdown
Regional

Latin American Ports: Opportunities Amid Economic Slowdown

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This report looks at the state of ports in the region, taking a close look at large projects and those areas where new port capacity is needed. It also looks at examples of port failures and shows us what to expect in the coming years.