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Intelligence Series

Latest reports

ANNUAL CALENDAR

  • Electric Power
  • Mining & Metals
  • ICT
  • Banking
  • Infrastructure
  • Oil & Gas

AUG

2017

Solar Power in Latin America

SEP

2017

Country Overview: Chile

Chile

OCT

2017

Country Overview: Brazil

Brazil

NOV

2017

Electric Power Outlook 2018

DEC

2017

Electric Power Survey 2018

AUG

2017

Junior Mining Exploration

Regional

SEP

2017

Country Overview: Brazil

Brazil

OCT

2017

Country Overview: Chile

Chile

NOV

2017

Mining Outlook 2018

Regional

AUG

2017

Cloud Services

SEP

2017

Colombia overview

Colombia

OCT

2017

Country overview Peru

Peru

NOV

2017

Expert Survey

DEC

2017

Telecom Survey

AUG

2017

Political Risk

SEP

2017

Political Risk

OCT

2017

Political Risk

NOV

2017

Risk Outlook

AUG

2017

Country Overview: Peru

Peru

SEP

2017

Ports in Latin America

OCT

2017

Country Overview: Chile

Chile

NOV

2017

Outlook 2018

DEC

2017

Infrastructure Survey 2018

AUG

2017

Country Overview: Peru

Peru

SEP

2017

Offshore

OCT

2017

Refineries in Latin America

NOV

2017

Oil & Gas Outlook 2018

DEC

2017

Oil & Gas Survey 2018

Political Risk Report: LatAm Braces for Marathon of Elections
Mexican Power Sector: A Market in Transition
Mexico

By -

This report provides an overview of the Mexican electricity sector, now almost four years in to the historic transformation kicked off by the energy reforms passed in December 2013. It examines the challenges and opportunities that have arisen as Latin America's second-largest power market implements its first fully competitive wholesale market.

Social Infrastructure in LatAm and Private Participation
Regional

By -

In Latin America, private investment in social infrastructure - hospitals, schools, prisons, social housing and public buildings, among others - has been slow to develop. Read this report to find out about new advances in the region in social infrastructure projects.

Mexico Continues Process of Change in its Oil Sector
Mexico

Mexico Continues Process of Change in its Oil Sector

By -

Production continues to decline in Mexico. However, there are signs that this will change soon. The success of Round 1 and the three Round 2 auctions called by hydrocarbons regulator CNH in the last two years augers well for an increase in production as these projects mature. Read this report for an update on energy reform and what to expect in the oil sector in the year leading up to next year's presidential elections in Mexico.

Mining in Colombia: Land of Opportunity or Pandora's Box?
Colombia

Mining in Colombia: Land of Opportunity or Pandora's Box?

By -

Miners in Colombia plan to invest US$7.6 billion in projects over the next five years, according to national mining association ACM. But social conflicts and adverse legal rulings may derail investment plans unless the government comes up with a broad-based long-term mining plan.

How Chile is Working to Make ICT a Way of Life
Chile

How Chile is Working to Make ICT a Way of Life

By -

Chile's telecom regulator Subtel is presiding over LatAm regulators' association Regulatel during 2017, and has said that the emphasis will be on international roaming agreements, evolution towards a single digital market and economic development through technology. On home turf the latter point is particularly salient, with Subtel recently launching a national R&D unit, and working closely with organizations like País Digital and Corfo in promoting ICT strategies for industries and ministries. In this respect the country's 2020 Digital Agenda has succeeded in bringing all relevant stakeholders together, which sets an optimistic precedent for future iterations of the Agenda and the national ICT discussion in general.

Mining in Chile: Positioning for Recovery
Chile

Mining in Chile: Positioning for Recovery

By -

Mining projects in Chile are facing increasing scrutiny and declining grades, as well as price and legal uncertainty. The country has the world's biggest copper reserves and big potential to increase production of gold and lithium, but these challenges are keeping many investors on the sidelines. Mining companies are working to prepare projects and balance sheets for investment when investment conditions are right.

LatAm M&As on the Rise
Regional

LatAm M&As on the Rise

By -

After two years that saw dropping values of M&A operations in Latin America, activity picked up moderately at the end of 2016, a trend that has strengthened this year. In the first four months of 2017, there were 668 transactions in the region, up 4.7% over the same period in 2016. Operations with disclosed values totaled US$14.6 billion, a year-on-year jump of 124%. Read this report for details on M&A trends in the region.

Mexico Shores up PPP Model to Boost Infrastructure
Mexico

Mexico Shores up PPP Model to Boost Infrastructure

By -

The task facing Mexico is not an easy one. Public investment in infrastructure has been affected by budget cuts resulting from lower oil revenues. In addition, there is the uncertainty regarding the economic and trade policies of the new US government. Nevertheless, there is reason for optimism, mainly due to a favorable environment for private initiatives and investment through public-private partnerships (PPPs) and concessions, where business opportunities can be found in a wide range of projects from highway maintenance and construction to freight and passenger railways, ports and airports.

Ecuador's Oil Sector Seeks Results
Ecuador

Ecuador's Oil Sector Seeks Results

By -

Ecuador's economy has suffered as a result of low oil prices. Will a new government take action to stimulate investment in hydrocarbons? How are landmark oil and gas projects advancing in Ecuador? Read this report to find out.

Mexico Telecom Reform: Herding Cats Requires Patience
Mexico

Mexico Telecom Reform: Herding Cats Requires Patience

By -

This month's report on Mexico comes just as the country takes stock of the four years since enacting sweeping reform in the telecom sector. The country now has a third major competitor in the form of AT&T and has completed the tender of its Red Compartida concession, which will allow multiple operators to provide 4G services outside of the main urban centers. Yet there is plenty of criticism that the market has not changed sufficiently, and some even say the initial promise of the reform is actually being undone. This report is more optimistic, considering that the regulator IFT does still have some tricks up its sleeve, and continues to propose ideas that have potential to steer the dominant players into a corner.

The Perils of Plenty in Peru's Electricity Sector
Peru

The Perils of Plenty in Peru's Electricity Sector

By -

The Peruvian electrical system does not face any imminent supply risks, but the ongoing energy surplus is drying up most new investment opportunities in the local power market, with the (partial) exception of the transmission business. It is also creating a window to pursue interconnections with neighboring grids in Ecuador and Chile. The exaggerated nature of the electricity glut could prove disruptive over the medium to long term, as some generators and distributors may run into financial troubles if prices remain low.

Power Transmission: Connecting Latin America's Evolving Grids
Banks in Brazil: On the Mend
Brazil

Banks in Brazil: On the Mend

By -

Brazil is finally coming out of recession, but the road to recovery is long and complicated. In this report we describe credit trends in Brazil in recent years and look at the prospects for 2017 and 2018. In addition, we analyze the factors driving the profitability of the system and whether there will be changes in the coming years. Finally, we explain the change in role of public sector banks and how this impacts lending and profitability.

Mining in Peru: Prices, Politics and Communities Challenge Projects
Peru

Mining in Peru: Prices, Politics and Communities Challenge Projects

By -

Peru enjoyed strong growth in 2016, driven largely by booming copper production. While red metal output is forecast to continue expanding, the overall outlook is less jubilant for 2017. President Kuczynski is struggling to advance key reforms through the opposition-controlled congress and there is growing frustration over the cancellation of major infrastructure PPP contracts. These factors also threaten to stymie efforts to address social opposition to mining projects, while metal prices also must consolidate if the pipeline is to be developed.

Argentina Infrastructure Attracts New Interest
Argentina

Argentina Infrastructure Attracts New Interest

By -

The state of Argentina's roads, railways, ports and airports has deteriorated severely in recent years due to lack of investment. But optimism is high with the Macri administration. Will the new infrastructure plan and favorable regulation rejuvinate the nation's infrastructure? Read this report to find out.

Pay TV in Latin America: Chasing Versatility
Regional

Pay TV in Latin America: Chasing Versatility

By -

Pay TV is increasingly an essential service for telcos, and a growth area, yet Latin America - famed for its diversity - displays mixed results in this industry, depending on the territory and the service provider. Even so, service providers across the board are aware of the increasing variety of customer types and preferences, and there is no shortage of operators investing in the cutting edge solutions needed to satisfy that demand. In this report BNamericas notes the changing role of OTT players, and considers the implications of forthcoming developments like 4K content, cloud platforms and the analog switch-off.

Oil Prices, Corruption Impact Construction of Pipelines in Latin America
Regional

Oil Prices, Corruption Impact Construction of Pipelines in Latin America

By -

The drop in oil prices and corruption scandals in several projects has slowed the expansion of Latin American oil and gas pipelines in recent years. The moderate rise in the price of crude could spur growth of transport infrastructure in the region, but before that, many governments will need to reformulate contracts to dispel new corruption allegations in large transport projects.

Copper in Latin America: Optimism is Back, But is Investment?
Argentina,Brazil,...

Copper in Latin America: Optimism is Back, But is Investment?

By -

Five years of low copper prices have decimated the project pipeline but Latin America's importance remains clear: half of the large-scale projects due for startup in the next four years are in the region. Though prices have risen in the last six months and optimism is high, the biggest producers remain focused on productivity. While the slim pipeline supports the idea of market deficits in the coming years, Chinese demand growth must stay strong if copper prices are to reach levels that would stimulate a wider return to investment.

LatAm Bond Markets: Navigating Volatile Waters
Regional

LatAm Bond Markets: Navigating Volatile Waters

By -

This report describes the main trends in the bond market in Latin America. In addition, it presents analysis and projections regarding the opportunities and risks in countries in the region where bond issues are most frequent.