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Intelligence Series

Latest reports

White Gold Rush: South America's Lithium Triangle
Argentina,Bolivia,...

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Lithium prices nearly doubled in 2017, driving up profits for producers and further encouraging the growing contingent of junior companies, particularly in Argentina, seeking to cash in on the coming surge in demand from electric vehicles. But the size and strength of this boom remains open to debate. And with newly expanded quotas for Chilean producers, the coming years could see booming supply as well. This report seeks to evaluate the current state of the lithium market and profile the supply side from South America's "Lithium Triangle."

The Impact of the Odebrecht Scandal on Peru's Massive Infrastructure Plan
Peru

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Peru's President Pedro Pablo Kuczynski narrowly escaped impeachment in December, but this does not mean things will get easier for his government. The Odebrecht affair has had repercussions throughout the economy, with the infrastructure sector hit hardest. Read this report to understand the exact extent of this, and about the state of infrastructure in general in the country.

Argentina's Banking and Insurance Industries in Recovery
Argentina

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Despite inflation and an annual interest rate of 28%, the financial sector in Argentina is beginning to regain the trust of a society that has viewed it with disapproval following crises such as the 2001 freezing of accounts. Read this report to understand the current state of Argentina's banking and insurance industries.

Battery Storage in Latin America: The Next Big Thing?
Regional

Battery Storage in Latin America: The Next Big Thing?

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As renewable power plays an ever increasing role in energy systems in many countries in the region, and as energy systems become more complex, so too does the need for stable power options like batteries. Read this report to find out about the state, size and challenges of the battery storage market in Latin America.

Oil and Gas in Colombia: Better Times Ahead
Colombia

Oil and Gas in Colombia: Better Times Ahead

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After two years of decline, oil production in Colombia should rise this year, helped by better prices and a new scheme for the allocation of areas, among other regulatory changes. Read this report to find out about the state of the oil and gas industry in Colombia, and to get a sense of where it is headed.

Wi-Fi and Small Cells Prepare the Path to 5G
Regional

Wi-Fi and Small Cells Prepare the Path to 5G

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More and more Latin American governments are launching programs to provide free Wi-Fi in popular locations, almost certainly thinking in terms of providing basic internet access to those without it, rather than satisfying the general consumer's lust for bandwidth. The well-publicized government initiatives perhaps divert attention away from the telcos' own efforts to deploy alternative network infrastructure that can bolster their capacity to meet demand for mobile data. There have been sporadic announcements of operators turning to Wi-Fi or small cells in specific circumstances like buses or subway systems, but blanket, high-capacity coverage is without doubt something that they are planning for and investing in. In this report BNamericas talks to operators and system vendors to gauge the general status of this vision.

Banking Survey 2018
Regional

Banking Survey 2018

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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

Oil & Gas Survey 2018

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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,...

Mining Survey 2018

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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.