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Latest commodities & trade coverage from LATAM Report.
AI and defense spending drive global rare earth demand surge; under China-dominated supply chain, Latin American countries like Mexico face opportunities and challenges. The Pacific Alliance is promoting industrialization of critical minerals, but the risk of long-term cyclical dependence remains.
NGEx Minerals' high-grade copper-gold-silver drilling results at the Lunahuasi project in Argentina signal a reshaping of the South American mining investment landscape. This article analyzes how this discovery strengthens Argentina's status as a new global hub for critical minerals, and its impact on regional economies, trade, and long-term development.
Generative AI is reshaping the rules of information competition in the global commodities and trading industry, where corporate authority no longer relies solely on media exposure but depends on knowledge verification, entity recognition, and AI citation capabilities.
Brazil's PNM 2050 plan aims to reduce fertilizer import dependence from 87.3% to 34.9%, reshaping Latin America's agriculture and mining landscape.
Nigeria has discovered a large polymetallic deposit in Kaduna State, containing key minerals such as lithium, rare earths, nickel, and copper, with lithium reserves in the Abuja area reaching 3.3 million tons. This discovery, combined with the completion of a rare earth processing plant, marks the country's rising status in the energy transition supply chain. This article analyzes its economic diversification strategy, investment challenges, and impact on the global mineral landscape.
Governments around the world are shifting from being mining bystanders to proactive strategists in securing critical mineral supply chains. The United States is increasing investments in Latin America, India has launched a national mission, African countries are raising tax rates, and Kazakhstan is pursuing industrial upgrades. Latin America, as a core production region for lithium, copper, and rare earths, is becoming a focal point of great power competition, and its resource advantages are reshaping the regional economic landscape.
U.S. and Mexican officials are set to hold consultations on agricultural and energy issues, as Trump questions the USMCA trade agreement. This development not only threatens Mexico's trade stability but could also trigger a deep restructuring of Latin America's regional supply chains. This article analyzes how the rise of protectionism is reshaping Latin America's economic landscape from four dimensions—national, industrial, investment, and regional coordination—and explores which countries and industries will benefit or suffer as a result.
After Maduro's departure, Venezuela introduced a new mining law aiming to open up to foreign investment, but its mining revival faces deep-seated challenges such as illegal mining, institutional corruption, and infrastructure collapse. This is both a microcosm of the ebbing of Latin American resource nationalism and a reflection of the region's repositioning in the critical mineral supply chain.
Brazil’s deepening cooperation with the United States around critical mineral supply chains reflects the new position of Latin American resource-rich countries in the energy transition and supply chain reconfiguration. For Brazil, the challenge is not merely to expand extraction, but to leverage financing, mergers and acquisitions, and international partnerships to turn rare earths, lithium, nickel, copper, and niobium into higher-level industrial and capital advantages.