Loading...

Intelligence Series

Latest reports

ANNUAL CALENDAR

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

JUL

2017

Country Overview: Mexico

Mexico

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

JUL

2017

Country Overview: Colombia

Colombia

AUG

2017

Junior Mining Exploration

Regional

SEP

2017

Country Overview: Brazil

Brazil

OCT

2017

Country Overview: Chile

Chile

NOV

2017

Mining Outlook 2018

Regional

JUL

2017

Chile overview

Chile

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

JUL

2017

Country Overview: Mexico

Mexico

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

Mining in Chile: Positioning for Recovery
Chile

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

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

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
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.

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.

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.

Brazil Looks to new PPP Model to Revive Infrastructure Investments
Brazil

Brazil Looks to new PPP Model to Revive Infrastructure Investments

By -

Brazil has had a very difficult few years and its infrastructure plan has been hit hard by political and economic scandals. This report looks at the state of the nation's infrastructure and a new PPP model that many hope will help get projects back on track. Read this report to learn about Brazilian infrastructure.

Brazil's Oil and Gas Revamp: A New Dawn?
Brazil

Brazil's Oil and Gas Revamp: A New Dawn?

By -

The government in Brazil has overseen a slew of regulatory changes to the upstream oil and gas segment, most of which are seen as business friendly. But are they enough to haul the local industry out of its deepest ever rut? Read the report to find out.

Get in while you can: The time for Argentine Renewables is Now
Argentina

Get in while you can: The time for Argentine Renewables is Now

By -

Argentina has excellent renewable power potential. After many difficult years in the energy sector, the government is actively engaged in promoting green energy. As a result, there is enough evidence to suggest that now is the time to bet on Argentine renewable power, though as is always the case, there are complications on the horizon. Read the report to find out more.

Brazil: Telecom Market Reform Inches Closer
Brazil

Brazil: Telecom Market Reform Inches Closer

By -

We have watched this last year as Brazil's ailing economy took its toll on pay TV and prepaid mobile subscriptions, and how major operator Oi entered bankruptcy proceedings in June. Political instability and the regular emergence of corruption scandals add to the image of an increasingly problematic market in all sectors. Nevertheless, the more the situation threatens to worsen, the more the reform solutions in the current proposal appear to make sense and the more likely it is to garner full political backing. In Oi's disastrous situation there are also glimmers of hope, as its weakened state has attracted several offers of third party investment, and there is even speculation that a possible turnaround in its fortune has spurred former investor Banco Opportunity to move in on the action. Opportunity was ousted from Oi's precursor companies before the group took shape, and recently reopened legal action against groups indirectly involved in that process. This report describes how the reform bill, known as PLC 79, is a kingpin linking Oi's future prospects, Brazil's digital agenda and the telecom market's competitive scenario.

Mining in Argentina: Preparing for Takeoff
Argentina

Mining in Argentina: Preparing for Takeoff

By -

For more than a decade, the investment climate in Argentina led many to dismiss the nation. Since President Mauricio Macri took office at the end of 2015, reforms have taken shape to fix the economy and stimulate investment, including a federal mining agreement to unify policy across the provinces. Combined with an improved outlook for metal prices, the pieces are falling into place for a new era in Argentine mining.

Argentina's Banks Face New Reality
Argentina

Argentina's Banks Face New Reality

By -

This report describes the changes in the banking industry in Argentina over the last year and the effect these are having on financial entities. In addition, we analyze each credit segment and look at projections for the short and medium term. Finally, we examine the effects on profitability and what tools banks can use to counteract them.