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Intelligence Series

Latest reports

Setting the Stage for Industrial IoT in Latin America
Regional

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Latin America ended 2018 with 313mn internet of things connections in service, and with IoT business cases growing at a rapid clip, as the region becomes the fastest growing spender in services, software and connectivity in the world. So far, industrial companies are using IIoT mainly to do maintenance and gater data on equipment. But the increasing availability of off-the-shelf solutions is heralding initiatives aiming to increase revenue and cut costs, despite some misgivings from CIOs that worry about the complexity of real world IoT systems. As a result, the number agricultural, manufacturing, transport, utilities and oil and gas firms in Latin America with active IoT projects is expected to surpass 40% this year.

The New Drivers in Gold Mining
Argentina,Brazil,...

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Ageing deposits and a lack of discoveries in recent years are leading the gold sector to big mergers, while exploration spending is on the rise again. BNamericas' mining team takes a look at the trends and the projects to watch in Latin America in the coming year.

The rise of distributed generation in Latin America

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Led by Brazil, distributed generation made significant progress in Latin America in 2018. The expansion has been driven by a sharp decline in the cost of photovoltaic panels and regulations that provide incentives for investors.

The race to tap Latin America's unconventional resources
Regional

The race to tap Latin America's unconventional resources

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Latin America has vast volumes of unconventional hydrocarbon resources, but only in Argentina, thanks to the enormous potential of the Vaca Muerta formation, are there expectations of accelerated progress in the coming years.

Beyond Fintechs: The Digital Transformation of LatAm Banks
Regional

Beyond Fintechs: The Digital Transformation of LatAm Banks

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Although much of the fintech ecosystem has emerged to serve informal users not reached by banks, the current buzz about innovation has not gone unnoticed by the region's traditional financial institutions, which see the potential for increased efficiency and better client loyalty through technology. The result is that we are seeing innovation and increasing diversity in both camps, which is great news for consumers but a headache for the authorities, whose legal frameworks cannot keep up with the pace of change.

Water in Latin America: Countries Spending Billions to Improve Supply and Management
Argentina,Brazil,...

Water in Latin America: Countries Spending Billions to Improve Supply and Management

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Many countries in Latin America lag behind in potable water and sewerage coverage for their residents, while some areas suffer chronic drought, others flooding, and others a growing industrial water demand. Current government plans to develop the water sector through public resources and PPPs will require US$16bn in Mexico, Brazil, Colombia, Peru, Argentina and Chile, while total water projects in BNamericas' database in these countries will require more than double that, offering ample opportunity for investors and companies working in the sector.

How, where and when: LatAm's renewables boom
Regional

How, where and when: LatAm's renewables boom

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Industry observers agree that 2019 will be crucial for the implementation of unconventional renewable energy in Latin America. The combined result of public policies designed to achieve different goals, the majority of these projects are in four countries: Brazil, Mexico, Argentina and Chile.

Guyana: Latin America's emerging oil giant
Guyana

Guyana: Latin America's emerging oil giant

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The rapid growth of Guyana's oil industry is set to continue unabated despite uncertainty regarding a new contractual framework and the country's border conflict with Venezuela.

How to Navigate US$335bn of Infrastructure Opportunities in Latin America
Mining in Ecuador: Balancing Risks and Rewards
Ecuador

Mining in Ecuador: Balancing Risks and Rewards

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Ecuador's attractiveness as a mining destination has risen dramatically in the past few years thanks to a new legal framework and positive exploration results. Major international miners are eyeing the country with interest although recent indigenous opposition to mining is a growing concern.

Edtech: The Multi-Billion Dollar Untapped Opportunity in LatAm
Regional

Edtech: The Multi-Billion Dollar Untapped Opportunity in LatAm

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The constant cry of "digital transformation" most likely conjures up images of cryptocurrencies and internet connected machinery - in other words, transformation of the industries that power the economy. But this "new economy" also requires professionals to acquire new skillsets, and the creation of a different kind of professional altogether. In other words, the education sector itself needs to undergo a transformation, which may even be crucial to the continuing development of other industries. Thus, among the startups attracting investors, edtech projects are proving just as attractive as the fintech, agtech, biotech and mobility ventures that frequently grab the headlines.

Is Ecuador on the Right Track?
Ecuador

Is Ecuador on the Right Track?

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The troubled economy is set to have a negative impact on banks' asset quality and profitability, though the strong financial health of the private banking sector should prevent any risk of a major spike in bad loans.

Infrastructure Survey 2019
Argentina,Bolivia,...

Infrastructure Survey 2019

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Participants of BNamericas' Infrastructure Survey 2019 are generally optimistic that the year ahead presents ample opportunity for investment, while at the same time keeping a close eye on the problem of corruption, which in many countries is considered the biggest obstacle to development. There were also important shake-ups in the perception regarding the investment climate in certain countries, with greater confidence shown in Brazil and less in Argentina, for example. Most respondents do not expect public infrastructure budgets to vary greatly in 2019, underscoring the continued criticality of PPPs in the drive to close Latin America's significant infrastructure gap.

Electric Power Survey 2019
Regional

Electric Power Survey 2019

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Latin America's electric power industry is undergoing a profound transformation process that is shaking its foundations. As in past years, BNamericas conducted a survey of the sector's players to understand their vision of the business and identify the forces driving these changes, as well as challenges and opportunities that have arisen.

Mining Survey 2019
Argentina,Bolivia,...

Mining Survey 2019

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The global mining industry's priorities are slowly shifting as companies start to put more emphasis on the future. This year's survey shows an increasing focus on growth, balanced with the need to continue to prioritize operational optimization. M&A activity is expected to increase, while the majority of participants plan to maintain or increase spending in 2019. The survey also covers political and social risk in the region, and important changes are apparent in the sentiment toward the leadership changes that have taken place in a number of jurisdictions. Half of respondents believe social risk in the region as a whole could deter mining investment, though the results vary greatly at the country level. Check out the report to see which countries are considered to have the best investment climates for mining in Latin America.

Oil and Gas Survey 2019
Regional

Oil and Gas Survey 2019

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As in the surveys of the past two years, prospects for the oil and gas industry in Latin America and the Caribbean continue to be favorable in 2019. These expectations are supported by stable or upward price forecasts, projections of increased investments, greater merger and acquisition activity, improvements in the regulatory landscape and greater access to financing.

We Ask the Experts: ICT Trends in Latin America
Regional

We Ask the Experts: ICT Trends in Latin America

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Latin America has always been on the receiving end of technological evolutions that have already run their course in other parts of the world, often adapting them to its local quirks, frequently in unforeseeable ways. So while no-one can truly predict how the transition to 'digital transformation' or the 'fourth industrial revolution' will pan out in this region, we can at least ask about the implications of certain parts of the process. In this report, BNamericas targets consultants who routinely advise governments and enterprises on tech development, and drills down for their opinions on some of the more divisive issues.

Panama: Paradise Lost?
Panama

Panama: Paradise Lost?

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Panama's financial services sector is struggling to recover from the reputational hit of the Panama Papers. The old days of easy profits may be gone, but new opportunities in trade finance and fintech await.

Mining Outlook 2019: Time to Take Positions
Argentina,Brazil,...

Mining Outlook 2019: Time to Take Positions

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With metal prices unlikely to stage major change and persistent concern about global economic growth and commodities demand, 2019 is likely to be a flat year for the mining sector in terms of earnings and spending. Many operators will remain focused on optimization, protecting balance sheets and returning cash to shareholders rather than growth. But the last several years of scant exploration spending has come to bear and mining companies are looking for ways to get ahold of top quality assets, with more M&A and earn-in agreements likely in 2019. This could provide sustenance to select juniors, while traditional financing will remain tough. A drive for new discoveries could bring some attention back to Latin America, a region where social and regulatory risk will feature as perhaps the number one challenge in the year ahead.

Outlook 2019: Planned Investments to Meet Growing Transport Needs
Argentina,Brazil,...

Outlook 2019: Planned Investments to Meet Growing Transport Needs

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Latin America's infrastructure sector is optimistic about the upcoming year, with transport project investments ratified by new governments, albeit with one notable exception, and growing demand from passengers that remains unmet despite economic stability and even growth. New PPPs, consolidated assets, and an increasing focus on the semi-abandoned railway mode loom on the horizon, while additional metro lines and airport projects round out the positive outlook.