Latin America Growth Opportunities, 2025-2032

Critical Minerals, Renewables, Digitalization, and Nearshoring to Drive Export and Industrial Growth

Latin America is emerging as a strategic hub, supported by resource abundance and deeper integration into global supply chains. The US tariff war is redirecting Chinese EV and renewable investments from the US to Latin America. US tariff rollbacks are bolstering agribusiness, and tariff exemptions are sustaining lithium demand. Combined with nearshoring and the growth of high value-added sectors, the region will rapidly expand its export base.

In the near term, Latin America's growth is expected to slow slightly from 2.4% in 2025 to 2.1% in 2026 due to US tariffs and trade uncertainties impacting exports, especially in Brazil and Mexico. Easing inflation across the region will support interest rate cuts, buoying consumption and investments.

Long-term growth in Latin America will be driven by policy support and investments in digital infrastructure, EVs, critical mineral mining, and green hydrogen.

This thought leadership delivers strategic insight into the region's key growth drivers and restraints through 2032. It outlines US tariff impacts, growing industries, and economic megatrends across the region, equipping leaders to position investments and capture long-term opportunities.

Key Themes:

• Growth Forecasts for Latin America and Mexico, Brazil, Chile and Argentina, 2025-2032
• Regional Macroeconomic Megatrends, their Impacts and Key Company-Level Growth Opportunities
• Policy Initiatives, Investment Highlights, and US Tariff Impacts for Agribusiness, Low Carbon Mobility, Lithium Mining, and Renewable Energy Industries
• Long-Term Growth Opportunities