November 13, 2025

Unlocking Capital for Latin America's Energy Transformation

32 minutes

Latin America is entering a period of rapid economic growth, urbanization, and industrial expansion. Unlike North America and Europe, where primary energy demand has been flat for more than a decade, the region's energy consumption is rising sharply. A young, increasingly urban population is pushing electricity and fuel demand higher, placing new pressure on infrastructure and supply.

This demand surge is colliding with a second global shift: the explosive rise of AI and hyperscaler data centers. These digital megaprojects require enormous volumes of power, often sourced from natural gas, renewables, or hybrid portfolios. Latin America, with its prolific basins, high solar irradiation, hydropower potential, and significant natural gas reserves, is strategically positioned to supply this emerging demand. Yet the region remains capital constrained, and traditional financing channels have not kept up.

New financial tools, such as tokenized assets, sustainable linked bonds, and AI-enabled verification, offer a path forward. These instruments can reduce sovereign risk premiums, improve transparency, and unlock large-scale investment in energy infrastructure, LNG, renewables, and data center development.

My guest in this episode is Eduardo Rodriguez, founder and CEO of PoseidonX, who last joined the podcast in 2020 to discuss tokenization and information asymmetry in private markets. In this conversation, we explore how the landscape has shifted, why Latin America is becoming a focal point for global capital, and how digital finance can accelerate development across energy, infrastructure, and digital economies.

👤 About the Guest

Eduardo Rodriguez is the Founder and CEO of PoseidonX, an AI-powered platform for tokenizing real-world assets and structuring digital financial instruments for global investors. A former investment advisor with TD and RBC, Eduardo has deep experience in capital markets, natural resources, and emerging market finance. He has advised governments, national oil companies, and private firms on energy reform, capital formation, and sustainable finance.