Sustainable LatAm

What to Expect in 2026: The Latin American Outlook


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What does the roadmap for Latin America look like in 2026? In this episode of Sustainable Latin America, we move beyond the headlines to provide a comprehensive outlook on the region’s geopolitical and economic future.

As a new "Cold War" competition intensifies between a second Trump administration and Xi Jinping’s China, Latin America is finding itself in a unique position of leverage. We analyze the "Triangular Relationship" and why 2026 is being hailed as a year of "cautious optimism" and strategic opportunity.

Key Topics Covered:

  • The 2026 Election Marathon: A look at the high-stakes presidential races in Brazil, Colombia, and Peru, and what the "Blue Tide" (market-friendly shift) means for investors.
  • The Energy & AI Nexus: Why Latin America’s rare earth minerals and energy grids are now the "fuel" for the global AI revolution.
  • Trade Wars & "The Great Auction": How regional leaders are balancing US trade pressures against China’s massive infrastructure investments.
  • The Mercosur-EU "Last Stand": An update on the 25-year-old trade agreement—will it finally cross the finish line or be abandoned for good?
  • Economic Resilience: Why 3% growth is actually a victory, and which countries (like Argentina and Brazil) are standing out in the 2026 forecast.

Timestamps:

  • [00:01:45] – US Strategic Review: Latin America as a 2026 priority.
  • [00:11:30] – The 2026 Forecast: Comparing GDP growth to the "lost decade."
  • [00:17:45] – Election Calendar: Brazil, Colombia, Peru, and Costa Rica.
  • [00:23:50] – The EU-Mercosur update: The "Third Way" for regional sovereignty.
  • [00:36:45] – Closing Thoughts: Why 2026 is a year of "cautious optimism."


Production: Sustainable LatAm

Presenters 

  • Andrew Thompson - International journalist & political-risk analyst with deep LatAm coverage (OBG, EIU, Latin News; ex-Head BBC Learning English).
  • Alberto Souviron - International journalist and digital comms leader for EM investors; ex BBC/Newsweek/Lloyd’s Register. 
  • Julian Seydoux - AI-driven finance entrepreneur (FirmView AI, Fast Audit AI); ex-Moody’s/Consilium; cross-border EM & LatAm focus. 
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Sustainable LatAmBy Sustainable LatAm