라틴아메리카의 성장 기회(2025-2032년)

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

Table of Contents

Research Scope

• Scope of Analysis

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on Latin America's Economy

Growth Opportunity Analysis: Latin America

• Key Economic Metrics
• Growth Drivers
• Growth Restraints

Latin America: Regional Analysis

• Regional Economic Outlook
• GDP Growth Forecasts for Key Latin American Economies

Latin America: Economic Megatrends

• Green Industrial Shift and Digitalization: Latin America's New Growth Frontier
• Critical Minerals and Nearshoring will Bolster Export Growth
• Growth Opportunities Emerging from Regional Megatrends

Latin America: Industry Outlook

• Selection of Top 2 High-Potential Countries for Key Industries
• Agribusiness: Brazil and Mexico
• Low-Carbon Mobility: Brazil and Mexico
• Lithium Mining: Chile and Argentina
• Renewable Energy: Colombia and Peru
• 2025 US Tariff Impacts on Low Carbon Mobility and Agribusiness Industries
• 2025 US Tariff Impacts on Lithium Mining and Renewable Energy Industries

Growth Opportunity Universe

• Growth Opportunity 1: EV Manufacturing
• Growth Opportunity 2: Critical Minerals Mining
• Growth Opportunity 3: Renewable Energy

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer