EPISODE · Dec 18, 2025 · 40 MIN
What to Expect in 2026: The Latin American Outlook
from Sustainable LatAm · host Sustainable LatAm
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 LatAmPresenters 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.
What this episode covers
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...
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What to Expect in 2026: The Latin American Outlook
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