Latin America poised to run the table on energy exports in 2026
Region owns the middle space in the trade wars between U.S. and China, supplying energy and rare earths to both
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(Michael Molinski is a senior economist at Trendline Economics. He’s worked for Fidelity, Charles Schwab and Wells Fargo, and previously as a foreign correspondent and editor for Bloomberg News and MarketWatch.)
NEW YORK (Callaway Climate Insights) — All the ingredients are in place for Latin America to resume its place in 2026 as the world’s top supplier of natural resources, which would boost mining, agriculture and energy stocks across the region.
And that demand is not coming from Latin America. It’s coming from exports as Latin America monopolizes the ongoing trade dispute between China and the U.S., and leverages energy resources which the Trump Administration, and others, are after. Trump made that abundantly clear this month by essentially starting a war and seizing a Venezuela oil tanker, stealing its oil and breaking all international piracy rules.
Energy will continue to dominate Latin American markets in 2026, as AI and cryptocurrency data centers continue to search for places to build and energy sources to fuel them.
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