Chile just offered Argentina its Pacific ports to ship Vaca Muerta gas to Asia, a defensive move against Peru's Chinese-built Chancay megaport. The Chile China corridor story also touches lithium, a surging Chinese fishing fleet, and a submarine cable fight that disrupted Chile's own presidential transition. Here is the full picture.
Brazil rare earths hold 23% of global reserves, second only to China. Lula told Trump: all investment welcome, but processing stays on Brazilian soil. A 2,800 million dollar US acquisition of Serra Verde is on the table. If America loses this deal, China moves in fast. The window is closing, and Beijing is already watching closely.
Latin America is EMERGING as the world's new energy powerhouse. Brazil and Guyana are rapidly expanding oil production as buyers seek stable Atlantic sources. Oil analyst Matt Smith of Kpler noted "a constant parade of tankers coming in and out." This aligns with Trump's pro-energy push and strengthens America First energy independence.
