Critical Intelligence to Navigate Latin America’s Energy Markets

The energy transition is in full-effect, with 100 countries pledging to reach net-zero emissions by 2050. Although the objective is clear, the path is far from it. In addition to utility-scale solar and wind power, governments, companies and consumers will shift to electric vehicles, distributed generation and green hydrogen—low-carbon technologies that have yet to reach mass scale. Most of the world is not prepared.  Annual renewable energy investments must nearly triple through 2050 to comply with the Paris Agreement. Latin America, in particular, attracted only five percent of those investments between 2013 and 2018, a sign of its slow transition.

By 2030, electricity consumption is also expected to rise by 70% in Latin America above its pre-COVID height. Although some of this additional demand will be satisfied via conventional energy sources, such as oil and coal, even more so will come from alternative energy sources.

In fact, the Latin American renewables’ market (including biomass, wind, solar) is projected to grow by 4.13% per year between 2020 and 2025. Significant growth is also forecast for natural gas—several Latin American countries are already among the world’s top 30 producers. While opportunities abound in the LatAm energy sector, so do challenges, risks and obstacles. In Mexico, President AMLO’s policies threaten 150 renewable projects under development (as of the end of 2020), representing $40 billion of investment.

AMI provides Latin America energy market intelligence that helps investors prioritize opportunities, identify and mitigate above-ground risks that projects face ahead of licensing, and conduct vital due diligence on local partners and stakeholders.

1. Strategy-defining phase

We provide a market landscape, identify opportunities, analyze all competitors and highlight investment roadblocks.

2. Pre-acquisition phase

Before your company invests heavily to develop or acquire a project or asset, we gather the latest intelligence about the opportunity to quickly point out the environmental, regulatory, social, reputational or political issues that could present problems, as well as help you measure or verify the revenue potential of the project.

3. Approval phase

After purchasing a brownfield or greenfield asset, companies need to navigate a challenging approvals process. Project opponents will emerge. Understanding their motivations ahead of time (through AMI’s on-the-ground intelligence) helps you address those opponents before they take damaging action against the project.

4. Operational phase

We provide ongoing monitoring of risks and potential threats to ensure successful operation for the project once it has finally begun. Our intelligence keeps your PR, GR and CSR programs and budgets fresh, relevant and effective.

Types of Latin America Energy Market Research We Conduct

LatAm Energy Segments for Which We Have Provided Market Research and Intelligence