核心论点
Trade fragmentation does not mean the end of global exchange, but a reorganization based on resilience, political proximity, and risk control.
为什么重要
For Latin America, the scenario opens room in manufacturing, agribusiness, minerals, and services, but only if there is public-private coordination capacity and logistics improvements.
The region risks becoming a contingency supplier without capturing higher-value segments if it does not strengthen infrastructure, talent, and stable rules.
地区视角
Mexico, Brazil, Chile, Colombia, and the Southern Cone corridor face different opportunities. The common point is the need to turn a geopolitical moment into consistent economic policy.
接下来会怎样
The next cycle will reward those offering regulatory predictability, competitive energy, and reliable logistics nodes. Geographic advantage alone is no longer enough.