1. Market Intelligence
Mexico drew US $34.27 billion in FDI in 1H 2025 (+10 % YoY) (Mexico News Daily); roughly one-third went to manufacturing.
Brazil captured 46 % of South America’s total FDI (U.S. Dept of State ICS 2025), reinforcing its role as the region’s industrial anchor.
2. Strategic Context
LATAM’s economic story is shifting from commodities to capabilities.
The IMF revised regional growth to 2.4 % for 2025 (Mexico Business News), citing export competitiveness and policy coordination.
This renaissance rests on three pillars:
U.S. Near-shoring Legislation redirecting industrial supply chains westward.
Renewable Power Edge driving green manufacturing costs down.
Monetary Discipline restoring investor confidence across major economies.
EY’s 2025-26 Doing Business in LATAM ranks logistics, materials, and renewables as the region’s fastest-growing investment themes (EY).
3. Deals & Movements
Tesla Monterrey Plant — US $4.5 billion expansion integrating EV supply chains (Reuters)
SABIC + Bahia JV — Green polymers link Gulf capital to Brazilian industry (SABIC)
Intra-regional FDI — 65 % of projects stay within LATAM (Nearshore Americas)
These investments show a continental manufacturing ecosystem taking shape — where production, policy, and private capital are converging.
4. Namia Insight
Latin America is not reliving its past boom; it is rewriting its economic model.
By aligning industrial capability with geopolitical strategy, LATAM is evolving from supplier to strategic partner in global value chains.
For investors, the opportunity lies in infrastructure that industrializes trust — verified, sustainable, export-ready production.
Industrialization has returned to Latin America — but this time, it’s powered by credibility, not commodities.