// Global Analysis Archive
CFR’s December 2025 roundup indicates China is pairing deeper engagement in Latin America’s commodities, mining, and technology sectors with firmer diplomatic expectations around the One China principle. At the same time, new tariffs and election-driven policy shifts are increasing volatility for trade, infrastructure deals, and strategic projects.
Mitsui’s analysis finds China’s influence in Latin America is expanding, driven by trade growth and a strategic shift from large-scale lending toward direct investment in renewables, EV supply chains, and lithium. Western efforts to counterbalance China are rising, but resource nationalism, ESG constraints, and political instability will shape whether Chinese capital translates into lasting leverage.
CFR’s December 2025 roundup indicates China is pairing deeper engagement in Latin America’s commodities, mining, and technology sectors with firmer diplomatic expectations around the One China principle. At the same time, new tariffs and election-driven policy shifts are increasing volatility for trade, infrastructure deals, and strategic projects.
Mitsui’s analysis finds China’s influence in Latin America is expanding, driven by trade growth and a strategic shift from large-scale lending toward direct investment in renewables, EV supply chains, and lithium. Western efforts to counterbalance China are rising, but resource nationalism, ESG constraints, and political instability will shape whether Chinese capital translates into lasting leverage.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-699 | China’s Latin America Playbook Tightens: Tariffs, Minerals, and One-China Conditionality | China-Latin America | 2026-02-05 | 0 | ACCESS » |
| RPT-80 | China’s Latin America Pivot: From Loans to Lithium and Strategic FDI | China-Latin America | 2026-01-23 | 2 | ACCESS » |