BRIEFING NOTE | U.S.-Brazil Relations | Trump-Lula Summit | May 2026

Focus: USTR Investigation, Critical Minerals and Serra Verde Acquisition, China Exposure & Strategic Alignment

May 11 • Manuel Reyes and Luis Vieira

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April 2026

ST Monitor | April, 2026 | Energy Sector Developments in Latin America

Regional Energy Developments | Focus: Mexico, Venezuela, Brazil

Apr 26 • Manuel Reyes

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Food Security with Chinese Characteristics, or How to Make Brazil Pay for Your Soy

From farmgate to port: How China captures value in Brazil’s soy supply chain without controlling land.

Apr 10 • Manuel Reyes

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March 2026

Chubb's Climate Insurance Wars Have a Price: Ask Mexico

Six years of shareholder activism over Chubb's fossil fuel underwriting is now in federal court. The costs will be paid somewhere beyond the U.S., like…

Mar 18 • Manuel Reyes

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February 2026

Gustavo Petro and the Abolition of Corporate Governance in Ecopetrol

Ecopetrol’s corporate governance is collapsing under CEO Ricardo Roa and President Petro, threatening shareholder value and Colombia’s fiscal stability…

Feb 28 • Manuel Reyes

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U.S. Oil Embargo Forces a Reckoning with Cuba’s Economic Collapse

Electricity, fuel, and essentials evaporate as an immutable Cuba faces Washington’s latest onslaught. Yet it is the Cuban people caught in the crossfire…

Feb 13 • Manuel Reyes

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January 2026

Why is Everyone so Down on Venezuelan Oil?

Venezuela is widely dismissed as "uninvestable." In fact, the country’s crude is ripe for a comeback—if Big Oil gets the right guarantees.

Jan 22 • Manuel Reyes

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