Across South America in early December 2025, the announcements cluster into three real themes: Energy transition goes “industrial”: not just pilots, but gigawatt-scale pipelines and big balance-sheet moves. Infrastructure demand is increasingly tied to trade corridors: ports, logistics, rail, and city-serving utilities (water/sanitation). Capital is flowing through corporate transactions too: acquisitions and joint ventures that function like “project multipliers”

Brazil: São Paulo to build new monorail line. According to Reuters, São Paulo plans to build a new 15-kilometer monorail line to connect...