Sectors

Logistics and transport

4 analyses

• September 22, 2026 Chile

  The U.S. diesel ban never came, but it showed that Chile is the South American country with the least room to face it

  Between September 22 and October 2, the White House discussed banning diesel exports for 90 days and backed off after a G7 agreement. Chile bought more than 3.8 billion of the 4 billion dollars of diesel it imported this year from the United States, weakened the mechanism that cushioned the price in March, and is not part of the group that received the guarantee.

  EnergyLogistics and transportTrade policy

  Confidence

  66%
• September 18, 2026 Bolivia

  Bolivia ended cheap diesel on the day it approved the IMF loan, and the agreement already puts gasoline on the clock for 2027

  The September 18 decree took diesel from 9.80 to 17.95 bolivianos per liter and tied it to the international price, on the same day Congress approved a US$1.9 billion IMF loan. The agreement calls for ending all fuel subsidies from 2027, including the gasoline subsidy, which the government says is not on the agenda.

  EnergyLogistics and transportAgriculture and food

  Confidence

  72%
• August 16, 2026 Peru

  Peru answers the diesel spike with 4 soles a gallon, and the sharpest price pressure sits where the subsidy does not reach

  Emergency Decree 007-2026 assigns up to 105 million Peruvian soles — around 31 million dollars — to a subsidy of 4 soles per gallon of diesel for authorized passenger and freight transport, over three months. Annual inflation reached 4.07% in July, the fifth straight month above the central bank's target, and the country's steepest rise is in Puerto Maldonado, in the Amazon, at 7.96%.

  Logistics and transportEnergy

  Confidence

  74%
• August 10, 2026 Colombia

  Colombia must finance up to 2% of GDP in reconstruction with a deficit that is already 8%

  The magnitude 7.4 earthquake of 10 August hit 448 municipalities across 15 departments and halted operations at Buenaventura, the port that handles a fifth of Colombian port cargo. Reconstruction is estimated at 1% to 2% of GDP — between US$ 6.4 and US$ 12.7 billion — and falls on a state already running a deficit close to 8% of GDP.

  Logistics and transport

  Confidence

  68%