A high-level dialogue between ECA, corporate, banking and DFI leaders on how institutions are adapting to geopolitical fragmentation, supply-chain restructuring and rising security demands. The panel examines what makes a project bankable today, from multi-sourced structures and long tenors to critical minerals, grids, nuclear and digital infrastructure, with discussions on:

• Procurement driven by supply-chain resilience and geopolitical reliability, not just price and quality
• The redefinition of “bankable” - mega-projects that cannot secure a single EPC wrap or 100% day-one offtake
• The capital reorientation debate - where regional savings flow, and the “home preference” question for the Americas

From bank loans to bond markets and private credit, there’s no shortage of capital that could find its way into Latin American projects. But flexibility and ease of execution are essential to get deals across the finish line. This panel will map the current credit toolkit across the region, focused on three practical questions:

• What can and can’t be done in capital markets right now 

• Looking back over the past year, what opportunities have emerged in terms of asset type and geography, and what conditions are investors demanding as we look into the year ahead? 

• What are the key factors to consider when choosing between local and international financing?

• Creative structures that can widen the investor pool and finance smaller, often overlooked projects

Leaders from active ECAs in the Americas discuss how the agency toolkit is changing, and why untied lending and shopping lines are becoming more prominent structures for supply-chain security and procurement flexibility. Participants will discuss:

• Pre-approved framework facilities that let borrowers “shop” over time, reduce transaction costs and address developers’ demand for speed and warehousing; bundling multiple buyers and exporters under one agreement
• Untied lending as a growing area of competition - SACE’s priced-to-market “push strategy”, non-content-driven guarantees, and content thresholds as low as 20%
• Representative market deals - EDC corporate lending into merchant-heavy infrastructure

Chilean renewables remain one of Latin America’s most investable decarbonization stories, with a deep developer bench and sophisticated financing ecosystem. But growth in the system has been accompanied by challenges to integrate power into the grid and a regulatory framework that is still catching up with an expansive buildout. In this panel, speakers will address:

• Competition to finance deals in a crowded market, punctuated by strong activity in solar and battery projects

• Grid constraints and an operational environment that is shifting from “build more” to “integrate better” 

• Treating congestion and stability as first-order design inputs rather than late-stage problems to be negotiated away

• The evolving regulatory backdrop, including lessons learned from the PMGD debacle

Critical-minerals security has become a significant industrial-policy issue. This session widens the lens from US EXIM’s Project Vault to show how agencies globally are deploying frameworks such as stockpiling, upstream mining risk support, inventory financing and recycling to reduce supply-chain dependence and support technology and transition-related demand. This panel will delve into:

• ECAs taking mining and refining risk - reopening upstream assets and building domestic refining to break the processing monopoly
• How Vault offtake de-risks LatAm lithium and copper project finance, and where traders (Hartree, Traxys, Mercuria) intermediate
• Where ECAs, DFIs and private capital sit in the capital stack, and what “credible long-term offtake” means for bankability

Core infrastructure is back in fashion across Latin America — helped along by post-pandemic traffic recovery, auctions, and a decarbonization agenda that is slowly reshaping “plain vanilla” assets. This panel unpacks what is driving deal flow today, which structures are actually reaching close, and where lenders still see unpriced risk by asking:

• Where is the near-term, financeable pipeline across highways, airports and urban mobility — and what’s actually coming to market in the next 12–24 months? Where are the opportunities in transportation project pipelines?

• How are financial mechanisms evolving to overcome challenges like currency and political risk?

• What’s blocking otherwise viable projects — permitting/land, credit quality of offtakers, sponsor appetite, political will?

A borrower-led panel on the demand picture: where capex is recovering, which nearshoring projects are coming to market, and how borrowers weigh cost of funds, currency risk and ECA flexibility. The session also folds in the local-currency question: when it matters, where the toolkit is viable, and what barriers remain for borrowers with local revenues but hard-currency debt. This panel will consider:

• Cost of funds and how borrowers choose between ECA, DCM and commercial debt
• Why local currency matters - matching local revenue to local debt service to reduce currency mismatch
• What borrowers want from agencies that they are not yet getting

As Latin America accelerates its renewables build-out, some of the region’s largest project finance tickets are still being written around extractive industries — oil, gas and mining — and the conventional power and infrastructure that keeps industrial production running. For lenders, the difference between a headline project and a bankable one still comes down to contract quality, risk allocation and sovereign wrinkles. This panel will compare what’s working across priority markets and where deals come unstuck, exploring:

• Which countries are attracting capital — and why?

• What financing structures are emerging to support these projects, and where do multilaterals move the needle?   

• Potential pitfalls

As mandates increasingly align around climate, security and development outcomes, collaboration between ECAs, MDBs and DFIs is becoming central to delivering large, complex Americas projects. This roundtable brings practitioners together to compare notes on how joint structures, blended facilities and shared due diligence are reshaping project finance — and where the friction still sits. Panelists will contemplate:

• DFIs shifting from lenders to mobilizers, and MDB balance-sheet optimization to lend more
• The “national team” model (Team Sweden, Team France, Team Switzerland) — and whether a “Team USA” makes sense for the Americas
• Structuring innovations: synthetic local-currency facilities (Enel Colombia template), patient capital, market-shaping guarantees, and the 20-40-40 blended model

Demand for data centers in Latin America is growing at a fast clip as developers eye the region to supply computing needs for the local population and beyond. This session considers:

• The factors driving data center growth and the climate for investing

• The pipeline of projects underway and the markets with the most activity

• Challenges for data center development: power constraints, water supply, regulations, financing, opposition from local populations

ECA products, untied flexibility and geopolitical headwinds from the exporter perspective. Exporters provide feedback on how agency products are performing, what is working, what is missing, and how untied flexibility and geopolitics are affecting their decisions.

• Exporters grading ECA products and responsiveness
• Navigating tariffs and geopolitical headwinds
• What exporters need from agencies to compete against rivals

After years of underinvestment, Mexico approved 20 private-sector renewable projects in December 2025 worth a combined USD 4.75B via a streamlined process. The call for proposals prioritized solar and wind developments in six regions where grid reinforcement is needed to support economic growth, as the government invites private generation to complement national electricity system needs. This panel will contemplate:

• The role that renewables will play to meet Mexico’s substantial power needs

• The pipeline of projects underway: who is financing them?

• Mixed investments with Mexican power utility CFE

The capital required to build the AI economy - data centers, power and the quantum frontier - is substantial, and commercial lenders alone may not carry all of the tenor or technology risk. This session asks how ECAs are stepping in, and what it means for exporters and developers across the Americas.

• First-mover by design - EXIM as the first federal agency to deliver on the global AI export executive order; the lesson from the 5G race
• Green power as the data-center enabler, and the power-constraint challenge for Americas data-center finance
• The role of ECAs in more challenging jurisdictions

Development Finance Institutions (DFIs) are often the difference between an energy or infrastructure project stalling on the drawing board and reaching financial close. By blending capital, structuring risk mitigation, and applying higher ESG standards, DFIs can help make complex projects bankable — and scalable. This panel explores: 

• How DFIs design innovative financing models and what sponsors and lenders can do to work with DFIs more effectively

• The non-financial support DFIs bring to strengthen sustainability outcomes for long-term impact

• How DFIs think about scaling — moving from one-off “hero” deals to repeatable programs

A discussion with trading houses on how commodity traders are managing risk through volatility, tariffs and rising energy prices, while also facing scrutiny over record revenues generated in recent high-price environments. The session covers banking relationships and structural shifts reshaping commodity finance across the Americas. Panelists will discuss:

• Managing price exposure in a tariff-disrupted environment; capital strategies and evolving banking partnerships
• Record revenues among major traders amid elevated energy prices and volatility - what this means for financing needs, risk appetite and counterparty perception
• The resurgence of documentary letters of credit as counterparty and geopolitical risk rises - what is driving the swing back from open account, and which corridors

Water infrastructure is increasingly a constraint across Latin America, shaping mining output, industrial growth, and the resilience of cities. This panel looks at what is proving financeable across the full chain — desalination plants, bulk water transport, wastewater and sewage networks — with a particular focus on mining-related offtake structures. Speakers will compare:

• Contract and credit features lenders are leaning on

• Where risk still breaks deals (permits, energy exposure, collections, social license) 

• How development banks deploy guarantees and blended finance to unlock tenor and crowd in commercial lenders

The private credit and political risk insurance market has become a significant partner to banks, ECAs and DFIs across trade, export and project finance. This session considers capacity and pricing, claims and recovery, policy wordings, placement speed, distribution desks, portfolio approaches, and the convergence between private CPRI and public ECA/DFI cover. Panelists will delve into:

• What is driving pricing across trade, export and project finance risk
• Claims and recovery lifecycle - lessons across sovereign, political and counterparty risk, and implications for underwriter appetite
• Policy wordings, placement speed and operational friction from the buyer’s perspective

The next phase of the energy transition is becoming both more complex — and more investable. Beyond wind and solar, developers are bringing forward projects related to biofuels and green hydrogen to address critical needs for aviation and agriculture in Latin America and beyond. This panel will discuss:

• Relevant projects emerging in the space

• Risk structures across banks, DFIs, and ECAs that make these projects viable

• The role of financing flexibility and strategic offtakers