Predictions of the energy and natural resources sector in 2025

The financial sector is witnessing a rapid shift. In 2024, activity Inclusion and acquisition operations (M & A, to shorten it in English) in Energy sector Y Natural resources in latin america On the one hand, I was severely affected by international geopolitical tensions, and on the other hand, due to the important changes in regulatory systems in some countries in the region due to Government changes.

Although these factors will continue to attend in 2025 and continue to increase the activity of integration and purchases, it is expected that the activity of integration and acquisitions in the sector will increase moderately per year.

Gonzalo de la Tori Rodriguez, strategy partner, risks and transactions Spanish Spanish Latin America, Speak deeply about this. The specialist confirms that the main engines of this increase in the integration and purchase activity in 2025 are Transmission and Increased energy demand In the region, which relates to the growth of the economy and the population, as well as an increasing electrification for some of the main sectors of the economy.

Energy transmission as a change engine

The expert explains that energy transmission is the main driver that drives the integration and purchase activity, especially in sectors such as O & G (Oil and Gas) and Mining. It is considering the tower that “energy transmission strategies have prompted many companies to reassess their portfolios Renewable energies and clean technologies. ”

On the other hand, the person who has been interviewed says that companies also want to improve their portfolios Dougha size Through acquisitions or mergers. However, it reminds us, that the path to a greater unification is not exempt from challenges. Factors such as Political and economic instabilityIn addition to the uncertainty derived from government changes in many countries in the region, they will continue to have an impact on decisions Investment and investment.

The effect of geopolitical tension and oil prices

Gonzalo de la Torre adds that Global geopolitical context And international tensions affect the price Commodity And influence the supply chains and investment policies of companies. “Although the price of oil remained stable in what we have in 2025, the uncertainty remains inherent, which adds the complexity to the investment decisions, especially in the oil and gas sector. The stability of prices will be decisive to determine the volume of integration and purchase activity in this sector, which, although it may continue to increase the challenges derived from low profit and profit lines You need to restructure From some companies.

The specialist explains that ” Steel Slide It seems that O & G, which includes exploring and extracting resources, appears to be the most preferred by stabilizing prices and searching for savings. This can enhance the unification of companies and restructure with High debtsBesides re -evaluating attractive asset packages for new investors. In contrast, he adds from the tower, the O & G services sector, such as holesHe faces a high and continuous width Margin erosionThis indicates that he will continue to cross difficulties.

The person who was interviewed confirms that Mining It will play a decisive role in energy transmission, especially in extracting the metals needed for clean technologies. he LithiumIn particular, the focus of attention will remain due to its importance in manufacturing batteries Electric vehicles Energy storage systems.

Clean energy climbing in Latin America

Countries like Mexico, Peru and Chile appear as major markets for integration and acquisitions in the clean energy sector in Latin America. This is due to the tower, to a group of factors that include favorable climatic conditions, organizational incentives, as well as the chances of monotheism.

It states that “merger and acquisitions will not only facilitate the expansion of renewable energies, but it will also be necessary to develop New techniques, Many of them require more capital to reach a scale that allows them to be profitable And generate a great effect. “

The future of moderate growth and strategic opportunities

The specialist concludes that despite the factors of geopolitical instability and organizational challenges in the region, the views of the energy and natural resources sector in 2025 Moderate growth.

“Energy transition and increased energy demand will enhance the activity of integration and acquisitions, with a specific approach to the clean energy sector, which includes natural gas as a basic fuel in transmission. Companies will continue to integrate and purchase operations to redefine their portfolio as a major element in their energy transmission strategies.” In this environment, he adds from the tower, the opportunities for investment and the search for efficiency will remain key, while the M& operations will play a fundamental role in forming the future of the energy sector in Latin America.