News and Insights

Speyside Group analyzes the dramatic market shifts within Colombia's presidential race following the landmark first-round election results on May 31, 2026. Surpassing all pre-election projections, political outsider and far-right candidate Abelardo de la Espriella secured 43.7% of the vote, capturing more than 10 million ballots. He will face left-wing candidate Iván Cepeda of the ruling Pacto Histórico coalition—who finished second with 40.9%—in a highly consequential runoff set for June 21. This surprise outcome has completely upended a race that previously favored Cepeda, triggering immediate institutional tension. While the current Petro administration has publicly questioned the preliminary vote count without evidence, Colombia’s major business associations—including the Consejo Gremial Nacional and ANDI—have demanded absolute respect for the results and called for international oversight. For multinational corporations, this binary, ideologically stark choice carries massive investor implications for foreign direct investment (FDI), tax structures, and regulatory stability across the energy, mining, and infrastructure sectors.

Speyside Group analyzes the critical barriers and unfulfilled expectations surrounding The Lithium Opportunity Mexico Has Yet to Unlock. When the state created the state-owned enterprise LitioMX on August 23, 2022, the strategic resource was slated to anchor Mexico’s industrial future and feed its automotive hubs. However, three years after its creation, Mexico has yet to achieve commercial production. This briefing explores the sharp friction between political intent and severe geological and fiscal constraints. While early political framing touted massive national reserves, recent extensive testing has reclassified Mexico's lithium deposits in clay formations as "scarce or practically non-existent" under current extraction technologies. To prevent a complete structural standstill, the Sheinbaum administration faces intensifying geopolitical trade policy pressures ahead of the upcoming July USMCA joint review, forcing a necessary re-evaluation of how to combine state sovereignty with specialized international private capital.

Speyside Group analyzes how Indonesia’s Nickel Policy is fundamentally reshaping global supply chains by shifting the country from a raw exporter to a downstream processing powerhouse. Driven by President Prabowo Subianto’scontinuation of the resource nationalism agenda, Indonesia is leveraging its status as the world's leading producer of mined nickel to force domestic refining for stainless steel and electric vehicle (EV) battery production. While foreign direct investment (FDI) remains robust—with Chinese firms currently commanding a dominant 40% share of total operations—a wave of recent tightening measures has introduced critical regulatory and operational risks. For multinational corporations and mining investors evaluating What Indonesia’s Nickel Policy Means for Investors, a sudden return to annual production quotas, revised state benchmark pricing references, and impending progressive royalty increases have placed the sector at a volatile turning point.

Speyside Group analyzes the critical geopolitical and commercial leverage of Mexico’s Modernized Global Agreement with the European Union (EU), highlighting why this pact matters beyond the USMCA. Positioned against an environment of aggressive tariff protectionism from Washington and intense U.S. pressure to restrict trade ties with China, the agreement serves as an indispensable tool to diversify partnerships and demonstrate the sustainable transformation of Plan México. With bilateral trade in goods already reaching €82.4 billion and the EU solidifying its role as Mexico’s second-largest investor with a cumulative €208.9 billion, the modernized framework fundamentally rewrites the rules for Market Access. Moving through an accelerated institutional mechanism via an Interim Trade Agreement (iTA), this pact establishes a highly sophisticated architecture for Regulatory Affairs, trade policy, and long-term investment risk management across the Atlantic.

Speyside Group in Latin America analyzes why Mexican Mining is a Strategic Asset and a structural anchor for the national economy, representing 4.7% of national GDP—a share larger than government administration itself. As the Sheinbaum administration maintains a de facto suspension of new concessions, a widening gap has emerged between "resource nationalism" and the operational requirements of Plan México. For investors and policymakers, the challenge is to bridge the local gap by repositioning mining as the indispensable enabler of Mexico’s nearshoring ambitions and the North American energy transition.

Speyside Group analyzes the intersection of politics and Patient Access in this Healthcare Special Edition of Brazil at the Ballot. As the 2026 Electoral Cycle intensifies, the healthcare sector sits at the core of Brazil’s political economy, driven by the Ministry of Health’s status as the largest destination for congressional discretionary spending. The recent desincompatibilização deadline on April 4 saw 19 ministers depart to pursue candidacies, triggering a major cabinet reshuffle; however, the retention of seasoned operator Alexandre Padilha signals the government's intent to use healthcare delivery as an active electoral asset through October.

Speyside Group analyzes the profound Business Implications of the Political Reset in Hungary After Orbán. The parliamentary elections held on April 12, 2026, delivered a decisive victory for the opposition Tisza party, led by Péter Magyar, which secured a constitutional majority with 53% of the vote. This systemic inflection point ends 16 years of Fidesz rule and unlocks a mandate for a deep restructuring of the state model.

Speyside Group Latin America analyzes the updated status of the MERCOSUR–EU Agreement, which has transitioned from a theoretical trade breakthrough to a concrete phase of Market Access, Rewritten. With Brazil’s promulgation of Legislative Decree No. 14/2026 and all founding members advancing ratification, the agreement is now entering a decisive Early Implementation Phase. The European Commission has confirmed its intention to initiate Provisional Application of key provisions as early as May 2026

The Speyside Latin America team provides a strategic perspective on the high ideological stakes of Colombia’s 2026 Election, framed by the tension of One Left, Two Rights. As the country enters a decisive stage, the race is defined by a genuine choice between competing models for the state, the economy, and the energy transition. On the right, the field is split between Paloma Valencia—the standard-bearer for the Gran Consulta por Colombia coalition—and Abelardo de la Espriella, an independent candidate with significant digital reach. Meanwhile, the left advances Iván Cepeda as the successor to the current administration's orientation.

Speyside Group Central and Eastern Europe is closely monitoring the intensifying debate around the European Union’s competitiveness agenda and the emerging concept of “Buy European” or “European preference.” For business, this debate is no longer a distant Brussels policy discussion but an emerging framework that will shape future market access, public funding, regulatory burdens and industrial opportunities across the EU. With the growing focus on economic sovereignty, MNCs may face pressure to localise production and adjust supply chains to align with EU priorities.

Speyside Group Asia Pacific analyzes ASEAN's Energy Transition Realities, assessing how geopolitical Disruption is forcing a pivot toward regional Resilience. With global conflicts disrupting roughly 20% of global oil flows, Southeast Asia is reframing its energy transition as a critical national security imperative rather than solely an emissions-reduction effort. To mitigate reliance on imported fossil fuels, the ASEAN Power Grid (APG) has emerged as an operational and financing priority, aimed at connecting national electricity systems and diversifying power supplies through cross-border renewable energy trade.

Speyside Group Latin America analyzes the structural forces shaping Brazil’s 2026 elections, highlighting that the race is currently being defined by early institutional moves, shifting political alignments, and the critical necessity of coalition-building. Rather than relying strictly on campaign rhetoric, this electoral cycle is a profound test of governance capacity and institutional balance.