The Point for Latin America

This report covers company updates for YPF, JBS, SQM, and Motiva, alongside global macro strategy and commodity insights. It highlights corporate growth initiatives in Latin America and resilient global economic indicators.

Key Takeaways

• 1.YPF and TSLA signed an MoU to explore partnerships in EV charging and energy storage.
• 2.JBS is focused on US Beef margin recovery and reducing 2026 CapEx to US$2bn.
• 3.Global manufacturing PMI shows resilience and AI demand, while headline inflation rose to nearly 3%.

Table of Contents

• Company
• Global
• Equity Markets Positioning Model
• Global Economics
• Global Gas and Power Insights
• Key Rating and Target Price Changes
• Appendix A-1

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