About Econosur · Research Portfolio
Projects & Companies Researched
Selected companies, projects and strategic assets examined through Econosur research across Argentina, Brazil, Chile, Paraguay and Uruguay. The focus is not the company name itself, but what its operations, projects, procurement structures and infrastructure reveal about the market around it.
Selected Projects & Strategic Assets
Project research follows execution, infrastructure, procurement, supplier conditions and the gap between announced plans and commercially usable capacity. The portfolio now includes Argentina’s lithium supplier and DLE expansion cycle alongside Brazil’s leading rare-earth development cases.
Vaca Muerta Supplier & Procurement System
Research into how industrial suppliers reach demand through operators, EPCs, engineering firms, integrators, distributors and local execution structures.
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Brazil Equatorial Margin
Exploration-stage analysis of ports, marine logistics, reusable operating infrastructure, supplier capacity and the geography of a possible northern offshore service base.
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Bioceanic Corridor of Capricorn
Assessment of the gap between physical construction and an operational freight corridor, including access roads, border facilities, customs systems and repeatable transit conditions.
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Josemaría Power Corridor
Case research into transmission access, private investment, historical funding rights and the execution implications of shared mining infrastructure.
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Argentina Lithium Expansion
Research into the next procurement cycle across Jujuy, Salta and Catamarca, including project expansions, DLE technology, local supplier capacity, buyer responsibility and the space available to international specialist suppliers.
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Centenario-Ratones
Operating and supplier analysis following Eramet’s DLE plant from commissioning constraints through ramp-up, reliability requirements and planned brownfield expansion.
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Paraná–Paraguay Waterway
Research into concession structure, dredging and maintenance commitments, hydrology, usable draft, ports, cargo economics and execution risk.
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Pela Ema / Serra Verde
Research into an operating ionic-clay rare-earth asset: Phase I ramp-up, expansion, supplier requirements, DFC financing, offtake and the downstream route through USA Rare Earth, Wheat Ridge and Carester.
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Caldeira / Meteoric Resources
Project research following the July 2026 DFS, 151 Mt Probable Ore Reserve, US$498 million initial capex, licensing, financing, offtake and the still-open downstream separation route.
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Carina / Aclara Resources
Research into the 170.8 Mt Proven and Probable Reserve, 18-year development case, permitting, early-works assumptions, supplier timing and the Brazil-to-Louisiana downstream route through Project Dynamo.
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Colossus / Viridis Mining
Research into demonstration processing, permitting, DME power infrastructure, long-lead procurement, EPCM timing, Solvay product qualification and the route from a PFS-stage project toward construction.
View research →Argentina lithium supplier & procurement research
The current Argentina lithium work connects project expansions, DLE technology, local supplier capacity and procurement structures across Jujuy, Salta and Catamarca. It asks which packages are controlled by operators or technology partners, which can be sourced locally and where specialist international suppliers still have room to compete.
Explore Argentina lithium supplier research →Brazil rare-earth project pipeline
The four project cards above are the rare-earth cases with dedicated Econosur company analysis. The wider project comparison also covers Brazilian Critical Minerals’ Ema project and Brazilian Rare Earths’ Monte Alto / Camaçari concept without creating separate company pages for them.
Compare six Brazilian rare-earth projects →Companies Researched
Selected company research across five South American markets. Each entry links to the Econosur analysis in which the company is examined. Argentina lithium operators such as Rio Tinto, Ganfeng, Zijin, Eramet and POSCO are additionally covered through project- and procurement-level research.
YPF
Research focus: Vaca Muerta, VMOS, LNG, refining and export infrastructure.
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Vista Energy
Research focus: Shale-oil growth, operated and non-operated assets, pipeline capacity and export access.
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Pluspetrol
Research focus: La Calera, Bajo del Choique–La Invernada, Oldelval and VMOS exposure.
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Petrobras
Research focus: Equatorial Margin exploration, northern offshore logistics, infrastructure and supplier capacity.
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Eurofarma
Research focus: Manufacturing footprint, acquisitions, licensing partnerships and regional commercialization.
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Codelco
Research focus: Copper operations, lithium strategy, desalination infrastructure and project execution.
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Transelec
Research focus: Transmission, HVDC, mining-water infrastructure, storage and strategic grid assets.
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Paracel
Research focus: Pulp mill development, forestry base, port infrastructure and industrial-hub execution.
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Petropar
Research focus: Fuel imports, storage, river logistics, state pricing and procurement exposure.
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UPM
Research focus: Pulp production, rail and river logistics, port infrastructure and public-private execution.
View Econosur research →Brazil rare-earth companies researched
Dedicated Econosur company analysis currently covers the four rare-earth developers and operators below. The links refer to independent research subjects, not client relationships.
Serra Verde / Pela Ema →
Meteoric Resources / Caldeira →
Aclara Resources / Carina →
Viridis Mining / Colossus →
Operations, market position, investments, assets, buyers and suppliers, infrastructure exposure and strategic developments.
Project status, execution, procurement structures, contractors, technology providers, infrastructure, supplier requirements and commercial implications.
Company disclosures, regulators, project documentation, public records, local sources and targeted primary research where useful.
See the research behind the names
Econosur Case Analysis shows how a specific business question is connected to evidence, findings and commercial implications. The cases provide the analytical context behind many of the companies and projects listed on this page.
Explore Case Analysis →Explore Argentina Lithium Supplier Research →
Explore Brazil Critical Minerals & Rare Earths →
Need a company or project investigated?
Econosur researches specific companies, projects, suppliers, contractors, procurement structures and commercial questions across South America. Work can focus on project-status verification, supplier and contractor mapping, buyer research, procurement research, infrastructure, processing routes and targeted local market checks.
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