DEAL SURGE

Minerals, Pipelines, and Peace Dividends: Inside the 48-Hour Wave Reshaping Emerging Markets

AI TV INFO | Special Economic Report – January 14, 2026

Executive Summary

As of January 14, 2026, the Global South is entering a decisive new phase of economic momentum. In just 48 hours, emerging markets recorded a surge in trade agreements, infrastructure financing, critical minerals coordination, and growth upgrades—signaling that capital is repositioning toward development corridors once considered high-risk.

This moment is not cyclical noise. It reflects a deeper shift driven by:

• The New Age of Minerals (lithium, copper, nickel, rare earths)

• Strategic energy realignment in Latin America

• Renewed confidence in peace dividends and regional integration

• A global trade architecture moving away from concentration toward diversification

What follows is a detailed breakdown of the deals, forecasts, and structural forces shaping this inflection point.

1. A 48-Hour Deal Blitz: Trade, Minerals, and Infrastructure

The UAE Emerges as a Global South Deal Architect

Over January 13–14, the United Arab Emirates finalized two major Comprehensive Economic Partnership Agreements (CEPA), reinforcing its role as a bridge between capital, energy, and emerging markets.

🇳🇬 UAE–Nigeria CEPA (Signed Jan 13)

• Eliminates key trade barriers

• Expands non-oil trade and logistics

• Strengthens West Africa–Middle East commercial integration
  Impact: Accelerates Nigeria’s diversification and industrial exports

🇵🇭 UAE–Philippines CEPA (Signed Jan 13)

• Focus on digital trade, renewables, and infrastructure

• Anchors Southeast Asia in Gulf-Asia capital flows
  Impact: Positions the Philippines as a digital and green-tech hub

These agreements signal a shift from aid-based engagement to institutionalized trade frameworks.

2. The New Age of Minerals: Financing the Next Supply Chains

Riyadh’s Future Minerals Forum (Jan 14)

At the Future Minerals Forum, a landmark framework was announced:

• 100 governments

• 59 multilateral institutions

• Agreement to scale infrastructure financing for seven priority mineral corridors

• Focus regions: Africa and Latin America

These corridors target minerals essential for:

• EVs

• Grid storage

• Defense systems

• AI infrastructure

Why it matters:
This marks the transition from resource extraction to resource systems—ports, rail, power, and processing—unlocking long-term value for host countries.

3. Argentina Crosses a Critical Energy Threshold

🇦🇷 The $1 Billion Pipeline Moment (Jan 14)

In the last 24 hours, global finance made a decisive move into Argentina:

• Global Investments Companies including Banks in advanced talks

• $1B syndicated loan

• Backing Pan American Energy and partners

The Project:

• New cross-country gas pipeline

• Links Vaca Muerta shale to an Atlantic floating LNG terminal

Result:
Argentina moves from a domestic shale producer to a future global LNG exporter.

Regional Energy Integration Accelerates

• Chile’s ENAP adopts Argus pricing for long-term Argentine crude imports (Jan 12–14)

• Signals durable South American energy self-sufficiency

This is not speculative capital—it’s infrastructure capital with decades-long horizons.

4. Growth Upgrades and the Return of the Peace Dividend

World Bank Global Economic Prospects (Released Jan 13–14)

Despite a global growth baseline of 2.7%, multiple Global South economies are set to outperform.

🇦🇲 Armenia: Growth Upgraded to 4.9%

• Driven by post-2025 peace stabilization

• Improved South Caucasus trade integration

The Armenia–Azerbaijan preliminary peace agreement (Aug 2025) is now delivering tangible economic returns—lower risk premiums, higher investment confidence.

🇮🇳 India: Still the Global Growth Leader

• 6.6% projected growth

• Massive public investment in AI and semiconductors

• Shielded from tariff shocks

This reinforces South Asia’s role as a core pillar of global demand.

5. Snapshot: The Last 48 Hours

6. Regional Momentum: Beyond the Headlines

Africa

• 2026 growth: ~4.0%

• East Africa leads at 5.8%

• Multiple countries posting 6–10%+ growth

• Credit expansion (Angola +15.9%)

• Inflation easing (Ghana 5.4%)

Latin America

• Growth stabilizing at 2.3%

• Wage hikes (Colombia +23%)

• Trade protections (Mexico tariffs)

• Argentina reforms restoring investor confidence

Asia

• South Asia at 5.6%

• Southeast Asia buoyed by FDI (+8%)

• Vietnam, Indonesia, Malaysia benefiting from supply-chain re-routing

7. What This Moment Really Represents

This is not a synchronized boom—it is selective re-pricing.

Capital is flowing toward:

• Countries with policy clarity

• Regions offering infrastructure-ready assets

• Jurisdictions aligned with energy transition realities

The Global South is no longer a monolith. It is becoming a portfolio of differentiated opportunities.

Conclusion: A Structural Rebalancing Is Underway

The past 48 hours reveal something profound:

• Trade is being rewritten

• Minerals are being systematized

• Energy is being regionalized

• Peace is being priced into markets

The Global South is not merely resilient—it is strategically repositioning itself inside a fractured global economy.

For long-term capital, this is no longer about if emerging markets matter—but which ones, and why.

AI TV INFO will continue tracking this transformation in real time.

Stay tuned.

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Disclaimer:

AI TV INFO is not an investment advisor, broker, or dealer.
The information presented in this report is for informational and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any securities or financial instruments.

All investing involves risk, in both developed and emerging markets. Regional political, economic, regulatory, and currency factors should be carefully considered.

To invest responsibly in these markets, it is recommended to identify a trustworthy partner with aligned long-term interests, who is successfully active on the ground in these regions and who does not rely on commissions or product sales for compensation. Independent alignment, local expertise, and transparency are critical when navigating opportunities in the Global South.