Principal, Watkins Advisory. Structural transformation, resource governance & green transition in LAC. https://xitter.cf/t.co/ZqW5SYK7cN | https://xitter.cf/t.co/zUt0KAznqk
Washington DC USA
Joined April 2010
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It Takes More Than Technology open.substack.com/pub/gwatki…
I classified 37 natural resource booms in Latin America since 1800. Not one created a new wealth base that displaced the old one. Who wins a boom is decided by who holds the rate-limiting step before it starts. New essay: gwatkins.substack.com/p/agri…
Graham Watkins | Watkins Advisory retweeted
Buckle up if you live in a brown or dark blue area on this map. Source: buff.ly/0I93U8N
Cheap technology is here; capability is lacking gwatkins.substack.com/p/chea…
Guyana: non-oil productive assets are the test. gwatkins.substack.com/p/guya…
The distributional impacts of rapid growth and transformation are decided by the state. open.substack.com/pub/gwatki…
Global Oil Demand Falls for the First Time Since COVID - Inside Climate News insideclimatenews.org/news/1…
BNamericas - Latin America's Data Center Boom Collides Wi... bnamericas.com/en/features/l…
Lanzan Plan Maestro de Desarrollo Ferroviario para el 2050 - Diario EP - Perú diarioep.pe/gobierno-lanza-p…
Country constraints, not which commodity, decide the response to the technological revolution. open.substack.com/pub/gwatki…
Costa Rica built skills for one buyer. open.substack.com/pub/gwatki…
Sequencing, Not the Transfer Amount, Decides Whether Decentralization Diffuses. open.substack.com/pub/gwatki…
Delivery Capacity Is Necessary, Not Sufficient. open.substack.com/pub/gwatki…
Colombia's coffee exports accelerated growth, expanded railways, and strengthened institutions. This article asks why those gains still fell short of a broad transformation.
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{url} techrevlac.org/blog/colombia…
Transitions Survive When Enforcement Outlives Their Government. open.substack.com/pub/gwatki…
States transform when leadership functions cohere. open.substack.com/pub/gwatki…
The same Chilean desert produced two resource booms a century apart — and two opposite outcomes. Nitrate left a narrow state. Copper helped build a capable one. The resource barely changed. The state did. open.substack.com/pub/gwatki…
Chile is laying sovereign digital infrastructure across the Pacific through the Humboldt Cable. Uruguay is running a near-fully renewable grid to support electrification and digital expansion.
open.substack.com/pub/gwatki…
