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Regional Summary

Governing Means Losing This week revealed how quickly power can vanish in the Americas, as leaders from Mexico City to Ottawa learned that governing means abandoning the positions that brought them to power. Left and right face the same problem: winning and keeping power require opposite skills. Claudia Sheinbaum, Mexico’s president, faces this dilemma. She reversed her predecessor’s ban on fracking and allowed private partners in energy, breaking with Andrés Manuel López Obrador’s drive for energy independence. The shift was necessary — Mexico imports 77% of its natural gas from American pipelines — but it abandons the nationalism that brought Morena, the governing party, to power. When governing collides with campaign promises, governing wins, but at a cost. Lula now matches Flávio Bolsonaro in Brazil’s 2026 race, the first time he has faced such tight competition since 2002. His approval rating has dropped to 29% positive against 40% negative, forcing him to reshuffle his cabinet while controlling state enterprises like Petrobras directly. When Petrobras’s auction drove gas prices up 118%, Mr Lula called it “stupidity, nonsense, banditry,” and the company promptly reversed course. This show of strength only highlighted how much he needs to use it. Coalitions are fragmenting even where leaders appear strong. In Canada, Mark Carney, the prime minister, will win majority control through floor-crossings and by-elections, but Pierre Poilievre’s Conservatives are splitting despite his 87% approval rating at the party’s January convention. Up to 40 Conservative MPs fear losing their seats under his leadership. In Chile, José Antonio Kast’s approval has sunk to 36% while his own coalition partners feud openly, and students throw water at his science minister during public ceremonies. Morena faces candidate selection controversies and internal accusations of “lies and betrayals.” The weakness runs deeper than poll numbers or coalition math. Across the region, leaders are learning that power built on rallying supporters against enemies cannot make the compromises governing requires. As they make those compromises, their bases fracture, their opponents gain confidence, and the arrangements that seemed permanent prove fragile. The Americas are entering a period where no leader’s position is secure, and the skills that win power are the ones that make it impossible to keep.

Canada flag Canada

Mark Carney moved within one seat of a majority government this week as Marilyn Gladu became the fifth opposition MP to cross the floor to the Liberals since November. The defections have thrown the Conservatives into crisis. Mr Carney now controls 171 seats in the 338-seat House of Commons after Ms Gladu, a socially conservative MP, abandoned Pierre Poilievre’s party. Her defection sparked controversy within Liberal ranks over the party’s “big tent” approach, but it positions Mr Carney to secure a technical majority through three byelections on Monday. The Liberals should win two safe Toronto seats and face a tight race against the Bloc Québécois in Quebec. Mr Poilievre’s troubles run deeper than defections. Up to 40 Conservative MPs fear they could lose their seats if he leads the party into the next election, and some are discussing whether to invoke caucus powers to force a leadership change. His communications director resigned this week, another sign of internal trouble despite his 87% support at the party’s recent convention. Mr Carney delivered a campaign-style speech to Liberal delegates in Montreal, emphasizing national unity and “Canada Strong” messaging. Mr Carney is hosting Alexander Stubb, Finland’s president, in Ottawa next week for their first meeting. The talks will focus on trade and defence ties, including cooperation on critical minerals, artificial intelligence, and quantum industries. The meeting continues Canada’s push to strengthen Nordic partnerships. The Bank of Canada convened an emergency meeting with major banks on Friday to discuss cybersecurity risks from Anthropic’s Claude Mythos AI model, which can find vulnerabilities in major operating systems. The talks followed similar discussions in the United States.

Mexico flag Mexico

Claudia Sheinbaum broke with her predecessor’s energy doctrine this week, announcing that Mexico will pursue fracking to boost natural gas production despite Andrés Manuel López Obrador’s long opposition to the technique. Ms Sheinbaum said the government would use fracking with environmental controls and keep private companies out, but acknowledged that Pemex lacks the technology to do it alone. The energy shift came as Ms Sheinbaum launched the first of 15 planned Economic Development Poles, a $540 million project in Tlaxcala that will create more than 5,000 jobs. The pole features infrastructure including business centres, worker housing, and treatment facilities — industrial policy that goes well beyond the traditional maquiladora model. Both moves mark a more business-oriented approach than López Obrador’s, though still within his sovereignty framework. Security forces seized 164 cartel drones since 2024, concentrated in Sinaloa, Tamaulipas, and Michoacán, while naval operations led to 81 arrests and nearly 2 million illegal cigarettes at Mexico City’s airport. The Senate ratified Roberto Velasco as foreign minister to replace Juan Ramón de la Fuente, who resigned for health reasons. Mr Velasco brings extensive experience in North America ahead of next year’s USMCA review. Ms Sheinbaum also ended eight years of diplomatic tension with Spain, announcing she will attend a summit in Barcelona and inviting the Spanish king to Mexico’s World Cup inauguration. Congress approved Plan B electoral reform despite heated sessions that included lawmakers throwing oil at each other during an environmental debate. Omar García Harfuch’s cultural phenomenon continues. The security secretary now has 84.4% approval and his merchandise — including towels, blankets, and “Harfuchas” bread — sells well. The Wall Street Journal covered his “sex symbol” status, noting his appeal particularly among women aged 40-50. The attention strengthens his position in 2030 succession politics while Morena faces pre-election tensions over candidate selections for 2027 gubernatorial races.

Brazil flag Brazil

Flávio Bolsonaro leads Lula in runoff polling for the first time, leaving Brazil’s president behind 46% to 45% in what could be the country’s most competitive election since democracy returned. Lula has responded swiftly on politics and economics. He reshuffled his team this week, naming José Guimarães as secretary of institutional relations and Paulo Pimenta as government leader in the Chamber to shore up congressional support before 2026. The moves come as Lula’s approval rating sits at 29% positive against 40% negative, with rejection rates nearly equal between the two camps. Lula’s intervention in Petrobras was even more striking. After the state oil giant raised gas prices by up to 117% through an auction, Lula called the process “banditry” and “cretinism.” The company immediately reversed course, returning the extra revenues and dismissing its logistics director. The episode shows how far presidents have expanded their control over state enterprises — public criticism now triggers immediate corporate compliance and personnel changes. Lula is also expanding state control over critical minerals through a new presidential council designed to break with what he calls Brazil’s historical role as a primary exporter. The move comes amid American pressure over strategic resources. Meanwhile, tensions with the judiciary persist. Lula publicly advised Alexandre de Moraes, a Supreme Court justice, to recuse himself from a bank scandal case because his wife’s law firm has connections to the bank. Other justices reacted poorly, calling the comments unfair to the Court. The exchange reflects the institutional friction that has marked Lula’s third term as he navigates between coalition management and an increasingly competitive political landscape.
Lula's approval ratings decline as 2026 race tightens with Flávio Bolsonaro
April 10–12, 2026

Chile flag Chile

José Antonio Kast’s approval rating dropped to 36% this week, the third straight fall since he took office a month ago. His government cannot hold together the coalition that elected him. His alliance is fracturing. The Independent Democratic Union wants to dissolve Chile Vamos and build a broader coalition, while members of his Republican party reject what they call “campaign-style politics.” The parties fight over how to negotiate, how to coordinate, and whether the Republicans back the government enough in public. Politics has turned violent. Students at Universidad Austral threw water at Ximena Lincolao, the science minister, insulted her, and shoved her security team during an event in Valdivia. Mr Kast called it “ideological violence,” but the attack shows how toxic things have become. Markets tell a different story. Mining companies filed projects worth USD 19.6 billion for environmental review in Mr Kast’s first month — 530% more than Gabriel Boric managed in his first month. BHP wants to spend USD 5.15 billion expanding Escondida; Freeport McMoRan has a USD 7.5 billion project at El Abra. Crime figures contradict his promises. Organised crime homicides rose 36.8% in Mr Kast’s first month compared to last year — 26 cases against 19. That undermines his tough-on-crime pledges, though a month may be too short to judge. Even diplomatic wins bring complications. Mr Kast’s first meeting with Javier Milei, Argentina’s president, covered border cooperation and organised crime, but their joint statement mentioned Argentina’s Malvinas claim that overlaps with Chilean territory. The foreign ministry had to repair the damage.
Government audit reveals alerts about Boric administration's final months
April 10–11, 2026
Political tensions emerge between Chile Vamos and Partido Republicano in governing coalition
April 6–12, 2026
Government criticizes Codelco management amid cost overruns and production issues
April 8–11, 2026