El blindaje de Norteamérica: ¿prosperidad compartida o jaula geoeconómica? | Letras Libres El nuevo proteccionismo estadounidense amenaza con convertir la integración regional en una jaula económica.

🔒 Fortress North America is back in Washington’s vocabulary.

It could be a platform for shared prosperity—or a geo-economic cage.

In my latest for @letraslibres.com, I unpack what this means for 🇲🇽🇨🇦🇺🇸 and how Mexico can lead with strategy and autonomy.

The Future of North America 👀

Join us Thursday (CDMX + online). I will discuss how economic security is redefining North American trade and what 🇺🇸🇲🇽🇨🇦 must do to compete as we approach the 2026 #USMCA review.

Register 👇🏾 docs.google.com/forms/d/e/1F...

🚨USMCA Review 2026: a process that will define North America’s future.

It will test whether the region can sustain predictability & investor confidence amid protectionism and China’s rise. Each day of uncertainty is a silent tax on competitiveness

Our take www.csis.org/analysis/ins... @csis.org

Inside the Mechanics of the 2026 USMCA Review CSIS Americas Fellow Diego Marroquín Bitar and trade expert Juan Carlos Baker break down the timeline, mechanics, and likely outcomes of the 2026 USMCA review.

July 2026 isn’t a deadline; it’s a decision point that will shape North America’s economy for the next decade.

The #USMCA review will test if the region can sustain predictability & confidence amid global competition.

Our latest for @csis.org Americas 👇
🔗 www.csis.org/analysis/ins...

🌎 Grateful to be recognized as one of the 17 most influential thought leaders in North America.

This recognition is a tribute to the community of thinkers, doers, and bridge-builders proving that North America’s integration is not just an economic project, it’s a shared purpose.

💬 The 2026 USMCA Review: What’s Really on the Table

The review will decide whether North America remains united or fractures under pressure.

Here’s what to watch in the coming months 🧭👇
northamericacompass.substack.com/p/usmca-revi...

The deal shielding Mexico and Canada from trade oblivion Donald Trump’s tariff assault has been eroding the United States-Mexico-Canada Agreement

USMCA trade = 🚀 $2T a year
FDI inflows = 📈 +21% since 2019
But cracks are showing.

“Up to a third of all USMCA trade is now hit by tariffs.”

Yes, even Mexican beer pays U.S. aluminum duties🍺

🔗My thoughts for The Economist www.economist.com/the-americas...

#USMCA #Tariffs

Canada & Mexico: From Strategic Mistake to Strategic Partnership Takeaways from PM Carney’s Visit to Mexico

🇨🇦🤝🇲🇽 Canada & Mexico are moving from strategic mistake to partnership.

Carney’s Mexico visit produced the Canada–Mexico Action Plan 2025–2028:
✅ Investment screening cooperation
✅ Resilient supply chains & ports
✅ Joint action on security & migration

northamericacompass.substack.com/p/canada-and...

Threatened by Trump, Canada tries to make up, team up with Mexico Canadians mused last year about a U.S.-Canada trade deal that cut out Mexico. Prime Minister Mark Carney is visiting President Claudia Sheinbaum to mend ties.

Canada and Mexico need each other more than ever.

U.S. tariffs highlight how vulnerable both are when divided. As I told the @washingtonpost : sidelining 🇲🇽was a strategic mistake.

The 2026 USMCA review is coming fast. Together > apart.
www.washingtonpost.com/world/2025/0...
#NorthAmerica

🚗🇲🇽🇨🇳 Mexico’s Tariff Pivot: Protection, Politics, and the Future of North American Trade Mexico’s tariff move is not just about cars from China; it’s about positioning itself strategically ahead of that review.

🇲🇽➡️🇨🇳 Mexico’s tariff hike on Chinese goods is more than economics—it’s geopolitics.

In my latest North America Compass post, I unpack what this means for the 2026 #USMCA review and Mexico’s trade future.

Read here 👉 substack.com/home/post/p-...

#Tariffs #NorthAmerica #TradePolicy

@csis.org We built a 3D model to showcase how auto manufacturing links communities across 🇺🇸🇲🇽🇨🇦, creates jobs & drives innovation

From Monterrey to Michigan to Mississauga: The Engine Driving US Competitiveness 🚗

Strengthening our supply chains is a strategic imperative
www.csis.org/analysis/mon...

Understanding the USMCA 2026 Review: 6 Possible Scenarios Explained How the three nations navigate this moment will shape the region’s economic future for decades

🚨 USMCA 2026 Review: 6 Possible Scenarios

Far from routine, this will be a high-stakes moment for North America, determining whether USMCA endures, unravels, or evolves.

I explain it in my latest post:
✅ Six scenarios
✅ What’s at stake for 🇺🇸🇲🇽🇨🇦 northamericacompass.substack.com/p/understand...

Carney Is Patching Up Ties With Mexico in Face of Trump Threats Canada is working to reset its ties with Mexico as Donald Trump threatens his neighbors with punishing US tariffs ahead of a planned review of the North American free-trade pact.

🇨🇦🤝🇲🇽 Canada & Mexico are resetting ties at a key moment for #USMCA. My take for @bloomberg.com 👇

With Trump raising tariff pressure, Canada’s FM Anita Anand & FM François-Philippe Champagne visited Mexico City to boost trade & rebuild trust before 2026 talks.
www.bloomberg.com/news/article...

Tariffs First. Allies Optional. How Mexico and Canada Are Responding to Trump's New Tariff Strategy 🇲🇽🇨🇦🇺🇸

Tariffs First. Allies Later.
Trump’s new tariff strategy targets allies too
In my latest North America Compass, I look at how:

🇲🇽 Mexico is relying on quiet diplomacy
🇨🇦 Canada is offering concessions for relief

Neither has a guarantee.
👉 northamericacompass.substack.com/p/tariffs-fi...

🚨 Breaking: President Trump announces a 35% tariff on Canadian goods, even those compliant with USMCA. This is separate from steel, auto, and aluminum tariffs. No measurable benchmarks to remove them. Mexico is spared for now.

#CUSMA #Tariffs #TradePolicy #Canada #NorthAmerica

How U.S. Tariffs Are Rewiring Latin American Trade A post-WTO trade order is emerging. The region’s ability to respond could define its role in the new global economy.

🌎 The global trade map is being redrawn & Latin America could win big 🚀

In our new Americas Quarterly & we explore how LATAM can attract new investment as supply chains shift... or risk being left behind.

🔗: americasquarterly.org/article/how-...
#Trade

Trade War Update: Are Tariffs Over? What’s Next for Trump’s Trade Arsenal? The tariff era isn’t over, but it just hit a legal wall

🚨 Trade War Update: Are Tariffs Over?
A U.S. court just dealt a blow to Trump’s tariff strategy. But don’t celebrate yet; he still has tools left in his arsenal. My latest Substack with Antonio Ortiz Mena

northamericacompass.substack.com/p/trade-war-...

🌍 Apply now! One of the most powerful experiences of my last year was being part of the ADEL program in Morocco. Smart agenda, real conversations, lifelong friendships.

📅 Deadline: June 15, 2025

🔗www.policycenter.ma/page/call-applications-a...

How Canada's business and political leaders are patching things up with Mexico - The Logic The two North American trade partners can help each other fight Trump's tariffs. But first, Ottawa has some explaining to do.

Canada + Mexico = the best chance to fight tariffs. But first, Ottawa has some explaining to do.
I spoke with Joanna Smith for The Logic on the future of #CUSMA and why 🇨🇦 & 🇲🇽 must step up together.

thelogic.co/news/canada-...

#USMCA #TradePolicy #NorthAmerica

💥Teaching the next generation of U.S.-Mexico diplomats! 🇺🇸🇲🇽💪🏽

This week, I had the opportunity to lead two sessions on U.S.-Mexico relations and trade—first at Instituto Tecnológico Autónomo de México exITAMOficial, then at the Foreign Service Institute.

Always great to visit the border and see USMCA at work 🇲🇽🇺🇸🇨🇦. Honored to speak at the 5th Eagle Pass Trade Summit on tariffs, the 2026 USMCA review, and Chinese investment in NA supply chains.

#USMCA #Trade #Mexico

Is Canada’s EV boom over? We need incentives and trade to stabilize the market With the right mix of policy certainty, strategic investments and cross-border co-operation, Canada can solidify its position at the centre of North America’s electrified future

🚗⚡ My first piece for
@theglobeandmail.com! 🇨🇦

Is Canada’s EV boom over?

Despite bold investments and political will, Canada’s electric vehicle push is losing momentum — facing softening demand, rising costs, and major uncertainty around US trade policy.
www.theglobeandmail.com/drive/cultur...

For all the talk about USMCA surviving the tariff storm, it’s far from safe.

I told The Economist: “It isn’t about Trump recognising Mexico as a partner — it’s because of the interdependence we’ve built.” Ironically, it’s this very interdependence that Trump is trying to unravel.

Can Mexico make hay after avoiding the reciprocal-tariff tantrum? It may struggle to do so

The tariff reprieve for 🇲🇽 & 🇨🇦 isn’t a gesture of goodwill. It’s a tactical acknowledgment of the deep integration between our economies.

As I put it, "It’s not about Trump recognizing us as partners — it’s because of the interdependence we’ve built."

www.economist.com/the-americas...

Sheinbaum credits relationship with Trump for Mexico’s exclusion from reciprocal tariffs Mexico and Canada were spared the steep tariffs imposed on countries such as China and Vietnam

I shared a few thoughts with @davidagren.bsky.social @theglobeandmail.com on the latest wave of tariffs. 🇲🇽 & 🇨🇦 avoided “reciprocal” measures for now, but uncertainty reigns. The best path? Renegotiating USMCA for tariff-free trade once the dust settles. 🌎

www.theglobeandmail.com/world/articl...

Tariffs 101: What Are They, Who Foots the Bill, and Who Wins (if anyone)?

We're hours away from the largest tariff (tax) hike in a century. Worth going back to this short piece I wrote with Valeria Moy

Tariffs 101: What Are They, Who Foots the Bill, and Who Wins (if anyone)?

www.wilsoncenter.org/article/tari...

Taco Tuesday The Mexican Dream · Episode

It's Taco (Tariff) Tuesday

A few months back, we recorded up an episode of #TheMexicanDream all about tariffs, food diplomacy, and the importance of closer US-Mexico ties for food security

We had the amazing @PatiJinich at the (recording) table!
open.spotify.com/episode/01gk...

Mexico free trade with US may survive as Trump spares it from new tariffs, hits rivals President Donald Trump's "Liberation Day" appeared set to end North American free trade and Mexico's privileged access to the U.S.

Tariff day aftermath:

🇲🇽 Mexico holds a better position (but not by much)
📝 USMCA on life support

Shared my thoughts w/ @Reuters @emilytgreen on where this leaves North America.

"Everyone’s getting tariffed. It’s all about comparative disadvantages now."
www.reuters.com/world/americ...
#Tariffs

Canada fires back after Tariff Day:

🚨 25% tariff on U.S. vehicle imports that don’t comply with USMCA.

We’re watching supply chains breakdown in real time.

Auto trade is the backbone of USMCA. 🇺🇸 just took the first step to de-facto rewrite the agreements rules of origin.

Tariff Day and the Brave New Trade Order Who Wins, Who Loses, and the Fate of USMCA

🚨 Trade War Update 🚨

The White House just announced a massive tax hike on US consumers: a baseline 10% tariff on all imports, plus additional tariffs based on trade deficits alone.

What's at stake for Mexico and Canada and who are the winners and losers? My take👇🏽 open.substack.com/pub/northame...