Geoeconomic Competition Archives

USMCA 2026 Is Becoming North America’s Economic Security Test

June 5, 2026June 4, 2026 by Walter Guevara

Stat card showing $1.8 trillion in annual trilateral trade, the July 1 2026 USMCA Joint Review deadline, and the three governments that must agree on extension.

The 2026 USMCA Joint Review begins July 1. Three scenarios, four indicators to watch.

The Digital Trade Fracture: Navigating the Post-Moratorium Trade Bloc System

June 5, 2026June 4, 2026 by Walter Guevara

Timeline of the WTO E-Commerce Moratorium from 1998 to 2026, showing the shift from multilateral moratorium to plurilateral agreement and the entry into force of the E-Commerce Agreement.

The WTO e-commerce moratorium expired in March 2026. A fragmented architecture of plurilateral blocs, interim coalitions, and regained policy space is replacing it.

MDB 2.0: From Lenders to Securitization Platforms

June 5, 2026June 2, 2026 by Walter Guevara

Diagram comparing MDB 1.0 buy-and-hold lending model against MDB 2.0 originate-to-share securitization model showing the capital recycling effect.

MDBs are transforming from traditional lenders into securitization platforms. Explore how IDB Invest and the World Bank are mobilizing billions in private capital for African infrastructure and LAC development.