Politics and Geopolitics
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April 23, 2025
Global | Geopolitical decoupling and renewable energy
In this global scenario where very little is certain, the transition to a decarbonized economy is also being called into question. The US decoupling in climate policies and the promotion of renewable energy seems clear.
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April 22, 2025
Mexico | Mexico's tariff puzzle: trickier than it seems
The "Plan Mexico" is emerging as a key initiative to mitigate the tariff shock and reposition the country as an attractive destination for investment. Mexico holds a relatively favorable position among the five largest exporters to the United States, which could revitalize Foreign Direct Investment (FDI) inflows.
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April 14, 2025
Global | The tariff shock shaking the world
The United States' trade strategy aims to reduce the nation’s bilateral trade deficits to zero. This target is difficult to achieve and the product of a misdiagnosis, which is currently eroding global growth and undermining stability.
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April 14, 2025
Europe and Spain in the face of rising tariffs
The temporary suspension of some of the measures has brought relief, but Europe and Spain have taken the opportunity to outline their strategy for addressing the increase in trade barriers and potentially more-negative scenarios.
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April 7, 2025
Global | Tariffs: a misguided shock therapy
In the 21st century, history is again being challenged by a wave of protectionism from the United States. President Donald Trump has just announced a barrage of tariffs that marks the country's biggest protectionist offensive in almost a century.
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April 4, 2025
Global | Geoeconomic Fragmentation, a Vulnerability for the Climate Transition
The geoeconomic fragmentation triggered by geopolitical concerns makes climate transitions more vulnerable, for example in the EU, which depends on politically distant suppliers of decarbonization inputs, or in emerging economies, which rely on external flows of sustainable finance.
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