Post-ceasefire Hormuz, Section 301 in motion, and the RTA with uncertain effective date: three variables running simultaneously March delivered the…
Browsing CategoryTransoceanica News
Four market-opening signals the private sector has yet to capitalize on
While geopolitical pressure dominates the executive agenda, April registered four positive developments with specific dates, names, and concrete operational consequences….
THE U.S. TRADE DEAL “TRAP”
The signed RTA doesn’t cover shrimp. Section 301 does investigate it. The Reciprocal Trade Agreement covers 53% of non-oil exports…
HORMUZ: FROM CORRIDOR TO INSTRUMENT
What changed in April: the ceasefire that didn’t open the strait, and the air cargo crisis that did arrive In…
The Mining Lifeline: Project Vault and the Concentrates Boom
While agricultural sectors navigate the cost storm, Ecuador’s mining industry is experiencing a moment that deserves more strategic attention than…
The U.S. Trade Deal Trap
Two pieces of news arrived from Washington in the same month of March, and very few Ecuadorian companies read them…
The Hormuz Shock: From Surcharge to War
In February’s TrendSpot we flagged Hormuz as a variable to watch. By March it had stopped being a variable and…
THE BIG PICTURE: The End of Logistical Predictability
Ecuador closes the first quarter of 2026 caught in a strategic vice that export volume figures alone cannot explain. On…
The Green Invoice Has Arrived. And It’s Not Going Away.
The EU Emissions Trading System comes into full force — and permanently changes the conversation between Ecuador and its shipping…
The Tariff Map Is No Longer the Territory
When the U.S. Supreme Court strikes down a law, the problem isn’t the tariff that falls — it’s the one…