Post-ceasefire Hormuz, Section 301 in motion, and the RTA with uncertain effective date: three variables running simultaneously March delivered the…
Posts TaggedInternational Business
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 50% That Is More Than Just a Number
The Ecuador-Colombia tariff rate and the true cost of border friction When Ecuador announced a 30% tariff on Colombian imports…
The Strait of Hormuz in the Quote: The Collateral Impact of the Iran Conflict on Ecuadorian Logistics
Middle Eastern geopolitics has stopped being a distant concern and become a critical factor in the cost structures of companies…
Red Sea and Suez: A Corridor Operating Under New Conditions
In recent months, the Red Sea and the Suez Canal have returned to the center of global logistics conversations. Not…