🔒 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

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...

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 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...

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 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...

🚨 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...

🇨🇦🤝🇲🇽 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 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

🌎 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? 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 🔗https://www.policycenter.ma/page/call-applications-atlantic-dialogues-emerging-leaders-program-2025

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

🚗⚡ 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.

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...

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...

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...

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...

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.

🚨 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...

"What exactly are #Tariffs? How do they work? Who ultimately pays the price? And what could happen to #USMCA if similar tariffs are imposed? Let’s break it down," write @diegotmec.bsky.social and Valeria Moy. buff.ly/yWuZPWH

Why the U.S. Needs #USMCA More Than Ever Derailing or failing to renew the trade agreement would play right into China’s and Russia’s global ambitions. My latest for @AmerQuarterly with Antonio Ortiz Mena: 👇🏽 www.americasquarterly.org/article/why-... #Interview #USMCAInsights

"Failure to extend USMCA would benefit global rivals like China and Russia, who stand to gain from a divided, less competitive, and less resilient North America", write Antonio Ortiz Mena and @diegotmec.bsky.social in an interesting essay for Americas Quarterly.

🗣️ Quote in @nytimes.com Mexico’s Senate just passed reforms dissolving key watchdogs—a major blow to checks & balances and a serious challenge to USMCA. My 2 takeaways as to why it matters:

Let’s be clear: the only winners of a tariff war in North America would be China and Russia. 🇺🇸🇨🇦🇲🇽 workers and families stand to lose in a less competitive, divided region. Tariffs that shatter confidence in #USMCA would also jeopardize its extension in 2026. #StrongerTogether