Post-ceasefire Hormuz, Section 301 in motion, and the RTA with uncertain effective date: three variables running simultaneously March delivered the…
Date Archives May 2026
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…