Geoeconomics
How the Belt and Road Restructures Its Loans
Chinese state lending to the developing world has shifted from building megaprojects to collecting and rolling over what it already lent.
Gabriela Montoya · August 6, 2026
Geoeconomics
Coverage of economics used as statecraft: tariffs, export controls, sanctions, investment screening and industrial subsidy programs, alongside the customs and shipping data showing where trade actually moved. Written for trade lawyers, supply chain planners, sovereign analysts and researchers of international political economy.
Geoeconomics
How Currency Manipulation Designations Work
Three thresholds in a Treasury report decide who lands on the monitoring list — and the punishment has always been negotiation, not tariffs.
Gabriela Montoya · August 2, 2026
Geoeconomics
How Critical Minerals Agreements Reshape Trade Blocs
Minerals diplomacy is the new trade architecture: narrow deals over lithium and nickel quietly define who counts as an ally in industrial policy.
Gabriela Montoya · July 22, 2026
Geoeconomics
How the Strategic Petroleum Reserve Gets Tapped
The world's largest emergency oil stockpile sits in Gulf Coast salt caverns — drawn down by presidents, refilled slowly, and argued about always.
Gabriela Montoya · July 3, 2026
Geoeconomics
How Secondary Sanctions Reach Foreign Banks
The dollar's clearing system lets Washington punish banks nowhere near U.S. law — a power built on BNP Paribas and now tested by sanctions evaders' workarounds.
Gabriela Montoya · June 25, 2026