looking the world straight in the eye

insights | Objectivity | Concreteness

The expert

Otaviano Canuto draws on extensive experience working in multilateral institutions, government, and academia across a wide range of markets and countries to assist clients navigate challenges and opportunities.

Latest articles

The Automotive Transition on the Road to Decarbonization

The road to decarbonizing the planet runs through the energy transition, which includes the shift from fossil-fueled cars to renewable energy vehicles. This automotive transition is unfolding as a true revolution in the industry.
The evolution toward electric and hybrid vehicles has come in tandem with the ascent of Chinese producers. In the current context of geopolitical and technological rivalries, the automotive transition has been marked by an intense trade war, with implications for the trajectory of decarbonization.

Read More »

Tem uma transição automotiva na estrada da descarbonização

A estrada rumo à descarbonização do planeta passa pela transição energética, a qual inclui a transição de automóveis movidos a energia fóssil para renovável. Esta transição está ocorrendo como uma verdadeira revolução na indústria automotiva. Adicionalmente, a transição automotiva já está sofrendo o impacto da rivalidade geopolítica entre Estados Unidos, Europa e a China. A transição automotiva está sendo um componente complexo e nada linear da transição energética.

Read More »

O futuro está na terra

A terra urbana, mais do que um recurso físico, representa o último foco de resistência contra a lógica desigualitária do capital. Nas cidades, onde se desenrolam os temas centrais da vida contemporânea, a terra pode ser o alicerce de um modelo de desenvolvimento social e ambientalmente mais equilibrado. A revolução digital oferece ferramentas para renovar a ocupação urbana, promovendo justiça e inclusão, mas é a vontade humana, orientando conscientemente essas lógicas, que evitará o mecanicismo impessoal do mercado. A gestão da terra urbana, fundamentada na intencionalidade coletiva, deve ser reconhecida como um ativo estratégico na construção de um futuro em que o progresso seja guiado por equidade, resiliência e responsabilidade social, com a dignidade humana e o meio ambiente no centro das decisões.

Read More »

Pathways for Reconciling New Industrial Policy and International Cooperation for Global Goods

The resurgence of Neo protectionism as a reality is creating a pressing need to establish New Industrial Policies (NIPs) capable of striking a balance between Global Value Chains (GVC) managers’ quest for efficiency and policy makers’ need for more increasing resilience or national security in a turmoiled geopolitical landscape. Furthermore, although NIPs might pursue legitimate non-economic objectives, they are often captured by vested interests, resulting in protectionist measures. These policies produce negative spillovers, jeopardizing other countries’ development perspectives. This policy brief posits that countries embracing industrial policies with trade diversion components must allocate efforts to implement additional trade liberalization in sectors where the affected exporting countries have comparative advantages as compensation for the negative spillovers their unilateral domestic policies impose on third countries. This highlights the need to establish a structured system that penalizes protectionist countries for exceeding predetermined limits on subsidies and distortive measures. This policy brief also recommends that advanced economies implementing industrial policies with high amounts of embodied subsidies contribute to an international fund dedicated to financing developing economies’ access to new green technologies. This approach acknowledges the undeniable push towards aggressive industrial policies, yet simultaneously strives to establish a framework to temper this emerging trend. This mechanism aligns with the principles of economic fairness and encourages nations to adopt less distortive behaviors in their pursuit of economic security or resilience to shocks.

Read More »

The U.S. Elections Will Have Worldwide Economic Consequences

Kamala and Trump have different proposals regarding tariffs, taxes, energy and immigration. If you believe that the ongoing global warming is due to carbon emissions and desire a transition to renewable energy worldwide, and if you believe that trade between countries is not a “zero-sum game”, you already know who you will be rooting for.

Read More »

Get the latest articles directly into your mail box!

You can choose to receive the latest articles either in English, Portuguese or both. Please note:  the confirmation email you will receive may arrive in your Spam or Promotion folder.

Lists*

Loading

Contact

Phone: +1 202 499 8220
Email: ocanuto@cmacrodev.com