NORTHAMERICAN 77
For decades, North America has lived with a convenient illusion. We trade like a block, but we think like three separate countries. We benefit from proximity without accepting the responsibility that proximity demands.
That illusion is ending.
In 2026, the United States, Mexico, and Canada will enter the mandatory six-year review of USMCA. Public debate will focus on trade balances, enforcement disputes, and political leverage.
Those conversations miss the larger point.
Trade volumes already show that the agreement functions. The deeper question is whether North America understands the world it is now operating in.
The World Is Reorganizing
The global economy is consolidating into regional power centers.
Not loose alliances.
Not simple trade deals.
Integrated systems with strategic intent.
Integrated systems cannot afford internal fragmentation.
China’s strength does not come from efficiency alone. It comes from coordination across industry, finance, infrastructure, and long-term…
