Haiti Needs to Lay New Tracks

By Jake Johnston

Research Associate, Center for Economic and Policy Research

It’s been nearly a decade since Haitians last went to the polls to elect a president. Even then, barely one in five participated. In a country with a majority of the population under 25 years of age, this means that, for most Haitians, voting for one’s leaders is a privilege never before experienced.

Haiti’s transition, precipitated by the assassination of Jovenel Moïse in July 2021, is ongoing. For the better part of four years, progress toward elections has remained elusive. But that all appeared to change this fall.

“The Haitians need to come to an election and elect a president,” the US Charge d’Affaires, Henry Wooster said in September. Security and other challenges must not be a “red herring for taking action,” he continued. Speaking directly to Haiti’s de facto authorities, he warned: “In other words, you can’t stay in those jobs for life.”

The reaction, in a country where the political class remains more responsive to Washington than the population in Haiti, was swift. Two months later, a new electoral law has been established and a vote scheduled for next August. But does this present Haitians with a path out of the multiple, overlaid crises affecting the country? More than half the country is facing food insecurity, the economy is about to wrap up its seventh consecutive year of negative growth, and insecurity continues to dominate daily life.

In 2023, when asked if they had trust in the electoral process, fewer than one in four Haitians responded yes. It is hard to imagine that number is higher today. Though few would be sorry to see the much-loathed leaders atop the transition fall, a vote is not a path out of the current crisis.

The quick response to Wooster’s threats was not so much about elections. It was about a date much closer on the horizon: February 7, 2026. That is when the mandate of the nine-member presidential council — which was put in place with a strong push from the Biden administration, CARICOM, UN, and the OAS 18 months ago — formally ends. For months, debate has raged over what should come next. The political class is auditioning, not with the ten-plus million citizens of Haiti, but with the foreign diplomats and multilateral entities they see as key to their own survival.

And if there was any doubt about who would ultimately decide, it was put to rest in mid-November. Amid an effort from some on the transitional presidential council to, once again, replace the prime minister, the US embassy stepped into the fight.

“If you and your family value your relationship with the United States, I urge you in the strongest terms to desist from initiatives to oust the PM and to instead publish the electoral decree … This is not the time to test U.S. resolve,” Wooster texted Fritz Jean, one of the councilors. Days later, Jean’s US visa was revoked and the State Department publicly accused him, without providing evidence, of supporting armed gangs. The effort to replace the PM was stopped — at least for now. The next week, the electoral decree was published.

The “plan” is coming into focus, and it is a familiar one: stability at all costs, no matter how rotten the foundation. To enforce this notion of stability and allow for elections, the US has been quick to assure that more security support is on the way.

In September, the UN Security Council approved a Gang Suppression Force (GSF). Authorized for up to 5,500 soldiers, it is currently little more than a rebranding of the Kenyan-led Multinational Support Mission (MSS) that the UN authorized in 2024. No new troops have arrived and, while this new mission will have some level of UN support, operationalizing any of it is expected to take the better part of a year. 

The main difference then, for the 1,000 or so mostly Kenyan police on the ground in Haiti is that the rules of engagement have changed. The GSF, as its name suggests, is intended to be more “muscular,” by which its architects mean lethal. The newly drafted Concept of Operations outlines a mission with a simple goal: kill the bandits.

But while few have taken note, that has been the de facto authorities’ strategy for some time. So far this year, police forces have been responsible for well over half of the 4,500-plus killings in Haiti. Hundreds of civilians have been caught in the crossfire as police battle armed groups that exert influence over much of Port-au-Prince and have traumatized a nation. Drone attacks, led by a secretive police unit operating with Blackwater CEO Erik Prince’s private mercenaries, are also racking up civilian casualties and drawing growing condemnation.

The outspoken leaders of Haiti’s armed groups, however, only seem to continue to accumulate more power, political influence, and heavy weaponry. While some areas of the capital have seen tension ease, violence in the provinces is expanding by the day. Armed groups still control all the major arteries of the nation. More people are displaced today than at the height of the post-earthquake recovery.

The US has expressed its goal in Haiti as saving the state from imminent collapse, thereby avoiding mass migration or the further entrenchment of transnational criminal organizations. But while precious oxygen is consumed by raging debates over electoral timelines, transitional governance structures, and how quickly foreign soldiers can arrive, nobody has stopped to ask a basic question: is the current state worth saving?

The root of the tension that has paralyzed the country for much of the last decade is not a fight between violent gangs and the state. Simplistic narratives of good versus evil miss the mark. Rather, it is a fight over putting the train back on the tracks to save a rump state in the name of stability or to lay new tracks to create the foundations for a more representative state to rise from the ashes. It is not elections nor a foreign military force that will resolve this fundamental tension. In fact, history shows those two responses are more likely to consolidate the status quo.

The Haitian people need an opportunity to vote freely. They need to feel safe and secure in their communities. But what is missing is a plan to bring it all together, to begin restoring faith in a state that long ago lost the trust of the population; a plan to achieve peace, which is not just the absence of violence, but the presence of opportunity. What is missing is a vision that can inspire the population and bring the nation together around a common path forward.

A peace process can fill that gap. Such an endeavor does not mean legitimizing armed actors, condoning violence, or accepting impunity; rather, what it should mean is treating the situation holistically while centering the population and in particular victims of both state and non-state violence. A foreign military force and low-turnout elections are tracks Haiti has been down many times before. A peace process offers a chance at laying new ones. But first, what Haiti needs are political leaders responsive to the needs of the people and not simply to foreign embassies.

The Multiple Dimensions of the US-Brazil Relations Crisis

By Lívia Peres Milani

Public Policy and International Relations Institute (IPPRI-Unesp)

National Institute of Science and Technology for the Studies of the United States (INCT-INEU)

President Donald Trump meets with Brazilian President Luís Inácio Lula da Silva during the ASEAN Summit at the Kuala Lumpur Convention Center. (Source: Wikimedia Commons)

On November 11th, the US announced a withdraw of the additional 40% tariffs it had imposed on many goods of Brazilian origin, including coffee, fruit, and beef. The tariffs, initially imposed on July 30th, are one among multiple dimensions of the current bilateral crisis. Besides commerce, the crisis also has a political dimension, initiated by the recent US decision to invoke the Magnitsky Act – an instrument ostensibly used to sanction corruption and human rights violations – against Alexandre de Moraes, one of the Brazilian Justices responsible for the conviction  of ex-president Jair Bolsonaro over his attempted  coup d’état. While the recent White House decision does not necessarily represent an end of the crisis, it represents a pause of sorts, and so, a timely moment to assess the relationship.  

The imposition of tariffs  

The White House’s initial imposition of tariffs may at first glance make little sense, since it appears to disregard its economic interests. The US enjoys a trade surplus with Brazil, and there is not sufficient production in the US of many of the tariffed products to meet national demand. That is the case for coffee, fruit, and a variety of industrial supplies. However, to understand the source of the crisis, it is necessary to consider its non-commercial dimensions. These include i) the transnational articulation of far-right movements, ii) Big Tech’s economic interests, and iii) US geostrategic considerations.  

Brazilian and US far-right currents are deeply connected. Eduardo Bolsonaro, son of the former president, has worked to promote the Brazilian radical right abroad. During his father’s trial, he took a leave from Congress to launch a pressure campaign in the US against the Brazilian Supreme Court (STF) and the Lula government. With cooperation from sympathetic US leaders, he lobbied against the Lula administration, claiming that the trial was a “witch hunt,” his father was the victim of political persecution, and asking that the US government impose penalties on the Brazilian authorities responsible. This effort complicated Brazil’s relation with Foggy Bottom and the White House. Much of the language used by the White House to justify the new round of tariffs reflected this lobbying effort. 

Another factor that explains US policy toward Brazil are the interests of Big Tech companies. Brazil’s Supreme Federal Court took up a case relating to the responsibilities of social media platforms for user-posted content, ruling that social media platforms should be civilly liable if they failed to remove undemocratic, discriminatory, or crime-inciting content. In response, the US Computer and Communication Industry Association (CCIA) welcomed the imposition of sanctions against Moraes. They argued that the ruling in Brazil violated “free expression,” a strategy often used by Big Tech actors, in conjunction with far-right political leaders, to oppose the regulation of social media in Brazil and elsewhere.  

Finally, larger geostrategic considerations are also in play. The current US administration seeks to reassert US regional and global hegemony. Brazil, for its part, wants to promote its Global South leadership, framed as part of a “multipolar world order.” Promoting the BRICS forum is an important component of Brazil’s approach. The new tariffs were announced a few days after the BRICS summit in Rio de Janeiro, with the US president also threatening to impose tariffs on other countries that associate themselves with the BRICS+ group. This timing illustrates US opposition to the BRICS and pressure on Brazil to align with Western countries instead of its Global South partners. 

Tariffs backfire and the future of US-Brazil relations 

However, the Trump administration’s aggressive strategy against Brazil has not led to the expected results. Brazil’s government managed to control the domestic narrative, framing US tariffs as an attack on Brazilian sovereignty, a strategy supported by public opinion, as polls show. The US approach also became an incentive for Brazil to shore up its relations with Global South leaders. Following the tariffs, Lula reached out to the presidents of China and India to discuss the expansion of trade relations. The tariffs also proved unpopular in the US, and harmful for the White House, since they drove up the cost of coffee and other products. 

These several factors explain Trump’s subsequent decision to change direction. He opened a dialogue with Brazil, first announced at the UN General Assembly, and then confirmed his goodwill in a bilateral meeting in Malaysia. High-level negotiations, and the unpopular inflationary trend in the US, led to the recent removal of tariffs from many Brazilian products. It also signals an end to this most recent period of bilateral crisis. 

Nevertheless, there might still be consequences over the middle and long term. US sanctions communicate to the Brazilian government that, while a global power, the US is not a trustworthy partner, even when it comes to such non-strategic, everyday issues as the export of coffee and fruit. At the same time recent events have helped to cement the transnational partnerships of far-right leaders while also serving to illustrate how these relationships are impacting US government decision-making.  

On the other hand, the recent US decision to alleviate the tariffs is a signal for both partners that the US-Brazil bilateral relationship is an important one. Even if this relationship is imbalanced, given the US’s economy and global influence, the recent tariff episode illustrates that the US cannot simply dictate policy to Brazil, and that the two countries’ economic interdependence can function as a structural constraint upon the political will of far-right political actors.   

Latino Sense of Belonging Decreases amid Racial Profiling, Detention, and a Fading American Dream

By Anjini K. Patel

Source: Encuesta de Ipsos para Axios/Noticias Telemundo

A recent Telemundo survey reveals increasing pessimism from Latinos in the United States regarding their sense of belonging. Telemundo, in collaboration with Axios and Ipsos, surveyed a nationally representative sample of over 1,100 U.S. Latino adults from October 21 to 27, 2025. Conducted in both English and Spanish, the survey asked a variety of questions about their views on the American Dream, their sense of belonging in the US, and their optimism about the future of the country. Only 44% of respondents described the American Dream as achievable in 2025, a decrease from 61% in 2023. Similarly, 40% of 2025 respondents affirmed that the US makes them feel like they belong, and only 36% felt optimistic about the future of the US. This ​compares​ to 57% and 52%, respectively, in 2022. This survey provides an insight into the feelings of Latinos as they navigate the uncertainty of the current American political landscape.  

The survey also asked respondents about their anxieties related to being Latino/Hispanic in the United States. Compared with 39% in June 2022, 53% of respondents in 2025 reported feeling worried about themselves or a loved one being attacked because of their ethnicity. Two out of three (2/3) Latinos who identify as Republicans say it is a good time to be a Latino in the United States, while only one in ten (1/10) Latino Democrats agree. Seventy-one percent (71%) of those aged between 18 and 29 and 57% of those who are 50 and older, said it is a bad time to be Latino. 

Most respondents indicate that the Democratic Party, as compared to the Republican Party, better represents Latinos, cares more about them, and is better on economic and immigration policy. Additionally, most respondents agreed that the Republican Party takes Latino Americans for granted (39%) as compared to the Democratic Party (22%). Interestingly, more respondents describe the Republican Party as a good option for public safety compared to the Democratic Party, even in the face of increased fear and anxiety over being attacked for being Latino.  

What do experts say? 

Dr. Ernesto Castañeda, Director of the Center for Latin American and Latino Studies at American University, discussed this survey on Telemundo. As he states, the data from this poll are unsurprising given the very strong anti-immigrant rhetoric that Donald Trump and the Republican Party campaigned with and continue to use. Rather than focusing on people with violent criminal records, ICE raids and subsequent deportation, often without due process, have detained and deported people with all types of immigration statuses, and thus increased fear among Latinos. Castañeda points to comments by Justice Cavanagh and decisions by the conservative majority in the Supreme Court that made detaining someone based on their appearance and manner of speaking permissible, further blurring the lines between individuals with papers and those who are undocumented. In light of these violent mass deportations and detentions happening in public places, following stereotypes and racial profiling, it is no wonder that many Latinos report a decreased feeling of belonging in the United States. 

Regarding the impacts of these recent events, Dr. Castañeda explains that the feasibility of immigrants achieving the American Dream is decreasing. While people still arrive in the United States with high hopes that “they can come and work hard, send remittances, enjoy a better life, and that their children can go to university, in the United States right now, we see high underemployment rates, and many people are afraid to go to work because of mass raids. We are seeing inflation. It is harder to pay for health insurance, housing, and to save.” In this way, the American Dream is stalled. Since the end of the pandemic, the U.S. had seen a rapid and strong economic recovery, which Dr. Castañeda attributes largely “to the people arriving, especially from Latin America, seeking asylum—Venezuelans, Cubans, Haitians, Nicaraguans, and others—which increased the US population by 1%, which was very significant.” With the border closing under the current administration and deportations by the dozens of thousands, businesses are unable to grow at the same rate. Dr. Castañeda underlines: “If there’s less migration, it doesn’t mean there will be more jobs for locals. It means there will be less work for everyone, and more people will lose their jobs because the demand for goods and services decreases, businesses cannot hire and grow, and therefore they stop hiring and start firing workers.” 

Additionally, research shows that immigrants are much more likely to start businesses and hire more workers than businesses started by native-born citizens. Therefore, the lack of immigration has a negative impact on the overall economic growth of the United States. As Dr. Castañeda describes, “the fact that Latinos aren’t going to work here means there are fewer nannies. There are fewer construction workers, fewer lawyers, fewer nurses… it also makes many Latinos afraid. They don’t go to the markets, they don’t go to the malls, they are spending less, which has an impact, and many immigrants, seeing that there’s no American Dream anymore, aren’t going to bring their families or many of them are thinking about returning to their country.” 

The decreased sense of belonging by the Latino/Hispanic community has affected numerous outlets that embrace these cultures. Some events honoring Hispanic Heritage Month were canceled. This hurt artists, folk dancers, and musicians, as well as the larger public, who did not have the opportunity to engage with these rich cultural traditions. “Latin restaurants are struggling,” Dr. Castañeda says. “Hundreds are closing because they can’t hire enough people; workers are afraid to go to work because food is so expensive. So, it’s no longer a profitable business for them. The decline of the Latino food business also means fewer dining options, fewer cultural spaces, and fewer opportunities for communities to enjoy Latino cuisine. This is a loss for the United States as a whole.” 

Hope and Resilience in the Face of Uncertainty 

How should the Latino community respond to the ever-changing political landscape in the United States? Dr. Castañeda urges people to “stay calm and continue with their daily lives. We often do this for our children and grandchildren​,​ who, I truly believe, will have a good future. This storm is temporary. This will pass.” Importantly, he points out that nearly 80% of Americans view immigration positively. Mass raids are not popular​, ​and vulnerable​​ communities are​ witnessing​ peaceful protests carried out by citizens who are physically placing their bodies between immigration agents and migrants ​​who are in the process of being​​ detained. The November 2025 elections indicate that a majority of Americans reject the current administration’s extreme policies on immigration and the mismanagement of the economy. The anti-immigrant sentiment is ​driven ​primarily by​​ the federal government under Donald Trump, not the American people. With a hopeful outlook, Dr. Castañeda says, “I think that once this nightmare is over, there will be a greater sense of belonging, so we have to have patience, have faith in your fellow citizens, and I do truly believe that this will pass and the future will be better for U.S.-born Latinos and those immigrants who are able to stay. There will be concrete actions that will tell Latinos that they belong because this is their home.” 

Anjini K. Patel is a Sociology Research & Practice MA candidate at American University (AU) and works as a graduate research assistant at the AU Inequality, Social Justice, & Health Lab. Her research interests include immigration, criminal legal system & housing justice, and artivism & community building.

Can Peru’s Democracy Recover?

By Cynthia McClintock*

Photographs from the early hours of the Generation Z protest in Peru, 2025
(Source: Wikimedia Commons)

Since 2021, democratic backsliding has been severe in Peru, and Peruvians are furious. Peru’s Congress is loathed. In 2025, the approval rating for Peru’s President, Dina Boluarte, fell below 3 percent and she became the most unpopular president on the planet. Finally, in October, Boluarte was impeached on the grounds of “permanent moral incapacity”; it was the fifth time since 2018 that a president had been impeached or had resigned upon imminent impeachment.  Per Peru’s constitution, Boluarte was succeeded by the Congress Speaker, José Jerí. Presidential and Congressional elections are scheduled for early 2026.

Why are Peruvians so angry? What does their anger mean for the 2026 elections (with the Congressional elections and the first round of the presidential elections scheduled for April 12 and a likely runoff on June 7)? Is it possible that the elections can lead to a democratic recovery?

Why are Peruvians So Angry?

The key reason is not “the economy stupid,” but an escalation of organized crime and the perception that Peru’s political leaders are part of the problem rather than part of the solution.

Between 2019 and 2024 the number of homicides doubled and the number of reported extortions jumped sixfold. Extortion is hurting huge swathes of lower-middle class Peruvians. Transport workers have been particularly vulnerable; so far in 2025, approximately 50 bus drivers have been killed for refusing to make extortion payments.

The reasons behind the crime escalation are various. Demand for cocaine remains high and, over the last decade, Peru’s coca cultivation has increased. As the price for gold jumped, so did illegal gold mining. Peru’s gangs are fragmented—and therefore hard to track—and they have developed nefarious new strategies such as using WhatsApp for extortion.

But, Peruvians believe, the reasons also include the government’s complicity. In part because illicit operators have provided campaign finance, in 2024 approximately half of Peru’s legislators were under criminal investigation; these same legislators have passed laws to impede investigations and prosecutions. Boluarte herself is under investigation for various crimes, including illicit enrichment. She sported a Rolex watch priced at $19,000, despite no evident financial means for such extravagance.

Further, from the start large percentages of Peruvians did not deem Boluarte a legitimate president. In 2021-2022, Boluarte was Vice President under President Pedro Castillo. Leading a far-left party in fraught elections during COVID, Castillo was an accidental, unprepared president. He was virulently opposed by the dominant right-wing forces in Congress, in particular Fuerza Popular, the party of Keiko Fujimori, the daughter of former authoritarian President Alberto Fujimori. As Vice President, Boluarte had said that, if Castillo were impeached, she too would resign, triggering new elections. However, in the event of Castillo’s December 2022 impeachment, Boluarte stayed on, despite massive protests and ubiquitous calls for new elections.

As President, Boluarte appeared indifferent to Peruvians’ concerns. Between December 2022 and February 2023, 49 civilian protesters were killed by the security forces. Boluarte’s response was support for an amnesty law. And, amid an October 2025 transport workers’ strike, Boluarte’s advice to Peruvians worried about crime was that they should not open text messages from unfamiliar people—placing blame for crimes on the victims.

What Does Peruvians’ Anger Mean for the 2026 Elections?

Peruvians’ anger spells difficulties for its incumbent parties and advantages for parties that can claim an “outsider” mantle. Fujimori’s Fuerza Popular is widely considered the dominant party in the Congress, and it will struggle against this perception. Its presidential candidate, Fujimori, is running for the fourth time and is likely to have worn out her welcome.

Not surprisingly, demands for an “iron fist” against crime are strong. The current presidential frontrunner is Renovación Popular’s Rafael López Aliaga (aka “Porky”), a Trump-like far-rightist who placed third in the 2021 election and was subsequently elected Lima’s mayor. López Aliaga promises a hardline strategy against organized crime, including implementing similar imprisonment policies to those of El Salvador’s Nayib Bukele. But Renovación Popular holds the fourth largest number of seats in Congress and it will be difficult for López Aliaga to claim an “outsider” mantle.

A candidate likely to claim an “outsider” mantle is Mario Vizcarra, running as a proxy for his brother, former President Martín Vizcarra. As President in 2018-2020, Vizcarra confronted the dominant parties in Peru’s Congress, building his popularity but ultimately catalyzing his impeachment. After a strong showing in Peru’s 2021 legislative elections, he was disqualified from holding elected office for ten years. Yet, Vizcarra’s government was far from without fault. There are other candidates, including the popular former clown, Carlos Álvarez, who could seize the “outsider” mantle.

Can Peru’s 2026 Elections Lead to Democratic Recovery?

The challenges to Peru’s elections are serious. In recent years Fuerza Popular and other illiberal parties in Peru’s Congress have allied to skew the electoral playing field in their favor.  Interim President Jerí is, of course, new to his position and his possible impact on the elections is unclear. (His first-month record was better than was first expected.)

As elsewhere in Latin America, Peru’s illiberal parties have strategized to achieve the disqualification of viable candidates. As indicated, this strategy is currently being used against Vizcarra; it could also be used against a rising new candidate.

Peru’s illiberal parties have calculated that a plethora of candidates is in their interest. Currently, 39 party lists are registered. Such a head-spinning number is problematic for journalists trying to cover the campaign and problematic for voters trying to identify their preferred candidate, especially because pre-election polls are more likely to be inaccurate. Yet, Peru’s Congress cancelled a provision for a preliminary round of voting, in which parties would have been required to secure 1.5 percent of the vote in order to qualify for the “first round.”

Still, there are grounds for optimism. The massive protests of recent years have shown that Peruvians want their political views heard. Peruvians recognize the importance of honest, capable leadership and want to find it.

*Cynthia McClintock is Professor of Political Science and International Affairs at George Washington University.

Bolivia Decisively Enters New If Unknown Political Territory

By Robert Albro, Associate Director, CLALS

Rodrigo Paz is sworn in as president of Bolivia, 2025
(Source: Wikimedia Commons)

Centrist Rodrigo Paz’s victory in October’s runoff election signals a dramatic change of direction for Bolivian politics. The era of dominance of the Movement Toward Socialism (MAS) party, led by ex-president Evo Morales, is definitively over. For only the second time since 2006 the MAS will not control the presidency. As a result of the recent election, it now has a mere two representatives in the legislature’s lower house, and no one in the upper house. Though it does not hold an outright majority, Paz’s Christian Democratic Party is now the single largest presence in both legislative chambers. How did Bolivia get here?

Twenty years ago, the leftist-populist MAS swept into power, as a new and energetic grassroots alternative to the elite-run traditional parties that had traded off governing Bolivia since the end of dictatorship in 1982, or one could even argue, since the 1952 Revolution. The MAS’s popularity sprung largely from the dynamism of Morales, himself, then a coca grower union leader adept at organizing and leading large-scale protests in opposition to prevailing Washington Consensus policies and government efforts to sell off Bolivia’s non-renewable resources to transnational corporate interests. The MAS styled itself a bottom-up social movement and not a party. Its participatory “lead by following” approach to governance appealed to a great majority of indigenous voters and working-class people of indigenous descent.

Morales and the MAS proved historically consequential in undertaking a contentious but innovative rewrite of the country’s Constitution, which went into force in 2009. It fully embraced Bolivia’s “plurinational” identity and incorporated an unprecedented variety of collective indigenous rights of consultation, to their traditional territories, and perhaps most controversially, of judicial autonomy. The Morales administration also used a large surplus from the country’s extractive boom to finance a wide range of new social safety net provisions that halved the number of people living in poverty, including cash transfers to families, a pension program, minimum wage increase, as well as public investments in schools, hospitals, and other infrastructure. Perhaps most importantly, his presidency raised the public visibility of Bolivia’s indigenous majority, no longer as second class citizens but as political protagonists of their own present and future.

Morales and the MAS were immensely popular. But then cracks began to appear. In 2011 a plan to build a controversial highway through a protected indigenous reserve brought the MAS government into direct conflict with the reserve’s residents, damaging its support among some indigenous groups. When the extractive boom ended around 2014, Bolivia’s economy slowed considerably, and the MAS fiscal policies that had lifted so many out of poverty became increasingly unsustainable. Part of the problem was Morales, who served two presidential terms and aspired to another, without any thought to a succession plan. Constitutionally limited to two terms, in 2016 he soundly lost a national referendum in a bid for a third and then ignored the result, further alienating many former supporters.

The upheaval around the contested 2019 election, which eventuated in Morales going into exile in Mexico and the persecution of MAS loyalists by a rightwing caretaker government, set the stage for the party’s eventual fall from grace. The 2020 election restored the MAS to power. But soon Morales and the new president, his ex-finance minister Luis Arce, were in a pitched battle for control over the party, a bitter and increasingly personal rivalry that fatally fragmented the MAS into opposed camps. Their protracted feud, which paralyzed congress, strayed into surreal territory, with accusations of a staged coup and mutual assassination attempts. The credibility of the MAS was so fundamentally damaged that the incumbent Arce, with his poll numbers plummeting, suspended his campaign. Morales, meanwhile, remains holed up in his coca grower redoubt to avoid criminal charges.

The MAS-led government’s political fragmentation, and its ineffectual response to Bolivia’s increasingly disastrous economy, have left the party deeply unpopular. The country is currently floundering amid its worst economic crisis in 40 years. Its natural gas production is half of what it was in 2014, with nothing to replace it. Bolivia has failed to develop its large reserves of lithium. Depleted currency reserves and a scarcity of US dollars have driven up inflation, creating severe shortages of fuel and basic goods. Over the past year, ordinary Bolivians have angrily expressed their discontent with the country’s economic collapse through repeated strikes and protest actions.

Emerging from this bleak political and economic state-of-affairs is the surprise election winner, Rodrigo Paz. Son of onetime leftist president Jaime Paz Zamora, former mayor of Tarija, and recently a senator, Paz’s campaign focused on restoring Bolivia’s economy, but gradually rather than by instituting sweeping fiscal austerity measures as his rival in the run-off proposed. Non-indigenous, pro-business, and ideology averse, Paz successfully positioned himself as a pragmatic reformer. He has delivered a strong anti-corruption message, pledged to restore relations with the US and bring back foreign investment. His populist call for a “capitalism for all” hopes to thread the needle by mixing decentralization, lower taxes, support for small businesses, and greater fiscal discipline, with continued spending on popular MAS-era social programs.

Paz’s critics argue that what he proposes is an impossible fiscal balancing act. Desperate and impatient Bolivians will expect immediate results. But it remains far from clear whether Paz will be able to overcome likely regional opposition to at least some of his policies. And if he does not stabilize the country’s dysfunctional economy quickly, Paz’s political honeymoon might be brief.

The Rise, Decline, and Crisis of Ecuador’s Indigenous Movement

By Dr. Pablo Andrade Andrade

October 17 Demonstrations (Manifestaciones del 17 de Octubre)
(Source: Wikimedia Commons)

Just six years ago, in 2019, the three major organizations of the Ecuadorian indigenous movement were on the rise. CONAIE (the Confederación de Nacionalidades Indígenas del Ecuador) led the charge against Lenin Moreno’s government. For eleven days their widespread demonstrations posed a serious threat to the government’s stability. The “Paro Nacional” (Nationwide Strike) not only facilitated CONAIE’s alliances with the other two indigenous organizations (FENOCIN, the Federación Nacional de Organizaciones Campesinas, Indígenas y Negras, and FEINE, the Federación Ecuatoriana de Indígenas Evangélicos) but also broadened its coalition with a diverse range of civil society organizations, marking a significant shift in Ecuadorian politics. The impact of the indigenous movement on Ecuadorian politics was profound, as Moreno´s government was seriously weakened. Two years later, in 2021, CONAIE’s political party, Pachakutik, won substantial representation in the National Assembly and placed third in the Presidential elections.

In 2022 CONAIE’s president, Leonidas Iza, led a successful national strike against Guillermo Lasso’s right-wing government. His leadership, bolstered by unity among indigenous communities and their allies, made it the most powerful leftist organization. Newfound solidarity among indigenous communities and stronger ties with student, feminist, and environmental movements, enhanced Iza’s national and international reputation. Less than a year later, President Lasso had to end his term and called for early general elections. However, at that moment Iza´s radical wing of CONAIE also attempted to impose its agenda over Pachakutik and the Amazonian federation CONFENIAE, which proved to be a high-cost strategy. The internal conflicts that followed led, in 2025, to the most serious electoral defeats that both organizations had suffered in decades.

The 2023 general elections were marred by prison massacres and political assassinations, including that of presidential candidate Fernando Villavicencio and the mayor of Manta, among numerous other government officials. Amid this unprecedented turmoil, a young center-right candidate, Daniel Noboa, emerged victorious as interim president. His win signaled yet another shift in Ecuador’s political landscape, with the country’s fragile democracy once again at the mercy of a personalist, plebiscitarian president.

The first warning sign of the current political turn to populist rule came with the 2025 regular election. The President’s party (Alianza Democrática Nacional, ADN) and the opposition party (Revolución Ciudadana, RC) totalled over 80 percent of National Assembly representatives. Noboa won his first five-year mandate. Pachakutik saw its representation shrink to five members, who the government rapidly coopted. Free from legislative checks, Noboa advanced his economic adjustment program. In addition, amid the ongoing public security crisis, Noboa expanded the military’s role in maintaining domestic order. Although assassinations have risen since 2023, militarization has strengthened Noboa’s control over organized violence, boosting political support for his government.

As part of its economic program, in September 2025, the Noboa administration raised diesel prices, a decision that in 2021 and 2022 sparked the wrath of CONAIE. But the leaders misjudged the lasting strength gained in 2021 and 2022, failing to account for damage from the 2023 and 2025 leadership races. As a result, they  rushed to emulate the apparent successes of the past. This time, however, CONAIE was at its lowest point. Unable to coordinate a nationwide strike, organizations in the northern province of Imbabura were left to their fate. The indigenous peoples of Cotacachi, Ilumán, Peguche, and Otavalo sustained demonstrations for a month. Still, they paid a high price in lost lives, injured people, and detainees due to systematic and brutal repression at the hands of the Armed Forces and the Police. This time, the government did not back down; the solidarity of  allied urban groups was, in this case, mostly symbolic and ineffective.

If CONAIE’s crisis should not be seen as the end of the indigenous movement, its significance cannot be overlooked. While grassroots mobilization once seemed effective, Noboa’s strong appeal and military support present new challenges. The aftermath of the national strike has called into question CONAIE’s representativeness and capacity to organize. An emboldened Noboa is now proposing a national plebiscite, in which he will likely be victorious, while Ecuador’s civil society appears weaker than ever. The challenges ahead are complex. The failed challenge to Noboa´s government could herald a new era of competitive authoritarianism, a scenario made even more likely by renewed international tolerance of hybrid forms of democracy. The lost battle left the indigenous organizations of Imbabura with wounds that could be challenging to heal, and racism lurks underneath the surface of Ecuador’s still young experiment with intercultural co-governance.

Pablo Andrade Andrade is Professor and Chair of the Germánico Salgado Lectures, Universidad Andina Simón Bolívar

*This post continues an ongoing series, as part of CLALS’s Ecuador Initiative, examining the country’s economic, governance, security, and societal challenges, made possible with generous support from Dr. Maria Donoso Clark, CAS/PhD ’91.

On the U.S. – Argentina Currency Swap

By Dr. Susana Nudelsman

Central Bank of Argentina (Banco Central de la República Argentina)
(Source: Wikimedia Commons)

In October of this year, the United States Treasury Secretary Scott Bessent ratified the signing of a US$20 billion currency swap with the Central Bank of Argentina as part of an “economic stabilization agreement” (Buenos Aires Herald, 2025). Moreover, the U.S. Treasury announced it is working on a complementary US$20 billion credit line that would be provided by private-sector banks and sovereign wealth funds (La Nación, 2025).

According to the Argentine banking institution, this agreement seeks to contribute to the country’s macroeconomic stability, emphasizing the need to preserve price stability and promote sustainable economic growth. The swap operations will enable the Central Bank of Argentina “to expand its set of monetary and exchange rate policy instruments, including the liquidity of its international reserves”, in line with the regulatory functions outlined in its statutes. The agreement is an important factor of a far-reaching approach that aims to strengthen the country’s monetary policy and improve the Bank’s ability to cope with events of volatility in the foreign exchange and capital market (Central Bank of Argentina, 2025).

Why is Argentina interested in this agreement?

Peterson Institute Professor Maurice Obstfeld (2025) highlights Milei’s remarkable success in lowering inflation, achieving a federal budget surplus, and relaxing regulations. Prior to the present crisis, the IMF predicted that Argentina’s GDP would expand by 5.5 percent in 2025, after shrinking 1.3 percent in 2024. At the same time, the IMF’s initial assessment of April 2025 concluded that, with one exception, important objectives were met. Indeed, the country’s net foreign exchange reserves, which are primarily in US dollars, fell well short of their target level.

Harvard Professor Ricardo Hausmann (2025) explains that Argentina is trapped in a multiple equilibrium, that is, a situation in which given the same set of conditions, an economy can achieve two or more distinct and stable equilibrium outcomes. If investors are willing to lend money when they feel optimistic, this lowers interest rates helping the economy grow and keeping debt service low, thus confirming the initial expectations. Conversely, if investors become pessimistic, they demand high risk premiums, which causes interest rates to skyrocket, harming investment and making public debt more expensive, thus justifying their fear of a crisis.

For his part, the former Secretary of Finance of Argentina Daniel Marx (2025) underscores that the pre-election portfolio adjustment has been less complicated than in the past, which shows more credibility with banks and institutions. In this regard, financial support from the U.S. Treasury can be useful in creating a sequence that enables its orderly implementation. Hence, the funds obtained to cope with the ongoing problems could be used to address important unresolved issues rather than being used for other instances in which funds are being depleted in the short-term.

Why is the U.S. interested in this agreement?

As Brad Setser (2025), Senior Fellow at the Council on Foreign Relations, argues, Washington has an interest in Milei’s success, not only because of his emphasis on stabilizing the Argentine economy, but also because his commitment to the free-market approach could serve as an important example for the rest of the continent.

However, U.S. interest in the swap agreement should also be understood in terms of the momentous change that the architecture of international financial relations has been experiencing in recent times. Indeed, following various decades of growing global economic integration, the planet is now confronting the threat of policy-driven geo-economic fragmentation.

In this context, Argentina matters for the strategic interest of the United States. Scott Bessent (2025) has emphatically stressed that the country is “a systemically important U.S. ally and that the U.S. Treasury stands ready to do what is needed within its mandate to support Argentina.” In other words, the Trump administration’s bailout resembles Mario Draghi’s support for European stability in 2012 with his “whatever it takes” approach, applied to the Argentine case in 2025.

Vera Bergengruen (2025), a journalist for The Wall Street Journal, believes that Washington’s security policy is a sort of revival of the Monroe doctrine. While the prior doctrine sought to keep European powers out of the region, the current one is primarily focused throughout the Americas with an aim to reward loyalty and to root out enemies. In this respect, Argentinian political analyst Juan Landaburu (2025) points out that in the context of a North American withdrawal from other regions, the so-called “backyard” of the United States is gaining greater importance, but this time not because of European ambitions but because of China’s advances.

  • With the results of Argentina’s midterm elections, the government has gained public support for its pro-market approach, while also gaining ground in the international financial community.
  • For its part, the United States government welcomes this result, which reaffirms its political preferences and allows it to make projections about its strategic interests in Latin America.
  • That said, the swap agreement between the U.S. and Argentina, while not without risks, constitutes an opportunity to renew ties of cooperation in the context of the current complex architecture of international relations. The coin is in the air.

REFERENCES

Bergengruen Vera, 2025, Trump’s ‘Donroe Doctrine’ Aims to Dominate the Americas, The Wall Street Journal, October 22, available at https://archive.is/20251023231723/https://www.wsj.com/world/americas/trumps-donroe-doctrine-aims-to-dominate-the-americas-b31208dd

Bessent Scott, 2025, Argentina is a systemically important U.S. ally in Latin America, and the @US Treasury stands ready to do what is needed within its mandate to support Argentina, available at https://x.com/SecScottBessent/status/1970107351912075454

Buenos Aires Herald, 2025, Scott Bessent confirms Argentina-US currency swap has been signed, available at https://buenosairesherald.com/economics/scott-bessent-confirms-argentina-us-currency-swap-has-been-signed

Central Bank of Argentina (Banco Central de la República Argentina), 2025, The BCRA and the U.S. Department of the Treasury sign a USD 20 billion agreement for exchange rate stabilization, available at https://www.bcra.gob.ar/Pdfs/Noticias/acuerdo-bcra-tesoro-estados-unidos-EN.pdf

Hausmann Ricardo, 2025, Trump Alone Can`t Save Argentina, New York Times, October 15, available at https://www.nytimes.com/2025/10/15/opinion/argentina-milei-trump-bailout.html

La Nación, 2025, Estados Unidos prepara otra ayuda para la Argentina con el sector privado por US 20000 millones, October 16, available at https://www.lanacion.com.ar/estados-unidos/eeuu-prepara-otra-ayuda-para-la-argentina-con-sector-privado-por-us20000-millones-nid16102025/

Landaburu Juan, 2025, Por qué Trump mira a América Latina más que nunca? La Nación, October 25, available at https://www.lanacion.com.ar/el-mundo/por-que-trump-mira-a-america-latina-mas-que-nunca-y-cuales-son-los-riesgos-detras-de-su-estrategia-nid25102025/

Marx Daniel, 2025, De pesos a dólares: esta vez es algo diferente, El Cronista Comercial, October 21, available at https://www.cronista.com/suscripciones/?limit=false&continue=https%3A%2F%2Fwww.cronista.com%2Fcolumnistas%2Fde-pesos-a-dolares-esta-vez-es-algo-diferente%2F&kicker=Opini%C3%B3nExclusivo%20Members&title=De%20pesos%20a%20d%C3%B3lares%3A%20esta%20vez%20es%20algo%20diferente&summary=&image=https%3A%2F%2Fwww.cronista.com%2Ffiles%2Fimage%2F1272%2F1272625%2F68f969cdb980d_600_315!.jpg%3Fs%3D0eec9030d86ead2043d767eb59f61bac%26d%3D1761176231

Obstfeld Maurice, 2025, Argentina’s Credibility Trap, Brookings Institution, available at https://www.piie.com/blogs/realtime-economics/2025/argentinas-credibility-trap

Setser Brad, 2025, Will Trump’s $20 Billion Backing Help Milei Change Argentina’s Fortunes, available at https://www.cfr.org/article/will-trumps-20-billion-backing-help-milei-change-argentinas-fortunes


Susana Nudelsman is a Doctor in Economics focused on international political economy. Counselor at the Argentine Council for International Relations and visiting fellow at CLALS.

The First Freedom

The First Freedom: How We Lost Sight of Our Oldest Right—The Freedom of Movement

By Bashir Mobasher  

Image: David Peinado Romero / shutterstock.com

Today, when we speak of migration, we no longer picture the awe-inspiring journeys of Herodotus, Xuanzang, Marco Polo, Ibn Battuta, or James Cook, men who ventured across oceans and deserts, through empires and unknown lands without needing a permit to enter and sometimes even received an audience with curious royalties.[1] We forget that their stories represent countless others, unnamed, unrecorded. We overlook the migration of the earliest human, homo erectus and homo sapiens, those bold crossings over mountains and plains, rivers and seas, islands and continents, by people who knew no boundaries, only the pull of necessity, survival, and discovery. They exercised the most ancient human freedom: the freedom to migrate.

Now, when we hear the word migration, our minds leap not to the journey, but to borders, passports, patrols, visas. We ask whether someone’s movement is legal or illegal, allowed or forbidden. We debate thresholds and quotas, risks and threats. Rarely do we ask the more human question: Does a person have the right to move freely? Doesn’t a person have the right to seek safety, pursue happiness, or simply adventure elsewhere?

What once seemed instinctive is now seen as impermissible, unnatural, even immoral. But this distorted view of movement is astonishingly new. It is newer than carriages and clocks, than spectacles and telescopes. For most of human history, the idea that one needed permission to move would have been absurd. Questioning human migration was questioning human nature—it still is. For over 90% of our existence as hunter-gatherers, humans were entirely dependent on movement.

Even with the rise of agriculture and the building of cities, migration between spaces remained natural to individual and social life. Entire communities shifted with the seasons. Trade and travel routes like the Silk Road, the trans-Saharan highways were arteries of constant movement. Nomadic peoples endured. Even the settled recognized migration as a response to drought, war, or opportunity. One needed no reason, or any reason would suffice.

This right to move is older than nearly all others. It predates the right to property, that most revered right in American political mythology. Property only became relevant when humans began to fence off land. Even the American settlers who enshrined property rights had to first migrate across oceans and continents to claim the land often by force. The right to the ‘pursuit of happiness’, enshrined in the US Declaration of Independence (1776), presupposes freedom of movement. Before there was freedom of speech, freedom of religion, the right to vote, or the right to due process, there was the right to migrate. Kings and empires might silence your tongue, outlaw your prayers, chain your thoughts, but they rarely questioned your decision to migrate. To migrate was beyond question. Often, it was the only freedom you could use to protect other personal rights by going to a new place. As the most respected freedom, it was the guardian of all other rights and freedoms.

Ancient thinkers, and traditions revered it as a sacred endeavour. Herodotus wrote, “Human prosperity never abides long in one place.” Aristotle saw migration as part of the natural order, while Socrates found it preceded new polities and civilizations. Religious traditions elevated migration into a moral duty: Abraham’s journey across deserts, the Exodus of the Israelites, the disciples’ missions across lands and cultures, and the Prophet Muhammad’s Hijra from Mecca to Medina were not mere detours or escapes. They were profound tales of faith, survival, and liberation in these traditions. Similarly, the Buddha’s Great Renunciation, the exiles in the Ramayana and Mahabharata, and the Anishinaabe migration were considered sacred journeys in these traditions shaping both the self and the world.

And yet today, that great engine of human history has been stalled. The rise of modern nation-states, colonial cartographies, and rigid immigration regimes has replaced this freedom with control. The invention of passports, visa systems, and surveillance bureaucracies has shackled what was once humanity’s most basic instinct. A species that roamed the earth for millennia now finds itself trapped inside boxes, walled by citizenship papers, embassies, fences, and checkpoints.

Ironically, it was the very colonial powers who once championed expeditions, economic and political adventurism, and settlement expansion that later rebranded rather more peaceful and kinder versions as a threat. The same empires that moved freely across oceans and continents in search of resources and dominion turned around to criminalize movement when it came from the margins. They eagerly promoted a pantheon of liberal rights, including free speech, religion, property, and even humanitarian intervention, but withheld the most ancient and universal of them all: the freedom of movement.

When the Universal Declaration of Human Rights was adopted, freedom of movement was included but subtly severed from the act of migration. A quiet sleight of hand. The right to leave was affirmed; the right to enter was not. It was a masterstroke of legal illusion, a political magic trick from the Western sleeve that has since cast a spell over global consciousness. A disillusion so complete, we forgot that the right to move was indeed the right to migrate; and it was never theirs to define, give or take. It was ours all along.

They even manufactured some baseless rights like preemptive self-defence, preemptive strikes, trade liberalization, and economic embargo, but somehow framed the right to migrate as too unrealistic, too disruptive, too dangerous to recognize. Denying the right to free movement has never been merely a matter of security or order; it reflects much deeper structural concerns. Facilitating and even coercing the flow of capital and resources from the Global South while restricting the movement of people ensures that global inequality remains entrenched, locking entire populations into structural disadvantage. These deeply embedded, often racialized, immigration systems have historically privileged certain regions and populations over others.

This redefinition has traveled far beyond its Western origins. For example, it is not only the United States or Germany that now deport Afghans, the very people they once claimed to protect. So too does Pakistan, Iran, and Tajikistan, who call Afghans their ‘Muslim brethren’, their ‘cultural kin’, their ‘linguistic neighbours’. Yet all these words evaporate at the border. Solidarity collapses at the gate.
Today, we no longer speak of migration as a right. We speak of it as a problem. A crime, a disruption to be managed. The image of the migrant has shifted from that of a seeker or survivor to that of an invader. We no longer greet them with wonder. We do not ask about their journeys, their struggles, their dreams. We fear them. Our attention has shifted from people to policies, from humanity to geography. We have created a world where those most in need of movement are the most forbidden to move. People are trapped in war zones, failing economies, and ecological disasters, not because they cannot escape, but because they are not allowed to. The powerful still glide across borders with ease; the vulnerable are held hostage by the coordinates of their birth. Worse still, this system has seeded hatred and xenophobia, nationalism, and exploitation. It has enabled trafficking where safe passage is denied. It has weaponized difference and built moral hierarchies out of geography. Borders are no longer lines; they are Great Walls of China, dividing people, excluding them.

To forget this freedom is not only to forget our past; it is to endanger our future. In boxing humanity into artificial lines, we have betrayed the very idea of freedom. We have turned a natural preservation instinct, a birthright, into a crime. We have silenced the journey. And in doing so, we have not only lost sight of our first freedom; we have lost a piece of what it means to be human.
 

[1] The empires were, however, hesitant to let Ibn Battuta and Marco Polo leave because they needed their services, not because they had some random law about migrations.

Dr. Bashir Mobasher teaches at the American University (DC) Department of Sociology, New York University DC, and the American University of Afghanistan Departments of Political Science. Dr. Bashir is the current President of Afghanistan Law and Political Science Association (in Exile). He is an expert in comparative constitutional law, identity politics, and human rights. He has authored, reviewed, and supervised numerous research projects on constitutional law, electoral systems, and identity politics. His recent research projects are centered around decentralization, social justice, and orientalism. Bashir obtained his B.A. (2007) from the School of Law and Political Science at Kabul University and his LLM (2010) and PhD (2017) from the University of Washington School of Law.

Walls, Fear, and Misinformation

Walls, Fear, and Misinformation: How the Securitization of Immigration in the US Fuels Xenophobia

By Lauro Accioly

Public perceptions in the U. S. regarding Latin American immigrants sometimes reflect historical traits of xenophobia. Some surveys and studies suggest that individuals who perceive Latin American immigrants as threats to cultural identity, public safety, or job security are significantly more likely to support hardline immigration measures, including the construction of a wall along the U.S.-Mexico border—a costly and symbolically charged project. This negative perception can be exacerbated by misinformation, which reinforces such misconceptions about immigration.

The construction of a border wall was one of Donald Trump’s flagship political promises and a pillar of his broader migration agenda during his 2016 presidential campaign. He largely promoted his political agenda via Twitter, while spreading misinformation and distortions on immigration and many other topics. Research shows that many of the negative perceptions of immigrants, regardless of legal status, are highly distorted. When it comes to crime in the U.S., for instance, there is ample evidence that immigrants – both documented and undocumented – are less likely to commit crimes than native-born citizens. Nonetheless, a substantial number of Americans still believe that immigration increases criminality. This phenomenon is borne out in data indicating that during Trump’s first administration, the majority of crimes were committed by native-born Americans, and their crime rate was higher than that of the foreign-born. Nationally, the crime rate among undocumented immigrants has historically been low. Since 1980, immigrants have exhibited lower incarceration rates than native citizens – a pattern sustained for over 150 years.

Image of Construction at the U.S.-Mexico Border Wall. Retrieved from DVIDS.
Image of Construction at the U.S.-Mexico Border Wall. Retrieved from DVIDS.

Given these facts, is misinformation the primary factor shaping the negative perceptions about immigrants? I argue that although misinformation does play an important role, it is the most dangerous when accompanied by a state framing of insecurity and aggressive policies. A concept widely discussed in International Relations – securitization – has gained relevance in this debate. This concept explores how certain issues are strategically framed as matters of national security or threats, thus legitimizing the adoption of emergency and exceptional measures. Some scholars have argued that this process results in the social engineering of insecurity, wherein certain topics are repeatedly framed as security problems to justify restrictive policy responses. Doing so often creates more issues than it solves, such as the rising death toll among migrants who, in an effort to bypass highly securitized zones, are forced to take more dangerous and often deadly routes.

This scenario directly applies to the issue of the US-Mexico border. Heavy investment in surveillance and enforcement infrastructure has led to additional challenges, such as increased migrant mortality. As migrants are forced to seek out more dangerous routes, their lives are placed at greater risk. This reflects a deterrence-based strategy.  The intention is to discourage irregular migration, rather than completely prevent individuals traveling through Mexico — including, but not limited to, Mexican nationals—from entering the country. The strategy of prevention through deterrence, first institutionalized during the Clinton administration, was strengthened under George W. Bush in the context of the Global War on Terror and later became a central pillar of Donald Trump’s hardline immigration agenda.

This logic of deterrence is deeply embedded in the broader process of securitization, which has become a recurring reference point in U.S. politics—especially following the attacks of September 11, 2001. In the post-9/11 era, the U.S. government expanded the national security paradigm to encompass irregular migration, portraying it as a potential threat akin to terrorism. This discursive and policy shift helped to legitimize a range of exceptional measures, including militarized borders, the use of surveillance technologies, and increased detention. In this way, the logic of securitization that shaped the U.S. response to 9/11 continues to inform and justify current immigration enforcement practices.

The US-Mexico border wall – one of Trump’s main campaign promises – exemplifies how securitization and misinformation go hand in hand in shaping immigration policy. Particularly among groups who believe that immigration worsens crime and harms the economy, there is a tendency to support border-closing policies, such as the wall, and who further amplify false and distorted information about immigration. His repeated attacks on the character of immigrants strengthened the belief that immigrants pose an immediate threat to the country. His statements, combined with the dissemination of misleading data, not only distorted the reality of immigration in the U.S. but also resulted in policies that increased precarity for migrants and heightened state violence along the border.

Beyond the political and social consequences, the securitization of immigration directly affects the lives of migrants, rendering their conditions in the U.S. increasingly precarious. Border militarization, for instance, does not fully prevent irregular immigration. It simply makes migration more dangerous. The criminalization of migration leads to detention, family separation, mass deportation, and the marginalization of entire groups of people. This process fuels restrictive policies, deepens migrant marginalization, and sustains a distorted view of the migratory reality.

Misinformation and securitization discourses from politicians and state actors construct immigration as a threat. Parties and citizens may buy into this rhetoric for political and self-serving reasons.

The broader context of insecurity is reinforced by both real and manufactured crises. This politically manufactured sense of insecurity aims to legitimize tougher border policies and reinforces a cycle of exclusion: the more immigrants are framed as dangerous or destabilizing, the more justification arises for restricting their rights and intensifying control measures. This is circular logic and justification that only breaks once reality intrudes to break the spell.

Lauro Accioly Filho is a PhD candidate at the Interinstitutional Graduate Program in International Relations – San Tiago Dantas and a Visiting Scholar at American University (Washington, D.C.).

Edited by Rob Albro, Associate Director, and Ernesto Castañeda, Director, at the Center for Latin American and Latino Studies 

Trapped by Debt? China’s Role in Ecuador Oil Dilemma

Photo credit: Xinhua, https://images.app.goo.gl/rBnL1kuwMixrzmCh7

Ecuador’s struggle to move beyond oil is deeply tied to its financial obligations—especially to China. Over the past 15 years, oil revenues have not only funded public spending but also serviced billions in external debt, locking the country into a path of continued extraction. This tension was already visible when the Yasuní-ITT Initiative collapsed in 2013: efforts to protect the rainforest were ultimately sidelined as social spending and budgetary needs remained—if not deepened—the country’s dependence on oil income. A decade later, Ecuadorians voted to halt drilling in the same region, but implementation has slowed. While officials have cited fiscal pressures and legal complexities, it is also clear that a significant portion of Ecuador’s oil production remains tied up in long-term prepayment arrangements—including those linked to past oil-for-loan agreements with Chinese lenders. 

Following Ecuador’s 2008 debt default, China quickly emerged as the country’s primary financier. According to the China-Latin America Finance Database, since 2010 Chinese policy banks—primarily China Development Bank and Eximbank—provided over $18 billion in loans to Ecuador. Many of these were backed by future oil shipments. The structure followed a two-track model: financial agreements with policy banks, and parallel supply contracts with PetroChina or Unipec. In practice, this meant that while Chinese banks lent Ecuador billions in cash, PetroEcuador committed to deliver oil to Chinese traders as repayment—regardless of market prices at the time of shipment. This arrangement locked in large volumes of crude in exchange for upfront cash. By 2013, nearly 90% of Ecuador’s oil exports were committed under term contracts with Chinese buyers, giving Beijing outsized leverage over the country’s oil trade. 

These deals have had long-lasting implications. By committing barrels years in advance, they reduced Ecuador’s ability to adjust production in response to new priorities—such as conservation mandates or global price shifts. Pricing terms further undercut the country’s earnings. Although contracts referenced international benchmarks like West Texas Intermediate (WTI) or Brent, additional fees, quality discounts, and opaque delivery terms often meant Ecuador received significantly less than market value. In fact, in 2017 Petroecuador sought to renegotiate oil-for-loan contracts with Chinese firms precisely to secure better pricing and reduce the volume of barrels exported under onerous terms. A 2022 audit cited by Infobae estimated that Ecuador lost nearly $5 billion in revenue due to oil sold at below-market prices under those contracts; up to 87% of crude exports were tied to formulas that paid less than the spot market could have yielded. 

Independent investigations by journalists have also found that Chinese firms profited by reselling Ecuadorian crude at higher prices, while Petroecuador captured only a portion of the potential revenue. Contractual provisions—such as repayment accounts held abroad and sovereign immunity waivers—further limited Ecuador’s flexibility to renegotiate terms without risking legal or financial penalties. 

In this context, many of the barrels extracted today are already earmarked through older pre-sale deals. This complicates efforts to curb drilling, even when doing so in response to a clear public mandate. Contractual rigidity—not just fiscal reliance—has narrowed the government’s policy space. Reversing course isn’t just a matter of political will; it requires untangling years of embedded financial commitments. 

The 2022 debt restructuring with China offered a glimpse of what greater flexibility can unlock. By renegotiating loan maturities and rescheduling oil deliveries, Ecuador freed up dozens of cargoes that had been tied to repayment. Instead of shipping them under discounted terms, the government was able to sell them on the open market—during a favorable price window—generating millions in additional revenue. The volume of oil remained the same. What changed was when and how it could be sold. This shift in marketing autonomy directly expanded Ecuador’s fiscal space, without requiring increased production or new drilling. 

While extractive arrangements remain deeply entangled with prior commitments, recent developments suggest Ecuador is gaining modest room to pursue a different path. In mid-2025, the country secured $400 million from China’s PowerChina—part of a broader $1 billion renewable energy package that also included Spanish financing—to support solar and energy storage projects. This marks a shift in Chinese engagement away from fossil-backed infrastructure toward cleaner investments. At the same time, Ecuador has turned to debt-for-nature swaps to ease financial pressures without expanding oil production. Although these were led primarily by multilateral lenders and NGOs, they reflect a broader shift. The 2023 Galápagos blue bond refinanced $1.6 billion in debt to fund long-term marine conservation, while a second swap in 2024 unlocked $460 million for Amazon protection. Together, these efforts point to the possibility of more climate-aligned partnerships—offering early glimpses of how Ecuador, with support from external actors, including China, might gradually move beyond extractive dependence. 

Three lessons stand out. First, oil-for-loan deals may offer quick liquidity, but they impose long-term constraints that complicate democratic and environmental decision-making. Second, transparent and flexible oil sales consistently outperform opaque pre-sale contracts weighed down by discounts and delivery restrictions. And third, while China’s engagement has historically centered on extractive finance, recent shifts—such as investment in renewable infrastructure—suggest there is room for more climate-aligned and cooperative models. Deepening this kind of engagement, alongside support for flexible financing tools like debt-for-nature swaps, in line with its constitutional commitments, could help Ecuador reduce oil dependence.  

There is no easy path out of an oil-dependent economy for Ecuador. Oil still plays a major role in the country’s budget. But the choice is no longer between drilling or defaulting. The 2022 restructuring showed that smarter financing—focused on freeing future production from rigid terms—can create space to act on social and environmental goals. Greater control over the extractive model would not mean extending Ecuador’s reliance on oil, but rather using what production remains in a more strategic and limited way. This includes regaining flexibility over how and when oil is sold and ensuring that any revenues are used to actively support, rather than delay, the transition toward a more diversified and sustainable economy. The 2023 vote to halt oil drilling in the Yasuní reserve signaled a shift in public priorities. Whether Ecuador—and its partners—can align financing with that vision will determine whether Yasuní becomes a turning point or just another deferred promise. 

Edgar Aguilar is a Researcher at the Center for Latin American and Latino Studies and a graduate student in International Economics at American University 

Edited by Rob Albro, Associate Director, Research, at the Center for Latin American and Latino Studies 

*This post continues an ongoing series, as part of CLALS’s Ecuador Initiative, examining the country’s economic, governance, security, and societal challenges, made possible with generous support from Dr. Maria Donoso Clark, CAS/PhD ’91.