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Tech and Trade Strategic Insights: Beyond the Headlines
Jake E. Jennings, Chair of Technology and Trade
IEEPA Authority Invalidated, Statutory Tariffs Become the Only Path: With emergency tariff powers struck down, the administration can no longer rely on rapid, unilateral IEEPA actions.
USMCA 2026 and Economic Security: The Convergence of Technology, Trade, and National Security
By Jake E. Jennings, Chair of Technology and Trade
The USMCA Review Is Becoming a Test of North American Technology Security. The 2026 review of the United States–Mexico–Canada Agreement was initially framed as a routine, if politically sensitive, “check-in” trade exercise. In practice, it is becoming something far more consequential: a stress test of whether North America can function as a coherent technology and economic-security platform in an era of intensified strategic competition globally.
Tech and Trade Strategic Insights: Beyond the Headlines
Jake E. Jennings, Chair of Technology and Trade
Rubio Lays Out the White House Economic Security Playbook: Secretary Rubio’s Munich speech frames a “new Western century” built on re‑industrialization, supply chain sovereignty, and allied technological leadership—not just a narrower China strategy.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Economic Security Replaces Free Trade in the Western Hemisphere: U.S. agreements and USMCA talks increasingly condition regional market access on supply chain alignment, critical minerals cooperation, and China-related constraints rather than tariff reciprocity.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Tariff relief is increasingly exchanged for onshoring committments. The U.S.–Taiwan chip deal underscores a template where reduced duties come with large, targeted investment obligations, tightening the link between market access and domestic buildout decisions.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
FCC Bars New Chinese Drones from U.S. Markets: Firms should expect national security reviews to be embedded earlier in authorization and certification processes, raising barriers for foreign-origin hardware, including routers and IoT devices, well before sanctions or enforcement actions occur.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Federal AI Preemption Raises Litigation as a Compliance Risk: The administration’s turn to DOJ-led challenges and funding leverage signals that court outcomes.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
U.S. Government AI Consolidation Reshapes Compliance: A unified national AI framework will shift obligations toward federal standards, reducing state-level variability but increasing exposure
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Executive Trade Authority Takes Center Stage The Supreme Court’s review of IEEPA tariffs creates a planning gap where duties could be unwound even as Section 232 and 301 actions expand, requiring firms to model divergent statutory outcomes and prepare for faster or broader tariff escalation.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
The Xi – Trump Trade Truce The Seoul ‘consensus’ reduces near-term tariff and crucial minerals pressure, but leaves structural technology, energy, and enforcement issues outstanding.

