Category
Sanctions & Trade
Analysis of U.S. economic sanctions, trade agreements, tariff policy, export controls, and their geopolitical implications.
6 briefings in this coverage area. See also Live Data for the daily news, Congress.gov, and FRED pool.
Latest analysis
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U.S.-Iran Sanctions Reset Hits Limits
Washington is signaling sanctions relief to secure Iran diplomacy while expanding OFAC designations, exposing legal, congressional, and enforcement limits.
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Iran Shadow Fleet Sanctions Intensify
Treasury and State sanctions target Iran's shadow fleet oil traders as the U.S. maximum pressure campaign escalates alongside active military operations.
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OFAC Targets Russia's Oil Shadow Fleet as Europe Escalates Interdiction
Treasury's OFAC and European allies are tightening pressure on Russia's shadow fleet—the linchpin of Moscow's sanction-busting oil export machine.
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U.S. Sanctions Rwanda's Military Over Washington Accords Violations
U.S. sanctioned Rwanda's Defence Force and four senior commanders for backing M23 rebels in the DRC, testing the December 2025 Washington Accords peace deal.
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OFAC Targets Chinese Iran Oil Buyers as Secondary Sanctions Escalate
OFAC intensifies secondary sanctions on Chinese Iran oil buyers, challenging Beijing's calculus as U.S. maximum pressure policy advances in 2026.
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USMCA Review Enters Uncharted Waters After SCOTUS IEEPA Ruling
SCOTUS' IEEPA ruling narrowed Washington's tariff toolkit just as the 2026 USMCA review began, reshaping leverage for all three parties.