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Claudio X. González Center for the US and Mexico | Working Paper

North America’s Geopolitical and Economic Playbook Under Trump’s Second Term

January 17, 2025 | Roberto Durán-Fernández
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    Roberto Durán-Fernández, “North America’s Geopolitical and Economic Playbook Under Trump’s Second Term,” Rice University’s Baker Institute for Public Policy, January 17, 2025, https://doi.org/10.25613/P5ZR-XW05.

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Donald TrumpTradeGeoeconomic policyNationalism

Abstract

This paper argues that the U.S.’s turn toward protectionism and economic nationalism reflects a deeper strategic agenda to preserve its global dominance in an increasingly fragmented global order. While globalization delivers economic benefits, these gains are increasingly interpreted through the lens of geopolitical imperatives such as technological supremacy and containing China. The same is true of his border security policy. Drawing on classical geopolitical theories, the analysis reveals how U.S. policies under the second administration of President Trump (Trump 47) are likely to reshape North American integration, weaponize economic tools, and accelerate the shift from cooperative globalization to zero-sum competition. As the U.S. recalibrates its role, this paper challenges policymakers in Canada and Mexico to navigate an emerging paradigm where a new kind of pragmatism dictates U.S. actions.

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This publication was produced on behalf of Rice University’s Baker Institute for Public Policy. Wherever feasible, this material was reviewed by external experts prior to release. It has not undergone editorial review. Any errors are the responsibility of the author(s) alone.

This material may be quoted or reproduced without prior permission, provided appropriate credit is given to the author(s) and Rice University’s Baker Institute for Public Policy. The views expressed herein are those of the individual author(s) and do not necessarily represent the views of Rice University’s Baker Institute for Public Policy.

© 2025 Rice University’s Baker Institute for Public Policy
https://doi.org/10.25613/P5ZR-XW05
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