Aurora Macro Strategies

Ecuador August Chartbook: Back to Blackouts?

August 14, 2026

Latin America

A new 10% U.S. tariff, a strengthening El Niño, and a fragile power grid are converging on Ecuador at once. Aurora forecasts the odds of successful energy mitigation, the timing of the next diesel subsidy cut, and what it means for the 2034s and 2039s.

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Ecuador August Chartbook: Back to Blackouts?