Aurora Macro Strategies

Ecuador Monitor

July 26, 2026

Latin AmericaAurora Intelligence

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 Monitor