25 CARGAS PROYECTO / PROJECT CARGO · 2025 have ended up generating an environment of uncertainty and high commercial volatility, which means that projects cannot maintain a clear roadmap, which together with the political instrumentalization of trade directly affects the planning of large projects”. By way of example, Diaz mentions the energy sector, where two divergent dynamics coexist: Oil & Gas, ”which benefits from a favorable approach towards national production and a regulatory relaxation that could accelerate investments in heavy industrial infrastructure”, and offshore wind energy, which ”is going through a moment of blockage with the cancellation of permits, legal uncertainty and lack of regulatory consistency that compromise the progress of projects already tendered”. CAUTION IN THE FACE OF UNKNOWNS Regarding the current US presidency, TIBA’s Ignacio Leira is cautious, considering that, although the measures taken have been quite quick in terms of tariffs and energy, ”it follows a predetermined roadmap and it is still too early to see how things will evolve and their long-term impact”. ”Everything that involves trade tension and barriers to the export/ import of goods generates uncertainty in the market, so we will be very attentive to events in order to support our customers,” says Leira, who appeals to common sense and that the European Union ”reacts jointly in the search for solutions with the United States”. Juan de Castro, from Pérez y Cía., highlights the unknowns surrounding the steel product market as a result of Trump’s new tariff policy, since to date it is ”an important pillar of national exports”. ”Faced with the withdrawal of the United States, the European Union has intensified its efforts to strengthen trade ties with other regions, such as Central Asia and Latin America,” says de Castro, who points out how negotiations and agreements with areas or countries such as Mercosur, Mexico, India and Indonesia ”seek to diversify markets and ensure economic and geostrategic security.” política arancelario de Trump, ya que hasta la fecha es “un puntal importante de las exportaciones nacionales”. “Ante el repliegue de Estados Unidos, la Unión Europea ha intensificado sus esfuerzos para fortalecer lazos comerciales con otras regiones, como Asia Central y América Latina”, dice de Castro, que señala cómo negociaciones y acuerdos con áreas o países como Mercosur, México, India e Indonesia “buscan diversificar mercados y garantizar la seguridad económica y geoestratégica”. ”FACED WITH THE WITHDRAWAL OF THE UNITED STATES, THE EUROPEAN UNION HAS INTENSIFIED ITS EFFORTS TO STRENGTHEN TRADE TIES WITH OTHER REGIONS, SUCH AS CENTRAL ASIA AND LATIN AMERICA,” SAYS JUAN DE CASTRO, REGIONAL MANAGER OF PÉREZ Y CÍA. IN BILBAO.
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