Peter Zeihan
New York Times Bestselling Author | Geopolitical Strategist | Founder, Zeihan on Geopolitics | Deglobalization, Demographics & Energy
Former Mexican Ambassador to China (2007-2013) | Partner, DGA Group | Expert on Geopolitics, U.S.-Mexico-China Relations & Global Trade
As U.S.-Mexico-China relations reach a critical inflection point, few advisors combine the diplomatic credibility and corporate insight of Jorge Guajardo. Mexico's longest-serving Ambassador to China and Partner at DGA Group, Guajardo translates geopolitical complexity into strategic clarity for C-suite leaders navigating tariffs, nearshoring, supply chain disruption, and Chinese competition.
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Global affairs speaker Jorge Guajardo is one of the most respected voices on U.S.-Mexico-China relations, bringing rare diplomatic insight into the geopolitical forces reshaping global trade and the international order. As Partner at DGA Group in Washington, D.C., he advises C-suite leaders at multinational corporations on navigating political risk, market disruptions, and regulatory challenges across China, Latin America, and Europe.
From 2007 to 2013, Guajardo served as Mexico’s Ambassador to China—the longest uninterrupted tenure in that post—during a critical period of China’s economic ascent. He led bilateral trade negotiations, became the first Mexican ambassador to visit all 22 provinces, and built strategic relationships that continue to inform his analysis of Chinese policy and business practice. Prior to his ambassadorship, he served as Mexico’s Consul General in Austin, Texas, managing cross-border issues related to labor, public safety, and financial services. The Austin City Council honored him as an honorary Austinite and awarded him the keys to the city.
Today, Guajardo is among the most sought-after analysts on the shifting dynamics between Washington, Beijing, and Mexico City. Regularly quoted in the Wall Street Journal, The Economist, CNBC, CNN en Español, and the Associated Press, he delivers authoritative analysis on trade wars, tariff policy, nearshoring trends, Chinese industrial strategy, and the evolving architecture of global commerce. His perspective is informed by six years of immersive engagement with Chinese government officials, business leaders, and policymakers across all 22 provinces—a depth of access that few Western analysts have matched. He holds a Bachelor of Science in Foreign Service from Georgetown University and a Master’s in Public Policy from Harvard University’s Kennedy School of Government. Beyond his advisory work, Guajardo is a licensed pilot and enjoys flying with his son.
As a speaker, Jorge Guajardo delivers executive audiences actionable intelligence on the forces redefining international business: how to position for nearshoring opportunities while managing Chinese competition, how to read shifting U.S.-Mexico trade policy in a protectionist era, and what the fracturing of global supply chains means for long-term strategy. He translates complex geopolitical dynamics into frameworks leaders can use immediately—grounded in firsthand diplomatic experience and real-world advisory work at the highest levels of government and business.
With tariffs reshaping global commerce, Mexico stands at the center of escalating tensions between Washington and Beijing. Ambassador Guajardo examines how supply chain relocation, nearshoring momentum, and the surge in Chinese exports routed through Mexico are transforming the U.S.-Mexico relationship. He provides companies and policymakers with a strategic roadmap for understanding both the risks and opportunities created by protectionist policies, helping leaders position their organizations for advantage in an era of economic nationalism.
Chinese companies like BYD, Xiaomi, Temu, and Shein may not yet dominate Western markets, but they are rapidly closing the gap on industry giants like Tesla, Apple, and Amazon. Ambassador Guajardo explores how China has shifted from imitation to innovation, creating formidable competitors that challenge assumptions about quality, pricing, and strategic positioning. He helps investors and business leaders sharpen their perspective on emerging threats and opportunities, offering frameworks to anticipate competitive disruptions before they arrive.
With ongoing trade tensions and fracturing supply chains, the post-war consensus on free trade is under increasing pressure. Ambassador Guajardo analyzes how global trade norms are evolving, what structural failures created today's backlash, and what business leaders should expect in the coming decade. He offers a pragmatic assessment of how companies can operate effectively across borders in an environment where geopolitics increasingly trumps economics.
Ambassador Guajardo examines how China has redefined the rules of global competition while Western leaders operated with outdated assumptions. From underestimating Chinese innovation capabilities to misreading Beijing's industrial policy, he highlights the strategic blind spots that allowed surprising disruptions—like DeepSeek's challenge to OpenAI—to catch industry leaders off guard. This keynote helps executives recalibrate their approach to China, offering frameworks to stay ahead of fast-moving developments in technology, trade, and geopolitical strategy.
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