Political & Geopolitical Risk · Latin America
Juan Ignacio
Carranza
Specialist in political and geopolitical risk in Latin America, with over 10 years of experience advising global investors, governments, and international organizations on sovereign risk, energy policy, and macro-political dynamics.
Juan Ignacio Carranza is a specialist in political and geopolitical risk in Latin America, with over 10 years of experience advising global investors, governments, and international organizations on sovereign risk, energy policy, and macro-political dynamics.
His work sits at the intersection of politics, markets, and policy. He produces institutional research and scenario analysis linking electoral outcomes, policy shifts, and geopolitical positioning to sovereign debt, capital flows, and asset pricing across Latin America. His analysis has been cited by The Wall Street Journal, Bloomberg, The Telegraph, The Globe and Mail, Exame, and France 24, among others.
On the energy side, Juan covers Argentina's oil & gas, renewables, and electricity markets, integrating regulatory, political, and macroeconomic risk into forward-looking scenarios for investors and policymakers.
Earlier in his career, Juan served as Chief of Staff for Argentina's OECD accession process at the Ministry of Treasury (2016–2019). He has also advised the Development Bank of Latin America (CAF) and the European Union on climate finance and energy transition, and provided legislative and regulatory counsel in the Argentine Congress.
Harvard Kennedy School
Master in Public Administration · Mason Fellow
University College London
Master of Science in International Public Policy · Chevening Scholar
Universidad de Buenos Aires
Law degree · Taught Constitutional Law & Human Rights
In the media
Selected appearances · 2022–2025Wall Street turbulence stalls Argentina's return to international financing
November 2025
What's driving the shift to the right across South America
November 2025
Analysis: The Milei-Trump meeting and its political implications
October 2025
Argentina midterm election: a closer look at Javier Milei's policies
October 2025 · Video
"Investors are watching whether Milei maintains public support for his economic program"
September 2025 · Profile
The October election is critically important for Milei
September 2025
Milei Is Counting on Trump to Bail Argentina Out of an Economic Mess
September 2025
YPF ruling: a decision on the US embargo is imminent
August 13, 2025
YPF expropriation: will Argentina be forced to hand over 51% of shares?
August 12, 2025
YPF case: court sets date for NGO appeal on pre-nationalization share purchases
July 26, 2025
YPF: United States files legal brief in support of Argentina
July 18, 2025
YPF case: what happens if Argentina does not comply with the ruling?
July 17, 2025
YPF case: what will the United States do in Argentina's favor?
July 16, 2025
United States announces support for Argentina in New York YPF case
July 16, 2025
Argentina buys time in YPF case: court temporarily halts share transfer order
July 15, 2025
How Argentina came to love Milei's golden chainsaw
December 2024
Milei's shock therapy for Argentina: Economic miracle or mirage?
December 2024 · Video
Lei Ônibus: Congress begins debate on Milei's sweeping reform package
January 2024
Common currency between Argentina and Brazil: is it feasible?
January 2023
"This war is affecting global food security"
May 2022
Vuelo de Regreso: interview on the global food crisis
May 2022
Selected quotes
"The region has moved from hyperpresidentialism to a scenario where Congress, central banks, and courts also shape economic outcomes."
La Nacion · September 2025
"Outsiders tend to win elections, but once in office they rarely have the legislative majorities to pass their agenda."
Bloomberg · November 2025
"Trump's support helped calm financial turbulence ahead of Argentina's October legislative elections."
The Wall Street Journal · September 2025
Interested in working together or inviting Juan to speak? Get in touch.