An Analytical Note on the Director-General’s Revised Road to Yaoundé MC14 Working Draft (JOB/TNC/127/Rev.2/Add.1/Rev.1), 11 February 2026
By Vahini Naidu
This note examines the Revised Road to Yaoundé for the Fourteenth WTO Ministerial Conference (MC14) and the implications of its programme, sequencing, and institutional management. It situates the revised agenda within current dynamics in Geneva and assesses how process choices shape ministerial engagement, priority-setting, and the handling of long-standing development mandates. Drawing on lessons from earlier Ministerial Conferences, the note highlights the risks that compressed formats, limited transparency, and facilitator-driven structures pose for collective ownership and trust. It argues that the credibility of MC14 will depend on whether Members perceive the process as inclusive and balanced, and whether the Ministerial provides a clear and legitimate pathway for shaping the WTO’s future direction. The note also includes recommendations.
WTO Reform: Mapping Submissions and the Facilitator’s Draft Work Plan
An Analytical Note on Member Positions Across the Facilitator’s Reform Tracks, 8 February 2026
By Vahini Naidu
This paper maps seven WTO submissions and examines them in light of outputs emerging from the WTO reform process, including the Reform Facilitator’s Draft Ministerial Decision and Flexible Post-MC14 Work Plan. Using comparative tables, it reviews Member positions across core reform elements, including overall reform vision, scope and sequencing; decision-making, consensus and governance; plurilaterals and Annex 4; development and Special and Differential Treatment (S&DT); agriculture, industrial policy and level-playing-field issues; dispute settlement; and Secretariat and institutional questions. The paper also distils key observations on the Reform Facilitator’s Draft Ministerial Statement and Work Plan, examining how their structure and thematic emphasis align with different Member positions. It notes the relative prominence of EU and US framings across several reform tracks, alongside areas where longstanding developing country concerns, including agriculture, consensus-based decision-making, and treaty-based S&DT, are less explicitly reflected.
WTO Reform: Institutional Authority and the Boundaries of the Facilitator-led Process
AnAnalytical Note on the WTO Reform Facilitator-led Process and Work Plan, 8 February 2026
By Vahini Naidu
This analytical note examines the WTO reform process reflected in the Draft Ministerial Statement and the proposed Post MC14 Work Plan dated 3 February 2026. It assesses whether the current process provides a sound basis for transmitting any reform outcome to Ministers at MC14. The note identifies procedural, institutional, and substantive concerns arising from the increasing reliance on facilitation led, non-consensual materials, limited anchoring in prior Ministerial mandates, and drafting choices that risk normalising a particular framing of reform in the absence of Member convergence. It highlights sequencing problems, the narrowing of the development agenda through its conflation with special and differential treatment, the premature elevation of plurilateral integration, and the marginal treatment of dispute settlement. These concerns suggest that the proposed Work Plan risks constraining Member-driven deliberation and weakening institutional balance. The note concludes that the Work Plan should not be treated as a basis for any reform outcome to be transmitted to Ministers at this stage.
WTO Reform: Reflections on Reform Week and Suggested Approaches for Breakout Groups
A Note Reviewing the Process and Reform Tracks in Advance of WTO Reform Week, 5 December 2025
By Vahini Naidu, Trade for Development Programme, South Centre
This note provides an assessment of the papers circulated by the WTO Reform Facilitator for Reform Week and highlights the structural gaps that limit their balance and practical value to move forward these discussions in a manner that takes the demands and interests of developing and least developed country Members into account. The current drafts reflect a narrow interpretation of the consultations, introduce elements that were not examined collectively and overlook mandated issues that continue to shape the functioning of the system. This note sets out the adjustments that Members may wish to propose to restore a development centred framing, make a clear distinction between descriptive reflections and new reform ideas, and ensure that any work proceeds in line with Ministerial instructions for a member driven, transparent and inclusive process. The aim is to place the discussion on a footing that reflects the full range of Member views and respects the mandates already agreed.
South Centre Statement onUNCTAD XVIConference “Shaping the Future: Driving Economic Transformation for Equitable, Inclusive and Sustainable Development”
23 October 2025, Geneva, Switzerland
At UNCTAD XVI, the South Centre reaffirmed that an equitable and effective multilateral system must reflect the right of developing countries to participate in and shape the rules of global economic governance, while preserving their policy space and data sovereignty. The success of the XVI Conference will be judged by the extent to which its outcome reaffirms the organisation’s development mission and its unique role in shaping a fairer global economic order.
WTO Reform: Rewriting Trade History – The United States as Architect and Beneficiary of the Multilateral Trading System
A Working Paper on Elements of WTO Reform, 1 September 2025
By Vahini Naidu, Trade for Development Programme, South Centre
This paper examines the revisionist trade narrative advanced by the United States, which portrays multilateral rules as disadvantageous and seeks to justify unilateral tariffs and coercive bilateral arrangements. It demonstrates that the principles of non-discrimination and reciprocity pre-date Bretton Woods and were embedded in the multilateral system through U.S. initiatives from the 1930s through the creation of GATT in 1947. Far from being disadvantaged, the U.S. has consistently shaped and benefitted from the system, including through the Uruguay Round’s expansion of enforceable rules on services, intellectual property, and investment. The analysis shows that the shift toward what has been termed the “Turnberry system” risks fragmenting global markets, eroding the MFN principle, and deepening structural asymmetries that leave developing countries more vulnerable to exclusion. By correcting historical records, the paper underscores the importance of defending multilateral guarantees of equal treatment while building institutional capacity and strategic coordination to better safeguard development priorities in an increasingly contested global order.
The South Centre carries out multiple activities to support developing countries with policy-oriented research, inputs and advice for negotiations and capacity building. See a summary of the South Centre’s activities in the Annual Report 2023.
Least Developed Countries and Their Progress on the Sustainable Development Goals
By Peter Lunenborg
This Research Paper reviews Least Developed Countries’ (LDCs) collective progress on the implementation of the Sustainable Development Goals (SDGs), based on the available data on the indicators for the 169 SDG targets. It makes recommendations for LDCs and other States to consider advancing in relevant UN processes as well as the WTO’s.
LDCs made progress on 28% of the SDGs. This collective progress shows that these countries are far from achieving what were deemed achievable goals in 2015. With respect to trade-related SDGs, LDCs have not made progress on any of the five trade-related SDGs that mention LDCs specifically.
This paper does not delve into the causes of this gap, but it suggests that international cooperation and, particularly, the developed countries’ assistance, has been insufficient to address the needs of a large part of the world population that still lives in poverty and without hope of a better future. However, the Doha Programme of Action (DPoA), a development framework with targets specifically for LDCs -which overlap with SDG targets- appears to dilute several original SDG targets, in particular those in SDG 17 (Partnerships for the Goals).
Value Addition or Trade Misinvoicing: Coal Trading in the Asia-Pacific
By Manuel F. Montes and Peter Lunenborg
Statistics on coal trade between India, Singapore and Indonesia suggest that trade misinvoicing is used as a vehicle for illicit financial flows. At present this practice is not well addressed by the Organisation for Economic Co-operation and Development’s tax standards. Asia-Pacific countries should intensify cooperation on this issue. Other international organizations with a mandate in this area could also play a role, for instance the World Trade Organization. Ultimately, increased cooperation would help to achieve Sustainable Development Goal 16.4 which inter alia aims, by 2030, to significantly reduce illicit financial flows.
Policy Dilemmas for ASEAN Developing Countries Arising from the Tariff Moratorium on Electronically Transmitted Goods
By Manuel F. Montes and Peter Lunenborg
This paper examines the policy dilemmas facing developing countries in ASEAN in working within, and participating in, international negotiations toward making permanent the WTO tariff moratorium on duties applicable to electronically transmitted goods. In the context of ASEAN’s countries’ trade-oriented development strategies, the analysis considers the moratorium’s impact on tariff revenues, economic performance, and industrial development prospects. The paper presents estimates of tariff impacts and studies the national policy implications of the moratorium. An extension of the moratorium would establish a special regime for a class of goods whose components are contentiously defined but with a potential of being an important source of tariff revenue and of having an impact on industrial development in the future for developing ASEAN countries. This special regime for electronically transmitted goods cannot be justified as a global public good and is unnecessary. The removal of the regime would restore national space in developing ASEAN countries and allow them to obtain tariff revenues from the trade of these goods and to upgrade domestic capabilities in participating in the digital economy.
Read the South Centre Annual Report 2022 for an analysis of the situation faced by our members & other developing countries & for a summary of the Centre’s activities in 2022.
The Politics of Trade in the Era of Hyperglobalisation: A Southern African Perspective
About the Book:
Matters of international trade are increasingly widely recognised as major shapers of global politics. News bulletins are giving more and more coverage to matters like the so-called “trade wars” between the United States and China. These are, indeed, increasingly defining relations between the two largest economies in the world and could well underpin a multi-dimensional rivalry that could be a central feature of international relations for many years to come. Brexit is dominating and indeed re-shaping politics in the United Kingdom. By definition a rejection of a regional integration arrangement, Brexit has also revealed under-currents profoundly shaped by the outcome of a broader trade-driven process called “globalisation”. Just as regional integration is weakening in Europe, African countries have taken decisions that could lead to the most profound and ambitious step forward in African regional integration – the establishment of an African Continental Free Trade Area (AfCFTA). This study seeks to present an analysis of the political economy of trade negotiations over the past quarter century on two main fronts: the multi-lateral and those pertaining to regional integration on the African continent.
Author: Rob Davies is former South African Minister of Trade and Industry.
About the Book: