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EU Carbon Border Tax Goes Live: CBAM Reshapes Global Trade in 2026
The EU's Carbon Border Adjustment Mechanism entered its definitive phase on Jan 1, 2026, imposing carbon costs on €50B in imports. CBAM certificates priced at €75.36/tonne are...
Trade War
Our trade war coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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The Great Reshuffle: US Tariffs Redraw SE Asia Supply Chains
US tariffs on China hit 40%+ in 2026, redrawing Southeast Asia supply chains. Vietnam, Malaysia, Thailand, Indonesia win FDI but face transshipment penalties, semiconductor...
Critical Minerals Tug-of-War: Lithium & Rare Earths Reshape Global Power in 2026
Global investment in critical minerals hit $128B in 2025, but China still controls 85% of rare earth processing. This analysis explores how the US-China trade war, EU Critical...
Global Trade Reconfiguration: 2026 Tariff Shock Redraws Supply Chains
US Supreme Court and CIT rulings in 2026 invalidated IEEPA and Section 122 tariffs, triggering a 30% drop in US-China trade. Southeast Asia and Mediterranean nearshoring hubs...
US-China Chip War: New Phase of Managed Competition in 2026
US lifts Nvidia H200 export ban to China with 50% cap and 25% tariff, while SMIC achieves 5nm without EUV. Beijing's 50% domestic equipment mandate reshapes the $600B chip...
Geoeconomic Confrontation Tops WEF 2026 Risks: Supply Chain Shift
WEF 2026 ranks geoeconomic confrontation as top global risk. US tariffs surged from 2.4% to ~22%, redirecting $165B in trade. Supply chains shift to friendshoring, risking 2%...