2026 Trade Fragmentation: Reshaping Global Supply Chains
US-China tariffs affect $370B in trade as Vietnam exports surge 42% and Mexico nearshoring FDI hits $41B. IMF warns long-term...
Our trade war coverage turns noise into structure, highlighting what matters now, what is changing, and why it matters.
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US-China tariffs affect $370B in trade as Vietnam exports surge 42% and Mexico nearshoring FDI hits $41B. IMF warns long-term...
The EU's CBAM entered its financially binding phase on January 1, 2026, requiring importers of steel, aluminium, and other goods to buy...
China's 2026 export controls on rare earths trigger sixfold price spikes and cut European licensing below 25%. With 90% global...
China's 2026 export controls on rare earths, tungsten, and antimony triggered sixfold price spikes and exposed Western vulnerabilities....
WEF Global Risks Report 2026 ranks geoeconomic confrontation as top short-term risk. US tariffs on Chinese goods hit ~22%, 18,000+ trade...
U.S. tariffs on China hit 145% in 2026, the highest since Smoot-Hawley. 65% of companies changed sourcing, 51% nearshore to Mexico, and...