Calibrated analyses covering trade across geopolitics, cybersecurity, finance, technology, energy, defense, supply-chain, and climate.
25 analyses
Philippine exporters remain locked in the lower tiers of global value chains because three compounding structural costs.
The EU's July 2026 gold import ban on Sudan applies pressure on a documented revenue stream but is low confidence to measurably reduce conflict financing in the near term because.
Since our July 13 analysis, the escalation has narrowed the window for any de-escalation scenario to weeks rather than months.
Vietnam's US export competitiveness is holding up better than the headline 20 percent tariff implies, but a structural shift in the tariff architecture.
The Trump administration confirmed 25% tariffs on most Brazilian imports effective July 22, 2026.
Three interlocking gridlocks, not a single disagreement, are blocking a USMCA renewal and each one benefits China by a different mechanism.
Pakistan's port connectivity initiative, accelerated by the Strait of Hormuz crisis and a structural break from Afghanistan-dependent transit.
Since our June 27 analysis, Trump's unilateral termination of the Memorandum of Understanding marks a shift from Scenario A (managed fragility) toward a hybrid posture: tactical.
Indonesia's May 2026 trade deficit of $1.61 billion, the first in six years.
The Supreme Court's February 2026 invalidation of IEEPA-based tariffs has stripped the Trump administration of its primary trade instrument.
The US goods trade deficit surged 27.4% in May 2026 to $105.8 billion, its highest level in over a year.
EU Trade Commissioner Maros Sefcovic met Chinese Commerce Minister Wang Wentao in Brussels on 29 June 2026.
The Houthi resumption of Red Sea attacks on February 28, 2026, triggered by the U.S.-Israeli strikes on Iran.
Britain has lost an estimated £74 billion in goods exports since Brexit, the sharpest decline in the G7.
Soybean oil has surged roughly 54% through April 2026, outpacing most agricultural commodities.
Meta has escalated its opposition to Australia's proposed News Bargaining Incentive by invoking the Australia-US Free Trade Agreement, marking the first time a major technology...
The Trump administration has operationalized forced labor concerns through Section 301 investigations targeting 60 economies.
The European Union employs a sophisticated dual-tier trade defense architecture combining traditional WTO-compliant instruments with newer autonomous tools to address.
The Supreme Court's February 2026 tariff ruling has fundamentally shifted US trade policy execution while paradoxically strengthening America's negotiating position ahead of the…
The U.S. Court of International Trade's invalidation of Trump's 10% global tariffs has created a cascading compliance crisis while simultaneously undermining the.
Beijing's countermeasures threat against the EU's Industrial Accelerator Act represents a critical inflection point in the global trading system.
Tariff Escalation Breaks Deal Framework.
Iran turned the Strait of Hormuz into a geopolitical weapon, selectively granting transit to allies while costing the global economy up to $20 billion per day.
Iran's Strait of Hormuz closure disrupted 20% of global oil trade, revealing how chokepoint control lets weaker states impose cascading costs on major powers without direct.
78% of UK CEOs have altered their strategic investment plans in the last 12 months due to geopolitical or trade policy developments, signaling a fundamental recalibration of.