WHAT'S NEXT?: Global trade policies could be upended with a new President in the White House, Brexit, a potential break-up of the European Union and China reacting to these changes in profound ways.
[New] The Governor of the Bundesbank, Joachim Nagel, has estimated that the US tariff policy could reduce German GDP by 1.5 percentage points by 2027.
economic-research.bnpparibas.com
[New] Higher global goods inflation could result from a longer-term trend of trade restructuring that encompasses much more than tariffs, including a reduced willingness to rely on unfettered access to exports in favor of national security and geoeconomic concerns.
Board of Governors of the Federal Reserve System
[New] Although Trump used the threat of tariffs as leverage to create new trade agreements with the European Union, South Korea, Japan, the reciprocal tariffs led to a trade war with China, who stopped buying U.S. soybeans altogether beginning in May.
Hoosier Ag Today
[New] Nations that secure technological leadership, strengthen regional partnerships, and ensure access to critical resources will shape the contours of 21st-century global trade.
Diplomatist
[New] In Bangladesh, rising sea levels and cyclones threaten export zones and urban labor markets.
The Diplomat
[New] Electrification brings an opportunity to export electricity production technology like solar, wind, batteries and electric vehicles (EVs) to the rest of the world, and hence for China to expand its global footprint.
DNV
[New] The share of imported natural gas will stay close to 60% of domestic consumption until the 2050s, then increase to 67% near 2060.
DNV
[New] The AfCFTA has the potential to transform Africa's economic prospects by boosting intra-African trade, fostering industrial development and integrating Africa into global value chains.
Eswatini
[New] Brussels doubled tariffs on steel coming from foreign countries and launched a new economic security doctrine to de-risk trade.
Euronews
[New] The World Trade Organization's Agreement on Fisheries Subsidies entered into force, prohibiting subsidies for illegal, unreported, and unregulated fishing activities, which have long undermined sustainable fisheries management and threatened marine ecosystems.
Project Syndicate
[New] Two key variables will shape China's growth trajectory in 2025: the downside risk of higher tariffs and the upside potential of domestic stimulus.
Coface
[New] USDA plans to roll out a short-term bridge payment for farmers next week in a bid to help growers survive tight margins and trade-related losses.
Hoosier Ag Today
[New] Global motor vehicle and parts production is forecast to grow by 1.6% in 2025, then contract by 1.2% in 2026, as new US import tariffs of 15% on major automotive trading partners take effect and raise production costs worldwide.
CIN
[New] Vietnam, Canada and Mexico could, in theory, see their 2026 GDP growth hit by -0.4 to -1.3% due to the latest tariff hikes announced by the US.
CIN
[New] Global trade in 2026 is set to remain weak, with trade volume growth forecast to slow to just 0.6%, down from 2% in 2025, as higher tariffs and rising costs squeeze exporters - especially port-focused countries.
CIN
[New] By 2026, US export capacity will hit 16.3 billion cubic feet per day, up 37% from 2024 levels.
The Merchant's News
[New] The imminent export restrictions by China are being viewed through a geopolitical lens, suggesting implications that could strain international trade relations, particularly with countries heavily reliant on imported silver for clean energy and technology manufacturing.
OpenTools
[New] Silver prices might touch $100 per ounce within 2026, particularly if China maintains its export restrictions.
OpenTools
[New] Australia's economic growth may fall by 0.3%, or $7 billion, by 2035, if a China-US trade war ensues.
Property Lovers
[New] Reshoring and nearshoring are often multiyear initiatives, and the current tariffs are a threat to some American industries - especially the automotive sector.
Manufacturing Technology Series
[New] The first 2026 refined product export quota batch totals about 19 million tons for gasoline, diesel and jet fuel, plus roughly 8 million tons for low-sulfur marine fuel. / China
investing.com
Last updated: 01 January 2026
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