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 tariff advantage over Southeast Asia could spur a nearshoring movement.
Coface
[New] Trade remains a key driver of low-emissions hydrogen projects, and would underpin over 40% of announced volumes by 2030 if all projects materialise.
IEA
[New] The pass-through of sustained higher energy prices will become more visible on the trade balance for Asian economies, as surpluses narrow and deficits widen.
Bank of Singapore
[New] Germany, France and the Netherlands are the world's most resilient economies when it comes to navigating trade and supply chain disruptions.
Consultancy Europe
[New] Leading Region: Asia Pacific is projected to lead, accounting for approximately 44% share in 2026, supported by established production clusters, export infrastructure, and cultural consumption roots.
Persistence Market Research
[New] By violating key World Trade Organization principles like non-discrimination and tariff bindings, Trump's tariffs risk cascading protectionism worldwide.
WITA
[New] Unresolved trade issues with the U.S. remain the biggest risk to Canada's economic outlook.
BNN Bloomberg
[New] EU deforestation regulations will likely reshape import sources, favoring sustainable production and increasing reliance on regional soybean cultivation in France, Ukraine, and Italy.
Market Data Forecast
[New] In global green trade, the first shipment of green ammonia produced at Envision's Chifeng Net Zero Industrial Park was delivered to LOTTE Fine Chemical in South Korea, marking a milestone in the emergence of green oil as a global zero-carbon commodity.
Cision PR Newswire
[New] Agricultural export value is expected to fall, down $7 billion to $74.8 billion, or $79.3 billion including fisheries and forestry exports.
farmmachinerysales
[New] Early optimism in the private equity sector has been tempered by geopolitical uncertainties, notably tariff-related disruptions.
The Idea Farm
[New] 25% of global trade will relocate within three years and supplier distribution will shift from mostly global to mostly local by 2026.
AuraVMS
[New] Climate-linked chokepoint disruptions (e.g. Red Sea/Suez rerouting; Panama Canal drought) lengthen voyages and spike prices, while rising export curbs on raw materials and fertilisers fragment markets.
GOV.UK
[New] Stock index futures had weakened in overnight trade as crude oil prices jumped more than +2% when Iran threatened to suspend talks and close the Strait of Hormuz following Israeli attacks against Hezbollah in Lebanon.
Barchart.com
[New] Crude prices initially opened higher in overnight trade when Iran threatened to suspend talks and close the Strait of Hormuz following Israeli attacks against Hezbollah in Lebanon, and after President Trump threatened military action against Iran if Hezbollah militants continue to attack Israel.
Barchart.com
[New] Indonesia has begun the transition to a state-controlled export system, and it is expected that, from 2027, the majority of palm oil exports will be channelled through a single state-owned entity.
Lipsa
[New] A Perfect Storm of Costs, Tariffs & Compliance:79% of supply chains expect costs to be a major supply chain disruption in 2026, with materials, shipping, and labour pressures nearly doubling since 2024.
QIMA
Last updated: 02 July 2026
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