Trade War News & Analysis
Soy Hints at Power Shift in US-China Trade War
China has spent years reducing reliance on US soy producers, and these efforts are now starting to resonate in the power dynamics underpinning US-China trade tensions.
Global South Can Gain as Trump Tariffs Redraw Global Power Map
Trump's tariff diplomacy seeks to undermine and remake the postwar trade order. The irony is that, while intended to maintain US dominance, the strategy may accelerate the redistribution of economic power to emerging economies, leading to the transition to a multipolar world.
Beyond Tariffs: Strategic Realignment in US-India Relations
The ongoing rift in US-India relations has shed light on some longstanding contradictions in the relationship, and while the two sides may still yet find common ground, the road to resolution will surely be a rocky one.
Geopolitics Weekly (US Economy, New Trump Tariffs, Nuclear Subs)
This week we examine some concerning job numbers in the US economy, a new round of Trump tariffs, and new evidence of a hardening line on Russia from President Trump.
Brussels Bows to US Pressure: Impact of the EU-US Tariff Deal
The 15% rate imposed by the recent EU-US trade deal will fundamentally restructure trade, energy, and defense flows across the Atlantic, advancing US economic and strategic priorities and putting the EU under substantial adjustment pressure going forward.
Türkiye Trade Strategy: Climbing the Value Chain in the Tariff Era
Türkiye’s strategic geography, expanding export focus, and manufacturing capabilities are positioning it as a key player in the reconfiguration of global trade, serving both as a bridge and a buffer amid the current era of tariffs, sanctions, and supply chain disruptions.
US-Vietnam Tariff Deal Shakes Up Asian Supply Chains
The US-Vietnam tariff deal is highly significant: disrupting Chinese-linked export routes, chipping away at ASEAN unity, and possibly even forcing a fundamental rethink of global manufacturing strategies.
Trump Tariffs: US Manufacturing Renaissance or Economic Gamble?
An in-depth look at how the US manufacturing boom envisioned by the Trump tariffs brings new economic risks, namely via trade retaliation, economic disruptions, and long-term fiscal strain.
US Consumers Lack Ammo for a Trade War
The US consumer is key in delineating the political limits of any trade war, and signs abound that high debt and sagging confidence have left them unprepared for what’s in store.
US-China Trade War 2.0: Unpacking Trump’s New China Tariffs
Examining the scope of President Trump’s new China tariffs, their likely consequences, and how they match up to previous rounds of the US-China trade war.
Germany’s Power Shift: What CDU/CSU Victory Means
The incoming CDU-led government inherits a daunting to-do list: revive economic growth, achieve greater European strategic autonomy, and unite an increasingly fractured Germany society.
Trump Tariffs Revive Dormant Alaska LNG Project
Will the Trump administration’s zeal for fossil fuel development be enough to get the long-dormant Alaska LNG project off the ground?
Trump Tariffs Stir Fears of US-EU Trade War
The economic view from Europe as a new round of Trump tariffs looms. What are the stakes for different sectors and states in a new US-EU trade war?
Trump Tariffs to Remake North American Trade Relations
If implemented, the Trump tariffs will have a profound impact on economies, politics, and foreign relations in North America and beyond.
North America Trade War: The View from Canada
In taking aim at the Canadian economy, President Trump is seeking to remake a trading relationship that is actually overwhelmingly favorable to the United States.
Ending America’s Trade War with China Won’t Stop Inflation
Tariffs are questionable economic policy, but their role in inflation is minimal.
Outlook 2021: Asia’s Path to COVID-19 Recovery Runs through Regional Trade Deals
Asia-Pacific nations hope the CPTPP and RCEP will drive growth in 2021 as economies recover from COVID-19.
Protectionism Won’t Solve Trump’s Trade Deficit
President Trump came to power on a platform of reducing the trade deficit, yet in 2020 the gap remains wide as ever. What went wrong?
No Time Like the Present to Prepare for a Post-Brexit World
Boldness in the face of uncertainty is required of the Canadian government if it wants to ensure the best possible post-Brexit trade relationship.
EU Parliament and the Impact of Civil Society on Trade Negotiations
Do internal constraints like the EP and an activist civil society help or hinder the EU Commission in its trade negotiations?
