global trade
Curated coverage for global trade with top developments, timeline context, and connected threads.
How the Iran War Will Change Global Shipping Routes Forever
The Iran war has forced global shipping to find alternate routes. Here is how the specific new routes work, which are viable, and whether Hormuz can ever return to its pre-war role.
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14 updatesIran Is Demanding $1 Per Barrel Toll on Hormuz Ships — Trump Says Absolutely Not
Iran wants $1 per barrel paid in cryptocurrency from every tanker transiting Hormuz. Trump calls it dishonest. Here is how this toll demand could reshape global oil trade permanently.
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The Tariff War Is Hitting Specific American Industries First — Who Gets Hurt, Who Profits
Trump's April 5 global tariffs are now active. Here is the specific sector-by-sector breakdown of which American industries are being hurt and which are unexpectedly benefiting from the trade war.
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The Houthis' Return Changes the Red Sea — Here Is the Specific Shipping Impact
The Houthis fired missiles at Israel again, signaling a possible return to Red Sea attacks. Here is what happened the last time they did this and what dual-strait disruption means for global trade.
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US Global Tariffs Are Here — Here Is What April 5's Trade War Means for Everything You Buy
Trump announced sweeping new global tariffs taking effect April 5, 2026. Here is what gets more expensive, which countries are affected, and how this interacts with the Iran war economy.
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The Hormuz Blockade Is Not Just About Oil — Here Is Every Commodity It Disrupts
The Strait of Hormuz blockade disrupts LNG, fertiliser, food, and manufactured goods beyond oil. Here is the complete commodity impact map and which industries are most affected.
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The Global Trade Reset Is Permanent — Here Is What That Means for Every Supply Chain on Earth
McKinsey found global trade routes have permanently shifted. Here is what this means for European manufacturers, Asian exporters, and every supply chain planner trying to understand the new normal.
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Global Trade Grew Faster Than GDP Despite Record Tariffs — The Economics Lesson Nobody Taught Trump
Trade grew faster than GDP in 2025 despite the highest US tariffs since WWII. Here is the economic theory behind why tariffs reshaped trade without killing it.
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The Tariff War Did Not Kill Global Trade — Here Is What Actually Happened
McKinsey's new report finds global trade grew faster than the world economy despite Trump's historic tariff increases. Here is the counterintuitive story of how trade adapted.
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Japan Joins the EU's Anti-China Subsidy Coalition — The Global Industrial Policy War Is Escalating
Japan is coordinating with the EU on responding to Chinese industrial subsidies. Here is how the global industrial policy competition is reshaping trade and what it means for everyone.
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The Global Shipping System Is Under Strain — And It Could Affect Everything You Buy
Shipping disruptions and rising costs are putting pressure on global trade systems.
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The First EU-Vietnam Forum Just Happened. Here Is Why It Matters More Than the Headlines Suggest
The EU-Vietnam Global Gateway business forum was the first of its kind. Here is what was actually discussed, what investment deals were made, and what it means for EU-ASEAN strategy.
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The EU Vietnam Business Forum That Could Quietly Reshape Asia-Europe Trade
The first EU-Vietnam Global Gateway Business Forum took place in March 2026. Here is why this relatively quiet event matters enormously for the EU's Asia strategy.
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What the WTO MC-14 Actually Decided in Yaoundé — The Outcomes Nobody Reported
The WTO Ministerial Conference in Cameroon concluded with several adopted decisions that received almost no coverage. Here is what was actually agreed and why it matters for global trade.
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Why the Red Sea Rerouting Has Permanently Changed Global Supply Chains
The Red Sea shipping rerouting via the Cape of Good Hope has been in place for 16 months. Here is why the supply chain changes it created are becoming permanent regardless of whether the crisis ends.
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