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Latest global trade coverage from Global Trade Journal.
Carvina Capital's latest data shows that China's exports grew 27% year-on-year, with semiconductor and AI exports becoming the core driving force. This article analyzes how this structural shift is reshaping the global supply chain landscape, and explores the deep risks brought by protectionism, domestic economic weakness, and trade geographical shifts.
Based on the latest research report from the United Nations Conference on Trade and Development (UNCTAD), this provides an in-depth analysis of the ten major structural trends affecting global trade in 2026, covering supply chain restructuring, regionalization, digital trade, green transformation, and changes in shipping and logistics.
In May 2025, the U.S. trade deficit widened by 42.2% month-over-month to $77.7 billion, with imports surging and exports declining. This article analyzes, from a global supply chain perspective, the short-term behavior of companies stockpiling goods in advance to avoid tariffs, as well as the long-term impacts of AI hardware demand and geopolitics on crude oil trade, revealing how trade policy uncertainty is reshaping international logistics and inventory models.
The United States chose bilateral negotiations over renewal in the USMCA six-year review, leaving the integrated North American supply chain facing unprecedented uncertainty. The flow of agricultural commodities, regional trade systems, and corporate layouts are under pressure to restructure.
Financing pressures and evolving trade patterns are reshaping the global competitiveness of South Africa's agriculture.
ASEAN is evolving from a destination for China's manufacturing relocation into a complex market that requires deep regionalized deployment. Enterprises need to transcend single-market thinking and establish regional coordination frameworks to cope with fragmented regulations and rapidly changing industrial landscapes.
This article systematically analyzes the structural shift of global foreign direct investment from "subsidy-driven" to "institution and certainty-driven", revealing the underlying logic and trends of global investment competition entering the era of systemic capability.
An analysis of global industrial policy interventions in 2023 based on the New Industrial Policy Observatory dataset (NIPO) reveals that countries are reshaping production systems through subsidies, localization requirements, and other means, driving supply chain regionalization and the reshoring of manufacturing.
Analyze the long-term impact of the latest tariffs and Section 301 investigations by the Trump administration on global agricultural trade, and explore policy stickiness, supply chain restructuring, and export market risks.
Analyze how Chinese automakers building factories in Mexico and Canada impact U.S. automobile exports, as well as the limitations of U.S. tariff policy.
After the U.S. Supreme Court rejected the use of IEEPA tariffs, the Trump administration shifted to Section 301 legal tools, imposing new tariffs on over 60 economies under the pretext of "forced labor." This tactical shift not only attempts to evade judicial review but may also accelerate the transformation of the global trade system toward regionalization and multipolarity, driving a reconfiguration of supply chains away from the U.S. market.
Interpreting G7's concerns about economic imbalances from the perspective of global supply chains, and analyzing the impact of China's surplus, the US deficit, and Europe's underinvestment on the trade system.
The Office of the United States Trade Representative has proposed a new plan to impose tariffs of 10% to 12.5% on 60 economies. On the surface, this is a labor enforcement issue, but in essence it re-ties tariffs, supply chain compliance, and global manufacturing布局.
Under the combined pressures of tariffs, geopolitics, climate shocks, and e-commerce fulfillment strain, global supply chains are shifting from traditional linear outsourcing models toward regionalized, multi-hub, digital, and distributed fulfillment networks. Companies are no longer pursuing the lowest cost alone; instead, they are reordering priorities among cost, visibility, delivery speed, and risk tolerance.
Against the backdrop of overlapping uncertainties in tariffs, geopolitical friction, freight rate volatility, and extreme weather shocks, global supply chains are shifting from linear globalization to a new stage of regionalization, multi-hub, and digitally coordinated development. This article examines the long-term changes in the global logistics system by looking at procurement relocation, e-commerce supply chain restructuring, and the pressures on cold chain and air freight.
Centered on a study based on scenario simulations of China’s graphite exports, this paper approaches the issue from the perspectives of global value chains, industrial competitiveness, and supply chain transmission mechanisms, analyzing why graphite is no longer merely a matter of materials trade, but a structural issue involving critical minerals, manufacturing layout, and global industrial resilience.