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Tariffs & Policy

Latest tariffs & policy coverage from Global Trade Journal.

Tariffs & Policy
Tariffs & Policy

How Policy Centralization Is Reshaping the Global Role of China's Supply Chain — Observations Based on New Stanford Research

After 2013, the focus of China's policy-making shifted from local experiments to central directives, causing approximately 400 billion yuan in industrial output losses and 32 billion yuan in export losses each year. How has this governance shift affected the layout of global supply chains? The latest research by Stanford SCCEI reveals the underlying logic.

James Wong6 min read
Tariffs & Policy

Protecting imports, revitalizing exports: the rebalancing logic of EU trade policy

Based on the latest research in Intereconomics, this article re-examines a core proposition of EU trade policy: against the backdrop of both weak productivity and threats to economic security, the EU should prioritize protecting imports over promoting exports as its primary task. From the perspectives of global supply chains, international logistics, and geopolitical trade, the article analyzes the key role of imports in productivity, economic security, and strategic autonomy, and proposes a policy framework that shifts from export-oriented growth to a rebalancing of import resilience and domestic investment.

Isabella Martinez6 min read
Tariffs & Policy

The Global Supply Chain Cost of China's Policy Centralization: Rebalancing Local Innovation and Trade Efficiency

Stanford research reveals that China's policy centralization after 2013, while enhancing central control, has caused a mismatch between local policies and industrial conditions, resulting in annual losses of 400 billion yuan in industrial output and 32 billion yuan in exports. Analyze its deep impact on global supply chains and trade patterns.

Isabella Martinez4 min read
Tariffs & Policy

How China's policy centralization reshapes global supply chain efficiency

A recent Stanford study shows that China's policy-making has shifted from local experimentation to centralization, leading to a mismatch between policies and local supply chains, costing $32 billion in exports and 400 billion yuan in industrial output annually. This internal governance transformation is reshaping global manufacturing layout and trade flows.

Isabella Martinez7 min read
Tariffs & Policy

EU Critical Raw Materials Supply Security: Self-Sufficiency Goal and Reality Gap

The EU's Critical Raw Materials Act strategic projects are far from achieving self-sufficiency goals, and trade agreements are currently the most effective supply chain security tools. From the perspective of global supply chain restructuring, this article analyzes the shortcomings of EU policies and the competitive strategies of the US and Japan, and puts forward targeted suggestions.

James Wong5 min read
Tariffs & Policy

US Goods Trade Deficit Widens: Stockpiling and Structural Dependence Under Tariff Game

In May 2026, the U.S. merchandise trade deficit surged to $105.8 billion. Analysts point out that companies are stockpiling in advance to avoid higher tariffs, while domestic data center construction is also driving import dependence. This trend highlights both the short-term disruption of trade policy uncertainty on supply chains and long-term structural issues.

Ahmad Rozali4 min read
Tariffs & Policy

Global Supply Chain Restructuring under Trade Policy Uncertainty: Long-term Trends from the Perspective of Agricultural Negotiations

Darci Vetter, former Chief Agricultural Negotiator at the Office of the U.S. Trade Representative, pointed out at the 2026 Sosland Purchasing Seminar that the only certainty in current trade policy is uncertainty. This article analyzes the impact of the evolving trade environment on the agricultural and food industry from a global supply chain perspective, exploring how companies can build resilience amid instability.

James Wong4 min read
Tariffs & Policy

Artificial intelligence is reshaping the global trade compliance and decision-making framework.

As tariff fluctuations, frequent policy adjustments, and rising compliance pressures mount, the application of AI in international trade is moving from experimentation to practical deployment. Based on the latest industry reports, this article examines how AI is reshaping trade classification, risk management, and strategic decision-making, and how businesses should prepare for this transformation.

Sophie Lefebvre3 min read
Tariffs & Policy

Behind Canada’s New Trade Proposal to the U.S.: Why the North American Supply Chain Is Entering a Higher-Friction Phase

Regarding Canada’s new trade proposal to the United States and warnings of “turbulence,” this article analyzes, from the perspectives of North American supply chains, trade policy, logistics networks, and corporate positioning, how the economic and trade relationship between the two countries affects manufacturing division of labor, transportation costs, and the regional trade order.

Isabella Martinez7 min read
Tariffs & Policy

The real pressure on U.S. agriculture is not a single market fluctuation, but the ongoing reshuffling of the global trade order.

At the intersection of China’s procurement expectations, BRICS expansion, the USMCA review, and upgrades to logistics infrastructure in South America, U.S. agriculture is facing not just cyclical export fluctuations, but a new global trade environment characterized by greater regionalization, institutionalization, and supply chain restructuring.

Ahmad Rozali5 min read