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Tariffs & Policy

Latest tariffs & policy coverage from Global Trade Journal.

Tariffs & Policy
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