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Trade Analysis

Global Trade Expansion Under Price Pressure: Merchandise Trade Reached $13.7 Trillion in the First Half of 2026

In the first half of 2026, global merchandise trade is estimated to have reached $13.7 trillion, a year-on-year increase of 12.5%. This article provides an in-depth analysis of how price pressures are affecting global supply chains, logistics networks, and trade policies, as well as how globalization is entering a new phase of restructuring.

Ahmad Rozali3 min read
Commodities

How Are Sustainability Standards Reshaping Tropical Agricultural Trade? Supply Chain Implications from a Global Study

A study published in *Nature Communications*, based on 10 voluntary sustainability standards and 7 tropical agricultural product sectors, reveals the complex effects of sustainable certification on trade volume, export prices, and market access. From a global supply chain perspective, this article interprets the real role and long-term trends of sustainability standards in tropical agricultural product trade.

Isabella Martinez6 min read
Global Trade

The global trade system enters a period of deep restructuring: ten structural trends for 2026

Global trade hit a record $35 trillion in 2025, but growth will slow in 2026. Geopolitics, supply chain restructuring, the digital divide, and the green transition are reshaping the trade landscape. Based on the latest UNCTAD report, this article provides an in-depth analysis of ten structural trends and their impact on developing countries and global industrial chains.

Sophie Lefebvre8 min read
Global Trade

Geoeconomic Forces Reshaping Global Trade Patterns: UNCTAD 2025 International Trade Trends Observation

This article is based on the "Key Statistics and Trends in International Trade 2025" report issued by the United Nations Conference on Trade and Development (UNCTAD), providing an in-depth analysis of how geoeconomic forces influence the dynamic changes in global trade, including supply chain restructuring, regionalization trends, and the new landscape of commodities and shipping logistics.

Sophie Lefebvre5 min read
Global Trade

Global Value Chain Restructuring: Resilience, Digitalization, and Re-globalization

Based on the WTO's "Global Value Chain Development Report 2025," this paper analyzes the resilience of global value chains under the challenges of the pandemic, geopolitical tensions, and climate change, and explores the trends of digitalization, regionalization, and securitization, as well as the impact of the rise of emerging economies and new trade agreements.

Ahmad Rozali3 min read
Shipping & Logistics

U.S. Department of Justice's Trade Fraud Recovery Exceeds $1 Billion: Global Supply Chain Compliance Enters Era of Strong Regulation

The US Department of Justice's Trade Fraud Task Force recovered over $1 billion in less than a year of its establishment, and also established a Global Trade and Commercial Enforcement Division. This signal indicates that US customs enforcement has shifted from individual case crackdowns to systemic regulation, and global supply chain enterprises are facing unprecedented compliance pressure.

James Wong4 min read
Global Trade

Top 10 Trends in Global Trade 2026: A New Phase of Supply Chain Restructuring and Multipolarity

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.

Ahmad Rozali5 min read
Global Trade

From IEEPA to 301: The Judicial Dilemma of Trump’s Tariff Tools and the Accelerated “De-Americanization” of Global Supply Chains

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.

Ahmad Rozali5 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
Trade Analysis

The global supply chain is shifting from "single efficiency" to "regional resilience"

Under the combined effects of tariff fluctuations, geopolitical tensions, climate disruptions, and the restructuring of e-commerce fulfillment, global supply chains are shifting from linear integrated networks to a new structure that is regionalized, multi-node, and digital. Based on the latest logistics industry research, this article analyzes the structural changes in global procurement, warehousing and distribution networks, air freight, and cold chain systems.

Isabella Martinez8 min read
Shipping & Logistics

When AI enters the logistics front line: what truly determines supply chain efficiency is talent, not algorithms

The logistics industry is accelerating investment in AI and automation, but whether technology can be turned into stable productive capacity increasingly depends on talent development, organizational adaptation, and on-site execution capabilities. This means that the focus of supply chain competition is shifting from “buying systems” to “building capabilities.”

Ahmad Rozali6 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
Supply Chain

The global supply chain has entered the "multi-center" era: from procurement restructuring to e-commerce fulfillment and cold chain resilience

Under the combined impact of tariffs, geopolitical tensions, climate shocks, and digital transformation, global supply chains are shifting from a single low-cost optimization model to a more regionalized, multi-node, and more visible network structure. Based on industry research and logistics market signals, this article analyzes how procurement relocation, e-commerce fulfillment restructuring, ground transportation pressures, and air freight market volatility are jointly shaping the new phase of the global trade system.

Sophie Lefebvre10 min read
Global Trade

The global supply chain has entered the “multi-center” stage: from procurement restructuring to e-commerce fulfillment, and then to cold chain and air freight fluctuations

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.

Sophie Lefebvre9 min read
Commodities

The United States is using AI to accelerate critical mineral recycling: from “mineral prospecting” to “waste material recovery,” the logic of supply chain security is being rewritten

The U.S. Department of Energy’s research team is combining artificial intelligence, robotics, and analytical instruments to recover critical minerals from industrial waste in less time. The significance of this shift lies not only in laboratory efficiency, but also in the fact that it suggests the global mineral supply chain is moving from “new extraction” to a new stage of “circular recycling + localized substitution.”

Ahmad Rozali7 min read