WHAT'S NEXT?: Global trade policies could be upended with a new President in the White House, Brexit, a potential break-up of the European Union and China reacting to these changes in profound ways.
[New] There is recurrent potential for a win-win where Europe advances development through promoting the diffusion of cheaper green technology by opening itself up and making its standards accessible, as well as limiting some of its nationalist trade and investment policies.
InterEconomics
[New] China's 205,000-tonne tariff-free safeguard quota is expected to be filled by mid-year, leading to a sharp slowdown in exports in H2.
Westpac IQ
[New] There are ongoing concerns that erratic trade policies and tariffs could decrease demand for U.S. agricultural exports (like soybeans and corn) to major markets like China, further straining the Barge Industry.
Barge America
[New] In the broader context, Thai exporters have seen a 41.9% surge in shipments to the United States following a Supreme Court decision on tariffs, suggesting that tariff relief has the potential to redirect global trade flows.
Spreaker
[New] China is a major supplier of Australian jet fuel, so any tightening of Chinese export controls could have downstream effects on Australia's aviation sector and broader energy supply.
Asia Society
[New] Disruptions in the Strait of Hormuz - a critical artery for global trade that handles about 30% of the world's fertilizer shipments - are sending shockwaves through fertilizer markets, driving prices up and raising serious questions about food security.
African Mining Week 2025
[New] As president-elect, Trump threatened to implement 100% tariffs on BRICS should they create a new BRICS currency, nor back any other currency to replace the mighty US Dollar, before repeating the threat against seemingly hostile BRICS countries a few months later. / USA
BRICS
[New] Geopolitical tensions, particularly around the Strait of Hormuz, are posing systemic risks to global supply chains and fertiliser trade.
The Daily Star
[New] U.S.-China trade ties are unlikely to fully decouple, but persistent frictions will force companies to hedge risk, revisit supply chains and scrutinise contract terms once again.
CNBC
[New] Activating the anti-circumvention tool for the first time: The EU will not ignore cases of EU sanctions being systematically circumvented by exporters in third countries that re-export sanctioned EU goods to Russia.
Finance
[New] A more constructive approach to economic disruption would shift away from broad tariffs and protectionism, which tend to raise consumer prices and erode the competitiveness of US manufacturing by increasing input costs.
HubbardOBrienEconomics.com Blog
[New] Some metal-intensive industrial and electrical grid equipment will face a 15% tariff through 2027, and products made abroad with U.S. metals will be taxed at 10%.
J.P. MORGAN
[New] The tariff shock effectively tightens financial conditions by increasing the likelihood that the Federal Reserve will keep interest rates higher for longer to combat tariff-induced inflation, creating a structural headwind for digital assets.
KuCoin
[New] Procurement of Continuous Ambient Air Quality Monitoring Systems and Air Quality Early Warning systems are good export opportunities for U.S. companies.
itaadmin
[New] South Korea and the United States have finalized a cooperation framework on critical minerals, expressing expectations that it will help address non-market policies and unfair trade practices.
Yonhap News Agency
[New] The European Union will eliminate tariffs on U.S. vehicles from 10% to zero.
Ways and Means
[New] Taiwan will eliminate tariffs on most vehicles, down from a previous range of 15% to 25%.
Ways and Means
[New] If India successfully manages to formalise and include the proposal in the 2026 BRICS summit agenda, it will lead to a significant shift in global trade and transactions toward a multipolar, multi-currency financial world.
Modern Diplomacy
[New] US President Donald Trump has warned of 100% tariffs on BRICS nations that actively work and support to replace the dollar.
Modern Diplomacy
Last updated: 30 April 2026
Hi,
Would you like a quick online demo of our service from an experienced member of our team?
