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] Two USGC projects coming online this year and next year will add a combined 660,000 b/d of liquified petroleum gas (LPG) export capacity: the Enterprise Port Neches LPG terminal that began service in April; and Enterprise's expansion at its Houston Ship Channel location.
EIA - Energy Information Administration
[New] The importance of Chinese imports is set to continue in the near term, with the tariff exemption running until 2028.
IEA
[New] The Middle East war is expected to exert a modest but meaningful drag on near-term growth through renewed supply chain disruptions, higher shipping costs, and increased uncertainty around energy and trade flows.
The Plan Advocate
[New] In 2026, continued policy support for infrastructure and export manufacturing is expected to sustain high demand for construction-grade cellulose aethers. / ChinaPersistence Market Research
[New] The International Maritime Organization's 2050 net-zero greenhouse gas target has created an inescapable imperative: the fleet of approximately 55,000 ocean-going vessels that moves 90% of global trade must transition to fuels that produce no net carbon emissions.
Jaysons Chemical Industries
[New] Proximity to US markets creates potential hydrogen export opportunity.
FactMr
[New] Escalating US tariffs threaten critical export volumes, with €15 billion in German output at risk, driving industry-wide adaptation such as investment in local US manufacturing, scenario-based risk mapping, and supply diversification New Mobility News, ACEA Economic Report.
FifthRow - Autonomous AI Apps for Research, Strategy, C
[New] Washington's tariff threats and uneven engagement are eroding confidence, pushing governments to diversify partnerships through platforms such as BRICS and the Gulf Cooperation Council. / ChinaEast Asia Forum
[New] USDA anticipates strong export opportunities across several product sectors, including: Beef, poultry, and related productsBaking and food processing ingredients Additional opportunities exist for U.S. products such as animal feed, rice, pulses, seed potatoes, and livestock genetics.
Granted AI
[New] Multinational corporations with Vietnam operations (manufacturing, outsourced services, R&D centers) are in Q2-Q3 2026 contingency-planning mode: assessing alternate sourcing in Thailand, Indonesia, or India; reviewing contract force-majeure clauses for tariff-driven supply disruptions.
Bao Quoc Dan
[New] For the United States, the combination of tariffs, a weaker dollar, reduced immigration tightening labor markets, and energy price shocks suggest inflation will remain above the Fed's 2% target.
ETF Database
[New] Officials had previously expected tariff-related inflation effects to gradually roll off over the next two quarters, but persistent services inflation alongside elevated energy prices tied to the ongoing US / Iran conflict could delay any return to Fed easing.
investing.com
[New] If the Trump administration introduced tariffs, other countries, such as China and European nations, could impose broad tariffs, which could also negatively impact Australian exports.
Mirage News
[New] With the newly elected Trump administration threatening to introduce higher tariffs on imports, the Australian government should act quickly to seek tariff exemptions, and businesses should prepare to adapt to a more challenging trade position.
Mirage News
[New] The trade war between the US and China has influenced many companies to shift nearshoring manufacturing to Mexico to avoid tariffs and supply chain disruptions.
NATEK Work IT with us
[New] Global trade is only projected down slightly year over year as top exporters Brazil and the United States use stocks to maintain shipments.
Textiles Resources
[New] Global shipping firms are redesigning trade routes as tensions in the Strait of Hormuz disrupt supply chains, raise costs and expose the vulnerability of global commerce to geopolitical conflict.
Euronews
[New] Trade diversification reduces dependence on the U.S., but risks provoking retaliation or reduced cooperation with Canada's largest economic and security partner.
RBC
[New] Peace and stability in Asia could no longer be taken for granted, especially given mounting strategic tensions surrounding maritime trade routes and territorial disputes.
The Vibes
[New] Australia's import reliance on fertilizers has long highlighted the structural risks of relying on distant, geopolitically exposed supply origins.
Discovery Alert
[New] Lawmakers have halted a key relief measure to shield workers from higher prices, Donald Trump is threatening 25% tariffs on European cars and trucks and markets expect the European Central Bank to hike interest rates.
financialpost
[New] US LNG has become a critical input for economies all over the world, but our ability to deliver it will depend on export infrastructure that can match demand.
Atlantic Council
Last updated: 21 May 2026
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