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] The conflict in the Middle East has disrupted global production and trade in hydrogen-based products, exposing vulnerabilities in supply chains that underpin fertiliser production, refining and chemicals manufacturing.
IEA
[New] In the Middle East, government-backed hydrogen projects increasingly combine renewable energy development, export infrastructure, and industrial diversification, creating opportunities for dedicated transmission systems linked to large-scale production facilities.
Knowledge Sourcing Intelligence
[New] Rapid trade growth may well act as a transmitter of economic stimulus around the globe and a vehicle of continued recovery, particularly if enhanced by additional efforts to reduce barriers and expand trading opportunities further.
United States Trade Representative
[New] India plans additional FSRU projects in Andhra Pradesh and West Bengal to improve access to imported gas for power, fertilizer, and industrial use.
Straits Research
[New] For 2027, most of the production upside is concentrated in battery electric vehicles (to keep pace with emissions targets) and light commercial vehicles, where Chinese import pressure is less pronounced.
Mobility Global
[New] The recent expansion of export controls globally has transformed concerns around high supply concentration from a theoretical vulnerability into an immediate economic security challenge.
IEA
[New] Wars and geopolitical tensions, trade and investment fragmentation, and the reconfiguration of global supply chains are reshaping capital flows, foreign direct investment (FDI), exchange-rate pressures, and growth opportunities.
NBER
[New] The African Continental Free Trade Area is harmonizing automotive tariffs, which could lead to a unified EV credit system across Africa by 2028.
Tianjin Yigang Automobile Sales Co.,Ltd.
[New] President Trump has announced 50% tariffs on an assortment of Canadian goods going into the United States starting possibly on August the 19th.
Grain Farmers of Ontario
[New] Wheat will be allowed to be imported by rail by poultry and grain processing plants, licensed elevators, and the Food Corporation.
Kazakh Grain Union
[New] Whether threats against the Fed's independence create upward pressure on interest rates seems a moot point when the executive branch is using tariffs and wars of choice as its principal tools of foreign policy.
Kiplinger
[New] Resumed Middle East hostilities, increasing tariffs, and the artificial intelligence buildout suggest upside risks to inflation, creating problems for the Fed and hinting at tightening in 2026.
Morningstar, Inc.
[New] Non-economic factors, including geopolitical tensions, concerns about future U.S. trade restrictions, and forced labour risks, remain the primary drivers of continued de-risking efforts rather than concerns about manufacturing capability or sourcing costs.
FASH455 Global Apparel & Textile Trade and Sourcing
[New] USDA lowered projected 2026-27 U.S. corn ending stocks to 1.79 billion bushels, down from June's estimate near 1.84 billion bushels, as export demand increased.
KBMW News
[New] Any sustained disruption to Saudi Arabia's Red Sea export routes, through which it's sending millions of barrels of oil a day, mainly from Yanbu, would likely push up crude prices even more.
financialpost
[New] Proposed tariffs are refined from the original blanket 500% proposal to tariffs of up to 100% on the world's top five purchasers of Russian crude oil/natural gas (China and India expected to be among them) and top facilitators of sanctions evasion, reassessed by USTR every 180 days.
Corn Refiners Association
[New] Fastest Growing Region: The Middle East and Africa region is the fastest growing, expected to register a CAGR of approximately 6.8%, supported by rising port investments, Jebel Ali's expanding volumes, and new trade corridor development.
Persistence Market Research
[New] Trade policy and geopolitical uncertainty remain elevated, and further adjustments to US tariffs are expected from the end of July.
BMWI
Key challenges of going global include navigating complex tariffs and international tax obligations, overcoming cultural and language barriers, managing compliance with local employment laws, and coordinating teams across multiple time zones.
Rippling
Growing intra-regional trade will offset the loss incurred by rising tariff barriers of the USA.
GorakhaPatra
Further price support is likely to come from China, which accounts for 60% of global production but has only marginally increased output, while Guinean bauxite export controls present an additional source of risk.
Westpac IQ
Last updated: 30 July 2026
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