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] China could retaliate with export restrictions on critical parts of global supply chains, potentially causing production disruption and inflationary pressures.
economic-research.bnpparibas.com
[New] Another important landmark for US trade policy will be the renegotiation of its agreement with Canada and Mexico, with potential collateral impact on other trade partners, notably China.
economic-research.bnpparibas.com
[New] The US Supreme Court is imminently expected to deliver its ruling on the legality of nearly all of the bilateral tariffs imposed by President Trump last year.
economic-research.bnpparibas.com
[New] World trade in cereals in 2025/26 is forecast at 500.6 million tonnes, up 15.9 million tonnes or 3.3% from last season.
WorldFoodSituation
[New] Canada's foreign policy and trade initiatives are increasingly exposed to new layers of security risk from cyberattacks and disinformation campaigns, to foreign interference by state-owned enterprises seeking strategic advantage.
NAOC
[New] China will chair APEC in 2026, offering a platform to push Asia Pacific integration through services and digital trade.
The Asia Cable
[New] The plastics value chain could reduce its emissions by around 80 Mt of CO2 equivalent and improve its trade balance by €18 billion per year by 2050.
Packaging Europe
[New] Whether the Canada-U.S.-Mexico trade agreement (that President Trump himself pushed for) will even survive is unclear, underscoring the uncertainty that continues to weigh on business investment in Canada.
Fraser Institute
[New] The demand for distributed energy generation systems is expected to be stimulated by government schemes and incentives, such as feed-in tariffs in North America and Asia Pacific.
Precedence Research
[New] In the short term, U.S.-China economic and trade relations will remain stable.
Ecns
[New] Sustainable infrastructure and finance will be key areas for trade in 2026. / UK
Canning House
[New] The Trump-era trade tensions exposed systemic vulnerabilities in the global aquaculture ecosystem, prompting industry stakeholders to reevaluate risk management frameworks.
Cognitive Market Research
[New] On the import side, AEB's Castro expects a 2.7% decline in 2026 compared with what is projected for 2025.
valorinternational
[New] The most-traded SHFE aluminium contract is forecast to trade between RMB 22,300-23,200 per tonne next week, while LME aluminium is expected to move in the range of USD 2,920-3,020 per tonne.
alcircle
[New] The strategic priority is to develop the NSR, as a transport corridor that will reshape both the Russian economy and global trade.
The Christian Science Monitor
[New] Russia is currently preparing long-range plans to turn its frigid Arctic zone into a booming frontier of trade, resource extraction, and, some hope, international cooperation.
The Christian Science Monitor
[New] The WTO and major banks expect trade to moderate in 2027, while firms keep re-routing and re-sizing networks - so do not expect a quick return to 2019 normal.
Daily Cargo News Pty Ltd
[New] The New Development Bank is actually increasing BRICS local currency trade by targeting one-third of all loans that member nations' domestic currencies will fund by 2026.
Watcher Guru
[New] A coalition of the willing led by China, Brazil, Mexico and others could join forces to uphold a rules-based trade system that would benefit the EU.
The Parliament Magazine
[New] The Governor of the Bundesbank, Joachim Nagel, has estimated that the US tariff policy could reduce German GDP by 1.5 percentage points by 2027.
economic-research.bnpparibas.com
[New] Higher global goods inflation could result from a longer-term trend of trade restructuring that encompasses much more than tariffs, including a reduced willingness to rely on unfettered access to exports in favor of national security and geoeconomic concerns.
Board of Governors of the Federal Reserve System
[New] Although Trump used the threat of tariffs as leverage to create new trade agreements with the European Union, South Korea, Japan, the reciprocal tariffs led to a trade war with China, who stopped buying U.S. soybeans altogether beginning in May.
Hoosier Ag Today
Last updated: 08 January 2026
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