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
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
Australia's import reliance on fertilizers has long highlighted the structural risks of relying on distant, geopolitically exposed supply origins.
Discovery Alert
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
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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