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] Australia's Asian Renewable Energy Hub plans to generate 26 GW of wind and solar power to produce green hydrogen for domestic and export use.
Market Data Forecast
[New] Trade measures and tariffs are adding operating-cost and supply-availability risks to global value chains that are eroding the reliability and economics of import and export routes.
JD Supra
[New] U.S. import volumes are poised for a modest January rebound after months of decline, though shipments are expected to stay below last year's pace until at least spring.
PentaVision
[New] China is projected to see a decline in overall volume despite growth in specific categories like RTDs, sparkling wine, imported still wine, gin, rum, whisky, and tequila.
Vinetur
[New] Dubai will increase foreign trade to AED 25.6trn over the next decade from AED 14.2trn over the last 10 years, and increase FDI to AED 60bn per year compared with AED 32bn over the last decade.
Emirates NBD Research
[New] Risk assessment: Western pharmaceutical companies face difficult trade-offs between accessing Chinese AI capabilities and managing geopolitical and regulatory risks.
Drug Target Review
[New] The Trump administration's aggressive trade stance, including threats and tariffs on autos and steel, has forced a global production realignment.
Ainvest
[New] Dumping Risk: Industry groups warn that India could become a dumping ground for hazardous e-waste, citing strict import bans in China and Brazil.
PMF IAS
[New] Reports that Trump plans to roll back steel and aluminum tariffs could benefit Mexican exporters.
The Rio Times
[New] The trade deal will see Washington lower tariffs on Taiwanese exports to 15%.
CNBC
[New] Trade discussions with China will become more evident by Q2 in 2026.
Mexico Business
[New] The key provisions of the trade deal will require India to lower or remove tariffs on a broad set of U.S. industrial goods, food, and agricultural goods, while increasing purchasing of American energy, technology, and other products.
National Law Review
[New] In textiles, contributing nearly 59% of total exports, Pakistan holds significant value in made-up articles and apparel, where India will now also seek zero-tariff access.
The Nation
[New] India will eliminate or reduce tariffs on all US industrial goods and a range of agricultural products.
The Rio Times
[New] Immutable economic laws - such as supply chains, which can not be rewired overnight - are easing policy uncertainty on trade and should support a risk-on stance in EM, encouraging further capital inflows and firmer currencies.
TrustNet
[New] International trade in rice in 2026 is forecast at 60.6 million tonnes, down 0.6% from a revised estimate for 2025.
WorldFoodSituation
[New] World trade in wheat in 2025/26 is forecast at 204.8 million tonnes, up 12.0 million tonnes from the previous season but still 6.5 million tonnes below the record level in 2023/24.
WorldFoodSituation
Last updated: 19 February 2026
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