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] GovernmentBusiness Canadian provinces hold firm on U.S. alcohol bans President Trump is using another tariff threat to put pressure on Canadian provinces to end boycotts of U.S. alcohol.
Transport Topics
[New] As debates on WTO reform, green industrial policy, and climate-related trade governance intensify, Africa has an opportunity to reshape the global conversation fundamentally.
Tess
[New] The US-China strategic competition remains a looming risk to affect global trade.
Coface
[New] The United States will suspend for one year the 50% subsidiary rule for export controls.
Coface
[New] A fragile truce in the Middle East, persistent energy-driven inflation, shifting U.S. trade policy and escalating regional pressures from Europe to Africa will collectively shape geopolitical risk in the third quarter.
Stratfor
[New] Foreign demand for US soybeans ramped up as countries made purchases ahead of expected US tariffs, with US Dec soybean exports surging 68% yr/yr to 293 million bushels.
Barchart.com
[New] Systematic attacks that began in July could soon lead to a complete blockage of export corridors in the Black Sea basin.
MarineLink
[New] Putin is betting that higher food prices, at a time when the American war with Iran is already driving up the cost of oil and much else, will persuade Ukraine's trade partners, particularly in Europe, to press Kiev to de-escalate its attacks inside Russia.
Time
[New] Current and prospective trade partnerships have, at their core, the free flow of data, which will doubtless be a key consideration of the prospective UK-GCC Free Trade Agreement (FTA) that could be a landmark of 2026.
City AM
[New] Efforts to further strengthen trade ties will be facilitated by the latest agreement between India and the UAE earlier this year to conduct transactions directly in each other's currencies, eliminating the need to use USD as an intermediary currency.
Emirates NBD Research
[New] Middle East energy developments and trade tariff policies could affect import costs and corporate margins.
GO Markets
[New] Roughly 80% of global merchandise trade by volume moves by sea, so chokepoint disruption can affect energy, food and consumer goods prices.
CNBC
[New] The Trump administration has confirmed Australian exports to the US will be hit with a 12.5% tariff from later today, replacing the temporary 10% levy that was due to expire.
The Nightly
[New] The Section 232 tariffs, Section 301 tariffs, and Section 338 tariff on Canada will reduce long-run US GDP by 0.4%.
Tax Foundation
[New] Before accounting for any foreign retaliation, the Section 232 tariffs, Section 301 tariffs, and Section 338 tariff on Canada will reduce long-run US GDP by 0.4%.
Tax Foundation
[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
Last updated: 06 August 2026
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