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
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
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
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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