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] 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
[New] CBAM-induced trade frictions are triggering retaliation, WTO trade disputes and a risk of fragmentation of global trade standards.
Squire Patton Boggs
[New] Graphite supply constraints emerging from Chinese export restrictions create opportunities for alternative suppliers capable of meeting battery anode material specifications.
Discovery Alert
[New] Mexico's Pacific Alliance leadership and established trade relationships with European and Asian partners create opportunities for Western Hemisphere supply networks that operate independently of Chinese-dominated processing infrastructure.
Discovery Alert
[New] Trade tensions, slowing global growth and shifting supply chains could pose risks for Australian exporters.
The Times
[New] The structural trend of large imbalances with China will not change meaningfully over the coming years, so we expect the EU will continue to deploy corrective trade measures against China as it faces growing imbalances threatening a larger part of its industry, including key strategic sectors.
Oxford Economics
[New] India's edible oil production is estimated at 9.6 million tonnes in 2025-26 marketing year, and it will have to import around 16.7 million tonnes of cooking oils to meet domestic demand.
ADM Investor Services
[New] Strategic Purchases & Technology Trade: India plans to purchase USD 500 billion worth of U.S. energy, aircraft, critical minerals, and technology (including GPUs for data centers) over five years.
INSIGHTS IAS - Simplifying UPSC IAS Exam Preparation
[New] Reciprocal Tariff Framework by the U.S.: The U.S. will apply a reciprocal tariff rate of 18% initially on select Indian exports, with a pathway to tariff removal on priority sectors such as generic pharmaceuticals, gems & jewelry, and aircraft parts upon successful conclusion.
INSIGHTS IAS - Simplifying UPSC IAS Exam Preparation
[New] Tariff Liberalization by India: India will eliminate or reduce tariffs on U.S. industrial goods and a wide range of agricultural products, including ethanol by-products, oilseeds, fruits, nuts, wine, and spirits.
INSIGHTS IAS - Simplifying UPSC IAS Exam Preparation
[New] Ukraine plans to open 10 weapon export centers in Europe, including in Baltic and Northern European countries, in 2026, as part of efforts to internationalize its arms production.
Yahoo News
[New] India has resumed purchases, with Reliance Industries acquiring 2 million barrels of Venezuelan crude, signaling a diversification away from Russian oil amid U.S. tariff threats.
investing.com
[New] Uncertainties around US trade policy - including the impending expiration of the trade truce with China and the future of trade agreements with Canada and Mexico, which are set for review in 2026 - exacerbate risks to the economic outlook.
African Business
[New] Mahindra & Mahindra will supply 35,000 Scorpio Pik Up light commercial vehicles to Indonesian state-owned enterprise Agrinas Pangan Nusantara in 2026, marking the Indian automaker's largest export order to date and surpassing its total export volumes achieved in financial year 2025.
Automotive World
Last updated: 12 February 2026
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