Imports

Trade balance continues to bounce lower in Australia

Africa: A continent besieged along old fault lines

Trump tariffs will cut UK growth as global demand weakens

Tracking the impact of US tariffs on spending and prices

Tariff whiplash starting to cause US supply-chain stress

Taking stock of this week’s twists and turns in US tariff policy

European pharma, high-tech, and machinery most exposed to US trade war

US Tariff Monitor – Sooner rather than later

Adjusting our assumptions toward stronger US tariffs

Global: The EU’s imports of LNG continue to decline

China decoupling – how far, how fast?

Dumping? Key categories of Chinese imports have surged in Europe

Enabling North American Graphite Growth

Global Industry: Red sea attacks are a shot across the bow of global logistics

The miracle growth story of Vietnam has further to unfold

The EU’s CBAM needs more bite to change the trajectory of emissions

China decoupling starting to gather pace

Nearshoring – China’s loss is not (yet) Mexico’s gain

A strong dollar means a tougher time for manufacturers

China: Consumption bounce ≠ surging goods imports