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The Great Relocation: How Xi and Trump built ASEAN’s industrial future
In the tangled web of global trade, few relationships have been as consequential - and combustible - as that between China and the United States.
Over the past decade, this axis has shaped the contours of global supply chains, dictated the flow of capital, and defined the strategic priorities of multinational corporations.
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Rethinking oil refining: Why producers should go retail
At first glance, the idea that oil-producing nations should refine their own crude and sell it directly to consumers seems like common sense. It’s a straightforward proposition: reduce the number of hands in the supply chain, cut down on transportation risks, and streamline the process from wellhead to gas pump. But beyond the surface-level logic lies a deeper, more urgent rationale—one shaped by environmental concerns, shifting geopolitical dynamics, and the tightening grip of regulatory regimes in the West.
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From tariffs to Covid: How policy shockwaves remade shipping seasons
For more than a century, ocean shipping’s calendar has been as predictable as the tides. Importers and carriers could set their watches by the annual peak and slack seasons: spring build-up for summer retail, autumn surge ahead of the holidays, winter lull. But in the past decade, that pattern has been blown apart - not once, but twice - by policy shocks that had remarkably similar effects.
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America’s trade reset and the coming reckoning for global shipping
By any honest reckoning, the United States has spent decades subsidising the prosperity of foreign economies through lopsided trade arrangements. While American markets remained open and forgiving, foreign governments imposed steep tariffs, regulatory hurdles, and currency manipulation to tilt the playing field in their favour. The result? A hollowed-out US manufacturing base, stagnant wages, and a growing underclass of Americans—particularly in the 80–100 IQ segment—left behind by globalization’s winners.
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Mediterranean & Africa
Trade Specialists |
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