Geopolitics and trade

In an era of unpredictability and strategic competition, Europe must navigate an increasingly complex global trade landscape. Enhancing geopolitical resilience and securing critical trade relationships are essential to protect Europe's economic interests and bolster its global competitiveness.
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Report

Geopolitics and the geometry of global trade: 2026 update

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Tariff splashes, AI waves, and the ripples reshaping global trade.
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Article - MGI Research
The great trade rearrangement
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A newly defined “rearrangement ratio” gauges the potential to rearrange US imports from China and how this could ripple across...
An image of several container ships navigating a vast expanse of blue ocean under a sky filled with fluffy white clouds.
Article
A new trade paradigm: How shifts in trade corridors could affect business
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Trade routes face high variability in growth under different scenarios, with one-third of global trade potentially exposed to...
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Article - MGI Research
Accelerating Europe: Competitiveness for a new era
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Turbulent times have highlighted new fragilities in Europe’s economies. Addressing them could be the catalyst for a new...

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