McKinsey Global Institute

Geometry of global trade

Explore McKinsey Global Institute research on how the geometry of global trade has been shifting toward geopolitically closer partners.
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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.

More Insights

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Report - MGI Research
The FDI shake-up: How foreign direct investment today may shape industry and trade tomorrow
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Announced FDI projects signal further changes in the geometry of global trade and the future map of international business.
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Interactive - MGI Research
Global trade explorer
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To navigate a more complex and challenging era requires deeper understanding of the full picture of the evolution of 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 the globe.
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Article - MGI Research

Geopolitics and the geometry of global trade: 2025 update

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Trade reconfiguration continues along geopolitical lines, this update with 2024 data shows.
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Report - MGI Research

Geopolitics and the geometry of global trade

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Global trade patterns are reconfiguring. More shifts are likely and businesses need to be aware of the potential trade-offs of different paths ahead.

Featured experts

Michael Birshan
Senior Partner and Managing Partner, UK, Ireland, and IsraelLondon
Leads McKinsey in the UK, Ireland, and Israel; partners with bold and determined leaders striving to make a difference
Jeongmin Seong
McKinsey Global Institute PartnerTokyo
Leads MGI’s research on global connections

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