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

Jeongmin Seong
McKinsey Global Institute PartnerTokyo
Leads MGI’s research on global connections
Nick Leung
McKinsey Global Institute Director and Senior PartnerHong Kong
Leads research on global economic and business trends and regional research on Asia Pacific and China; advises global and Asian companies across a range of industries.
Tiago Devesa
Senior Fellow, McKinsey Global InstituteLisbon
Leads MGI research on global flows of trade and capital; as well as on the technologies and supply chains that shape the global energy system

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