Global Connections

Aftershocks: Energy security beyond the Strait of Hormuz crisis

September 17, 2026 -

The energy system has proven surprisingly resilient, but shock absorbers are thinning. Energy security has no easy exits but room to maneuver.

March 19, 2026 -

Tariff splashes, AI waves, and the ripples reshaping global trade.

June 25, 2025 -

A newly defined “rearrangement ratio” gauges the potential to rearrange US imports from China and how this could ripple across...

September 22, 2025 -

Announced FDI projects signal further changes in the geometry of global trade and the future map of international business.

May 2, 2025 -

Amid tariff uncertainty and a possible recession, the world needs a new base of balance and trust to create a thriving economy....

October 18, 2023 -

To navigate a more complex and challenging era requires deeper understanding of the full picture of the evolution of global trade...

January 27, 2025 -

Trade reconfiguration continues along geopolitical lines, this update with 2024 data shows.

January 17, 2024 -

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

November 15, 2022 -

Economic and political turbulence have prompted speculation that the world is already deglobalizing. But the evidence suggests...

January 15, 2023 -

Multinational companies operating in China must reconfigure for opportunity and risk.

January 12, 2023 -

Concentration in the origins of traded products is widespread, prompting questions about whether to diversify or decouple.

August 6, 2020 -

Companies need an understanding of their exposure, vulnerabilities, and potential losses to inform resilience strategies.