Trade and tariffs
The post-2024 trade architecture.
Why this topic
Section 301 escalations, Section 232 metals overlays, IEEPA reciprocal regimes, and IRA sourcing rules together produce a tariff stack that no single HS6 line fully captures. The work decomposes pass-through across importer, exporter, and consumer, maps third-country substitution under capacity and rules-of-origin constraints, and reports the corridor-level redirection that procurement teams and trade-association strategists actually trade against. TradeWeave is the production engine.
Recent insights on this topic
AfCFTA Execution 2026: From Tariff Schedules to Settled Trades
Six years after the Agreement entered into force, the African Continental Free Trade Area is moving from text to transactions: the Guided Trade Initiative is wi...
Read brief → 2026-04-26Apple in 2026: India at Seventeen Percent, Vietnam Adding Modules, China Still the Anchor
Apple is rewiring the largest consumer hardware supply chain in history around a CN+1+2 framework, with India absorbing iPhone share, Vietnam absorbing AirPods ...
Read brief → 2026-04-26ASEAN 2026: Tariff Whiplash, FDI Surge, and the Vietnam Malaysia Thailand Indonesia Quartet
The April 2025 reciprocal tariff schedule, the 90 day pause, and the bilateral negotiation track have rewritten the China plus one playbook. Capital is still mo...
Read brief → 2026-04-26Bangladesh 2026: Yunus, the tariff wall, and the road to a vote
An interim government led by Muhammad Yunus is rewriting the political order while the ready-made garment sector absorbs a US reciprocal tariff shock and the co...
Read brief → 2026-04-26BYD enters Europe 2026: the anti-subsidy stack, Hungary as bridgehead, and the EU OEM compression
BYD shipped 4.27 million vehicles in 2024 and overtook Tesla on quarterly battery electric volume. The EU answered with definitive countervailing duties on Octo...
Read brief → 2026-04-26Carbon capture in 2026: 45Q economics, project pipeline, and the gap between announcements and tonnes stored
The CCUS sector has moved from policy promise to a real but uneven build-out, with roughly 50 facilities operational, a 392-project pipeline that targets seven ...
Read brief → 2026-04-26Cement After CBAM: The 2026 Decarbonization Capital Stack
Cement is 7 to 8 percent of global CO2 and 4.1 billion tonnes of output. The 2026 EU CBAM definitive period, IRA 45Q at 85 dollars per tonne, and the first comm...
Read brief → 2026-04-26Cocoa 2024 to 2026: West African Collapse, Price Shock, and the EUDR Reset
ICE cocoa futures printed an all time high above USD 12,500 per tonne in April 2024, then settled into a USD 7,000 to 9,000 range through Q1 2026. Cote d'Ivoire...
Read brief → 2026-04-26The Coffee Market Crisis 2024 to 2026: Arabica at Fifty Year Highs and the Reordering of Origin Risk
Brazilian arabica drought, Vietnamese robusta stress, and ICE futures at 4.40 dollars per pound have rewritten the cost stack for every roaster, retailer, and o...
Read brief → 2026-04-26Container Shipping in 2026: Newbuild Glut Meets Geopolitical Reroute
Red Sea closure has propped up rates that the largest orderbook in a decade should otherwise have crushed. Alliance reshuffling, IMO carbon rules, and the prosp...
Read brief → 2026-04-26Western Defense Industrial Reshoring: Munitions Math in 2026
155mm shells, PAC-3 interceptors, and attritable autonomy collide with TNT scarcity, propellant bottlenecks, and a NATO procurement architecture redesigned for ...
Read brief → 2026-04-26EU CBAM in 2026: the next round of sector and scope expansion
The transition phase ended in January, the definitive phase has begun, and Brussels is already debating which sectors and scopes come next. Exposure mapping and...
Read brief →Related cross-cuts.
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