– Our latest outlook reports dig into the prospects for global trade policy and the logistics sector heading into 2027. In trade policy, the US will remain the center of volatility, with new Section 301 tariffs focused on manufacturing capacity as well as the increasing use of novel techniques such as Section 338 tariffs, secondary sanctions and price floors. Mainland China’s anti-involution campaign may start to trim exports, while the EU will further adapt the Carbon Border Adjustment Mechanism (CBAM) and the Gulf Cooperation Council may resume dealmaking once the regional con...
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