[New] Tariff exposure, conflict in the Middle East, and broader supply chain disruption weighed on operations and, at times, shifted management focus from M&A toward operational resilience, supply chain stability, and margin protection.
PwC
[New] Supply chain disruptions and damage to regional oil and gas infrastructure have reinforced expectations for tighter supply and higher-for-longer commodity prices, supporting continued investment in North American drilling, infrastructure expansion, and strategic resource consolidation.
PwC
[New] Businesses will shift supply chains and make different investment decisions, and we may see a rise in regional and sectoral trade agreements without large US presence.
Al Jazeera
[New] Localizing production in agrarian economies, especially in the Global South, has the potential to reshape supply chain dependencies and decarbonize critical industries.
AgFunderNews
[New] AI-driven cyber attacks, ransomware attacks, software vulnerabilities, risks associated with cloud security, and supply chain attacks are still top of mind for businesses across the globe.
Boston Institute of Analytics
[New] NVIDIA remains central to AI, but the opportunity set extends across the broader supply chain. / USA
Middlefield
[New] The additional factor markets should consider is the heightened risk of outright U.S. withdrawal or increased tariffs from a salvo of Truth Social and ambient threats, including likely Trump statements about exiting USMCA in favour a U.S.-Mexico bilateral in 2026.
Policy Magazine
[New] As global trade relationships continue evolving, successful investors will likely focus on diversification, risk management, and long-term thinking rather than reacting to short-term headlines.
Kalkine
[New] AI and agentic AI will be the most influential drivers of supply chain performance over the next two years.
Glorium Technologies
[New] Beijing has already demonstrated across rare-earth elements (REEs), critical minerals, and agricultural products that it will weaponize its control of critical supply chain components in response to diplomatic disputes, trade disputes, and geopolitical pressure.
Council on Foreign Relations
[New] Supply chain disruption and resilience: From geopolitical instability to cybersecurity threats and cargo fraud, supply chain disruption remains elevated in 2026.
Worldwide Express
[New] The United States has proposed sweeping new tariffs on imports from 60 world economies, a move that could reshape global trade - and potentially push up prices on everyday goods for consumers.
Newsweek
[New] Recent progress on the EU-US trade agreement reduces near-term tail risks, but trade policy uncertainty remains.
The Conference Board
[New] The prospect of higher US tariffs on key EU exports, particularly autos, could further dampen growth in 2026.
The Conference Board
[New] Over the medium term, trade agreements and business-environment reforms are expected to support foreign direct investment inflows into India.
The Times Of India
[New] Reduced US tariffs and the expected implementation of free trade agreements could help offset weaker external demand, particularly for merchandise exports.
The Times Of India
[New] The World Bank expects trade agreements and ongoing structural reforms aimed at improving the business environment to bolster foreign direct investment inflows over 2027-28.
Economic Times
[New] Looming USMCA renegotiations and new U.S. forced labour tariffs ranging from 10% to 12.5% are expected to intensify regulatory and operational pressures on export-oriented manufacturers and cross-border supply chains.
Mexico Business
[New] While shipping lines have begun to restore capacity, cargo volumes on major East-West routes are surging due to front-loaded shipments in anticipation of tariffs, early peak season demand, and disruptions in the Middle East.
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Last updated: 22 June 2026
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