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  • [New] Serbia and Ukraine will work together on the common goal of joining the European Union, and intend to finalize a mutual free trade agreement by the end of the year. financialpost
  • [New] Supply challenges include declining ore grades and costly new mines, while uncertainties like US tariffs and geopolitical risks could impact future prices. ST
  • [New] Extended supply chain disruptions risk hindering innovation cycles, delaying critical advancements needed to meet the rapidly expanding global demand for data storage. Persistence Market Research
  • [New] When Beijing countered President Trump's massive tariffs by threatening U.S. supplies of critical minerals, his Administration found incentive to accelerate permitting and put up federal dollars to buy into companies. Time
  • [New] We expect Mexico to acquiesce to US pressure to boost steel tariffs and offer greater protection for domestic truck makers. Marc to Market Marc Chandler on Global FX and Capital
  • [New] The US tariffs on China remain 20% higher, allowing the Trump administration to project an image of advantage. ThinkChina - Big Reads, Opinions & Columns on China
  • [New] Observers should anticipate intensified scrutiny of domestic production capabilities for critical materials and semiconductors, as the DoD seeks to mitigate supply chain vulnerabilities exposed during recent years. Featurespace
  • [New] 70% of vehicles passing both ways between the UK and EU will not comply with RoO regulations, equating to £1.4 billion in tariffs. AutoExpress
  • [New] Chinese officials forced the Trump administration to lift U.S. tariffs on Chinese products by threatening to cut the United States off from critical minerals. Foreign Affairs Magazine
  • [New] Beginning in fall 2026, Purdue will slash tuition by more than 30% for students in its online Master of Science in Global Supply Chain Management. American Enterprise Institute - AEI
  • [New] The new Section 301 tariffs include an exemption for USMCA-compliant goods, maintain existing exemptions for certain products, and will be applied at a 10% tariff rate for Canada and a small number of countries, rather than the 12.5% applied to the remaining countries. Canada's National Observer
  • The US-China strategic competition remains a looming risk to affect global trade. Coface
  • The risks remain visible today: the Middle East conflict has left dozens of container ships stranded near the Strait of Hormuz, delaying shipments of food, fuel and vehicles and highlighting how quickly geopolitical shocks can ripple through global trade. Dare, HEC Media Hub
  • Current and prospective trade partnerships have, at their core, the free flow of data, which will doubtless be a key consideration of the prospective UK-GCC Free Trade Agreement (FTA) that could be a landmark of 2026. City AM
  • If there's a hard cap on China tariffs, it could be a welcome source of certainty, regardless of justification. American Enterprise Institute - AEI
  • President Trump has announced 50% tariffs on an assortment of Canadian goods going into the United States starting possibly on August the 19th. Grain Farmers of Ontario
  • The African Continental Free Trade Area is harmonizing automotive tariffs, which could lead to a unified EV credit system across Africa by 2028. Tianjin Yigang Automobile Sales Co.,Ltd.
  • Resumed Middle East hostilities, increasing tariffs, and the artificial intelligence buildout suggest upside risks to inflation, creating problems for the Fed and hinting at tightening in 2026. Morningstar, Inc.
  • The Section 301 tariffs and the Section 338 tariff on Canada will raise an additional $648 billion from 2026 through 2035. Tax Foundation
  • The temporary 10% Section 122 tariffs will raise $22 billion in 2026,. / USA Tax Foundation
  • The Section 232 tariffs will increase US federal tax revenue by $942 billion from 2026 through 2035. Tax Foundation
  • Before accounting for any foreign retaliation, the Section 232 tariffs, Section 301 tariffs, and Section 338 tariff on Canada will reduce long-run US GDP by 0.4%. Tax Foundation
  • Section 232 tariffs, Section 301 tariffs, and Section 338 tariff on Canada, will increase taxes per US household by $900 in 2026. Tax Foundation

Last updated: 10 August 2026



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