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  • [New] South Korean manufacturers are expanding production facilities across key automotive markets to strengthen proximity to customers and reduce regional supply-chain risks. Persistence Market Research
  • [New] Latin America is recognized as the fastest-growing region, expected to experience a CAGR of 6.5% from 2026 to 2032, propelled by increasing export opportunities and favorable trade agreements. 6wresearch
  • [New] The new US tariffs are expected to have a serious impact on Canada's economy. Al Jazeera
  • [New] If the United States requires partner countries to choose among competing AI frameworks, companies will find it harder to make technology and supply chain decisions based solely on price, performance, and availability. Small Island Research Notes
  • [New] With waterways from the Panama Canal to the Strait of Hormuz and the Red Sea facing disruptions, Mexico is pitching a land route in the south as an alternative for global trade. Los Angeles Times
  • The biggest risk to Mexico comes from the pressure from Washington on tariffs and trade. Marc to Market Marc Chandler on Global FX and Capital
  • Under a modernized agreement, tariffs on agricultural products traded between the United States and Mexico will remain at zero. United States Trade Representative
  • Challenging Developments Insurers in the Pacific continue to watch the Middle East conflict closely, with attention on supply chain disruption and the potential for renewed inflationary pressure on repair and replacement costs. Aon
  • A judge has ruled the US Department of Defense acted unlawfully when it designated artificial intelligence startup Anthropic a supply chain risk, calling the move illegal and baseless. BBC News
  • A dispute over Iranian oil could become another confrontation over industrial supplies, export restrictions, and the ability of American companies to conduct business. Armstrong Economics
  • Tariffs alone will not build semiconductor production inside North America. The Rio Times
  • We expect greater policy initiatives and government efforts to prioritise domestic processing across West Africa, allowing for a greater capture of value in the cocoa supply chain, as well as reducing reliance on exports of raw cocoa beans. Fitch Solutions
  • Trade tensions between the U.S. and China remain a wildcard that could impact the entire semiconductor supply chain. Alphio AI
  • Germany's economy is expected to gain momentum, with higher infrastructure and defence spending lifting GDP growth to about 0.8% in 2026 from roughly 0.3% in 2025, although export growth is likely to remain subdued following the impact of US tariffs. Lion Global Investors | Official Site
  • The Eurozone's growth outlook is expected to improve in 2026 as earlier headwinds from tariffs and French political uncertainty are largely behind. Lion Global Investors | Official Site
  • U.S. manufacturing decarbonization opportunities emerge through sectoral procurement mandates, supply chain transparency requirements, and corporate sustainability commitments, establishing minimum ESG performance expectations for supplier relationships. Persistence Market Research
  • Canada has announced it will impose tariffs on a wide range of key American industries including cosmetics, dairy, wood products and outdoor equipment in the coming weeks, as it retaliates roughly dollar for dollar against levies imposed by the US. The Guardian
  • The impact of US tariffs is expected to be felt by US businesses and consumers. Al Jazeera
  • The global economy is already feeling the strain from supply chain disruptions caused by the war in Ukraine, leading to higher energy prices and inflation. Mwakilishi
  • Tariffs are expected to create wider performance gaps in global growth, reinforcing U.S. exceptionalism. J.P. MORGAN
  • Canada will implement dollar for dollar counter-tariffs next month. BBC News

Last updated: 21 September 2026



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