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Tag: CBAM

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Analysis

Global Trade Paradox 2026: Expanding Volumes in an Era of Rising Tariffs and Geoeconomic Fragmentation

February 20, 2026 8 minutes read 1

The most counterintuitive macroeconomic phenomenon of 2026 — global trade volumes continue to expand at 2.6–3.1% despite escalating bilateral tariffs, protectionist rhetoric, and shifting geopolitical alliances. The explanation lies in corporate front-loading, supply chain rerouting, and a "medieval diptych" of US trade policy that

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