Switched On21 Aug 2025

Reshaping Trade Flows in a Fragmented World

The Trump administration’s ‘Liberation Day’ tariffs are reshaping global trade flows. With the US currently renegotiating its trade positions with traditional partners and rivals alike, the tariffs’ true impact is yet to be fully understood. Even the handful of new deals that have been struck offer little guidance, as they break from the legally binding forms that international trade deals traditionally take and their contents remain largely undisclosed. Assessing the geopolitical landscape has thus become critical for making business decisions. On today’s show, Dana Perkins is joined by Jennifer Welch, chief analyst of Bloomberg’s geoeconomics team, and Antoine Vagneur-Jones, BloombergNEF’s head of trade and supply chains, to delve into the decisions currently shaping global trade.

Complementary BNEF research on the trends driving the transition to a lower-carbon economy can be found at BNEF<GO> on the Bloomberg Terminal or on bnef.com

Links to research notes from this episode:

US Energy Trade and Tariff Indicators: June 23-July 28 - https://www.bnef.com/insights/37117

Trump Tariffs Are Thrashing the US Energy Storage Market - https://www.bnef.com/insights/36483

Solar and Battery Makers Stung by Latest Trump Tariffs - https://www.bnef.com/analyst-reactions/t0h9c7gpqq6j00

To find out more about Bloomberg's geoeconomics research, email us at geoeconomics@bloomberg.net

See omnystudio.com/listener for privacy information.

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