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How AI Is Driving Global Trade

UncategorizedMarch 16, 2026774Views0Likes0Comments
Lower Growth in China  In early March, Chinese leadership set their lowest gross domestic product growth target since 1991, forecasting a 4.5% to 5% expansion for its economy in 2026.  This week, China reported a 21.8% year-on-year increase in exports for January and February to $656.6 billion. To avoid distorted numbers because of Chinese New…

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TDM’s Top 10 Trade Trends to Watch in 2026

UncategorizedJanuary 13, 20261KViews0Likes0Comments
Happy New Year. While we wait on the Supreme Court to rule whether the Trump administration is entitled to apply tariffs on national security grounds, global trade grinds on. We at Trade Data Monitor are paying attention to what’s happening via the prism of official trade statistics. It’s a radically different world than when I started covering…

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China Reconfigures Export Markets as Shipments to U.S. Plummet

UncategorizedJune 19, 20252KViews1Like0Comments
U.S. Market Collapsing For China As Americans and Chinese officials scrambled to forge new politically acceptable trade terms, China reported a pandemic-level decline in exports to the U.S.  Chinese shipments to the U.S. fell 34.4% year-on-year in May to $28.8 billion, the steepest drop since Covid-19 upended global trade in February 2020. Chinese imports from…

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Trump Election Gooses Trade– Before Tariffs Hit

UncategorizedNovember 7, 20242KViews1Like0Comments
This week’s election of Donald Trump as the U.S.’s 47th president is almost certainly likely to lead to another trade war with China, and further tariffs on American imports. During the campaign, Trump said his favorite word was tariff and floated a universal 10% tariff and specific duties on Chinese imports as high as 60%.…

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How Tariffs Are Reshuffling EV Trade

UncategorizedJuly 11, 20243KViews1Like0Comments
Age of the EV We’re entering the age of the electric vehicle, and global trade is keeping pace. Around 20% of all cars bought in the world in 2023, a total of almost 14 million, were electric, and there are now 40 million on the road, according to the International Energy Agency. Total trade in…

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Can Chinese Imports Boost the Global Economy?

UncategorizedMay 14, 20242KViews0Likes0Comments
The Beijing trade engine has been slumping this year amid a tepid global economy, so a surprising jump in Chinese imports in April has raised the prospect of a China-led recovery. Total Chinese imports rose 8.4% year-on-year in April to $220.1 billon, almost double analyst expectations. Total exports increased 1.5% to $292.5 billon.  Surprising Global…

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China Hikes Iron Ore, Copper Imports Amid Car Building Boom

UncategorizedJanuary 23, 20243KViews0Likes0Comments
In the somewhat gloomy December and annual China trade statistics released in the second week of January was buried a piece of data that hearkened back to the boom years of Chinese commodity consumption: China is buying a lot more iron ore and copper. In December, China boosted iron ore imports 11.1% year-on-year to 100.9…

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