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TDM Insight: China is Becoming a ‘Factory for Factories’

August 14, 2026
Another Strong Month  The Artificial Intelligence revolution gets the headlines and is being credited for another robust trade month.  In July, Chinese exports increased 23.9% year-on-year to $397.9 billion. Its…

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China’s New Record: Over 1M Cars Exported in a Month

China released eye-popping June trade numbers on Tuesday. “A bit insane,” said Brad Setser…
July 29, 2026

Is The U.S.-China Trade War Over?

U.S.-China Summit This Week When Presidents Donald Trump and Xi Jinping meet in…
May 13, 2026

Vietnam’s Superpower: Versatility

Vietnam’s Moment in (Trade) Time The wars in Iran and Ukraine, and trade…
March 27, 2026

How AI Is Driving Global Trade

Lower Growth in China  In early March, Chinese leadership set their lowest gross…
March 16, 2026

Global Trade is Moving On — Without the U.S.

One way of looking at China’s trade economy in December and for the…
January 20, 2026

TDM’s Top 10 Trade Trends to Watch in 2026

Happy New Year. While we wait on the Supreme Court to rule whether the Trump…
January 13, 2026

Silver Bullet: A Special Report on Mining and Metals Trade in Latin America

Why China is Still Buying If you’re pessimistic about global trade, you’ve likely…
November 12, 2025

Chinese Exports Down 1.1% in October

The Chinese export juggernaut finally started to show the impact of protectionism and…
November 12, 2025

Is Global Trade Too Strong for Tariffs?

Global Trade Can Take a Punch This month, markets have swerved to adjust…
October 15, 2025

Casualties of the U.S.-China Trade War: 36 Million Phones

Please Dial a New Number  As U.S. and Chinese negotiators try to find…
September 17, 2025

Global Coal Trade is Finally Faltering

China Cuts Coal Imports For years, as governments around the world embraced clean…
August 25, 2025

China Ramps Up Exports to Vietnam Amid Transshipment Worries

Made in Vietnam (or China) At a time when trade officials around the…
August 7, 2025

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

U.S. Market Collapsing For China As Americans and Chinese officials scrambled to forge…
June 19, 2025

Chinese Demand Falters as Imports Decline

Trade in a Time of Geopolitical Adjustment The focus of the global trade…
December 16, 2024

Trump Election Gooses Trade– Before Tariffs Hit

This week’s election of Donald Trump as the U.S.’s 47th president is almost…
November 7, 2024

China Finally Affected by Protectionist Tariffs

September Rain China posted lackluster trade figures in September, highlighting how it might…
October 23, 2024

How Tariffs Are Reshuffling EV Trade

Age of the EV We’re entering the age of the electric vehicle, and…
July 11, 2024

Middle East Trade in the Time of War

Middle East: The Big Picture  In 2024, the Middle East has been hit…
June 5, 2024

TDM Insight: Vietnamese Exports Rebound in 2024

After a tepid recovery in 2023, Vietnam’s trade machine appears to be firing…
May 15, 2024

China’s EV Export Boom is Driving up Demand for RoRo Ships

China’s electric car export boom has fueled demand in the country for automobile…
April 15, 2024

China Reboots Trade Thanks to Africa, India, Latin America

Don’t let anybody tell you that globalization is dying—at least, not yet. Global…
March 11, 2024

What’s Behind the High-Tech Trade Slump?

It’s not been an easy time for international trade, as a recent report…
February 16, 2024

China Hikes Iron Ore, Copper Imports Amid Car Building Boom

In the somewhat gloomy December and annual China trade statistics released in the…
January 23, 2024

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