Section
Trade & Industry
Trade, industry, value chains, industrial policy, competitiveness and sectoral transformation.
23 published articles
Overview
The Trade & Industry section examines trade, value chains, industrial policy, competitiveness and the transformation of productive sectors. It places corporate strategy, public policy, critical dependencies and the shifts connecting markets with industrial capacity in context.
Featured

Lockheed Martin: The Pentagon Plans a Decade of Industrial Power
At the assembly plants in Fort Worth, Texas, F-35 production depends on an industrial organisation whose complexity extends far beyond that of a conventional aerospace programme. Thousands of companies contribute to manufacturing the fighter jet, from electronic components and sp
AnalysisRecent publications
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Trade & IndustryVanilla: The Fragile Gold of the Tropics
In São Tomé and Príncipe, vanilla cultivation is opening new opportunities for small farmers. Behind one of the world's most valuable spices lies a much larger economic question: how can tropical countries transform the wealth of their land into lasting prosperity? In the humid p
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Trade & IndustryJapan: The Industrial Price of the American Alliance
By committing to mobilize up to $550 billion to support investment in the United States, Japan is participating in a profound transformation of the economic relationship between Washington and its allies.
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Trade & IndustryVietnam: The New Frontier of Strategic Minerals
There are countries in the international economy whose strategic importance exceeds their apparent economic weight for decades. Vietnam has now entered this category.
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Trade & IndustryTesla: The Flying Car and the End of the People's Electric Dream
With a Roadster promising almost aerospace-level capabilities, Elon Musk is pushing Tesla toward a new technological frontier.
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Trade & IndustryEurope: The China Trade Deficit Becomes a Question of Industrial Survival
For several decades, Europe regarded China as an economic partner whose rise contributed to its own prosperity. European companies found an immense market, a competitive manufacturing base and suppliers capable of reducing costs across their industrial supply chains.
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Trade & IndustryAI Is Driving Global Trade: Who Makes the Equipment, and Who Captures the Value?
As geopolitical tensions disrupt energy routes and major powers seek to secure their strategic industries, global trade is experiencing an unexpected acceleration.
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Trade & IndustryAI: The Machines of the Next Decade Are Being Ordered Today
ASML has warned that its planned manufacturing capacity will not be sufficient to meet customer demand in 2027 and 2028.
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Trade & IndustryUnited States: The Arsenal Becomes an Industry Again
At Sparrows Point, near Baltimore, the ground still carries the memory of America’s former industrial power. For much of the twentieth century, this vast stretch of land on the Chesapeake Bay was one of the centers of gravity of U.S. steelmaking.
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Trade & IndustryOutsourcing: Who Keeps the Value?
A factory opens. Machines arrive, recruitment begins, and the first components roll off the production lines. The government announces the investment, the international group celebrates a new industrial site, and national statistics soon record higher production and exports.
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Trade & IndustryChina–United States: Dependency as a Weapon
Sometimes, a single aircraft component is enough to reveal the true state of relations between two great powers.
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Trade & IndustryGlobal Trade: The Chinese Clause Is Gradually Replacing the Common Rule
In Milwaukee on September 30, ministers gathered to discuss the global steel crisis were not merely talking about blast furnaces.
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Trade & IndustryWashington and Beijing Organize Their Economic Coexistence
Sixty billion dollars may appear modest compared with the scale of trade between the world’s two largest economies. Yet the commercial arrangement unveiled by Washington and Beijing in late September may ultimately matter less for the goods it covers than for the architecture it begins to establish.