
Disrupted Choke Points Are Forcing a Structural Rerouting of Global Trade
Traffic through the Strait of Hormuz has collapsed, the Red Sea corridors remain structurally impaired and trade has been rerouted via the Cape of Good Hope.

Traffic through the Strait of Hormuz has collapsed, the Red Sea corridors remain structurally impaired and trade has been rerouted via the Cape of Good Hope.

Manufacturing scale, strong export growth and deepening services trade are repositioning Türkiye as a cost-competitive supply base for Europe.

Investment remained uneven, with greenfield activity concentrated in data centres, AI and semiconductors.

Fast-growing Asian economies span frontier markets, manufacturing hubs and large domestic systems, highlighting uneven pathways to scale.

Steady growth, strong domestic demand and rising FDI are shifting Indonesia from a commodity-led model toward downstream industrialisation.

Global gas trade is in a new phase in 2026 amid a structural shift from pipelines to shipborne LNG.