Digitally Delivered Services Have Become the Fastest-Growing Layer of Global Trade
Digital services exports have significantly outpaced commercial services and goods trade since 2015.
Digital services exports have significantly outpaced commercial services and goods trade since 2015.
Surplus economies expanded export capacity, while deficit economies absorbed more goods despite selective adjustments across mid-tier markets.
Elevated supply chain stress in 2025 is carrying into 2026, increasing execution risk for procurement teams even as global trade grows.
China’s surplus accumulation since 2018 has re-anchored toward Asia and Europe, while the North American balance has weakened.
Global trade is a mirror reflection of trade surplus economies supplying raw materials and goods, and trade deficit economies absorbing them to drive growth and consumption.
The global trade environment is evolving at an unprecedented pace. Astute export managers must identify and manage a host of new opportunities.
The new tariffs will hit these top 50 traded products hardest, and both countries must rapidly develop contingency trade plans.
Trump’s tariffs are injecting uncertainty into global trade patterns, which could become more complex, fragmented and regionalised in 2025.
Global exports are concentrated in a few major economies but developing countries have made great strides in their export performance. This creates opportunities for astute global supply chain managers.