Global Fertiliser Markets: Stable Production, Increasingly Fragile Trade System
Production growth remains steady, but trade is increasingly concentrated and price-driven, heightening exposure to energy shocks and critical chokepoints.
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.
Türkiye Is Emerging as Europe’s Nearshoring Anchor for Industrial Production
Manufacturing scale, strong export growth and deepening services trade are repositioning Türkiye as a cost-competitive supply base for Europe.
Indonesia’s Economy Is Diversifying as Industrial Value Chains Expand
Steady growth, strong domestic demand and rising FDI are shifting Indonesia from a commodity-led model toward downstream industrialisation.
South Asia’s Expanding Industrial Base, Anchored by India
India provides the region's industrial scale and Bangladesh is driving the fastest export-led expansion.
India’s Manufacturing Output Reaches Record Highs as Services Continue to Dominate Growth
Manufacturing is expanding steadily in absolute terms, but India’s growth model remains firmly services-led.
China’s Exports to Latin America Have Nearly Doubled Since 2014, Driven by Mexico and Brazil
Machinery, electronics and vehicles dominate China’s Latin America export basket, driven by Mexico and Brazil.
MENA’s Trade Growth Is Now Being Driven by Imports, Not Exports
Exports have stagnated over the past decade, while imports have risen steadily, reinforcing MENA’s demand-led growth story.
China’s Ports Reached Record Throughput in 2025 as Freight and Container Volumes Hit New Highs
China handled 18.3 billion tonnes of port freight in 2025, including 5.7 billion tonnes of foreign trade cargo.
South African Exports to China Could Accelerate Under New Zero-Tariff Deal
The new framework could unlock growth in non-commodity exports, especially food, autos and industrial intermediates.