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Dan Krouse

Dan Krouse is a fractional supply chain executive helping small and mid-market companies uncover hidden costs, strengthen operations, and build resilient systems that drive sustainable growth.

Black Christmas stockings labeled 2026 hanging beneath a world map with a worn Chinese flag, symbolizing China’s shrinking trade access and the geopolitical shift reshaping global supply chains

China Got Coal for Christmas…and 2026 Is When the Stockings Are Empty

December 22, 2025

Markets are focused on tariff refunds and court rulings, but the real story is structural. China’s $1 trillion trade surplus has triggered a global realignment. Mexico legislated tariffs, Europe is preparing to defend industry, capital is shifting to the Americas, and 2026 will reshape global supply chains regardless of what the Supreme Court decides.

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