Supplychainalytics Blog
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Straight talk on procurement, logistics, tariffs, and operations: for manufacturers, distributors, and wholesalers who need results, not theory.
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China Got Coal for Christmas…and 2026 Is When the Stockings Are Empty
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.
December 22, 2025
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