Trade Policy Strategies
Covers negotiation leverage, partner categorization frameworks, decoupling from rivals, and geopolitical trade alignment, enduring approaches for executives.
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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Supreme Court Tariff Case: Why Plaintiffs Have the Momentum – and Why China Isn’t Leaving the Penalty Box
By Dan Krouse
Trump’s Self-Inflicted Wound Gets Worse: Supreme Court Extends Tariff Arguments After Canada Blowup
By Dan Krouse
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