Theme

Trade, supply chains & industrial policy

Who depends on whom for goods, inputs and markets; the tariffs, controls and industrial policy used to change it; and the manufacturing and critical-input chains it is fought over.

Share of attention worldwide: 7.3%; Over the last 52 weeks, against 9.7% the 52 weeks before. An even share would be 11.6%.
Rank among the themes: 6 of 12; By share of attention worldwide over the last 52 weeks.
Trends: 29 of 250; See them all

Regional Attention

Where the theme Trade, supply chains & industrial policy draws the most attention: its trends’ shares of all the attention there, added up, and its rank among the ten themes.

By region

North America

East Asia

Latin America & Caribbean

13.8%

12.6%

12.2%

11.6%

7.8%

7.6%

7.4%

7.0%

6.1%

5.9%

Share of attention in each place, and its rank among the themes there: the 10 highest of 11.

By bloc

10.0%

9.9%

9.1%

8.2%

7.7%

7.6%

6.6%

6.3%

Share of attention in each place, and its rank among the themes there: the 10 highest of 13.

By country

22.7%

20.3%

19.2%

18.6%

18.5%

16.5%

13.3%

11.6%

10.6%

9.9%

Share of attention in each place, and its rank among the themes there: the 10 highest of 49.

Share of attention over time

The share of all the attention the 250 trends draw that goes to the trends in Trade, supply chains & industrial policy, week by week, worldwide and in each region. Its even share, 11.6%, is the share it would have if every trend drew the same attention.

Share of attention to Trade, supply chains & industrial policy

A four-week rolling average, worldwide and in each region, against its even share. Select a place below to bring its line forward.

Top trends

The trends in Trade, supply chains & industrial policy drawing the most attention, rising or falling most, or moving most, in the place and period chosen.

All Trends

Tariff escalation: 5.4×; attention last 4 weeks; Index 541· +3% WoW· Turbulent
Circular economy: 3.5×; attention last 4 weeks; Index 348· +9% WoW· Stable
Trade deals & regional agreements: 3.0×; attention last 4 weeks; Index 296· −2% WoW· Shifting
Sovereign wealth funds: 1.9×; attention last 4 weeks; Index 188· 0% WoW· Turbulent
Rare earth dependence: 1.8×; attention last 4 weeks; Index 179· −4% WoW· Turbulent
Solar manufacturing: 0.85×attention last 4 weeksIndex 85 · −1% WoW · Shifting
Regional medicines manufacturing: 0.84×attention last 4 weeksIndex 84 · −1% WoW · Stable
Chipmaking tool chokepoints: 0.67×attention last 4 weeksIndex 67 · −11% WoW · Turbulent
Port & carrier concentration: 0.63×attention last 4 weeksIndex 63 · −2% WoW · Stable

The trends with the highest attention intensity for trends in the Trade, supply chains & industrial policy theme only over the last 4 weeks. 1× is the typical trend.

The capability domains the trends in Trade, supply chains & industrial policy belong to, with how many of its trends are in each.

Scenarios

The scenarios the trends in Trade, supply chains & industrial policy bear on most: those with the most of its trends graded High or above.

All 29 trends in Trade, supply chains & industrial policy

Rank	Trend	Thematic	Intensity	Index	Change, WoW	Volatility
1	Tariff escalation Trade & Investment	Trade, supply chains & industrial policy	5.4×	541	+3%	Turbulent±6%
2	Circular economy Production & Innovation	Trade, supply chains & industrial policy	3.5×	348	+9%	Stable±2%
3	Trade deals & regional agreements Trade & Investment	Trade, supply chains & industrial policy	3.0×	296	−2%	Shifting±3%
4	Sovereign wealth funds Trade & Investment	Trade, supply chains & industrial policy	1.9×	188	0%	Turbulent±5%
5	Rare earth dependence Trade & Investment	Trade, supply chains & industrial policy	1.8×	179	−4%	Turbulent±5%
6	Solar manufacturing Production & Innovation	Trade, supply chains & industrial policy	0.85×	85	−1%	Shifting±5%
7	Regional medicines manufacturing Production & Innovation	Trade, supply chains & industrial policy	0.84×	84	−1%	Stable±2%
8	Chipmaking tool chokepoints Critical Technology	Trade, supply chains & industrial policy	0.67×	67	−11%	Turbulent±6%
9	Port & carrier concentration Trade & Investment	Trade, supply chains & industrial policy	0.63×	63	−2%	Stable±2%
10	Strategic stockpiles Strategic Infrastructure	Trade, supply chains & industrial policy	0.63×	63	−12%	Turbulent±5%
11	Deindustrialisation pressure Production & Innovation	Trade, supply chains & industrial policy	0.59×	59	+7%	Turbulent±13%
12	Defence industrial capacity National Security	Trade, supply chains & industrial policy	0.54×	54	−8%	Shifting±4%
13	Non-tariff barriers Trade & Investment	Trade, supply chains & industrial policy	0.54×	54	+2%	Shifting±3%
14	Foreign investment slowdown Trade & Investment	Trade, supply chains & industrial policy	0.49×	49	−4%	Shifting±3%
15	Advanced semiconductors Critical Technology	Trade, supply chains & industrial policy	0.47×	47	−8%	Turbulent±5%
16	Industrial policy revival Production & Innovation	Trade, supply chains & industrial policy	0.41×	41	−2%	Shifting±4%
17	Supply chain resilience Trade & Investment	Trade, supply chains & industrial policy	0.35×	35	−8%	Shifting±4%
18	Drug pricing pressure Production & Innovation	Trade, supply chains & industrial policy	0.30×	30	−1%	Stable±1%
19	Sanctions circumvention Trade & Investment	Trade, supply chains & industrial policy	0.28×	28	−1%	Turbulent±12%
20	Pharmaceutical input concentration Trade & Investment	Trade, supply chains & industrial policy	0.26×	26	−7%	Shifting±5%
21	Geoeconomic fragmentation Trade & Investment	Trade, supply chains & industrial policy	0.25×	25	−1%	Stable±2%
22	Manufacturing overcapacity Production & Innovation	Trade, supply chains & industrial policy	0.24×	24	−6%	Shifting±4%
23	Export controls Trade & Investment	Trade, supply chains & industrial policy	0.23×	23	−9%	Turbulent±5%
24	Transshipment & origin rules Trade & Investment	Trade, supply chains & industrial policy	0.22×	22	−3%	Turbulent±5%
25	Manufacturing reshoring Production & Innovation	Trade, supply chains & industrial policy	0.21×	21	0%	Turbulent±6%
26	Critical minerals supply Trade & Investment	Trade, supply chains & industrial policy	0.18×	18	−2%	Stable±2%
27	Economic security policy Trade & Investment	Trade, supply chains & industrial policy	0.17×	17	−6%	Shifting±4%
28	Economic coercion Trade & Investment	Trade, supply chains & industrial policy	0.09×	9	−3%	Turbulent±6%
29	Supplier concentration Trade & Investment	Trade, supply chains & industrial policy	0.06×	6	0%	Stable±2%