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Trade wars, AI and geopolitics 2026

Disruption: Forces reshaping global trade

Global trade is being reshaped in real time as geopolitical shocks, accelerating trade wars, and rapid advances in artificial intelligence collide. Disruptions from the Middle East to major shipping lanes are forcing companies to rethink risk, while AI is becoming a critical edge—powering smarter forecasting, faster decisions, and more resilient operations. As highlighted by the 2026 Allianz Global Trade Survey, businesses are resetting supply chains toward diversification, regional hubs, and strategic resilience, marking a decisive shift from efficiency‑driven globalization to a new, more adaptive global trade model.

Videos

The Middle East crisis is shaking global trade -  here’s what’s changing

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Ana Boata, head of economic research, gives an exclusive discussion unpacking the key questions - From macroeconomic trends to how the Middle East conflict is reshaping international commerce.

Trade wars are redrawing the world map - here’s where the next global hubs will rise

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Luis Dalmau, Economist for Africa and the Middle East, explores how geopolitics and trade wars are reshaping global trade, fueling the emergence of new manufacturing, and logistics hubs across regions such as ASEAN. 

How artificial intelligence (AI) is reshaping global trade and operations

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Ano Kuhanathan, Head of Corporate Research, explores how AI is reshaping productivity and global trade—warning that uneven adoption is creating a two‑speed economy where timing is critical to unlocking returns.

2026 Allianz global trade survey: How trade wars are forcing a supply chain reset

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Garnace Tallon,  Asia‑Pacific Economist, explains how the trade war is reshaping global supply chains, creating new complexities and why APAC markets beyond China are emerging as key beneficiaries.

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