Choke points, energy shock and policy drift

AI Summary

A recent discussion highlights the intersecting pressures of geopolitics, energy dependency, and climate constraints creating structural stress on global trade, reshaping the flow of goods, capital, and policy priorities worldwide.

Global trade today is at the centre of a ‘structural stress’ in which geopolitics, energy dependency and climate constraints are crashing together to reshape flows of goods, capital and policy priorities. That was the central theme of a recent wide-ranging discussion between Ilaria Maselli, head of macro and market insights at Maersk, and John Letzing, ...