Trade policy

What the US-Canada trade war means for Europe

As the EU’s top trading partners fight, what are the lessons for the single market?

Rebecca Christie, Ignacio García Bercero, Jacob Funk Kirkegaard and Philip Luck

Tough choices ahead as the US pushes a global artificial-intelligence divide

Though proliferation of AI models is essentially uncontrollable, the US is trying to force a split with China, pushing allies into a no-win bind

Alicia García-Herrero

China’s Arctic Silk Road is now a reality

While China flexes its economic muscle in partnership with Russia, the United States struggles to realise its own Arctic shipping options

Alicia García-Herrero

India needs lasting reforms to attract foreign capital, not stopgaps

Rajeswari Sengupta and Alicia García-Herrero

International carbon trading: a strategic lever to boost global decarbonisation

International carbon credits can support the EU’s 2040 target if buyers’ club rules and leverage ensure real mitigation gains abroad

Georg Zachmann and Annabelle Weisser

Europe's search for profitable investment should lead to India

Alicia García-Herrero

Extending CBAM to downstream products risks undermining its credibility as a climate policy tool

The current proposals to extend CBAM's coverage are more about trade protection than stopping carbon leakage

Maximilian Fuchs, Ignacio García Bercero and Camille Reverdy

Global trade tracker

This dataset monitors goods-trade developments among major economies in the wake of the 2025 US tariff hikes

Madalena Barata da Rocha, Zsolt Darvas, Costanza Greppi Maturana and Marie-Sophie Lappe

A plan for a World Trade Organization sectoral agreement on semiconductors

Trade weaponisation is straining WTO rules, but a semiconductor pact could show how to manage security risks

Petros C. Mavroidis and Mario R. Palacios

Beyond tariffs: why Europe and India must prioritise investment into manufacturing

Alicia García-Herrero, Rajeswari Sengupta and Nina Vujanović

US Foreign Military Sales

This dataset offers detailed information on FMS notifications of transfers of military equipment from the US to foreign governments

Juan Mejino-López, Javier Ospital and Guntram B. Wolff

Competing for inputs: how the European Union can improve critical raw materials supply security

EU critical raw materials projects fall short of self-sufficiency targets, making trade deals and targeted investment central to supply security

Madalena Barata da Rocha, Antoine Mathieu Collin and Camille Reverdy

Russian foreign trade tracker

Tracking Russian trade using data from the EU, China, the US, South Korea, Japan, India, the UK, Turkey, Switzerland, Norway, Brazil and Kazakhstan

Anna Bahí, Madalena Barata da Rocha, Nicolas Boivin, Zsolt Darvas, Marie-Sophie Lappe, Luca Léry Moffat, Catarina Martins and Conor McCaffrey

Washington and Beijing cut a trade deal – Europe picks up the tab

Alicia García-Herrero