Switched On Reshaping Trade Flows in a Fragmented World
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Aug 21, 2025 
In this insightful discussion, Antoine Vagneur-Jones, the head of trade and supply chains at BloombergNEF, and Jennifer Welch, chief analyst of Bloomberg's geoeconomics team, tackle the dramatic shifts caused by 'Liberation Day' tariffs. They dissect how these tariffs are reshaping global supply chains and impacting renewable energy industries. The conversation highlights the challenges of navigating new trade agreements and the strategic moves countries are making to adapt to evolving geopolitical landscapes.
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Geoeconomics Explains Trade And Industry Links
- Geoeconomics blends geopolitics with markets and industry dynamics to explain trade moves.
- This framing reveals why trade policy decisions now cascade into supply chains and technology deployment.
Systematically Map Supply Chains
- Map manufacturing, trade flows, and policy to understand upstream supply chain risk.
- Use asset data, trade records, and policy tracking to link production sites to market impacts.
Clean Energy And Carbon-Intensive Goods Face Pressure
- Clean-energy sectors like solar, batteries and EVs are most exposed to shifting trade policy.
- Carbon border measures will also reshape trade for steel, cement, fertilizer and aluminium.