Keep pulling the thread on Global Trade Is Being Rewired.
In 2025, the United States implemented its highest tariffs in generations, which displaced approximately $165 billion in trade from the US-China corridor.
Direct trade between the United States and China has decreased as part of a broader rewiring of global trade towards geopolitically aligned countries.
Approximately 5% of United States imports are classified as critical, national security sensitive, from a concentrated source, and from a geostrategically unaligned country.
AI-related trade accounted for approximately one-third of global trade growth in 2025.
The United States accounted for roughly half of the world's new data center capacity construction in 2025.
Taiwan's GDP grew at approximately 14% in the first quarter of 2026, largely driven by its role in the AI value chain.
China achieved a record-high trade surplus in 2025 despite facing high tariffs.
In 2025, China's exports of final consumption goods declined, while its exports of intermediate goods grew by approximately 9%.
Foreign direct investment (FDI) into China has declined by approximately two-thirds.
The 20 most economically successful companies using AI achieved an average EBITDA uplift of 20% from their AI initiatives, according to the book 'Rewired'.
The most successful companies implementing AI are generating an average of $3 in EBITDA for every $1 invested in the technology, according to the book 'Rewired'.
The current scarcity of naphtha is attributed to the blockade in the Strait of Hormuz.