{"id":56756,"date":"2026-05-25T07:41:03","date_gmt":"2026-05-25T05:41:03","guid":{"rendered":"https:\/\/amec.es\/geopolitics-redraws-business-alliances\/"},"modified":"2026-05-25T07:46:14","modified_gmt":"2026-05-25T05:46:14","slug":"geopolitics-redraws-business-alliances","status":"publish","type":"page","link":"https:\/\/amec.es\/en\/geopolitics-redraws-business-alliances\/","title":{"rendered":"Geopolitics redraws business alliances"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"56756\" class=\"elementor elementor-56756 elementor-56749\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1e423675 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e423675\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;gradient&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-55f9ff9e\" data-id=\"55f9ff9e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3e0de95e elementor-widget elementor-widget-heading\" data-id=\"3e0de95e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><a href=\"https:\/\/amec.es\/en\/category\/exclusive-alerts-and-trends\/\" rel=\"tag\">Exclusive alerts and trends<\/a><\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5bafe8f7 elementor-widget elementor-widget-spacer\" data-id=\"5bafe8f7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-35b989ca elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"35b989ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-667a0a1e elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"667a0a1e\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-6d2a3115\" data-id=\"6d2a3115\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-7370bfd6 elementor-widget elementor-widget-heading\" data-id=\"7370bfd6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Geopolitics redraws business alliances<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d9ec1cf elementor-widget elementor-widget-spacer\" data-id=\"7d9ec1cf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-a142988 elementor-widget elementor-widget-text-editor\" data-id=\"a142988\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t25 de May de 2026\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b0c34e4 elementor-widget elementor-widget-text-editor\" data-id=\"2b0c34e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>UNCTAD&#8217;s trade forecasts for 2026 present a scenario where the economic resilience achieved in 2025 is threatened by a profound transformation of global risks.<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-243ad31d elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"243ad31d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-33a12d4 elementor-widget elementor-widget-text-editor\" data-id=\"33a12d4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>While the previous year was marked by uncertainty in trade rules, 2026 is defined by <strong>volatile geopolitics<\/strong> that directly impact energy, finance and supply chains.<\/p><h5><strong><span style=\"color: #ffffff;\">_<\/span><br\/>From Commercial to Military: A Paradigm Shift in Risk<\/strong><\/h5><p>As of the end of February 2026, <strong>geopolitics displaced uncertainty over trade policy<\/strong> as the markets&#8217; main concern. This shift is not just one of perception; it is supported by alarming data: <\/p><ul><li><strong>Historic record number of conflicts:<\/strong> An all-time high has been reached in the number of <strong>active armed conflicts<\/strong> involving at least one state.<\/li><li><strong>Systemic impact:<\/strong> The military escalation in the Middle East has generated immediate clashes in shipping lanes (such as the Strait of Hormuz) and energy markets, threatening a <strong>cascading crisis<\/strong> affecting food security and global financial systems.<\/li><\/ul><p><br\/>Developing countries face more severe consequences because their energy imports are <strong>inelastic<\/strong>, especially in fuels, food and fertilizers.<\/p><p>Faced with rising oil and gas prices, countries such as <strong>Bangladesh, Brazil, Egypt, India and Vietnam<\/strong>, among others, have had to implement <strong>fuel subsidies or price caps<\/strong>. These measures are adopted at a <strong>high fiscal cost<\/strong>, which complicates the management of external accounts and monetary policies in a context of depreciation of their currencies against the dollar. <\/p><h5><strong><span style=\"color: #ffffff;\">_<\/span><br\/>The &#8220;AI Paradox&#8221; in global commerce<\/strong><\/h5><p>Although merchandise trade showed strength at the beginning of 2026, this growth is misleading due to its high concentration.<\/p><ul><li>The dynamism is driven almost exclusively by <strong>AI-enabling<\/strong> products, such as servers, semiconductors and high-performance computing equipment.<\/li><li>In contrast, traditional sectors such as <strong>textiles, consumer staples and commodities<\/strong> have posted only modest gains or remain stagnant, reflecting a weak investment cycle in many developing countries.<\/li><\/ul><h5><strong><span style=\"color: #ffffff;\">_<\/span><br\/>New alliances and reconfiguration of South-South trade<\/strong><\/h5><p>There is a trend towards the creation of more proactive and regional trade associations.<\/p><ul><li><strong>China and Africa:<\/strong> In May 2026, China announced the <strong>total elimination of tariffs<\/strong> on products from 53 African countries, seeking to deepen their development partnership.<\/li><li><strong>United States and AGOA:<\/strong> The U.S. reauthorized the <strong>African Growth and Opportunity Act (AGOA)<\/strong> until December 31, 2026, maintaining trade preferences for the region.<\/li><\/ul><p><span style=\"color: #ffffff;\">_<\/span><br\/>These initiatives come as <strong>South-South trade<\/strong> continues to gain ground, having grown from $0.5 trillion in 1995 to <strong>$6.8 trillion in 2025<\/strong>, already surpassing South-North trade in value.<\/p><h5><strong><br\/>Europe: Marginal growth and external dependence<\/strong><\/h5><p>The European Union economy is headed for a slight slowdown, projecting growth of just <strong>1.3% by 2026<\/strong>.<\/p><ul><li>Countries such as <strong>Germany (0.8%) and Italy (0.3%)<\/strong> face stagnant domestic demand and weak consumption, forcing their economies to rely excessively on exports to the US and China.<\/li><li>As a relevant note, there has been an increase in public spending and investment in the <strong>defense sector<\/strong>, particularly in Germany, marking a change in the region&#8217;s budgetary priorities.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-52826ab elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"52826ab\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-45844658\" data-id=\"45844658\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-272a2809 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"272a2809\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-452908bb elementor-widget elementor-widget-heading\" data-id=\"452908bb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h5 class=\"elementor-heading-title elementor-size-default\">Resources<\/h5>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e93103 elementor-widget elementor-widget-text-editor\" data-id=\"4e93103\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><a href=\"https:\/\/unctad.org\/publication\/trade-and-development-foresights-2026-global-economy-faces-geopolitical-challenge\" target=\"_blank\" rel=\"noopener\">UNCTAD. Trade and Development Foresights 2026: Global economy faces a geopolitical challenge<\/a><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c255467 elementor-widget elementor-widget-spacer\" data-id=\"c255467\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-6a46df94 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"6a46df94\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-374be657\" data-id=\"374be657\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-63e60710 elementor-widget elementor-widget-heading\" data-id=\"63e60710\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Go deeper with CoLAB's amec data resources<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e249e1d elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"4e249e1d\" data-element_type=\"widget\" data-e-type=\"widget\" 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src=\"https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Indicadores-adelantados-amec-1024x377.png\" class=\"attachment-large size-large wp-image-45857\" alt=\"\" srcset=\"https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Indicadores-adelantados-amec-1024x377.png 1024w, https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Indicadores-adelantados-amec-300x110.png 300w, https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Indicadores-adelantados-amec-768x283.png 768w, https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Indicadores-adelantados-amec.png 1280w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6afd1063 elementor-widget elementor-widget-image\" data-id=\"6afd1063\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/amec.es\/comunidad\/colab\/\">\n\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"295\" src=\"https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Panel-exportaciones-amec-1024x377.png\" class=\"attachment-large size-large wp-image-46160\" alt=\"\" srcset=\"https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Panel-exportaciones-amec-1024x377.png 1024w, https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Panel-exportaciones-amec-300x110.png 300w, https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Panel-exportaciones-amec-768x283.png 768w, https:\/\/amec.es\/wp-content\/uploads\/2026\/01\/Banner-Panel-exportaciones-amec.png 1280w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div 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data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-681f910f\" data-id=\"681f910f\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1dbfbb84 elementor-widget elementor-widget-heading\" data-id=\"1dbfbb84\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Contact us for more information! <\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-713917bc elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" 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While the previous year was marked by uncertainty in trade rules, 2026 is defined by volatile geopolitics that directly impact energy, finance and supply chains. _From Commercial to Military: A Paradigm [&hellip;]<\/p>\n","protected":false},"author":10,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_canvas","meta":{"inline_featured_image":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-56756","page","type-page","status-publish","hentry","category-exclusive-alerts-and-trends"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Geopolitics redraws business alliances | amec Positive Industry<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/amec.es\/en\/geopolitics-redraws-business-alliances\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Geopolitics redraws business alliances | amec Positive Industry\" \/>\n<meta property=\"og:description\" content=\"UNCTAD&#8217;s trade forecasts for 2026 present a scenario where the economic resilience achieved in 2025 is threatened by a profound transformation of global risks. 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