Other trade measures often carry far greater impact—including the possibility of closing off entire markets.
Video
Introducing BCG’s Center for Geopolitics
Questions loom large across today’s geopolitical landscape. BCG’s Center for Geopolitics is here to help global leaders decode the right information, map out their next moves, and prepare for the unpredictable new challenges of tomorrow.
BCG’s Expert Insights on Tariffs
Learn how geopolitics strategy can transform trade, risk, and opportunity in a volatile tariff landscape.
Article
2026年5月15日
As the US, Mexico, and Canada prepare to renegotiate automotive trade rules, OEMs and suppliers face changes that will impact jobs, supply chains, and competitiveness.
Article
2026年3月9日
The US, Mexico, and Canada will soon begin negotiations on USMCA 2.0. The outcome may significantly impact trade and tightly integrated industrial supply chains across North America.
Update
2026年2月23日
The decision increases uncertainty in the US trade landscape for the foreseeable future and underscores the need for companies to invest in scenario planning.
Article
2025年9月3日
Companies need the latest digital and AI tools to manage a fast-changing trade environment.
Article
2025年8月6日
The new landscape is much more complex and unclear, but global companies now have directional information about likely economic impacts.
Article
2025年7月29日
As is often the case, there’s a lot of room for differing interpretations and even disagreement.
Update
2025年7月3日
Can the 10-member BRICS group advance an international trade agenda that offers a credible alternative to the rising tide of protectionism?
Article
2025年6月23日
Tariff volatility serves as the most recent reminder that companies can anticipate and benefit from rapid change by deploying a strategic foresight toolkit.
Harvard Business Review
BCG's experts on international trade explore how shifting tariffs, rising technologies, and geopolitical tensions are redrawing the global manufacturing map and reshaping supply chain strategies.
Article
2025年5月28日
CEOs will have to start making big decisions again soon, or risk future growth. Here’s how they can stare down uncertainty and move forward.
Article
2025年5月14日
Leaders who build and effectively harness a tariff command center will respond to shifting trade dynamics rapidly and gain a powerful competitive advantage.
Article
2025年4月23日
Rising protectionism is increasing the risk of breaking complex and ever-changing trade rules. Incorporating trade compliance across the value chain is essential.
Update
2025年4月18日
Investor sentiment is cooling amid US tariffs, but expectations of US equities and listed companies remain high.
Slideshow
2025年4月18日
But what happens in terms of spending will vary by situation, by country, and by category, so pockets of growth remain to be tapped.
Article
2025年4月10日
By choosing its targets carefully, rather than retaliating tit for tat, Europe hopes to avoid escalating a trade war and instead coax Washington to the bargaining table.
Explore Tariff Insights By Industry
Tariffs are reshaping industries, from automotive to technology. Our insights identify risk points, competitive pressures, and opportunity levers in the evolving trade landscape.
Article
2025年7月1日
For medtech leaders, six actions are key to turning their tariffs response into a competitive advantage.
The US trade tariffs affect everything from insurers’ claims underwriting to investment returns. But there's opportunity for companies that navigate the changes successfully.
Article
2025年5月14日
The new tariffs affect everything from insurers' claims underwriting to investment returns. But there's opportunity for companies that navigate the changes successfully.
Article
2025年5月8日
The tariff escalation between the US and key trading partners will hit the beauty industry, but there's opportunity for companies that can adapt strategically.
Article
2025年5月8日
Explore three potential tariff scenarios, their impact on auto sales, and what leaders can do to stay ahead.
Article
2025年5月2日
In the face of recent tariff proposals and widespread economic uncertainty, IT leaders are prioritizing controlling costs—and doubling down on AI investments to help manage budgets and boost productivity.
The impact of tariffs will be felt across the automotive industry. How individual automakers are likely to be affected will depend largely on their specific production and sourcing footprints.
Explore facts about tariffs, debunk common myths, and understand their real impact on your business.
Our Latest News Headlines
August 22, 2025 | Schwab Network
BCG’s Marc Gilbert explains how Canada’s decision to drop most retaliatory tariffs on the US may signal a new tack in trade negotiations.
August 21, 2025 | CNBC
BCG’s Gabriela de Almeida discusses Fujifilm’s timeline for opening its new plant in Holly Springs, North Carolina as drug companies increase US manufacturing amid tariffs.
August 4, 2025 | Schwab Network
Watch BCG’s Michael McAdoo discuss the implications of these developments for businesses and how having a tariff command center can help businesses monitor and adapt to the ever-changing trade landscape.
July 21, 2025 | Bloomberg
BCG’s Marc Gilbert explores the business strategies and contingency planning companies are leveraging to mitigate the impact of tariffs.
Our Latest Insights from BCG’s Center for Geopolitics
Explore perspectives on how geopolitics strategy is reshaping business and trade.
Article
2026年6月4日
BCG’s new survey finds that commitment to building geopolitical muscle is widespread and priorities are clearly set, but analytical and planning capabilities are still works in progress.
Article
2026年5月15日
As the US, Mexico, and Canada prepare to renegotiate automotive trade rules, OEMs and suppliers face changes that will impact jobs, supply chains, and competitiveness.
Video
2026年1月27日
Despite Record Tariffs and Geopolitical Tension, Global Trade Is Holding Up
BCG’s Aparna Bharadwaj, in conversation with CNBC, shares her perspectives on global trade in the face of new trade rules and more fragmented priorities.
Article
2026年1月8日
多国間主義が後退するなか、世界貿易は新たな秩序へと移行しつつあります。本稿では、シナリオ分析の視点から、10年後の世界貿易の姿を考察します。
In an era of growing uncertainty, fragmentation, and strategic rivalry, global businesses can no longer treat geopolitics as background noise. This collaboration between the World Economic Forum, IMD Business School, and BCG equips business leaders to understand, anticipate, and harness the geopolitical forces shaping corporate strategy.
Article
2025年12月11日
The paradigms that CEOs, boards, and policy makers have relied on are giving way to new multipolarities, alliances, and sources of competition and disruption.
Article
2025年11月25日
Brazilian CEOs see the rapidly shifting global landscape and the world’s growing need for sustainable resources as favorable conditions for a new cycle of growth.
Article
2025年10月22日
A C$1.2 trillion boost in military spending over the next decade can be a catalyst for growth and innovation across Canada’s industrial base.
Article
2025年7月31日
As governments increasingly assert export control over digital products, compliance design has become integral to a company’s product and business strategy—and can create a competitive edge.
The impending big boost in European defense spending will create major new markets for commercial firms across sectors—and a historic chance to transform the continent’s industries.
Article
2025年5月28日
From trade wars and geopolitical shifts to regional wars and climate change, business leaders must manage through unprecedented complexity in the global landscape.
Article
2025年4月22日
As the Western-led order frays, the Global South is rising to craft its own economic and diplomatic path in a multipolar world.
Hear From Experts on Geopolitics Strategy
Leaders share what businesses can do to prepare, adapt, and thrive amid geopolitical uncertainty.
Video
2026年2月20日
Why CEOs Must Build a Geopolitical Muscle
As trade, investment, and economic statecraft converge, Robin Niblett of Chatham House and BCG’s Aparna Bharadwaj explain why companies need structural capabilities to navigate geopolitical volatility in 2026 and beyond.
Video
2026年2月6日
Geopolitics are a Boardroom Issue
In a geopolitically fragmented world the role of the CHRO is evolving, helping leaders translate global uncertainty into clear decisions and employee confidence.
Video
2025年5月19日
Leading Through the Fog of Global Uncertainty
BCG’s Tawfik Hammoud shares why bold, scenario-based decisions—as opposed to waiting out the storm—are key to navigating economic, geopolitical, and technological disruption.
Video
2025年3月12日
A Time for Bold Decisions in the EU
Former European Commission president José Manuel Barroso shares his views on how the EU can prepare for the possibility of a trade war while improving its competitiveness and recalibrating its climate transition policy.
Video
Businesses Must Develop Their Geopolitical Muscle
BCG’s Nikolaus Lang says we are moving toward a world where companies need to understand geopolitics and use that understanding to inform their strategies.
Video
2025年2月11日
Anticipating Shifts in Global Trade
Geopolitics and shifting trade flows are bringing challenges for the UK, EU, and global economies. Business must adapt in order to thrive.
Video
2024年11月14日
Climate and Trade in Europe
European business leaders face rising challenges, from volatile markets to strict EU climate policies—necessitating agile strategies and scenario-based planning for a fragmented future.
Video
2024年11月14日
The Shifting Geopolitical Landscape
As global investments decline, companies face increased geopolitical scrutiny. Strategic tools, like investment screening mechanisms, are essential for navigating international business dynamics.
