Chain Reaction Podcast Winners And Losers In 2026 Supply Chains

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The ground under global trade is moving, and we trace the new lines with data, stories, and a practical playbook. From China’s record-breaking surplus to the EU’s carbon border levy and a surge of nearshoring into Vietnam, India, Mexico, and Eastern Europe, we follow the signals that show supply chains aren’t shrinking—they’re rewiring. We unpack why tariffs now act like a permanent tax on complexity, how logistics networks with multi-route options win when choke points flare, and where AI-dr…