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Insights · Global Trade & Logistics

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  1. Geopolitical tolling proposals threaten maritime trade efficiency, necessitating supply chain diversification and inflation hedging.

    Impact: Companies facing elevated freight costs must accelerate nearshoring and implement dynamic risk management to protect margins.

    — from Navigating Geopolitical Friction, AI CapEx, and Market Reforms · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· Jul 14, 2026