How tariffs, economic security and supply chain resilience are reshaping global business strategy.
As governments increasingly use trade policy to pursue economic and national security objectives, businesses face a more complex and uncertain operating environment. Trade is no longer just about efficiency and market access. It is becoming a strategic lever that influences investment decisions, supply chains and competitiveness.
In this episode of Geostrategy in Action, Adam Barbina, EY-Parthenon US Geostrategy Leader, speaks with Blake Harden, Senior Chief Trade Policy Officer at Washington Council EY, about the future of the USMCA, the growing role of tariffs in global economic policy and what these changes mean for business leaders.
Together, they explore how trade policy is evolving beyond traditional liberalization, why resilience and economic security are becoming strategic priorities, and how organizations can respond through scenario planning, greater agility and stronger cross-functional decision-making.
Key topics covered
• The future of the USMCA and what it means for global business
• Why tariffs are increasingly linked to economic security objectives
• How trade policy is reshaping supply chains and operating models
• Why businesses need stronger scenario planning and risk management
• How companies can identify competitive advantages in an uncertain environment
Watch this episode for insights into how trade, geopolitics and economic security are becoming increasingly interconnected and what business leaders should be doing to prepare for the future.
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🗺️ For regular Geostrategic updates, read our monthly analysis here: https://www.ey.com/en_gl/insights/geostrategy/geostrategic-analysis
0:00 The New Era of Trade Policy
0:27 Why Businesses Need a Geostrategy for Trade
1:13 USMCA Review Explained
2:15 North American Supply Chains and Trade
3:41 Economic Security and Trade Policy
5:20 Trade Beyond Tariffs
6:26 Reindustrialization and Industrial Strategy
8:23 Adapting Business Strategy for a More Protectionist World
9:14 The Future of Global Trade
11:49 Managing Tariff Risk and Trade Complexity
15:20 Trade Policy as a Competitive Advantage
#TradePolicy #GlobalTrade #Geopolitics #Geostrategy #USMCA #Tariffs
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