Trade and International Business

Reciprocal tariffs, threats to global supply chains, and comparative manufacturing advantages have disrupted the established global trade system. CSIS scholars provide analysis and commentary on the international trading system and its institutions.

Photo: ANDER GILLENEA/AFP via Getty Images

Photo: ANDER GILLENEA/AFP via Getty Images

Navigating a New Energy Investment Paradigm

Fragmentation, volatility, and scarcity are ushering in a pragmatic new normal, in which low-emission energy and fossil fuels can both be attractive. As state intervention intensifies, proactive and coherent policy is needed to align investment flows with strategic objectives.

Report by Ray Cai — November 13, 2025

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Jen Berlin

Jen Berlin

Vice President, Economic Security and Technology Department
Phil Luck

Philip Luck

Director, Economics Program and Scholl Chair in International Business
William Alan Reinsch

William Alan Reinsch

Senior Adviser and Scholl Chair Emeritus, Economics Program and Scholl Chair in International Business
Jerry McGinn

Jerry McGinn

Director, Center for the Industrial Base and Senior Fellow, Defense and Security Department
Thibault Denamiel

Thibault Denamiel

Fellow, Economics Program and Scholl Chair in International Business
Hugh Nolan Grant-Chapman

Hugh Grant-Chapman

Fellow, Economics Program and Scholl Chair in International Business
Scott Miller

Scott Miller

Senior Mentor (Non-resident), Executive Education

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New Documents Reveal Next Steps for U.S.-Japan Trade Deal

Recent developments resolve some of the ambiguities that have caused tensions in U.S.-Japan relations in recent weeks, but they also reveal potential pitfalls ahead, as well as areas for other countries to watch.

Commentary by Kristi Govella — September 9, 2025

The Trade Guys

The IEEPA Bombshell, WTO Pocket Rescission, and Export Licenses to China

On this episode of the Trade Guys, we react to the recent decision from the Federal Court of Appeals on the use of IEEPA for tariffs, look at a rare pocket rescission targeting the WTO, and talk about the revocation of export licenses to China for TSMC, SK Hynix, and Samsung.

Podcast Episode by Evan Brown, Scott Miller, and William Alan Reinsch — September 8, 2025

CSIS The Trade Guys

Waiting for the Supremes

This week, Bill Reinsch discusses the latest developments in IEEPA litigation, including recent rulings against the Trump administration and the impending Supreme Court case.

Commentary by William Alan Reinsch — September 8, 2025

State of Play

Are U.S. tariffs bringing India and China together?

Rick Rossow & Henrietta Levin join Will to discuss China-India rapprochement, Trump’s tariffs, & U.S. implications.

Podcast Episode by Will Todman, Henrietta Levin, and Richard M. Rossow — September 4, 2025

Photo: iLab/CSIS

Why Is Renewing AGOA Strategic for U.S.-Africa Minerals Diplomacy?

The African Growth and Opportunity Act (AGOA) is scheduled to expire in September. If not renewed, it would severely undermine U.S.–Africa minerals diplomacy, weaken American soft power, and push mineral-rich African nations to deepen commercial ties with Beijing.

Critical Questions by Gracelin Baskaran — September 3, 2025