Geoeconomic Dynamics Update is Asia Global Institute’s data-driven, visualization-enabled blog series that provides the latest trends and analysis on changing geoeconomic landscapes, covering recent developments in supply chain reorganization, industrial policy, trade policy, and new growth engines in the Asia-Pacific and other major economies worldwide.
February 13, 2026
Heiwai Tang, Guanzheng Sun
Major US exporters are reshaping their trade portfolio to Europe and Asia in response to US policy shifts since 2020, with the Chinese Mainland and Canada reducing dependence on the US market while Taiwan, China and ASEAN economies move in to capture shifting demand
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