2026 Annual Forecast Webinar Replay

• U.S. tariffs: Tariff uncertainty will stay elevated in 2026 due to legal challenges to the Trump administration and ongoing trade disputes with key partners.
• Supply chains: U.S.–China rivalry and rapid data-center expansion will sustain supply-chain risk, especially for critical minerals and memory chips.
• Venezuela: In 2026, the United States will use military pressure against the remaining Venezuelan regime and criminal networks and seek to engineer a political transition while expanding counternarcotics operations across the region.
• European Union: The EU will push to reduce reliance on Russian energy and Chinese minerals while accelerating defense integration and preparing to support Ukraine independently.
• Russia–Ukraine war: Both sides will resist concessions early in 2026, but mounting pressures increase the likelihood of negotiations later in the year.

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