Editor profile
Editor, Supply Chain & Trade Corridors
Robert Vance reports on manufacturing reshoring and the evolution of logistics networks under the USMCA. He focuses on the efficiency of trade corridors and regional supply chain resilience.
robert.vance@northamericabiz.orgThe North American titanium dioxide market is no longer a simple "growth story." From 2026 to 2031, its size will increase from $4.887 billion to $5.867 billion, but what deserves more attention is that environmental compliance, process upgrades, and the rise of Mexican manufacturing are jointly reshaping the coordinates of the regional industry.
The San Francisco Fed's latest working paper reveals multiple challenges in inflation, the labor market, and AI predictions. How should business decision-makers interpret this?
Discuss how USMCA has evolved from a trade agreement into an economic security tool, reshaping North America's industrial layout and capital flows.
The United Nations' "pay-where-you-play" tax reform plan will change the global profit distribution of multinational corporations. This article analyzes its impact on North American corporate investment and regional economies.
Global economic growth is shifting from broad-based recovery to structural divergence. According to the EY-Parthenon report, supply shocks, trade fragmentation, and AI investment are intertwined, presenting North American companies with new strategic choices. Based on the latest outlook, this article analyzes regional divergence, capital flows, and corporate responses, pointing out that only by embedding resilience into strategic DNA can companies take the initiative amid uncertainty.
In the new era dominated by supply chain security and industrial policy, USMCA is evolving from a traditional free trade agreement into a core tool for North American economic security. This article analyzes the impact of this transformation on regional competitiveness, business layout, and cross-border investment.
The global logistics market is expected to reach $863.6 billion by 2034, with steady growth in North America driven by advanced infrastructure and technology adoption. However, labor shortages, energy volatility, and regulatory complexity are reshaping the competitive landscape. 3PL models, automation, and blockchain have become key variables, while regional supply chain restructuring presents new opportunities for North American logistics companies.
This article provides an in-depth analysis of the strategic intent, beneficiaries, and industry impact of the global beverage partnership between Marriott International and Coca-Cola from the perspectives of supply chain integration, brand experience enhancement, and market competition.
The US industrial wood adhesive market is evolving from a mature chemical sector into a window reflecting the trends of greening, electronization, and regionalization in manufacturing. This article analyzes three major shifts: upgrades in formulation for high performance and low emissions, incremental demand from the electronics and electrical equipment supply chain, and the reshaping of import dependence through regionalized production layouts.
The United States and Mexico have restarted bilateral talks under the USMCA, while imposing new tariffs on Canada, marking a shift in North American trade from trilateral to bilateral. Mexico has become the biggest beneficiary, while Canada faces the risk of marginalization. Supply chain restructuring, adjustments in the automotive industry, and the China factor have become focal points. This article provides an in-depth analysis from the perspectives of corporate strategy, industry trends, and capital flows.
Canada's internal trade reform legislation scores highly, but nearly 70% of small businesses have not felt improvements. Barriers in the agricultural sector are particularly prominent, and the dividends of reform have yet to materialize.
Analyze the profound impact of the UK's restrictions on automakers' autonomous driving marketing on North American business strategies, industry competition, and consumer trust.
The US plug-in card market is undergoing a transition from fixed instruments to modular architectures, with industrial automation and defense demands driving high-end growth. However, 60-70% of supply relies on imports, and supply chain risks are spurring trends toward localization and diversification.
The 37th Annual State of Logistics Report reveals that supply chain management is shifting from periodic optimization to continuous adaptation. Volatility has become a permanent feature, with resilience, adaptability, and digital intelligence emerging as core competitive advantages. AI has moved from experimentation to value creation, but the gap between enterprises remains significant. Logistics costs as a share of GDP have dropped to 7.8%, yet structural pressures persist.
Singapore's M&A market total transaction value doubled, but the number of deals fell to a ten-year low. Private equity and AI infrastructure have become the biggest drivers, with capital shifting from broad-based investing to concentrated bets on high-certainty assets.
In 2025, global retail growth is only 2%, yet e-commerce accounts for 80% of the increment. The focus of competition has shifted from expansion to control over pricing, visibility, and consumer decision-making. AI has become the new traffic intermediary, and supply chain fragmentation is intensifying. North American retailers are facing a structural reshaping, and the winners will be those few players who can maintain discoverability and profit margins within an algorithm-driven ecosystem.
Analyze the trend of AI investment spreading from the United States to the world, and explore its profound impact on North American technology companies, investors, and the regional competitive landscape.
Supply chain management software is evolving from visualization and reporting tools into a strategic hub driven by AI, real-time data, and system integration. This article analyzes how this transformation impacts corporate decision-making, capital flows, and the competitive landscape in North America.
PitchBook's outlook for North American VC AUM shows that venture capital has not exited the market, but is undergoing a rebalancing after a reset in valuations, fundraising, and exit pace. What is truly worth paying attention to is not "whether there is money," but rather which stages, themes, and regions the capital will flow to more heavily.
An institutional position adjustment is not unusual in itself, but when the underlying asset is TSMC, it reflects not a single trade, but the reallocation of global AI and semiconductor capital between different stages.