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🇲🇽🌏 Shifting Supply Chains

Mexico: Amazon expanding hubs in Tijuana + Monterrey. Logistics up 35% in 2025.

India: Apple production + Amazon sourcing. Incentives + young workforce = momentum.

Vietnam: Exports up 18%. New hubs in electronics + apparel.

Punchline: The “America First” policy is literally building factories abroad.

🇷🇺 Russia’s Shadow Role

Sanctions + tariffs are pushing Russia toward China + India as energy buyers.

Trump’s counter — secondary tariffs — doesn’t cut off the flows. Instead: barter, yuan trades, SCO/BRICS channels.

Now Alaska + Greenland enter the conversation — because whoever controls Arctic routes + rare earths controls the next global trade map.

Narrative seam: Russia isn’t winning the trade war, but it’s being repositioned.

China gets cheaper Russian energy.

India gets supply security.

U.S. ports get hollowed out.

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