“Something like 80% of global trade is carried by sea, and any threats to freedom of navigation can have a massive range of second, third order impacts from rising insurance premiums, rising commodity prices, disruption to energy, food commodity flows.”
Chief Asia Geopolitical Strategist, Deutsche Bank
“The level of trust that characterised global trade between 1980 and sometime into the new millennium is not, in general, going to prevail. So every country, regardless of which alliance they are part of, and whether they are part of multiple alliances, would prefer to err on the side of a 'just in case' approach.”
Chief Economic Advisor to the Government of India
“If you're a bank and you want to tokenise your deposits because it enables faster settlement, it can reduce your operations cost. You don't care what the price of Bitcoin is. You don't care where the broader market cap is, you're just focused on creating efficiencies for your business.”
Director of Crypto Research and Strategy, Charles Schwab
“We'll see the Saudis build even more infrastructure to avoid the Strait. And Iraq will build more infrastructure. The UAE will build more infrastructure. Everyone will start building more infrastructure to move things away from the Strait, which means that trade flows will start to change again.”
Head of Policy and Geopolitical Risk, Kpler
Slideshare
View the 2026 report's key findings in the executive summary.
2026 Future of Trade Report
Your in-depth view into the transformative forces behind global trade.
