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4 • Megatrends • Economics

With tariffs and rare earth materials now a running news story, signals of a new economic order...

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Felix Ghauri

· 3 min read

With tariffs and rare earth materials now a running news story, signals of a new economic order...

With tariffs and rare earth materials now a running news story, signals of a new economic order emerge beneath the surface.

Meet Megachange Revolution #4 of 5: Economic Evolution:

📊 The Great Economic Rewiring: the dollar’s reign continues, but discontent simmers. From Moscow to Beijing, new payment systems emerge. Not revolution, but evolution -a slow tilt in the axis of financial power. SWIFT isn’t the only game in town anymore, and China’s Cross-Border Interbank Payment System whispers of alternatives.

🔄 Supply Chain Symphony: globalisation isn’t dying; it’s fragmenting into new patterns. Strategic manufacturing follows the drumbeat of geopolitics. Automation and re-shoring stand to disrupt 800 million jobs—transforming industries, elevating some nations, and sidelining others.

🌱 A $150 Trillion Shift: from Ukraine’s titanium deposits to Australia’s rare earths, a new resource map is being drawn. The energy transition demands its own precious materials -lithium for batteries, cobalt for electric motors, neodymium for wind turbines. While some nations hold the fuel, others control the minerals that build the future.

💡 Digital Value Chains: India moves more money through UPI than Visa processes. African mobile banking expands at speed. When bits direct the flow of atoms, prosperity follows new circuits.

🏭 The New Industrial Canvas: 2035’s factory may hum in your neighbourhood, not Ningbo. 3D printers and AI redraw manufacturing’s boundaries. The patents, algorithms, and mineral supply chains that once supported production now command it - a quiet revolution in value creation.

So what?

🏢 For Business: adaptation isn’t just about efficiency anymore - it’s about navigating a world where economic leverage can shift overnight.

🏦 For Markets: traditional metrics of economic power are being rewritten. Innovation capacity and digital infrastructure are increasingly shaping global influence

🌍 For Nations: economic security and national security become increasingly inseparable. The tools of economic statecraft - from sanctions to subsidies - grow sharper and more sophisticated.

In this economic transformation lies either the seed of decline or the root of renaissance.

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Felix Ghauri

Applied AI Practitioner · Founder, Futures Forum

Felix helps organisations navigate AI and exponential change. He writes about technology, geopolitics, and the future of work.

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