The Next Chapter: What to Expect from U.S. Trade Policy in 2026

Following up on last year’s debate on new tariffs and other transatlantic challenges resulting by the changes the US Administration trade policy, this year’s panel will revisit the evolving landscape of U.S. trade policy.

With the Supreme Court’s upcoming ruling on IEEPA reshaping presidential authority, questions loom over how far executive power can be extend into trade matters that normally require congressional approval.
Also back in play is the future of the USMCA and agreement negotiated during the first Trump Administration.

We are in the midst of a fragile balancing act of trade relations between the U.S., China, and the EU which raises the prospect of continued tensions.

Our speakers will analyze what lies ahead for companies navigating global supply chains, shed light on regulatory uncertainty, and shifting policies.

Discussion topics will include:

I. Current Landscape of the U.S. Trade and Tariff Regime
• Challenges transatlantic and global companies has been struggling with in the last couple of months

II. IEEPA Supreme Court Decision: What Comes Next?
• How the ruling redefines presidential authority in trade and possibly sanctions policy
• Implications for tariff powers, export controls, and other emergency measures
• What businesses should anticipate in terms of compliance and risk management

III. Can USMCA Make it or will we Break it?
• Assessing the durability of USMCA under current political and economic pressures
• Key sectors at risk if the agreement falters
• Can USMCA evolve into a stabilizing framework, chances for renegotiation

IV. US-China and US-EU Relations: Trade Truce or Trade War?
• Trajectory of bilateral dynamics
• Impact on strategic industries (Energy, Semiconductors, Steel & Aluminum, Critical Minerals)
• How supply chain resilience and diversification strategies are reshaping global trade.

V. Global Leadership and Market Competitiveness
• Ripple effects of U.S. trade policy on global markets and supply chains
• Which nations and industries stand to gain from lasting tariff regimes
• Long-term implications for global competitiveness and trade governance

SPEAKERS:
• Arthur Bodek, Partner, GDLSK
• Sahra English, Managing Director – Global Government Affairs, CITI
• Frank Kurre, Managing Director, PROTIVITI [Moderator]