Report
Return to regionalisation of production and trade: Production will be relocated to the United States and in Europe, but CO2 will also be relocated
The current trend is a return to regionalisation of production and trade, with a return to regional value chains, due to: The rise in production costs in emerging countries; The desire to reduce transport costs; The growing awareness that globalisation increased inequality in OECD countries, given the transfer of manufacturing jobs to emerging countries; In all countries, the determination to increase "local content" and to move production of goods closer to their end-buyers. This "regionalisation" of trade and production is likely to lead to, in the United States and the euro zone: Relocation of production; But also relocation of CO 2 emissions; And lower productive efficiency.
Provider
Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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