Trade and International Business

Reciprocal tariffs, threats to global supply chains, and comparative manufacturing advantages have disrupted the established global trade system. CSIS scholars provide analysis and commentary on the international trading system and its institutions.

Photo: Bettmann/Getty Images

Photo: Bettmann/Getty Images

Starting Up the Competition: Japan’s Mobile Software Act

Japan’s Mobile Software Competition Act is an intervention operating alongside efforts across workforce norms, venture finance, and stock exchange reform. The promise of competition policy can only be realized through these interlocking reforms – otherwise, Japan’s framework will penalize incumbents without empowering emergent challengers.

Blog Post by Richard Gray — January 16, 2026

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Experts

Jen Berlin

Jen Berlin

Vice President, Economic Security and Technology Department
Phil Luck

Philip Luck

Director, Economics Program and Scholl Chair in International Business
William Alan Reinsch

William Alan Reinsch

Senior Adviser and Scholl Chair Emeritus, Economics Program and Scholl Chair in International Business
Jerry McGinn

Jerry McGinn

Director, Center for the Industrial Base and Senior Fellow, Defense and Security Department
Thibault Denamiel

Thibault Denamiel

Fellow, Economics Program and Scholl Chair in International Business
Hugh Nolan Grant-Chapman

Hugh Grant-Chapman

Fellow, Economics Program and Scholl Chair in International Business
Scott Miller

Scott Miller

Senior Mentor (Non-resident), Executive Education

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Starting Up the Competition: Japan’s Mobile Software Act

Japan’s Mobile Software Competition Act is an intervention operating alongside efforts across workforce norms, venture finance, and stock exchange reform. The promise of competition policy can only be realized through these interlocking reforms – otherwise, Japan’s framework will penalize incumbents without empowering emergent challengers.

Blog Post by Richard Gray — January 16, 2026

China’s Rare Earth Campaign Against Japan

China’s imposition of new rare earth export restrictions on Japan, following Prime Minister Sanae Takaichi’s remarks on Taiwan, represents an escalation in China–Japan tensions and highlights Beijing’s increasing reliance on mineral export controls as a deterrence tool.

Critical Questions by Gracelin Baskaran and Meredith Schwartz — January 13, 2026

The Trade Guys

The Trade Guys x Simply Trade: One Messy Trade Year

The Trade Guys kick off 2026 with a special crossover episode featuring the Simply Trade podcast’s Lalo Solorzano and Andy Shiles. Together, the group explores what’s ahead for 2026, focusing on major global trade battlefronts including the Supreme Court, WTO, and USMCA.

Podcast Episode by Scott Miller and William Alan Reinsch — January 13, 2026

CSIS The Trade Guys

Everything Is Connected

This week, Bill Reinsch describes how policy can have unintended consequences and the importance of having processes that allow for informed decisionmaking.

Commentary by William Alan Reinsch — January 12, 2026

What the Bella-1 Teaches Us About Targeting Shadow Fleets

After a globe-spanning chase, the United States seized a sanctioned oil tanker tied to Iran and Venezuela. What does the Bella-1 reveal about shadow fleets, AIS manipulation, and how maritime interdiction is reshaping sanctions enforcement?

Critical Questions by Jose M. Macias III — January 8, 2026

SCOTUS Ruling and Korea

The Supreme Court’s ruling on the consolidated cases of V.O.S. Selections, Inc. v. Trump and Learning Resources, Inc. v. Trump is expected tomorrow. Here are some key numbers to keep in mind with this impending decision.

Newsletter by Victor Cha — January 8, 2026