Trend · rank 26 of 250

Industrial policy competition

Governments are using subsidies, tariffs and local-content rules to attract strategic industries, shifting where production locates while raising fiscal costs and the risk of sustaining uncompetitive capacity.

Production & InnovationTrade, industry & supply chainsmanufacturinggeoeconomicstrade

Second pass: Carried forward from the first pass unchanged. Held by all three panel models.

Sensitivity and network position

Rank
26of 250
Sensitivity
14.2rank 50
Breadth
2of 20 scenarios High or above
PageRank
56.2rank 29
Eigenvector
2.5
Betweenness
59.7
Links
20trends at Moderate similarity or above
Composite
39.9

Attention over three years

How much this trend is read about on Wikipedia and searched for on Google, week by week, set against the typical trend in the list so that what moves every trend at once is taken out. 100 is this trend's own three-year average. The score measures public attention, which is not the same as the strength of the force: a trend can deepen unnoticed, and a news event can lift attention for a fortnight.

Now
90
Over a year
−21%Easing
Over three years
+31%
Peak
2043 Nov 2024
Sources
Bothagreement -0.45
Coverage
9languages · 57 nations

Trailing 4-week average. 100 is this trend’s three-year average.

By language

Wikipedia reading in each language edition where the trend’s pages are read enough to measure (9 of 28). Share is of all the readers counted.

LanguageShareNowOver a yearThree years
English72%70−19%
Chinese8%134+62%
Spanish6%72−15%
German5%72−11%
Russian4%103+28%
French2%72+8%
Hindi2%88−19%
Japanese2%113+21%
Italian1%66−37%

By country

Google search interest over the three years, as a share of each country’s searching. 100 is the nation where interest is highest. The search terms are English, which favours countries that search in English.

South Korea

Singapore

China

United States

India

Netherlands

Australia

Canada

Belgium

Taiwan

United Kingdom

United Arab Emirates

100

99

67

64

47

34

33

32

31

28

27

26

The 12 highest of 57 nations with a reading.

By region and G20 member

Attention to this trend inside each place, from Google searches made in its countries and Wikipedia reading in the languages mostly read there, averaged where both exist. Each line compares the trend with its own past in that place; the lines do not compare places.

Regions

PlaceRead fromNow90 days1 year3 yearsThree years
North AmericaGoogle in 2 countries + Wikipedia in English78−31%−2%−10%
EuropeGoogle in 9 countries + Wikipedia in German, French, Italian83−21%+9%−24%
ChinaGoogle in 1 country476+89%+673%+1723%
Indo-PacificGoogle in 8 countries + Wikipedia in Japanese, Chinese116+20%+13%+23%
South AsiaGoogle in 1 country + Wikipedia in Hindi94−3%−4%−11%
Gulf and Middle EastGoogle in 1 country45−60%+84%−47%
Latin America and CaribbeanGoogle in 6 countries + Wikipedia in Spanish81+1%−3%−30%
Russia and EurasiaGoogle in 3 countries + Wikipedia in Russian92+24%+29%−38%

G20 members

PlaceRead fromNow90 days1 year3 yearsThree years
ArgentinaGoogle49−5%+10%−39%
AustraliaGoogle124−52%+147%+316%
BrazilGoogle100+9%+2%−3%
CanadaGoogle118−44%+179%+211%
ChinaGoogle476+89%+673%+1723%
FranceGoogle + Wikipedia in French61−65%+83%−32%
GermanyGoogle + Wikipedia in German75−24%+6%−46%
IndiaGoogle + Wikipedia in Hindi94−3%−4%−11%
IndonesiaGoogle84−9%−6%−1%
ItalyGoogle + Wikipedia in Italian88+13%−15%−18%
JapanGoogle + Wikipedia in Japanese104+36%+1%+2%
South KoreaGoogle127+62%−12%+69%
MexicoGoogle61−8%−19%−28%
RussiaWikipedia in Russian103+20%+28%+9%
TürkiyeGoogle45−60%+84%−47%
United KingdomGoogle134−20%+175%+173%
United StatesGoogle + Wikipedia in English72−29%−14%−20%

Relation to each scenario

A trend relates to a scenario when it changes how likely the scenario is, how hard it lands, or is itself sharply changed by it. Each score is the median of three scores given separately by the members of the model panel.

RelationScenarioFamily
5 · Very highCritical trade divides into rival blocs S01Economic and trade
5 · Very highA great-power agreement lowers economic security barriers S13 ↗Geopolitical and security
3 · ModerateA cross-regional market access compact redirects investment S12 ↗Economic and trade
2 · LowCheap firm clean power becomes available at scale S15 ↗Energy, climate and resources
2 · LowAI-directed research produces a reproducible discovery step S17 ↗Technology and infrastructure
0 · Not relatedA global funding seizure reaches sovereign balance sheets S02Economic and trade
0 · Not relatedA regional war closes a globally important sea route S03Geopolitical and security
0 · Not relatedHybrid coercion ends in an infrastructure blackout S04Geopolitical and security
0 · Not relatedA disputed transfer of power breaks effective government S05Geopolitical and security
0 · Not relatedTwo breadbasket failures trigger a food availability crisis S06Energy, climate and resources
0 · Not relatedA major disaster disables the national economic core S07Energy, climate and resources
0 · Not relatedAn AI deployment step causes abrupt labour displacement S08Technology and infrastructure
0 · Not relatedA cryptographic breakthrough invalidates digital trust S09Technology and infrastructure
0 · Not relatedA novel respiratory pathogen exceeds health surge capacity S10Health
0 · Not relatedA creditor agreement releases fiscal capacity S11 ↗Economic and trade
0 · Not relatedA verified Middle East settlement restores access S14 ↗Geopolitical and security
0 · Not relatedA validated farming package raises water-efficient output S16 ↗Energy, climate and resources
0 · Not relatedA public service platform reaches inclusive operation S18 ↗Technology and infrastructure
0 · Not relatedAffordable preventive treatments reduce chronic illness S19 ↗Health
0 · Not relatedA live outbreak proves rapid distributed pandemic defence S20 ↗Health

Similarity = 0.3 × shared tags (Jaccard) + 0.3 × likeness of scenario profiles (cosine) + 0.3 × likeness of names and descriptions (TF-IDF cosine) + 0.1 if in the same capability domain, cut into seven levels at 0.12, 0.22, 0.33, 0.45, 0.58, 0.72. Shown at Moderate and above.

SimilarityTrendThemeRank
5 · Very highManufacturing overcapacityTrade, industry & supply chains51
4 · HighTrade & investment fragmentationTrade, industry & supply chains37
4 · HighEconomic security policyTrade, industry & supply chains47
4 · HighTariff barrier normalisationTrade, industry & supply chains58
4 · HighIndustrial robotics & automationPeople, health & work150
3 · ModerateForeign investment slowdown & selectivityTrade, industry & supply chains23
3 · ModerateTechnology diffusion & productivity gapsPeople, health & work24
3 · ModerateGreat-power competitionConflict & security28
3 · ModerateExport controls & economic coercionTrade, industry & supply chains34
3 · ModerateTrade corridor competitionTrade, industry & supply chains38
3 · ModerateIntellectual property access dependenceTrade, industry & supply chains40
3 · ModerateBatteries & energy storageTrade, industry & supply chains42
3 · ModerateReshoring & localised manufacturingTrade, industry & supply chains59
3 · ModerateCritical input supplier concentrationTrade, industry & supply chains74
3 · ModerateShifting economic weightTrade, industry & supply chains78
3 · ModerateRare earth processing concentrationTrade, industry & supply chains102
3 · ModerateRegional trade agreement deepeningTrade, industry & supply chains105
3 · ModerateSolar manufacturing cost declineTrade, industry & supply chains107
3 · ModerateLithography & chip-tool chokepointsTrade, industry & supply chains120
3 · ModerateSmart manufacturing & digital twinsTrade, industry & supply chains158