Tim Figures

@timfigures.bsky.social

Geopolitics and trade expert at Boston Consulting Group. I focus on European trade and investment, trade and climate and green industrial policy. Views my own etc.

At BCG's Centre for Sustainability Policy & Regulation, we've been analysing the EU's proposed Industrial Accelerator Act to see what it means for key impacted sectors, such as metals and automotive. In short, it's complex, and depends where you sit in the value chain.(1/5)

A patchwork of trade nodes -- that's the most likely future scenario for global trade. As the US plays by its own rules, and China focusses on self sufficiency, how will medium-sized developed economies & the BRICS+ fare? Details in the BCG 2026 Global Trade Report: www.bcg.com/publications...

Trade in Transition: How to Prepare for a Patchwork World Order

As multilateralism dissolves, a new order seems to be emerging in which goods are traded under different sets of rules.

bcg.com

What role can Africa play in a world of shifting trade? And how can it seize the opportunity as trade growth moves to the global South? Our new BCG report - 'Seizing Opportunity in a Shifting Geopolitical Landscape' explores these questions: www.bcg.com/publications...

Seizing Opportunity in a Shifting Geopolitical Landscape

As global trade fractures and power realigns, Africa stands at a pivotal crossroads—where rising geopolitical turbulence collides with unprecedented opportunity for those ready to act.

bcg.com

With the EU and the UK doubling down on industrial decarbonisation, there’s an opportunity for deeper cooperation beyond ETS linkage. A UK-EU Climate & Energy Agreement could contribute to energy security, lower energy prices & facilitate energy transition for both sides 👉 citp.ac.uk/publications...

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I thought I'd break the ice on here by talking about - you've guessed it - CBAMs. Our new BCG report looks at the challenges caused by new climate-related trade measures and suggests ways in which different CBAMs could work together in a spirit of 'co-opetition' www.bcg.com/publications...

Climate Coopetition May Be the Best Route to Net Zero

In a shifting geopolitical landscape, policymakers and business leaders need to rethink how they collaborate—and compete—across borders as they work to reduce emissions.

bcg.com