The trade conflict between the United States and Canada, along with new tariffs, is forcing Canadian importers to seek alternative suppliers, particularly in Europe. This is leading to a long-term restructuring of logistics chains and diversification of trade flows.
Japan is strengthening its position in the Asian liquefied natural gas market by diversifying supply sources and expanding regional cooperation. Despite geopolitical instability, the country continues to play a leading role in ensuring the region's energy security.
In 2024, Chevron changed its oil supply routes due to military conflicts, shifting its focus to Asian and European markets. The company notes that portfolio diversification has helped it overcome the crisis.
Technological assets have become the most sought-after area among alternative investments, surpassing real estate and direct investments. GPU assets, in particular, are attracting significant interest due to their growth potential and ability to diversify portfolios, although their adoption is hindered by management complexities and a lack of trust.