Jan Lambregts on Geopolitics, Economic Statecraft and Global Supply Chains

Video

Geopolitics, Supply Chains and The New Era Of Economic Statecraft

As geopolitical competition intensifies, markets and supply chains are being reshaped by economic statecraft and strategic rivalry. In this interview, Jan Lambregts explores how US–China tensions, shifting alliances, and industrial policy are influencing financial markets, supply chain resilience, and the global regulatory landscape.

Mar 19, 2026

Jan Lambregts, Managing Director, Head, RaboResearch Global Economics and Markets, Rabobank

Tags: ESG and Climate Risk

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Jan Lambregts, Head of RaboResearch Global Economics & Markets (RR GEM) at Rabobank, discusses how geopolitics is increasingly shaping global economic and financial dynamics. As the US returns to a strategy of economic statecraft – combining political, economic, and military influence – strategic competition with China is driving new industrial policy, shifting alliances, and renewed focus on domestic production and economic security.

These developments are also transforming global supply chains and market behaviour. Businesses are moving from “just in time” production toward more resilience-focused models as geopolitical risk and trade tensions rise. At the same time, regulatory frameworks – including those related to sustainability – are increasingly diverging across geopolitical blocs, reflecting a world that is gradually fragmenting into competing economic systems.

Jan Lambregts Bio

Jan Lambregts is Head of RaboResearch Global Economics & Markets (RR GEM). He oversees a worldwide team of analysts and strategists who cover macro, FX, rates, credit, agri commodities and energy markets for key clients. Before his move to London in 2009 to head up the global team, Jan lived and worked in Singapore and Hong Kong for seven years, covering macro, FX and rates strategy for Rabobank clients, with a particular focus on Japan and China.