CID Flow Take — Market Movement Intelligence

Global Supply, Demand & Trade Direction

What Is Moving

LatAm-to-EU flower corridors expanded 48% in Q1. Israel tariffs collapsed the Canada-Israel route, redirecting volume to Colombia. Thai medical exports to APAC accelerating while African CBD biomass enters EU at scale.

Where Pressure Is Building

Supply pressure concentrating on Colombia and South Africa export corridors. Demand surging in Germany and Israel post-regulatory shifts. Canada facing structural cost disadvantage on multiple routes.

What This Signals

Expanding flows indicate new corridor formation. Compressing flows signal oversupply or regulatory friction. Closed flows mark routes where trade has become uneconomic.

18
Active Flows
7
Expanding
4
Compressing
42
Countries
2
Closed
Ranked Flow Board

Global Supply Movement Engine

Where supply is moving, how fast, and whether the flow is strengthening or collapsing.

Colombia → Germany
EU-GMP Indoor Flower · GACP Certified
SupplyHigh
DemandHigh
Direction↑ Accelerating
expanding
Velocity
Fast
Friction
Low
ConfidenceHigh · 92%
Updated2h ago
CatalystBilateral agreement, GMP-certified pipeline
Corridor Age18 months active
South Africa → EU
CBD Biomass · GACP Pipeline
SupplyHigh
DemandMedium
Direction↑ Building
expanding
Velocity
Medium
Friction
Medium
ConfidenceHigh · 87%
Updated4h ago
CatalystGACP cert in progress, EPA 0% duty
Corridor Age8 months active
Canada → Israel
Medical Flower · GMP
SupplyLow
DemandCollapsed
Direction↓ Terminated
closed
Velocity
Stopped
Friction
Critical
ConfidenceHigh · 95%
Updated1h ago
Catalyst165% tariff effective Q1, route uneconomic
Corridor AgeClosed Q1 2026
Colombia → Israel
GMP Indoor Flower · IMC-GAP
SupplyHigh
DemandSurging
Direction↑ Accelerating
expanding
Velocity
Fast
Friction
Low
ConfidenceHigh · 85%
Updated1h ago
CatalystReplacing Canada post-tariff, MOH-accepted cert
Corridor Age6 months active
Thailand → Australia
Medical Cannabis · TGA Pathway
SupplyMedium
DemandGrowing
Direction→ Steady
stable
Velocity
Medium
Friction
Medium
ConfidenceMedium · 62%
Updated8h ago
CatalystTGA approvals slow, emerging corridor
Corridor Age12 months active
Canada → Germany
EU-GMP Dried Flower
SupplyHigh
DemandDeclining
Direction↓ Weakening
compressing
Velocity
Slow
Friction
Medium
ConfidenceHigh · 88%
Updated3h ago
CatalystLatAm undercut, Canadian cost disadvantage growing
Corridor Age36 months, compressing 6mo
Flow Windows

Opening Flows

  • Colombia → Germany (EU-GMP Flower) — accelerating, high supply + high demand
  • Colombia → Israel (GMP Flower) — post-tariff reroute, demand surging
  • South Africa → EU (CBD Biomass) — EPA duty-free, supply building
  • Uruguay → Germany (Hemp Biomass) — emerging, expanding capacity

Closing / Compressing Flows

  • Canada → Israel (Medical) — closed, 165% tariff, demand collapsed
  • Canada → Germany (Dried Flower) — compressing, LatAm undercutting
  • Netherlands → UK (CBD) — compressing, post-Brexit friction rising
  • US → US (Hemp CBD Oil) — compressing, domestic oversupply

12 More Active Flows Available

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