Podcasts about exports

Welcome back to another thought-provoking episode of Tank Talks! In this episode, Matt Cohen and John Ruffolo cut through the noise to unpack the latest economic headlines and policy shifts reshaping North America's business landscape. From Canada's surprise repeal of the Digital Services Tax to Brookfield's launch of an evergreen private equity fund, this episode dives deep into the forces driving change in trade, finance, and innovation.Will Canada's late-stage policy reversal strengthen its position in U.S. trade talks? Are evergreen funds the next big wave in private equity? And how will digital-only banks and stablecoins reshape the future of finance? Tune in for all that and more!Canada's Digital Services Tax Repealed at the 11th Hour (00:14)Just hours before the June 30th collection date, Canada repealed its controversial 3% digital services tax to clear the runway for renewed trade negotiations with the U.S. Matt and John unpack the political optics, the timing missteps, and why this repeal might've come too late to score real leverage in the upcoming Carney-Trump summit.Trade Tensions and a Pivot Away from U.S. Exports (02:50)With U.S. tariffs still biting Canadian industries like steel, aluminum, and autos, exports to non-U.S. markets jumped 5.7% in May. John analyzes the long-term risks and what a 10% tariff “compromise” could mean for Canadian trade policy moving forward.Brookfield's Evergreen Fund: Liquidity vs. Strategy (06:37)Brookfield's launch of a new evergreen private equity fund is raising eyebrows. These liquid investment vehicles are tailored for high-net-worth investors, but could they undermine Brookfield's traditional closed-end funds? Matt and John discuss the tradeoffs and potential disruption to institutional capital models.Stablecoins, Erebor & The Future of Banking (10:53)With the launch of Erebor, a new U.S. digital-only bank backed by Palmer Luckey, Peter Thiel, and Joe Lonsdale, the open banking revolution is heating up. But will Canada get left behind amid regulatory hesitations? The duo explores how stablecoins and crypto-native banks are reshaping the financial ecosystem.The “Big Beautiful Bill”: Trillions in U.S. Spending (13:56)At nearly 1,000 pages and $4.85 trillion, the latest U.S. tax and spending package is a behemoth. John calls out some of the more controversial provisions, like Section 899, a “revenge tax” aimed at foreign investors, and weighs in on what this means for the U.S. deficit and global investment climate.Figma Files to Go Public: A Product-Led Rocketship with a Caveat (16:49)Figma's S-1 filing reveals eye-popping growth: $750M in 2024 revenue, 91% gross margins, and 90% of the Fortune 500 on board. But one number raised eyebrows, its definition of net revenue retention. Is the 132% figure misleading? Matt and John dissect the metrics and what investors need to know.Anthropic & OpenAI's Revenue Explosion (19:39)AI darlings Anthropic and OpenAI are shattering expectations, with annualized revenues of $4B and $10B, respectively. What's fueling this growth, and is it sustainable? Matt and John assess the trajectory and strategic implications for the broader AI race.Meta's Talent War: $300M Signing Bonuses & AI Domination (20:30)Meta's aggressive push into AI includes poaching top OpenAI talent with eye-watering offers reportedly reaching $300M. Is this visionary investing, or panic-mode recruiting? The conversation digs into the implications of Meta's superintelligence ambitions and the high-stakes battle for AI supremacy.Microsoft Layoffs: AI Efficiency or Budget Strategy? (22:52)With Microsoft cutting 9,000 jobs, questions swirl around whether AI-driven efficiencies or strategic capital reallocation are the real drivers. John shares his take on what this means for enterprise software, consulting firms, and the future of knowledge work.As the tides of global economics, innovation, and technology continue to shift, Tank Talks is your front-row seat to the big moves shaping our world. Don't miss this jam-packed episode!Connect with John Ruffolo on LinkedIn: https://ca.linkedin.com/in/joruffoloConnect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

In today’s deep dive, China is a major buyer of U.S. agricultural goods including specialty products that have few alternative markets. Some producers worry the on-and-off tariffs with the country could hurt America's reputation as a reliable seller.

Welcome to the Cloud Wars Minute — your daily cloud news and commentary show. Each episode provides insights and perspectives around the “reimagination machine” that is the cloud.In today's Cloud Wars Minute, I dive into Slack's bold move to restrict API access to bulk data exports, effectively blocking the use of its platform data for LLM training and signaling a strategic pivot toward proprietary AI control and heightened data security Highlights00:03 — Salesforce has changed the API Terms of Service for Slack, which will stop companies from using LLMs to ingest data from the platform. Ultimately, the new policy prohibits the bulk export of Slack data via the API and confirms that data access through Slack APIs cannot be used for LLM training.00:21 — From now on, companies will have to use Slack's new real-time search API. In a blog post by the Slack developer team, the company states that this new API eliminates the need for large data exports from Slack, keeping customer data secure while maintaining support for key use cases like permission-based search.00:56 — Now, while Salesforce and Slack say the focus is on security, there is another angle being discussed, that this move encourages a shift towards proprietary technologies. It's difficult to pinpoint this trend. On one hand, we see a push for interoperability across the industry, while on the other, Slack's announcement on the real-time research API coincided with support for the Model Context Protocol.01:25 — Data is still the currency that drives AI and sharing it recklessly with any LLM that requires access can be counterproductive from a business standpoint. Companies like Salesforce don't want to be liable for data used by third-party applications, and none of the major tech companies want to stifle innovation with overly restrictive policies. Visit Cloud Wars for more.

China is a major buyer of U-S agricultural specialty products. Some producers worry the on-and-off tariffs with the country could hurt America's reputation as a reliable seller.

Tariffs on Chinese goods in 2018 and 2019 led to a surge in Mexican exports to the U.S. and created new job opportunities, particularly benefiting traditionally disadvantaged groups in Mexico's workforce through "trade diversion effects". Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, EFX - Equifax Inc., PLTR - Palantir Technologies Inc., How US Tariffs on China Boosted Mexican Exports and Employment, DOC - Healthpeak Properties Inc., ALAB - Astera Labs Inc., Banks, UDMY - Udemy Inc., MRVL - Marvell Technology Inc., DKS - Dick's Sporting Goods Inc., Nuclear Power.Our Sponsors:* Check out Ka'Chava and use my code INVEST for a great deal: https://www.kachava.com* Check out Progressive: https://www.progressive.comAdvertising Inquiries: https://redcircle.com/brands

The U.S. and China struck a deal that could reshape everything from smartphones to fighter jets. Plus, Trump claims Iran's nuclear program was obliterated, but some senators remain skeptical. A classified briefing raised new questions about the extent of damage caused by the strike. Also, the Supreme Court wraps up its term with decisions that could impact Americans' vote, their kids and their health care. These stories and more highlight your Unbiased Updates for Friday, June 27, 2025.

The U.S. and China struck a deal that could reshape everything from smartphones to fighter jets. Plus, Trump claims Iran's nuclear program was obliterated, but some senators remain skeptical. A classified briefing raised new questions about the extent of damage caused by the strike. Also, the Supreme Court wraps up its term with decisions that could impact Americans' vote, their kids and their health care. These stories and more highlight your Unbiased Updates for Friday, June 27, 2025.

ASRI Report: South Africa's Coal Exports to Israel Undermine Its Pro-Palestine Stance by Radio Islam

- Auto Alliance Testifies Against NHTSA - GM Gains Most Market Share This Year - Chinese Automakers Flooding Africa - GAC Expanding Fast - Foxconn and Elektrobit Partner on SDVs - Foxtron to Supply Mitsubishi with Buses - U.S. Imports to China Plummet - Japan Says It Can't Accept U.S. Tariffs - Mercedes Puts Active Aero on Wheels - XC60 Now Best-Selling Volvo Ever

- Auto Alliance Testifies Against NHTSA - GM Gains Most Market Share This Year - Chinese Automakers Flooding Africa - GAC Expanding Fast - Foxconn and Elektrobit Partner on SDVs - Foxtron to Supply Mitsubishi with Buses - U.S. Imports to China Plummet - Japan Says It Can't Accept U.S. Tariffs - Mercedes Puts Active Aero on Wheels - XC60 Now Best-Selling Volvo Ever

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Morgan Stanley's Chief Asia Equity Strategist Jonathan Garner explains why Indian equities are our most preferred market in Asia.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Jonathan Garner, Morgan Stanley's Chief Asia Equity Strategist. Today I'll discuss why we remain positive on India's long-term equity story.It's Tuesday, the 24th of June at 9am in Singapore.We've had a long-standing bullish outlook on the India economy and its stock market. In the last five years MSCI India has delivered a total return in U.S. dollars of 145 percent versus 94 percent for global equities and just 39 percent for emerging markets. Indian equities are our most preferred market within Asia for three key reasons. First, India's superior economic and earnings growth. Second, lower exposure to trade tariffs. And third, a strong domestic investor base. And all of this adds up to structural outperformance not just in Asia but indeed globally, and with significantly lower volatility than peer group markets. So let's dive deeper. To start with – the macroeconomic backdrop. We expect India to account for 20 percent of overall incremental global GDP growth in the coming decade. Manufacturing competitiveness is improving thanks to bolstered infrastructure in power, ports, roads, freight transport systems as well as investments in social infrastructure such as water, sewage and hospitals. Additionally, India's growing middle class offers market opportunities to companies across many product categories. There's robust domestic consumption, a strong investment cycle led by public and private capital expenditure and continuing structural reforms, including in the legal sphere. GDP growth in the first quarter was more than 7 percent and our team expects over 6 percent in the medium term, which would be by far the highest of the major economies. Furthermore, we continue to expect robust corporate earnings growth. Since the end of COVID, MSCI India has delivered around 12 percent per annum [U.S.] dollar earnings per share growth versus low single digits for Emerging Markets overall. And we forecast 14 percent and 16 percent over the next two fiscal years. Growth drivers in the short term include an emerging private CapEx cycle, re-leveraging of corporate balance sheets, and a structural rise in discretionary consumption – signaling increased business and consumer confidence, after last year's elections. Another key reason that we're positive on India currently is its lower-than-average vulnerability to ongoing trade and tariff disputes between the U.S. and its trade partners. Exports of goods to the U.S. amount to only 2 percent of India's GDP versus, for example, 10 percent in Thailand or 14 percent in Taiwan. And India's total goods exports are only around 12 percent of GDP. Moreover, for the time being, India's very large services sector's exports are not exposed to tariff actions, and are actually early beneficiaries of AI adoption. Finally, India's strong individual stock ownership means that there's persistent retail buying, which underpins the equity market. Systematic Investment Plan (SIP) flows driven by a young urbanizing population are making new highs, and in May amounted to over U.S.$3 billion. They provide consistent capital inflows. That means that this domestic bid on stocks is unlikely to fade anytime soon. This provides a strong foundation for the market and supports valuations which are slightly above emerging market averages. It also means that its market beta to global equities are low and falling, approximately 0.4 versus 1.1 ten years ago. And price volatility is well below other emerging markets. All told, making India an attractive play in volatile times. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

In February 2022, Russia launched a full-scale invasion of Ukraine. China has never condemned the invasion, and its government and media have carefully avoided using term “Ukraine War,” opting instead to refer to the war as the “Ukraine crisis,” the “Russia-Ukraine conflict,” or the “special military operation,” a term that echoes Moscow's language. Beijing's approach to the Ukraine War has included support for Russia, a commitment China's own principles, including respecting Ukraine's sovereignty and territorial integrity, and a professed desire for peace.This episode's discussion will focus on China's evolving posture toward the war and China's relationship with Ukraine. Joining the podcast this episode is Dr. Vita Golod, who is a Junior Research Fellow at the A. Yu Krymskyi Institute of Oriental Studies, National Academy Sciences of Ukraine, and a Visiting Adjunct Instructor at the University of North Carolina at Chapel Hill.She is also the co-founder of the Ukrainian Platform for Contemporary China and a board member of the Ukrainian Association of Sinologists.  Timestamps[00:00] Start[01:35] China's Relationship with Ukraine Prior to Russia's Invasion[05:06] President Zelenskyy's Accusations Against China [08:20] Contemporary Ukrainian Perceptions of Relations with China [12:14] Ukrainian Perceptions of Sino-Russian Relations[16:25] China as a Mediator and Peacemaker[19:06] China's Interests in the Outcome of the Russo-Ukrainian War[21:21] What concrete steps could China take to facilitate peace? [23:14] China's Role in the Post-War Reconstruction of Ukraine[28:08] The Future of Sino-Ukrainian Relations

Ag Secretary Brooke Rollins says despite the trade uncertainty from the president’s on-again-off-again tariffs, USDA is working to boost US farm exports, especially soy. NAFB News ServiceSee omnystudio.com/listener for privacy information.

00:00 Brought to You By TAB Quartz00:19 Intro00:33 Italian Stone Machine Exports Down in '2402:19 A Word from TAB Quartz03:21 Coverings '25 Attendance Near 25,00005:52 Arizona Tile Starts 2025 in Style07:38 Slab & Sheet Turns 15 in July11:58 Park FabEx® Draws 100+ in SLC13:22 Outro13:52 Brought to You By TAB QuartzRadio Stone Update is presented on the second and fourth Wednesdays every month at 9 a.m. everywhere on Earth with the latest news and insights in hard surfaces. Check our archives at www.radiostoneupdate.com.

Find out why HDB Financials arrived at an IPO price far below the prevailing unlisted market price. Dive into the Sun TV family saga, its backdrop, context and how the feud has affected the Sun TV share price. Also check out: India's rare earth self-reliance, South Delhi's independent floor market boom and the humble banana's soaring popularity.

In this episode of the Hay Kings Podcast, host Jon Paul Driver is joined by logistics veteran Eric Wright of Portland Container. Together, they unpack the rhythm of global container flow, the hidden costs of just-in-time supply chains, and why parts availability matters more than ever for agriculture. From tariff shocks to warehouse trends, this episode gives hay and forage producers a strategic lens for navigating supply volatility. 

Data shows the exports of China's cross-border e-commerce sector surpassed 2 trillion yuan, or about 278 billion U.S. dollars, for the first time last year.

For many years, the Illinois Corn Checkoff has invested in the work of the U.S. Meat Export Federation to expand global markets for American beef and pork. In this Managing for Profit, John Hinners, Senior VP of Industry Relations with USMEF, shares some of the organization's latest work and how it benefits Illinois farms. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

NGI's Patrick Rau, senior vice president of research and analysis, checks all the boxes in sharing his expertise about the outlook for U.S. natural gas in a sitdown with NGI's Carolyn Davis, managing editor of news.  Where are domestic natural gas prices headed into 2026? Pat says it's not one thing or another, as rising demand is ahead as more LNG export capacity comes online, and as industrial and residential/commercial sector consumption climbs.  E&Ps are likely waiting for bullish natural gas price signals to spur activity in the second half of 2025, but they will be accelerating their activity, according to Pat.  The odds of adding natural gas infrastructure, both midstream and by utilities, also is discussed as hyperscalers compete to build a plethora of data centers.

In this week's episode of The Milk Check, the Jacoby team convenes to dissect a dairy market that feels balanced – barely. From milk still trickling in past the flush to range-bound commodity prices, this episode covers the major trends shaping the back half of 2025. Cheese exports are keeping Class III in check Culling numbers are down as producers are keeping heifers longer Global butterfat advantage fading with tighter GDT spreads WPC, WPI demand stable, but new production capacity looms And what if prices fall off the edge? From trade risks to recession fears, the industry feels one light push from price chaos. Listen now for insights on margins, milk flows and market forces. Got questions? Got questions for The Milk Check team? We've got answers. Submit your questions below and we'd be happy to get back to you or answer your question on the podcast. Ask The Milk Check Intro (with music): Welcome to The Milk Check, a podcast from TC Jacoby & Co., where we share market insights and analysis with dairy farmers in mind. Ted Jacoby III: Hello everybody, and welcome to this month's version of The Milk Check podcast by TC Jacoby & Co. This week, we will have a classic market discussion. It is June 9th, so we're approaching the midpoint in the month of June 2025, and joining me today are Diego Carvallo, our Director of Dry Dairy Ingredients Trading. Jacob Menge is our vice president of risk management and trading strategy. Josh White, our Vice President of Dairy Ingredients. Mike Brown, our VP of Market Intelligence. Joe Maixner, our director of dairy ingredients and resident butter expert, is also there. I think we'll go ahead and start with milk. It's the middle of June. We're past the flush, but milk is probably a little bit heavier than we expected. Milk production has been up. We know what is going on. The dairy farmers are making money, and they're keeping cows. Their culling numbers are down, and so we're seeing cow numbers up, maybe a little bit surprisingly, given what we know about the heifer replacement numbers, which means they're keeping them for an extra lactation, that is keeping milk solids output maybe a little bit lower than we expected. But the solids are still up as well. So as a result, we're seeing milk still on the long side, not too much out of what is normal for this time of year, and I wouldn't be surprised as the weather in the upper Midwest starts to heat up, we start to see that milk production drop off a little bit and everything get a little bit tighter. We just haven't quite reached that high temperature yet. And so that's what we're seeing in milk. Jake, how does that translate into cheese? What are we seeing in the cheese market right now? Jacob Menge: It's funny, I think from the last time we had a market discussion to today, the message will be very similar, which is a lot of mixed signals on the cheese side. You can talk to certain people who say, Hey, our orders are way down. And then you might talk to somebody else, saying, Hey, our orders look pretty good, meaning the demand is there. I think it's a bit of a tale of two cities regarding how exposed you are to the export market. Exports have been the thing that has been keeping us afloat on the cheese side. I think domestically, we're not doing great. I would say that the prices that we've been seeing, this kind of upper 190s, mid to upper 190s, we've come off in the past week or two, but I think that mid to upper 190s did hurt demand on the export side. I think that's kind of where we're at. I would say good, not great. It just seems like we're going to be range bound a bit on the cheese market just given this kind of pendulum swing of our prices move too high, which kills exports a little bit, but if we go down even just a little bit, you think the export market comes back in, so that's the feel we've got right now. Ted Jacoby III:

Northwest cherry harvest is underway, and things are looking really good so far for growers and cherry lovers.

Northwest cherry harvest is underway, and things are looking really good so far for growers and cherry lovers.

Exports are a very important part of U.S. agriculture. This nation has done a good job of growing exports over the past few decades, but are today’s buyers the buyers of the future? How are populations changing and what does that mean for U.S. farmers and the mix of crops that are grown? We have an interesting look at how the world is changing, perhaps a lot quicker than most thought it would and what that means for all of us.See omnystudio.com/listener for privacy information.

Due in part to a sharp decline in shipments to China, April exports of U.S. beef and pork trended lower than a year ago, according to data released by USDA and compiled by the U.S. Meat Export Federation.See omnystudio.com/listener for privacy information.

New Zealand food and fibre exports - including dairy, meat and wool, horticulture and forestry - are set to hit $60 billion a year for the first time. Federated Farmers dairy chair Richard McIntyre spoke to Ingrid Hipkiss.

Todd McClay says surging value and supply is behind the rise in food and fibre export revenue. The latest forecasts project export earnings of $59.9 billion for the year ending later this month. It's now on track to reach $65.7 billion by 2029. Agriculture and Forestry Minister Todd McClay told Mike Hosking we're seeing sectors like Horticulture raise exports by 20%. He says for the first time ever we saw Zespri sell $5 billion worth of kiwifruit around the world. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Dr. Nicholson details the high points of his presentation, including a milk price outlook, implications of changes to milk and milk component pricing that will take place in June, and changes in butterfat value over time. As a result of the pricing changes, milk component values are expected to decrease. (3:15)Net impacts on milk prices for a dairy will depend mostly on where they're located, but also a little bit on how their milk is currently priced. Dr. Nicholson expects a decrease of around $0.32/cwt for dairies in his area. The panel discusses how a dairy might shift management and feeding to try to increase milkfat to recoup that loss. Dr. Zimmerman asks if the pricing changes will affect fat and protein pricing equally or differently. Butter and other non-fat solids are all going to have the same impact every month. But protein is slightly different because the formulas for protein pricing use both the price of cheese and the price of butter, and those factors interact. Brian comments the impacts for a cheese and powder type of dairy stand to be quite different from a fluid milk dairy. Chuck talks about some of the background as to why dairy cooperatives and dairy producers voted in favor of the milk pricing changes. (8:16)The panel discusses the impact of cheese demand on component pricing and production. Billions of dollars worth of cheese processing capacity are coming online in the next couple of years, so demand should remain strong. Tariffs are definitely bringing a lot of uncertainty to the market. Some of the new cheese plants have a lot of whey processing capacity on the back end to add value. Whey products are one of our major exports. (13:54)Brian talks about the shift in what's considered an acceptable butterfat percentage over the span of his career. The panel talks about the influence of genomics and feeding management on that trend. Dr. Lock talks about a recently completed study in his lab feeding fresh cows two different levels of metabolizable protein and supplementing 0%, 1% or 2% of a 60:30 palmitic-oleic fatty acid blend. Cows fed a higher level of metabolizable protein and a 2% fatty acid blend produced 9.5 kilograms more energy-corrected milk in the first three weeks of lactation. He mentions the protein had more of an impact on milk fat than he had anticipated, that protein and fat supplementation showed additive positive effects, and there was a carryover effect after supplementation ceased. (21:04)Dr. Lock summarizes some recent work on feeding high oleic soybeans to lactating cows. The panel chats about roasting vs. not roasting soybeans, transportation costs and economics. Dr. Lock's group is now looking at feeding the oil from high-oleic beans to see how the response differs, if at all, from feeding the beans. (25:42)Dr. Nicholson predicts a pretty good margin year for 2025, forecasting about $3 above the average long-term margin, even with the upcoming milk pricing changes. The big wild card is exports and trade policy, which could have a significant impact on what margins look like going forward. (31:32)Panelists share their take-home thoughts. (33:36)Scott invites the audience to Bourbon and Brainiacs at ADSA in Louisville - a bourbon tasting with all your favorite professors! Sign up here: https://balchem.com/anh/bourbon/ (37:55)Please subscribe and share with your industry friends to invite more people to join us at the Real Science Exchange virtual pub table.  If you want one of our Real Science Exchange t-shirts, screenshot your rating, review, or subscription, and email a picture to anh.marketing@balchem.com. Include your size and mailing address, and we'll mail you a shirt.

How can you navigate today's market conditions?   Join Mike Howell and Nutrien Senior Market Research Manager, Mark Tully, as they explore the complexities of agriculture's current market landscape.   Mark unpacks fertilizer availability and how various international trade dynamics have impacted global supplies of fertilizer. From tight nitrogen and phosphorus supplies to strong demands for potash, we uncover it all. We also explore how current supplies and trade uncertainties will impact commodity prices and what these dynamics mean for your farm.   Plus, Mark shares what he says he is keeping a close eye on this season (hint: he's got his eyes on the sky).   Looking for the latest in crop nutrition research? Visit nutrien-ekonomics.com   Subscribe to our YouTube channel: https://www.youtube.com/@NutrieneKonomics

On April 22, 2025, gunmen in the town of Pahalgam, located in the disputed region of Kashmir, killed 26 people—mostly Indian tourists. A four-day military clash between India and Pakistan ensued, bringing both countries to the brink of a full-blown war, before a ceasefire was reached on May 10, 2025. During the India-Pakistan clashes, Beijing urged both sides to deescalate and called for a “political settlement through peaceful means.” But China did not play a neutral role in the conflict. Consistent with Chinese Foreign Minister Wang Yi's purported statement to his Pakistani counterpart that “China fully understands Pakistan's legitimate security concerns and supports Pakistan in safeguarding its sovereignty and security interests,” China reportedly provided intelligence, satellite equipment, and other forms of support to Pakistan before and during the clashes.To analyze China's role in the conflict, host Bonnie Glaser is joined by Andrew Small. Andrew is a senior transatlantic fellow with GMF's Indo-Pacific program, and author of two books on China, including “The China-Pakistan Axis: Asia's New Geopolitics,” which is now ten years old, but remains an insightful and relevant study. Timestamps[00:00] Start[01:46] China's Diplomatic Response to the India-Pakistan Clashes[05:58] Beijing's Offer of Playing a “Constructive Role”[10:56] A Testing Ground for Chinese Weaponry and Equipment[14:03] China's Cautious Approach to Sino-Indian Relations[18:10] Military Support and the Sino-Pakistan Relationship[23:44] Implications for Chinese Arms Exports[26:27] Indian and Pakistani Assessments of Chinese Involvement[30:06] Influence of US-China Rivalry on India-Pakistan Relations

High-level U.S.-China trade talks enter a second day in London with reports stating that Washington may relax chip export controls if Beijing agrees to speed up rare earth exports. President Trump says ‘opening up' China would bring global benefits. U.S. Marines are deployed in Los Angeles where protests against ICE deportations of illegal immigrants continue. California Democrats say the move violates federal law. OpenAI posts annual recurring revenue of $10bn thanks to growth in its consumer and business ChatGPT products.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of The Hydrogen Podcast, we unpack the sobering truths from Oilprice.com's May 2025 article, "Green Hydrogen Faces Reality Check in Europe."

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.

Listen for the latest from Bloomberg NewsSee omnystudio.com/listener for privacy information.

From the BBC World Service: China has agreed to start lifting its ban on Japanese fish, almost two years after it blocked imports over the release of treated wastewater from the Fukushima nuclear plant. Russia made more than $25 billion last year exporting fossil fuels to the European Union; that's $4.5 billion more than the E.U. gave Kyiv in aid. The Super Bowl halftime show is iconic, but in soccer, it's a different picture. European leagues and FIFA are spending big on pre-match entertainment, with halftime shows planned for the next World Cup. But do fans even want it?

From the BBC World Service: China has agreed to start lifting its ban on Japanese fish, almost two years after it blocked imports over the release of treated wastewater from the Fukushima nuclear plant. Russia made more than $25 billion last year exporting fossil fuels to the European Union; that's $4.5 billion more than the E.U. gave Kyiv in aid. The Super Bowl halftime show is iconic, but in soccer, it's a different picture. European leagues and FIFA are spending big on pre-match entertainment, with halftime shows planned for the next World Cup. But do fans even want it?

In this episode of Hay Kings, host Jon Paul Driver is joined by Eric Wright of Portland Container to break down the complex world of logistics and how it affects hay and agricultural exports. From container shortages and tariff risks to the high cost of downtime, Eric explains why time is the most valuable—and unforgiving—resource in the freight game. This episode dives deep into the challenges and choices that shape the movement of ag products around the world. ⏱ Time drives everything—from billing to shipping to harvest.

Given the new administration's tariff policy and the global unease we've seen in recent months, we felt it was a good time to pick the brain of someone who's spent decades studying China's economy and its evolving relationship with the United States.Andy Rothman is the founder and CEO of Sinology, a consulting firm that provides advice to institutional investors and companies on the opportunities and risks presented by China's economy and on the impact of changes in US China relations. Previously, Andy spent 11 years working as China strategist for Matthews Asia, one of the largest active US based investors in China's equity markets. That comes after a 17-year China-focused career as US foreign service officer that included serving as the Taiwan desk officer at the State Department in the mid-nineties, and serving as head of the Macroeconomics and Domestic Policy Office at the American Embassy in Beijing.  Andy shares his thoughts on the current trade dispute and the economic situation within China, and discusses what he's heard from Chinese business people and political officials during recent visits to the country.  Highlights:Andy's history with China (1:57)The situation within China (4:08)Exports vs. domestic demand (7:09)Where negotiations go from here (8:41)Supply chain impacts (11:29)The tech race (13:33)Taiwan (14:48)Consumer sentiment in China (16:40)China's demographic challenges (20:07)China's capital markets (21:19)Planning for the future (22:45) Links:Andy Rothman LinkedInSinology WebsiteICR LinkedInICR TwitterICR Website Feedback:If you have questions about the show, or have a topic in mind you'd like discussed in future episodes, email our producer, marion@lowerstreet.co.

Plus: An outage on the Bloomberg terminal that disrupted some government-bond trading has been resolved. And, a planned OpenAI data center gets a fresh injection of funding. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices