Podcasts about exports

A good or service produced in one country that is sold into another country

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Latest podcast episodes about exports

Headline News
Japan's trade surplus drops 31 pct in June amid falling exports to U.S.

Headline News

Play Episode Listen Later Jul 17, 2025 4:45


Data shows Japan's trade surplus in June dropped over 30 percent from a year earlier to about one billion U.S. dollars as shipments to the United States continued to fall amid hefty tariffs.

WTAQ Ag on Demand
Report: Record U.S. Corn Exports Projected for 2024-25 Marketing Year

WTAQ Ag on Demand

Play Episode Listen Later Jul 17, 2025 1:01


See omnystudio.com/listener for privacy information.

JIJI English News-時事通信英語ニュース-
Japan's Exports to U.S. Drop for 3rd Straight Month in June

JIJI English News-時事通信英語ニュース-

Play Episode Listen Later Jul 17, 2025 0:13


Japan's exports to the United States fell for the third consecutive month in June, hit by U.S. President Donald Trump's auto tariffs, preliminary customs-cleared data released by the Finance Ministry Thursday showed.

X22 Report
[DS] Is Trapped In Their Trap, All Three Movies Playing At Same Time, Stage Set – Ep. 3687

X22 Report

Play Episode Listen Later Jul 16, 2025 94:02


Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureFrom 2004 to present day the number of first time homebuyers have been cut in half. The [CB] system works against the people. Trump is now preparing the country for the constitutional reset where he will move the country off of the fiat currency. Gold is now signaling that the fiat system is failing. The Genius Act is the key. The [DS] is playing right into Trump's trap. He has created chaos which exposes the shills and [DS] players and sets the stage for what is coming. Trump has brought attention from all sides to look at the Epstein investigation. This is part of the plan. All three movies will be playing at the same time and all of these movies are connected to the [DS] system. The people are being prepped for what is to come.   Economy https://twitter.com/unusual_whales/status/1945090216793981336 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); BREAKING REPORT: President Trump Drafted Letter to Fire Jerome Powell… But Trump Says ‘Highly Unlikely' He will Fire Fed Chair  It was reported on Wednesday that President Trump drafted a letter to fire Fed Chair Jerome Powell. On Tuesday evening, Rep. Anna Paulina Luna said Powell's firing was imminent. President Trump on Wednesday said it is ‘highly unlikely' he will fire the Fed Chair. Source: thegatewaypundit.com   will have Complete and Total Access to the Indonesian Market of over 280 million people. In addition, Indonesia will pay the United States a 19% Tariff on all Goods they export to us, while U.S. Exports to Indonesia are to be Tariff and Non Tariff Barrier FREE. If there is any Transshipment from a higher Tariff Country, then that Tariff will be added on to the Tariff that Indonesia is paying. Thank you to the People of Indonesia for your friendship and commitment to balancing our Trade Deficit. We will keep DELIVERING for the American People, and the People of Indonesia! Apple Backs Donald Trump in Rare Earth Minerals Push by Investing $500 Million in U.S. Mine Tech giant Apple is backing President Donald Trump in a push for rare earth minerals, and is expected to announce a $500 million investment in the only rare earth mine currently operating in the United States. Apple plans to invest $500 million in the Las Vegas-based rare earth mining company, MP Materials,   The White House, meanwhile, is calling the deal a “major win” for the Trump administration. “This is a huge win for the president, who has the foresight to make this issue a priority,” a senior White House official told Fox News. “Apple deserves a lot of credit for stepping up. It's good for the country, good for American workers, and it'll prove to be good business, too.” “Other companies should take notice,” the White House official added. The deal also includes building a new recycling facility in Mountain Pass, California, which will reportedly reprocess materials from used electronics to be used in future Apple products. Moreover, Apple and MP Materials plan to build another facility in Fort Worth, Texas, to create magnets that will be used in the tech giant's products, as well as other electronics around the world, sources told Fox News. Apple has previously announced significant expansions to its manufac...

TD Ameritrade Network
NVDA "Dramatic Reversal" of A.I. Chip Exports, JPM Beats & WFC Dims Outlook

TD Ameritrade Network

Play Episode Listen Later Jul 15, 2025 9:45


Nvidia (NVDA) rallied 5% in the premarket hours after President Trump approved chip exports to China. Jenny Horne talks about how this development opens the door to another run higher for the A.I. giant. On big banks, Jenny takes a closer look into JPMorgan Chase's (JPM) earnings beat and Wells Fargo's (WFC) reasoning for lowering expectations on net interest income outlook.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Dairy on the Air
Episode 39 – Where Does U.S. Dairy Want To Win Worldwide?

Dairy on the Air

Play Episode Listen Later Jul 15, 2025 26:56


Learn About The Top Global Markets Targeted by the U.S. Dairy Export Council DMI's Scott Wallin explores how your dairy checkoff resources are driving global demand for U.S. dairy with Becky Nyman, a fourth-generation California dairy farmer and chair of the U.S. Dairy Export Council (USDEC), and Rick Ortman, USDEC's Senior VP of Strategic Insights. Rick highlights USDEC's mission to make U.S. dairy the supplier of choice worldwide—backed by rigorous market research and strategic insights while Becky shares the importance of uniting farmers, processors, and manufacturers under one global voice. With nearly 20% of all U.S. milk production already feeding international markets, they make it clear why exports are critical to sustaining dairy businesses and attracting the next generation to the farm. From boosting dairy demand in Mexico to building strong ties in Southeast Asia through USDEC's Center for Dairy Excellence in Singapore, the conversation reveals how mission trips, health research, and hands-on partnerships are strengthening trust in U.S. dairy across the globe. Tune in to find out! To learn more about the national dairy checkoff and your local dairy checkoffs, please visit dairycheckoff.com Host & Guest: ·      Host: Scott Wallin, Vice President of Farmer Communications & Media Relations, Dairy Management Inc. ·      Guest: Becky Nyman, California dairy farmer and Chair, U.S. Dairy Export Council ·      Guest: Rick Ortman, Senior Vice President of Strategic Insights, U.S. Dairy Export Council

ARC ENERGY IDEAS
The Geoeconomics of Energy and Superpower Ambitions

ARC ENERGY IDEAS

Play Episode Listen Later Jul 15, 2025 31:24


This week on the podcast, Jackie and Peter start by talking about Jackie's recent op-ed in the Globe and Mail, titled “Yes, absolutely – Canada needs more oil and gas pipelines to our coasts,” also available on the ARC Energy Research Institute website. Next, Peter and Jackie review the fundamentals of oil prices, the muted effect of the 12-day Iran-Israel war, and why oil prices have been creeping up despite weaker short-term fundamentals. Peter argues that the growing importance of “geoeconomics” - where countries use economic tools to influence foreign affairs - means that predicting oil prices will no longer be just about counting barrels. In the future, one of the most significant factors shaping oil markets will be the geoeconomic strategies of nations, including actions such as sanctions, tariffs, and withholding supply. Finally, Jackie and Peter discuss President Trump's recent letters to numerous countries threatening higher tariffs effective August 1st, including a letter to Canada with 35% tariffs on Canadian goods. Washington also introduced global copper tariffs. This is the last podcast before a break; the podcast will resume at the end of summer. Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify

Economy Watch
Tariff-tax costs show up in US inflation

Economy Watch

Play Episode Listen Later Jul 15, 2025 6:25


Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news US inflation is rising and tariffs are getting the blame.But first, the overnight dairy auction brought prices +1.1% higher in USD terms, +3.6% higher in NZD terms. It was the first rise we have had in these full auctions since yearly May. This time, the expected +2.5% rise in SMP was matched by an unexpected rise of +1.7% in WMP prices. Butter prices were unchanged but cheddar cheese prices fell a sharpish -5.6%.In the US they got the expected rise in CPI inflation for June, up 2.7% when it was rising 2.4% in May. The Fed will have noticed that "core inflation" rose 2.9%. Food prices rose 3.0% and rents up 3.8%. The overall level was restrained by an -8.3% drop in petrol prices. As those year-ago petrol prices normalise in future months, they won't be restraining anything. Just in time for the pass-through of the tariff-taxes. An independent Fed will be concerned about the upwad trajectory.A Fed factory survey in the New York state recorded a rise in July, their first since February. But they are seeing input cost pressure picking up. However they also report it is easier to pass on those costs and seemed relieved about that.Canada also reported its June CPI inflation rate, coming in at 1.9%, up from 1.7% in May.India reported declining merchandise exports in June, in fact their lowest level of the year and almost -8% lower than year-ago levels. Imports fell too. But strong services exports (outsourcing services) balanced things out. In contrast to China, India's rise is domestically-driven, not foreign trade driven, making them somewhat insulated from the tariff-wars.China reported that its Q2-2025 economy expanded +5.2% in inflation-adjusted terms from Q2-2024. This was bang on what Beijing had set as a target, and what observers were expecting them to announce. Strong exports and consumer subsidies helped a lot.China said its retail sales were up +4.8% in June from a year ago, its industrial production up +6.8%. So that suggests they had the best of both worlds - rising industry and rising internal consumption. That they seem to have done this all with only a modest rise in electricity production (+1.7%) would be impressive if it was believable. They are almost certainly making big strides in energy efficiency but it is unlikely as reported. Despite these cred issues however, it is clear that the Chinese economy is not going backward.But even if they aren't as steep as they have been over any of the past 15 months, new house prices in China are still falling. Only 12 of the 70 largest cities had prices that held basically unchanged however. But for resales, none were in that category. The lure of housing speculation in China is but a distant memory. For most developers that is trouble. But pockets like in Shenzhen may be seeing a bit of a shine.In the EU, industrial production surprised with a good +3.4% gain in May, far better than expected and continuing the 2025 expansion. The gains were even stronger in the euro areaSo it will be no surprise to learn that German ZEW sentiment seems to be in full recovery mode; this data for July, so those industrial production gains have likely continued.In Australia, the Westpac/Melbourne Institute consumer sentiment survey showed a third consecutive rise in July, although a small one. Despite the surprise no-cut by the RBA recently, most consumers still expect interest rates to move lower from here. But they remain uncertain about the outlook for the overall economy and jobs. Housing-related sentiment dipped slightly but price expectations remained high.And staying in Australia, the RBA has reached the preliminary view that it would be in the public interest to remove surcharging on eftpos, Mastercard and Visa cards. They also want to lower the cap on interchange fees paid by businesses, and require card networks and large acquirers to publish the fees they charge. They are now in the 'consultation' phase, which will no doubt involve fierce pushback. Here the Commerce Commission has been looking at the same issues, and will report on the New Zealand changes they want to see, very soon.The UST 10yr yield is now at 4.49%, up +6 bps from yesterday at this time.The price of gold will start today at US$3,327/oz, down -US$22 from yesterday at this time.American oil prices are down -50 USc to US$66.50/bbl while the international Brent price is just over US$68.50/bbl.The Kiwi dollar is now at 59.4 USc and down -30 bps from this time yesterday. Against the Aussie we are unchanged at 91.3 AUc. Against the euro we are also unchanged at 51.3 euro cents. That all means our TWI-5 starts today at just under 67.4, and down -10 bps.The bitcoin price starts today at US$117,421 and down -2.0% from this time yesterday. And that takes it back below NZ$200,000. Volatility over the past 24 hours has been modest, still just on +/-1.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

Northern Territory Country Hour
Greenfields Indonesia imports 1,100 head of dairy cattle from Australia

Northern Territory Country Hour

Play Episode Listen Later Jul 15, 2025 13:48


Indonesia's largest dairy company has imported 1,100 head of cattle from Victoria, as it looks to expand its herd and boost the nation's milk production.

The Money Show
Trump tariffs slash auto exports, EU-US deal could sink SA boat industry

The Money Show

Play Episode Listen Later Jul 14, 2025 78:32 Transcription Available


Stephen Grootes speaks to Dr. Paulina Mamogobo, Chief Economist at NAAMSA, about the devastating impact of US tariffs on South African car exports, which have plummeted 82% in the first half of 2025, warning of a "socio-economic crisis in the making" and potential job losses in the automotive sector. In other interviews, Vanessa Davidson, Executive head at SA boat builders exporters export council, unpacks the potential devastating impact of the 30% US tariffs on South Africa's marine manufacturing and boat-building industry, which exports around R1.6 billion worth of leisure crafts to the US annually. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape.    Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa     Follow us on social media   702 on Facebook: https://www.facebook.com/TalkRadio702 702 on TikTok: https://www.tiktok.com/@talkradio702 702 on Instagram: https://www.instagram.com/talkradio702/ 702 on X: https://x.com/CapeTalk 702 on YouTube: https://www.youtube.com/@radio702   CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/Radio702 CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

The Best of the Money Show
SA auto exports to the US drop 87% on Trump tariffs.

The Best of the Money Show

Play Episode Listen Later Jul 14, 2025 5:55 Transcription Available


Stephen Grootes speaks to Dr. Paulina Mamogobo, Chief Economist at NAAMSA, about the devastating impact of US tariffs on South African car exports, which have plummeted 82% in the first half of 2025, warning of a "socio-economic crisis in the making" and potential job losses in the automotive sector. Mabasa emphasizes the need for a trade agreement to prevent long-term damage to the industry. The Money Show is a podcast hosted by well-known journalist and radio presenter, Stephen Grootes. He explores the latest economic trends, business developments, investment opportunities, and personal finance strategies. Each episode features engaging conversations with top newsmakers, industry experts, financial advisors, entrepreneurs, and politicians, offering you thought-provoking insights to navigate the ever-changing financial landscape. Thank you for listening to a podcast from The Money Show Listen live Primedia+ weekdays from 18:00 and 20:00 (SA Time) to The Money Show with Stephen Grootes broadcast on 702 https://buff.ly/gk3y0Kj and CapeTalk https://buff.ly/NnFM3Nk For more from the show, go to https://buff.ly/7QpH0jY or find all the catch-up podcasts here https://buff.ly/PlhvUVe Subscribe to The Money Show Daily Newsletter and the Weekly Business Wrap here https://buff.ly/v5mfetc The Money Show is brought to you by Absa Follow us on social media 702 on Facebook: https://www.facebook.com/TalkRadio702702 on TikTok: https://www.tiktok.com/@talkradio702702 on Instagram: https://www.instagram.com/talkradio702/702 on X: https://x.com/CapeTalk702 on YouTube: https://www.youtube.com/@radio702 CapeTalk on Facebook: https://www.facebook.com/CapeTalkCapeTalk on TikTok: https://www.tiktok.com/@capetalkCapeTalk on Instagram: https://www.instagram.com/CapeTalk on X: https://x.com/Radio702CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Economy Watch
China shines again in difficult global reordering

Economy Watch

Play Episode Listen Later Jul 14, 2025 5:18


Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news there may be trade policy chaos, and it may get worse, but you wouldn't know it from today's data, especially June data from China.But first, India said its CPI inflation is falling, and quite quickly now, taken lower by falling food prices. Their CPI fell for the eighth straight month, down to 2.1% in June, the lowest level since January 2019, down from 2.8% in May. Analysts had expected it to fall to 2.5% in June, so this is quite a sharper move lower. You may recall the recent 7.4% peak in October 2024, then also driven by food prices.The question now is, will the RBI cut its 5.5% policy rate. Many analysts don't think the Indian central bank is ready yet to do that. They next meet on August 7.In Singapore they said their economy was 4.3% higher in Q2-2025 than Q2-2024. Their GDP rose +1.4% s.a. in the three months through June. Analysts had expected the rise to be only +0.8% increase. Construction helped drive the June result, surging 4.4%. The Q1-2025 contract was revised to -0.5%. Apart from that Q1-2025 stumble, their expansion has been rising since early 2023.In Japan, machinery orders didn't fall as much in May as anticipated (after a big dip in April), so they ended +6.6% higher than year ago levels.In China, so far, the Trump tariffs or the uncertainty surrounding them have had no noticeable negative impact on their exports. They came in at US$325 bln in June, up +5.8% from a year ago and up +$9 bln from May. This was better than expected. Imports were also little-changed, up +1.1% from a year ago, slightly softer than expected. The main impact of the US tariff war against everyone is that China is benefiting as the US makes enemies everywhere. The details by country are here.China's trade surplus widened significantly to +US$115 bln in June, up from +US$99 bln in June 2024. China's trade surplus with the US widened to US$26.5 bln in June, up +47% from May.Meanwhile, new yuan loans rose in June, and by more than expected. Typically, we see a June rise as banks push to achieve quarterly targets. But this rise is far better than even for that, and better than the rise a year ago. Helping was a Beijing push to front-load bond sales being rolled out to support their economy during the tariff trade war. In the end they issued ¥2.24 tln in new loans in June, well above the expected ¥1.8 tln. (This data never shows how much is directed to SOE borrowing.)We should not forget the impact of the consumer subsidies being deployed to keep China's retail demand elevated. They seem quite effective, but clearly they cannot continue indefinitely. Some regions are already starting to turn them off due to cost reasons, so we won't have long to find the reaction to that.In the US all eyes are on what the June CPI inflation will come in at. It was 2.4% in May, and is widely expected to come in at 2.7% in June when it is reported tomorrow. Markets price no chance of a rate cut by the Fed at their next review at the end of the month.The UST 10yr yield is now at 4.43%, little-changed from yesterday at this time. The price of gold will start today at US$3,349/oz, down -US$6 from yesterday at this time.American oil prices are down -US$1.50 just on US$67/bbl while the international Brent price is just over US$69/bbl.The Kiwi dollar is now at 59.7 USc and down -40 bps from this time yesterday. Against the Aussie we are down -10 bps at 91.3 AUc. Against the euro we are down -20 bps at 51.3 euro cents. That all means our TWI-5 starts today at just on 67.4, and down -20 bps.The bitcoin price starts today at US$119,767 and up +0.8% from this time yesterday. And that takes it just on NZ$200,000. Volatility over the past 24 hours has been modest at just on +/-1.9%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

RTHK:Video News
China exports pick up pace despite tariffs cloud

RTHK:Video News

Play Episode Listen Later Jul 14, 2025


JIJI English News-時事通信英語ニュース-
China Registers 3 Japanese Fishery Firms for Exports

JIJI English News-時事通信英語ニュース-

Play Episode Listen Later Jul 11, 2025 0:09


Chinese customs authorities have registered three Japanese fishery processing firms as companies allowed to export products to China, it was learned Friday.

Global Oil Markets
LPG boom: Exports, tariffs, and summer demand support North American NGLs

Global Oil Markets

Play Episode Listen Later Jul 10, 2025 26:59


In this episode, the Americas NGLs pricing team discusses Gulf Coast and Canada NGL market dynamics. Light ends manager Sarah Hernandez and LPG reporters Hunter Marrow and Marcus Still review conditions from 2024 that led to record-high export premiums and compare those conditions with the current market context. They also analyze changes in export flows amid geopolitical tensions and discuss possible summer challenges for the supply-demand balance of Gulf Coast and Canadian LPG. Links:Propane FOB USGC AAXIN00Propane Enterprise Mt Belvieu Mo01 PMAAY00Isobutane Enterprise Mt Belvieu PMAAB00 Isobutane Sarnia Mo01 AEDMF00

Growing Harvest Ag Network
Morning Ag News, July 9, 2025: A look at U.S. red meat exports in May

Growing Harvest Ag Network

Play Episode Listen Later Jul 9, 2025 3:01


Exports of U.S. beef and pork to China saw dramatic declines in May due to both tariff and non-tariff trade issues. See omnystudio.com/listener for privacy information.

MoneywebNOW
[TOP STORY] From gold to cars: The diverse impact of US tariffs on SA exports

MoneywebNOW

Play Episode Listen Later Jul 9, 2025 6:32


‘What we are seeing ... is a huge influx of goods moving into the US in order to beat the tariff impositions ... leading to massive global supply-chain disruptions, even goods moving from China to South Africa itself': Dylan Govender, Investec Business Banking.

Land & Livestock Report
Impasse with China Weighs Heavily on May Exports of U.S. Red Meat

Land & Livestock Report

Play Episode Listen Later Jul 9, 2025


Impasse with China Weighs Heavily on May Exports of U.S. Red Meat

Tank Talks
The Rundown 7/8/25: DST Repeal, Evergreen Funds, and the Future of Banking & AI

Tank Talks

Play Episode Listen Later Jul 8, 2025 25:54


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

Breakfast with Refilwe Moloto
Expected impact of new US trade tariffs on SA Exports

Breakfast with Refilwe Moloto

Play Episode Listen Later Jul 8, 2025 7:41 Transcription Available


The United States government has announced its various new tariffs for its international trading partners, with a 30% duty to be imposed on South African products entering the US market. Lester Kiewit speaks to Terry Gale, Chairperson of Exporters Western Cape, to find out how this is likely to impact their sector. Good Morning Cape Town with Lester Kiewit is a podcast of the CapeTalk breakfast show. This programme is your authentic Cape Town wake-up call. Good Morning Cape Town with Lester Kiewit is informative, enlightening and accessible. The team’s ability to spot & share relevant and unusual stories make the programme inclusive and thought-provoking. Don’t miss the popular World View feature at 7:45am daily. Listen out for #LesterInYourLounge which is an outside broadcast – from the home of a listener in a different part of Cape Town - on the first Wednesday of every month. This show introduces you to interesting Capetonians as well as their favourite communities, habits, local personalities and neighbourhood news. Thank you for listening to a podcast from Good Morning Cape Town with Lester Kiewit. Listen live on Primedia+ weekdays between 06:00 and 09:00 (SA Time) to Good Morning CapeTalk with Lester Kiewit broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/xGkqLbT or find all the catch-up podcasts here https://buff.ly/f9Eeb7i Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567See omnystudio.com/listener for privacy information.

Economy Watch
More tariff own-goals signaled

Economy Watch

Play Episode Listen Later Jul 8, 2025 5:02


Kia ora,Welcome to Wednesday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news US tariff threats are shifting from being aimed at trading 'partners' to a focus on commodities, today especially copper. Protection of favoured US business interests is the goal, cloaked in the labels of 'national security'.But first up today, the overnight dairy Pulse auction delivered less change than expected, essentially holding on to the SMP and WMP prices at the prior week's full auction. But in the meantime the NZD has retreated so both delivered good gains in NZD, up +1.1% for SMP and up +3.1% for WMP.The US retail impulse as measured by the Redbook survey delivered a very good +5.9% gain over the same week a year ago, but it should be noted that earlier base week was an unusual down one.And the New York Fed's national survey of consumer inflation expectations returned to a 'normal' 3% in June, and a five month low. But some components remain a worry. Those surveyed thing food prices will rise 5.5%, rents will rise +9.1% and medical care by +9.3%Meanwhile the NFIB Small Business Optimism Index for June was little changed at it long run levelThe popular US Treasury three year bond auction delivered unchanged demand and little-change on the median yields achieved. Today that came in at 3.84%, whereas the equivalent event a month ago was at 3.92%.US consumer debt grew a very modest +US$5 bln in May, half the expansion in April and well below the average for the past year. The slowdown was very acute for revolving debt, like credit cards.In Canada, the widely-watched local PMI turned positive in June following two toughish months.In Germany, both exports and imports were expected to decline in May from April, and they did, but by slightly more than was expected. But both remain higher than year ago levels.In Australia, the widely watched NAB business sentiment survey picked up and that was a much better outcome than the contraction expected. In fact this June result for business conditions broke the mould of the long-running decline that started in June 2022.That survey didn't point to anything special in terms of cost pressures. But those cost pressures clearly worried the RBA when it surprised financial markets with its no-change decision yesterday. The widely-expected rate cut didn't happen and so household budgets will have to wait for more relief. The RBA did pick up the resilience in the overall economy, but judged it too early to respond to perceptions of economic weaknesses. In fact they saw the balance of risks from trade and labour market cost activity not requiring a boost from a cut in interest rates.We should note that US tariff uncertainty is screwing around with some key commodity prices, especially copper, which has soared over the past day or so to over US$12,000/tonne and easily a new record high. Some US futures contracts are now up over US$13,000/tonne. US products that use copper are going to get a cost jolt. Because it is a jolt directly related to a new US tariff-tax, it won't affect products made outside the US.The UST 10yr yield is now at 4.42%, and up another +3 bps from yesterday.The price of gold will start today at US$3,306/oz, and down -US$25 from yesterday.American oil prices are up another +US$1 at just under US$68.50/bbl while the international Brent price is now just under US$70.50/bbl.The Kiwi dollar is now just on 60 USc, little-changed from yesterday. Against the Aussie we are down -50 bps at 91.9 AUc. Against the euro we are down -10 bps at 51.2 euro cents. That all means our TWI-5 starts today at just on 67.6 and -10 bps lower from yesterday at this time.The bitcoin price starts today at US$109,015 and up +1.0% from this time yesterday. Volatility over the past 24 hours has been moderate at just on +/-2.3%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

The 217 Today Podcast
217 Today: US ginseng growers and animal breeders rely on exports to China. Now they wait on a trade deal.

The 217 Today Podcast

Play Episode Listen Later Jul 7, 2025


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.

SAfm Market Update with Moneyweb
SA exports to US take a hit ahead of tariff deadline

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 7, 2025 8:46


Dr Christie Viljoen – Senior Economist, PwC SAfm Market Update - Podcasts and live stream

SAfm Market Update with Moneyweb
[FULL SHOW] The role of the Prudential Authority, SA exports to the US, and insurance for used cars

SAfm Market Update with Moneyweb

Play Episode Listen Later Jul 7, 2025 53:37


This evening we dive into market movements with Rand Swiss, we speak to the Prudential Authority about its role in managing SA's financial system, PwC discusses SA exports to the US taking a dive ahead of Trump's tariff deadline, we speak to Bowmans about whether employers can hold former employees to a ‘restraint of trade' clause, and we speak to PPS about insurance risks you should know about before buying a second-hand car. SAfm Market Update - Podcasts and live stream

The Agribusiness Update
Alabama Ag in the Classroom and U.S. China Tensions Cost Exports

The Agribusiness Update

Play Episode Listen Later Jul 7, 2025


Dozens of Alabama educators are ready to grow, thanks to a free, fun, informative workshop hosted by Alabama Ag in the Classroom, and U.S.-China tensions and the resulting tariffs cost U.S. farmers $2 billion in lost exports this year.

Rethink Energy Podcast
Rethink Energy 231: US nuclear strategy, China's future manufacturing dominance, BESS exports up over 400%

Rethink Energy Podcast

Play Episode Listen Later Jul 7, 2025 24:06


The US will default to a nuclear-centric energy strategy as nuclear enjoys bipartisan support from policymakers - unlike either renewables or fossil fuel plants. More broadly worldwide, the growing need to pair intermittent renewables with energy storage is eroding their perceived cost advantage over nuclear energy - although this depends on local wind and solar conditions.China now accounts for 30% of global manufacturing, and still growing - but its future competitive advantage, under the hood, will be very different in future compared to today and yesterday.144 GWh of energy storage supply deals were signed between Chinese OEMs and overseas customers in the first five months of 2025 alone - up over 400% year-on-year, and with only 3.4 GWh of it destined for the US.

The Agribusiness Update
California Cherry Season Down and U.S. China Tensions Cost Exports

The Agribusiness Update

Play Episode Listen Later Jul 7, 2025


California cherry grower, Tom Gotelli reflects on how a difficult season for California growers cost many up to half their crop, and U.S.-China tensions and the resulting tariffs cost U.S. farmers $2 billion in lost exports this year.

RBN Energy Blogcast
Don't Stop Believin', Encore Edition - Data Centers, LNG Exports and Southeast Demand Key to Marcellus/Utica Growth

RBN Energy Blogcast

Play Episode Listen Later Jul 4, 2025 12:12


TD Ameritrade Network
Big, Beautiful Bill Offers A.I. Chip Support, China Chip Design Exports Lifted

TD Ameritrade Network

Play Episode Listen Later Jul 3, 2025 6:38


Intel (INTC), TSMC (TSM) and Micron (MU) are all expected to benefit from boosted tax credits under President Trump's "big, beautiful bill." Jenny Horne talks about how these companies can jump with the extra leg of support as companies like Nvidia (NVDA) and Broadcom (AVGO) continue to thrive. The U.S. also lifted export controls on chip-design software to China. As Jenny explains, stocks like Synopsys (SNPS) and Cadence Design (CDNS) rallied off the headline.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/

Cloud Wars Live with Bob Evans
Slack API Terms Update Restricts Data Exports and LLM Usage

Cloud Wars Live with Bob Evans

Play Episode Listen Later Jul 2, 2025 2:02


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.

The Gateway
Tuesday, July 1 - Tariffs could hurt Midwest ag exports

The Gateway

Play Episode Listen Later Jul 1, 2025 11:14


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.

Communism Exposed:East and West
China's Auto Industry Exports New Cars as Used, Raising New Concerns of Dumping

Communism Exposed:East and West

Play Episode Listen Later Jun 29, 2025 8:07


Voice-Over-Text: Pandemic Quotables
China's Auto Industry Exports New Cars as Used, Raising New Concerns of Dumping

Voice-Over-Text: Pandemic Quotables

Play Episode Listen Later Jun 29, 2025 8:07


InvestTalk
How US Tariffs on China Boosted Mexican Exports and Employment

InvestTalk

Play Episode Listen Later Jun 27, 2025 45:44


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 Morning Rundown
Breakthrough trade deal unlocks China's rare earth exports to the US: Unbiased Updates, June 27, 2025

The Morning Rundown

Play Episode Listen Later Jun 27, 2025 8:22


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 Morning Rundown (Video)
Breakthrough trade deal unlocks China's rare earth exports to the US: Unbiased Updates, June 27, 2025

The Morning Rundown (Video)

Play Episode Listen Later Jun 27, 2025 8:22


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.

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

Radio Islam

Play Episode Listen Later Jun 27, 2025 11:19


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

Autoline Daily - Video
AD #4085 - GM Gains Most Market Share This Year; Japan Says It Can't Accept U.S. Tariffs; U.S. Exports to China Plummet

Autoline Daily - Video

Play Episode Listen Later Jun 26, 2025 11:15


- 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

Autoline Daily
AD #4085 - GM Gains Most Market Share This Year; Japan Says It Can't Accept U.S. Tariffs; U.S. Exports to China Plummet

Autoline Daily

Play Episode Listen Later Jun 26, 2025 10:59


- 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

MID-WEST FARM REPORT - EAU CLAIRE
Best Ag Colleges, Dairy Exports, Bayer Ag

MID-WEST FARM REPORT - EAU CLAIRE

Play Episode Listen Later Jun 26, 2025 46:20


See omnystudio.com/listener for privacy information.

Thoughts on the Market
India Outperforms with High Growth and Low Volatility

Thoughts on the Market

Play Episode Listen Later Jun 24, 2025 4:12


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.

China Global
China's Evolving Posture Toward the Russo-Ukrainian War

China Global

Play Episode Listen Later Jun 24, 2025 32:52


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

united states american relationships university president donald trump europe israel china peace strategy washington leadership media future politics crisis goals war russia chinese european ukraine government russian influence european union development victory north carolina western national brazil resilience trade defense partnership political asian economics investment vladimir putin vulnerability singapore summit taiwan strategic drones invasion israelis ukrainian evolving leverage palestine infrastructure criticism moscow regional beijing loans peacemakers sovereignty palestinians academia soviet union governance relations kyiv declaration outcome agreement rivalry communism posture presidency world bank diplomacy foreign policy russia ukraine xi jinping mediation grants international relations reconstruction chapel hill cooperation bri mediator treaty marxism scholars ussr interests volodymyr zelenskyy foreign affairs geopolitics taiwanese professors ceasefire objectives taipei oriental east asia global south neutrality redline zelenskyy hostility imports exports public opinion indo pacific civil society prc russian federation rare earths humanitarian aid artillery peacebuilding south china morning post german marshall fund weaponry critical minerals great power competition belt and road initiative russo ukrainian war state visit rapprochement cccp junior research fellow contemporary china leninism oriental studies petro poroshenko bonnie glaser sinology ukrainian association sinologists
Growing Harvest Ag Network
Mid-morning Ag News, June 24, 2025: USDA working to boost U.S. farm exports

Growing Harvest Ag Network

Play Episode Listen Later Jun 24, 2025 2:28


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.

Radio Stone Update
Italian Stone Machinery Exports Down in 2024 to U.S., Other Countries

Radio Stone Update

Play Episode Listen Later Jun 24, 2025 14:08 Transcription Available


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.

Hay Kings
Hay Kings: Logistics, Time, and the Future of Agricultural Exports (Part 2) (S8:E9)

Hay Kings

Play Episode Listen Later Jun 17, 2025 13:41


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. 

Headline News
China's cross-border e-commerce exports reach new high in 2024

Headline News

Play Episode Listen Later Jun 17, 2025 4:45


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.

RBN Energy Blogcast
Turn The Page - EU's Efforts to End Reliance on Russian Natural Gas Could Boost U.S. LNG Exports

RBN Energy Blogcast

Play Episode Listen Later Jun 16, 2025 13:53


NGI's Hub & Flow
Could Natural Gas Prices Reach Nearly $5 in 2026? It's a Good Bet on Rising LNG Exports, Domestic Consumption

NGI's Hub & Flow

Play Episode Listen Later Jun 16, 2025 21:04


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.

Real Science Exchange
Emerging Issue: Impacts of Changes in Milk Component Pricing on Dairy Farm Revenue, with Dr. Chuck Nicholson, University of Wisconsin-Madison; Dr. Adam Lock, Michigan State University; Brian Troyer, Caledonia Farmers Elevator

Real Science Exchange

Play Episode Listen Later Jun 10, 2025 40:01


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.

Marketplace All-in-One
The waters are clearing for Japan's seafood exports

Marketplace All-in-One

Play Episode Listen Later May 30, 2025 7:32


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?