Podcasts about usmca

USDA Under Secretary of Trade and Foreign Agricultural Affairs Luke Lindberg joins us from Kentucky to discuss record U.S. exports and trade opportunities and New World screwworm response. Texas Department of Agriculture Commissioner Sid Miller provides an update on the situation with New World screwworm, including various ideas to eradicate it, and other potential challenges down the road. And Nancy Martinez, director of public policy, trade and biotechnology at NCGA, tells us about the Agricultural Coalition for USMCA.See omnystudio.com/listener for privacy information.

- Trump Kills USMCA Free Trade Agreement - China Has a Capacity Problem - Stellantis Starts Road Testing Solid-State Batteries - Novelis Restarts New York Plant - EV Sales Recovering Faster Than Expected? - Renault Wants to Develop at China Speed - Bentley Reveals All-New Paint Finish - Dana to Absorb Parts of Eaton

In this episode of Great Question: A Manufacturing Podcast, Patrick Childress, an international trade and disputes attorney at Holland & Knight, shares an update on how negotiations are proceeding with USMCA—also known as the United States, Mexico, Canada agreement—a trilateral trade agreement that comes up for its required six-year joint review on July 1. It's an agreement that has significant implications for manufacturers, particularly in the automotive industry.

In today's show, Dustin gives us an update on New World Screwworm from USDA Secretary Brooke Rollins, Mark tunes in as Iowa Ag Secretary Mike Naig discusses USMCA, and Riley talks about the MAHA initiative and ultra-processed foods with National Pork Producers Council Director of Food Policy Dr. Ashley Johnson.

The number of confirmed cases of New World screwworm continues to climb in Texas. Soybean condition declined while corn held steady last week. A new study illustrates the relationship between USMCA and consumer food prices. 

Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today, I'll be talking about how investors should be digesting the latest tariff headlines and what they could mean for the broader economic and market outlook. It's Friday, June 5th at 10am in New York. Tariffs are back in focus as the U.S. administration has proposed new levies following Section 301 investigations into more than 60 of our trading partners. At the same time, USMCA negotiations appear to have begun in earnest, with recent headlines focused on autos, including the possibility of raising regional content requirements for vehicles and auto parts. Now, at first glance, these developments sound like a meaningful escalation in trade policy. But we think these headlines are best understood as a continuation of the existing tariff regime rather than a new and more disruptive phase. Let's start with Section 301. Listeners may recall that the administration replaced the IEEPA tariffs with Section 122 following the Supreme Court's decision back in February. However, that was done under a temporary authority that expires in the end of July. It's been our view that as we approach that deadline, the administration would seek to replace the existing regime under a new authority. The conclusion of the Section 301 investigations is really a step in that direction; or said differently, a continuation of existing policy. We see the administration preserving the current tariff regime come July, but without a larger inflation or growth shock. The second issue is the USMCA. Raising regional content rules may be part of the negotiation now, and those changes could create sector-level friction. Similarly, we think it's possible we see escalation ahead of the July deadline as all three countries work to improve the existing trade deal. Now that being said, we're still constructive on the longer-term trade alignment between the U.S., Mexico, and Canada, and we see structural and procedural constraints that are going to limit the downside risk to something like a potential withdrawal from the agreement. We still expect the USMCA carve-out to remain in place even for Section 301 goods on a range of trading partners. That's because we think the administration sees value in maintaining supply chain integration within North America across a number of sectors. In general, we actually think the recent pattern on tariffs has been toward less, not more, trade pressure at the margin. Recent months have come with several carve-outs, exemptions, and delays on broad-based and sectoral tariffs. That suggests that the administration is still sensitive to the downstream cost impact of tariffs, and of course, affordability matters politically heading into the midterm elections in November. That view also fits with our broader U.S. economics outlook. Our economists continue to see a relatively benign macro backdrop. Growth is expected to remain trend-like, with consumer spending slowing but not collapsing, and strong AI-led CapEx offsetting some of the drag from higher energy prices and policy uncertainty. On inflation, tariffs remain part of the story, but much of the pass-through appears to be already in the data. That pairs with a more constructive outlook for equity markets as well, as our strategists there see a strong earnings story supported by things like positive operating leverage, AI adoption, improving pricing power, and a broadening out in earnings growth. So, the key message for investors is this: tariff policy is still noisy, and it will remain a source of headline risk. But in our base case, the administration is moving toward a more durable version of the current tariff regime, not a materially more disruptive or restrictive one. Section 301 replaces Section 122, the USMCA carve-out stays in place, and selective exemptions continue where the affordability or supply chain costs are too high. Thanks for listening. As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen, and share the podcast with a friend or colleague today.

TOPIC: U.S. Auto Industry PANEL: Warren Browne, RFQ Insights; Paul Eisenstein, Headlight.news; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

- U.S. Wants More Local Content in Cars - GM Extends Battery Plant Layoffs - Axle Strike Puts GM Trucks at Risk - EU Countries Not Offering Enough Corporate EV Incentives - CATL Sodium Batteries Enter Mass Production - BYD Posts 1st Increase in 8 Months - NIO Abandons PHEVs and EREVs - Nissan Applying Quantum Computing Across Company

- U.S. Wants More Local Content in Cars - GM Extends Battery Plant Layoffs - Axle Strike Puts GM Trucks at Risk - EU Countries Not Offering Enough Corporate EV Incentives - CATL Sodium Batteries Enter Mass Production - BYD Posts 1st Increase in 8 Months - NIO Abandons PHEVs and EREVs - Nissan Applying Quantum Computing Across Company

Host: Cindy Allen Published: May 29, 2026 Length: ~12 minutes Presented by: Global Training Center Summary In this week's episode of Simply Trade: Cindy's Version, Cindy Allen breaks down one of the most intense stretches yet for the trade community as courts, CBP, and USTR continue reshaping the compliance landscape in real time. Major developments continue around IEEPA litigation, reconciliation filings, CAPE processing issues, and ongoing court scrutiny over liquidated entries and duty refunds. Meanwhile, USMCA renegotiation discussions are beginning to signal potentially significant changes to country of origin requirements, component tracing, and automotive sourcing rules. Inspired by New Romantics, Cindy reflects on the resilience of the trade community through nonstop operational and regulatory change. From brokers and compliance teams to importers and supply chain leaders, the industry continues adapting despite constant disruption. This Week in Trade • The United States Court of International Trade declined to stay its order regarding Section 122 tariff collection while appeals continue • CBP filed guidance related to reconciliation entries and IEEPA duty handling for underlying entries and 09 reconciliation filings • The court ordered the CBP Commissioner to appear at an upcoming June 9 hearing regarding liquidated entries and IEEPA duty resolution • CAPE processing continues moving forward, though brokers and importers are still facing ACE-related filing complications and edit check issues • Office of the United States Trade Representative continues active USMCA renegotiation discussions focused on automotive content, country of origin tracing, and supply chain transparency Main Topic / Discussion This episode focuses heavily on the mounting operational pressure facing the trade community as regulatory, judicial, and enforcement developments continue accelerating simultaneously. Cindy explains that reconciliation filers may soon face difficult timing decisions around underlying entries and 09 filings, especially as CBP and the courts work through how IEEPA duties should ultimately be handled. The upcoming court hearing involving the CBP Commissioner signals that the judiciary is taking a more active role in resolving outstanding liquidation and refund concerns. On the operational side, CAPE continues functioning, but many brokers are encountering filing complications tied to duty stacking logic, tariff line placement, and legacy filing methods that predated clearer CBP guidance and ACE edit checks. The episode also explores how USMCA negotiations are evolving beyond traditional tariff shift and regional value content calculations toward more aggressive component-level tracing and sourcing visibility requirements—particularly targeting concerns over Chinese components entering through Mexico. Key Takeaways • IEEPA litigation and reconciliation guidance continue evolving rapidly • The June 9 court hearing could significantly impact duty refund handling and liquidated entries • CAPE is operational, but ACE and filing correction challenges remain significant • CBP help desk delays are creating operational strain across the trade community • USMCA renegotiation discussions may fundamentally change future country of origin compliance requirements • Trade professionals continue adapting despite relentless regulatory change Resources & Mentions • Global Training Center • Trade Force Multiplier Credits Host: • Cindy Allen – LinkedIn Producer: • Lalo Solorzano – LinkedIn

What's going to happen to the United States-Mexico-Canada Agreement?

The May 28, 2026 edition of Commodity Week centers on the volatility and risk management challenges currently facing the agricultural sector. Analysts Naomi Blohm and Arlan Suderman emphasize that geopolitical tensions, specifically the conflict involving Iran and the potential reopening of the Strait of Hormuz, are creating significant headline risk that could drastically impact crude oil and fertilizer prices for the 2027 crop year. Domestically and globally, unpredictable weather patterns—including hot and dry forecasts in the United States and potential production struggles in Brazil and India—are adding uncertainty to crop yields and input costs. With December corn and November soybeans testing key technical support and resistance levels, the panelists urge farmers to establish written marketing plans to mitigate emotional decision-making. Furthermore, shifting global trade dynamics, such as Brazil overtaking Argentina in soybean meal exports and ongoing USMCA negotiations with Canada and Mexico, underscore the critical need for producers to execute objective sales strategies during seasonal price highs.Panelists - Naomi Blohm, TotalFarmMarketing.com - Arlan Suderman, StoneX.com ★ Support this podcast ★

Host: Lalo Solorzano, Andy Shiles Guest(s): Miriam Name Published: May 28, 2026 Length: ~35 min. Presented by: Global Training Center Summary Mexico's recent customs reforms are creating real challenges for companies moving goods across the border, especially U.S. exporters supplying Mexican importers and maquiladoras. In this episode, Lalo Solorzano and Andy Shiles sit down with Miriam Name, Partner at Cacheaux, Cavazos & Newton, to unpack what these changes mean in practical terms. Miriam explains why Mexican authorities are now asking for more documentation, including formal contracts, valuation support, Incoterms, payment terms, and consistency across import records. She also shares why exporters can no longer rely on “the way we've always done it” when supporting their Mexican counterparts. The conversation highlights how deeply integrated the U.S. and Mexico supply chains are, especially along the border, and why even small documentation inconsistencies can create major risks. From pedimentos and purchase orders to USMCA qualification and broker involvement, this episode gives trade professionals a clear starting point for reviewing their processes before an audit does it for them. Main Topic / Discussion This episode focuses on Mexico's customs law reforms and how they are affecting importers, exporters, maquiladoras, and cross-border supply chains. Miriam explains that Mexican authorities are looking for more support around customs valuation, formal agreements, payment terms, Incoterms, and consistency across documentation. For U.S. exporters, the key message is that Mexican importers may now need more detailed support than before. That includes contracts, accurate product descriptions, valuation backup, and documentation that aligns across purchase orders, invoices, pedimentos, and certificates of origin. The discussion also touches on USMCA, increasing duty exposure, audits in Mexico, and the importance of training, internal review, and proactive compliance. Key Takeaways • Mexico's customs reforms are requiring more documentation and stronger valuation support from importers and their foreign suppliers. • U.S. exporters should expect Mexican customers to request more information, including contracts, Incoterms, payment terms, and supporting documents. • Consistency is critical. Details such as value, origin, product description, Incoterms, and payment terms should align across all trade documents. • Companies should not assume that past practices are still acceptable. Internal reviews, sampling, broker confirmation, and outside guidance can help identify issues before they become audit problems. Resources & Mentions • Global Training Center • Miriam Name on LinkedIn • Cacheaux, Cavazos & Newton • Trade Geeks Community Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Miriam Name – LinkedIn Producer: Lalo Solorzano

Host: Lalo Solorzano and Trudy Wilson Guest(s): N/A Published: May 27, 2026 Length: 16:11 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano and Trudy Wilson continue the Trudy's Trade Tips series with another practical discussion on USMCA. This time, the focus is on documentation, certification requirements, and why tariff classification is the foundation for making accurate free trade agreement claims. Trudy explains one of the biggest changes from NAFTA to USMCA: the old formal certificate of origin is gone. Instead, companies must ensure their USMCA certification contains the required minimum data elements, regardless of the format used. That flexibility can be helpful, but it also creates room for confusion when documents are unclear or incomplete. The conversation also highlights the importance of identifying the certifier, exporter, producer, and importer, along with product descriptions, classifications, origin criteria, blanket periods, and certification statements. Trudy and Lalo then explain why tariff classification must come before USMCA qualification. If a company does not understand the classification of the finished product and its components, it cannot properly apply USMCA rules of origin. This episode matters because USMCA savings are valuable, but only when claims are documented, supported, and correctly qualified. Main Topic / Discussion This episode focuses on the documentation requirements for USMCA and the importance of tariff classification in determining whether goods qualify under the agreement. Trudy explains that USMCA no longer requires the old NAFTA certificate format. Instead, companies must provide the required minimum data elements in whatever format they choose. This includes identifying the certifier, exporter, producer, and importer, along with the product description, tariff classification, origin criterion, blanket period, authorized signature, date, and certification statement. A key point is that documentation must be clear. If a shipment includes both USMCA-qualifying goods and non-qualifying goods, the paperwork must clearly identify which items qualify. Mixing unclear origin declarations with USMCA claims can create confusion and risk. The discussion then shifts to tariff classification. Lalo and Trudy emphasize that “all roads lead to the HTS.” USMCA qualification depends on understanding the classification of the finished product and the classifications of the components, parts, or ingredients used to make it. Without that foundation, companies cannot properly apply product-specific rules or determine whether a tariff shift has occurred. Key Takeaways • USMCA does not require the old NAFTA certificate form, but it does require specific minimum data elements. • Companies may use their own format for USMCA certification as long as the required information is included. • The certifier, exporter, producer, and importer must be clearly identified with the required contact details. • Documentation must clearly show which goods qualify for USMCA and which do not. • Tariff classification is the foundation for USMCA qualification. • Companies must know the classification of the finished good and the components used to make it. • Product-specific rules under USMCA depend on classification and often require analyzing tariff shifts. • Lalo and Trudy recommend understanding tariff classification before taking on USMCA qualification work. Resources & Mentions • Global Training Center • TruTrade Solutions • Lalo Solorzano on LinkedIn • Trudy Wilson on LinkedIn Credits Host: Lalo Solorzano – LinkedIn Trudy Wilson – LinkedIn Guest(s): N/A Producer: Lalo Solorzano

This week the United States and Mexico begin formal talks leading up to the formal joint USMCA review in July. USTR signals that tariffs will remain in place as long as the US continues to run a trade deficit with its North American partners.

This week's Open Mic guest is Oregon's 2nd District Congressman Cliff Bentz, who says a dry spring has impacted the diverse list of crops grown in his state as well as challenged ranchers with forage supplies. He supports the USMCA trade accord and hopes the review of the North American trade agreement will keep borders open and provide opportunities for fair trade. Bentz supports additional financial assistance for farmers and makes the case for ending endangered species protection for wolves.

A college class gets interrupted by one of the best calls a young driver can receive: “Can you race this weekend?” We sit down with Andrew Chapman, a newly 21-year-old ARCA driver, and trace the line from a bare-bones go-kart setup to real stock car results. He shares how he got connected with a team owner, what it takes to earn trust quickly, and why being ready matters as much as raw speed when opportunities show up with almost no notice.We also dig into Chapman's other lane: electrical engineering. Cars are turning into rolling computer networks, and racing is already obsessed with data, sensors, and communication between driver and crew. We talk about how technical fluency can keep a career moving even when rides change, and why engineering can open doors across motorsports, from setup and diagnostics to inspection and safety roles.Then Don delivers a full new car review of the redesigned 2027 Kia Telluride, including the trim walk, the Telluride X-Pro SX Prestige AWD experience, interior tech highlights, pricing, competitors, and the big question of whether a 2.5-liter turbo four feels like enough for a large three-row SUV. Jeff rounds things out with the true origin of the Indy 500 milk tradition, followed by a clear-eyed look at automotive tariffs, supply chain complexity, and the USMCA review that could reshape North American production decisions.Subscribe for more real-world car reviews, racing stories, and smart automotive talk, then share this with a friend and leave a quick rating and review. What part of the show do you want us to go deeper on next?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

May 21, 2026 ~ Chris Renwick and Lloyd Jackson speak with Senior Business Reporter Covering Manufacturing for Crain's Detroit Business, Kurt Nagl about why US auto suppliers would like the USMCA renegotiated. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this episode of the Trade Guys, Bill and Scott host Jennifer Safavian, President & CEO of Autos Drive America, to discuss North American auto supply chains and the key issues at stake for automakers in USMCA review.

Host: Lalo Solorzano and Trudy Wilson Published: May 19, 2026 Length: 13:24 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano and Trudy Wilson return for another Trudy's Trade Tips segment, shifting the conversation from Incoterms to USMCA and free trade agreements. The big message: you do not have to participate in a free trade agreement just because one is available. Trudy explains why companies should pause before making USMCA or other FTA claims, especially if they do not have the proper documentation, qualification process, or internal controls in place. While free trade agreements can offer legitimate duty savings, they also come with responsibility. If your company claims preferential treatment, Customs can verify that claim, and you need to be ready to prove the goods qualify. The episode also highlights why importers are not required to use a certificate just because they receive one, and why other duty-free provisions, such as Chapter 98, may sometimes be worth reviewing. Trudy closes with a key warning about USMCA preference criterion A: if you see it, challenge it. Main Topic / Discussion This episode focuses on whether companies should participate in a free trade agreement, with special attention on USMCA. Trudy explains that FTAs can be valuable tools for reducing duty, but they should not be used casually or automatically. A major point of discussion is the importance of supporting documentation. Companies that make USMCA claims must be able to prove that their products qualify under the agreement. If they cannot, they may be exposing themselves, and their customers, to verification risk. Trudy also explains that importers have a choice. Even if a supplier provides a free trade agreement certificate, the importer does not have to use it. In some cases, another duty-free provision may be more appropriate, but those options also require documentation and proper reporting. The conversation also introduces preference criteria, especially criterion A. Trudy warns that criterion A is often misunderstood and should only be used when every part, component, ingredient, or input can be traced back to the U.S., Mexico, or Canada. Key Takeaways • You do not have to participate in a free trade agreement simply because one is available. • USMCA and other FTAs can provide legitimate duty savings, but only when the goods truly qualify. • Companies should pause FTA claims if they do not have proper documentation or internal procedures in place. • Making an FTA claim can increase the likelihood of review or verification by Customs. • Importers do not have to use a supplier's certificate if they are not comfortable with the qualification. • Other duty-free options, such as Chapter 98, may be available but still require supporting documentation. • Under USMCA, preference criterion A should be challenged unless the company can prove every input is originating. Resources & Mentions • Global Training Center • TruTrade Solutions Credits Host: Lalo Solorzano – LinkedIn Trudy Wilson – LinkedIn Producer: Lalo Solorzano

Top stories on today's show include:-Ag Secretary Brooke Rollins says additional steps are being taken to increase U.S. fertilizer production, and reduce input costs for farmers.-Frustration is mounting in farm country as producers remain under financial pressure. -A U.S. Representative from Iowa says adjustments to the USMCA trade agreement should be considered during this summer's reauthorization process.-The former chairman of the U.S. House Agriculture Committee says the farm bill is still broken and fixing it could require collaboration outside of Washington D.C.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Day Break | AI Overreach, Iran Standoff, and Radical Left Control --- 00:00 - Monologue 19:12 – David A. Kallman, Senior Partner with Kallman Legal Group. Kallman discusses legal issues involving proposed Muslim prayer rooms in schools and institutions, along with Michigan's laws regarding recording conversations. He explains the constitutional and legal implications surrounding both topics. 38:19 - Monologue Featuring Ivey Gruber 47:25 – Rob Rene, Founder of Exodus Strong. Rene discusses advancements in red light therapy and the company's Exodus Strong system. He explains the claimed wellness and recovery benefits associated with the technology. Visit ExodusStrong.com/Gruber for more information. 57:36 – Alejandro Martínez Arriaza, Mexican union leader. Arriaza discusses international trade, manufacturing, and enforcement of the USMCA agreement. He explains why stronger trade enforcement could benefit workers in both the United States and Mexico. 1:06:32 – Michael Hichborn, President and Founder of The Lepanto Institute. Hichborn discusses concerns surrounding ideological influences within Vatican-related meetings and institutions. He explains why some critics believe these developments reflect broader political and cultural movements. 1:16:45 - Monologue Featuring Ivey Gruber 1:25:44 – Ivey Gruber, President of the Michigan Talk Network. Gruber reflects on America's upcoming 250th birthday and what it means to be an American. The conversation centers on patriotism, gratitude, and memorable moments that inspire national pride. 1:38:55 – Susan Hagerman, President of the Bath School Museum Committee. Hagerman looks back on the 1927 Bath School Massacre in Michigan and discusses efforts surrounding a proposed museum project. She reflects on the importance of remembering the tragedy nearly a century later. --- Check out our brand new podcast, 'Forgotten America'... Episode 15 is live NOW at Steve Gruber on YouTube! Link below: https://youtu.be/2DY74e9ffLY

TOPIC: BorgWarner PANEL: Joe Fadool, CEO, BorgWarner; Chris Otts, Wall Street Journal; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

Host: Cindy Allen Published: May 15 2026 Length: ~13 minutes Presented by: Global Training Center Are We Out of the Woods Yet? Trade Policy, CAPE Updates, and a Push Toward Normalized Trade In this episode of Simply Trade: Cindy's Version, Cindy Allen uses Taylor Swift's “Are We Out of the Woods Yet?” to frame a week full of major trade developments. She covers the ongoing court fight over Section 122 tariffs, the Supreme Court's ruling on freight broker liability, shifting freight and fuel costs tied to global conflict, and new pressure in USMCA negotiations. The episode also brings encouraging CAPE updates, including refunds reaching importers' bank accounts, while highlighting the still-busy ACE help desk and the potential scope of phase two. Cindy closes by looking at recent U.S.-China developments and asking whether trade may finally be moving back toward a more stable, predictable path. What You'll Learn in This Episode Section 122 and court action Cindy explains how the administration is continuing to challenge the court's ruling on Section 122 tariffs and why a Supreme Court resolution now seems likely. She also notes that CBP's ability to administer tariffs on an importer-by-importer basis was a major concern in the case. Broker liability and vetting The episode covers the Supreme Court's unanimous decision in Montgomery v. Caribe Transport 2, which may expose logistics companies and freight brokers to liability for carrier safety issues. Cindy discusses how this is pushing forwarders and associations to rethink vetting and risk management. CAPE progress and phase two There is good news on CAPE: refunds are reportedly hitting bank accounts, and many importers are seeing the process work as intended. Cindy also discusses unresolved questions around reconciliation filings and what might be included in the next phase. Trade policy and pricing pressure The conversation turns to rising transportation costs, changes in ocean and air freight demand, and congressional concern over Mexican produce imports in the USMCA context. Cindy explains how anti-dumping duties and policy shifts are feeding into inflation and trade uncertainty. Are we out of the woods? Cindy uses the song to reflect on whether trade is finally moving toward stability, predictability, and more normalized negotiations. She ends on a hopeful note that the current turbulence may be giving way to a more balanced trade environment. Credits Host: Cindy Allen Presented by: Global Training Center   Subscribe & Follow Stay up to date with the latest in global trade:

Host: Lalo Solorzano and Andy Shiles Guest(s): Ken Roberts Published: May 14, 2026 Length: 58:39 Presented by: Global Training Center Summary In this episode of Simply Trade, Lalo Solorzano and Andy Shiles welcome back trade data expert Ken Roberts of WorldCity for a timely look at the numbers shaping U.S. imports, exports, and global trade strategy. With trade policy, tariffs, supply chain shifts, AI demand, and geopolitical uncertainty all moving at once, Ken helps break down what the latest data is really showing. The conversation covers major changes in U.S. trade flows, including shifts involving China, Mexico, Taiwan, Vietnam, Switzerland, Ireland, and Canada. Ken explains why certain categories, like gold, computers, AI-related hardware, pharmaceuticals, oil, beef, and vehicles, are seeing dramatic swings. He also highlights how front-loading ahead of tariffs, changing sourcing strategies, and evolving global demand are showing up in the numbers. This episode matters because trade data is more than statistics. It is a window into where companies are sourcing, where markets are moving, and how business leaders should think about risk, opportunity, and long-term strategy in a changing global economy. Main Topic / Discussion This episode focuses on current U.S. trade trends and what recent import and export data reveals about the changing global economy. Ken Roberts explains how trade volumes, deficits, product categories, and partner-country rankings are shifting in response to tariffs, AI infrastructure demand, energy markets, pharmaceutical movements, and geopolitical uncertainty. A major theme is the continued reshaping of supply chains away from traditional patterns. China remains a major trade partner, but Ken points to significant declines in certain China-related trade flows, while countries like Mexico, Vietnam, and Taiwan are gaining importance. Taiwan's growth is tied heavily to computer hardware and AI-related infrastructure, while Mexico continues to play a major role in cross-border trade and manufacturing. The conversation also explores the difference between merchandise trade and services trade, why trade deficits matter, and how U.S. ports, airports, and border crossings are affected by changes in commodity flows. Ken also shares thoughts on the future of USMCA, export market opportunities, and why trade professionals should pay close attention to the data before making assumptions. Key Takeaways • U.S. trade patterns are shifting quickly as tariffs, AI demand, and geopolitical pressures reshape global supply chains. • Mexico remains a critical U.S. trade partner, while Taiwan and Vietnam are gaining importance in specific import categories. • AI infrastructure demand is driving major increases in computer hardware and related imports from Taiwan. • Gold, pharmaceuticals, oil, beef, vehicles, and computer equipment are all showing notable movement in the latest trade data. • China's role in U.S. trade is changing, with some product categories moving to other countries and new questions emerging around rules of origin. • USMCA remains an important area to watch as companies evaluate sourcing, manufacturing, and North American trade strategy. • Trade data can help businesses identify risks, spot market opportunities, and make more informed decisions about sourcing and exports. Resources & Mentions • Global Training Center • WorldCity / U.S. Trade Numbers Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Ken Roberts – LinkedIn Producer: Lalo Solorzano

Join host Jeff in this wide-ranging episode recorded May 13th, as he opens with a vivid (and tongue-in-cheek) AI vision and moves into hard-hitting commentary on global politics, spiritual warfare, and the information shaping our future. Jeff sets the tone with personal prayer, then shares carefully chosen audio clips and analysis to frame the day's biggest stories. The show features and references audio clips from investigative voices such as Laura Logan and Mel Kay, a Benny Johnson interview with attorney Mike Davis, and reporting and context from names like Catherine Herridge. Jeff plays and dissects these segments to highlight alleged connections between powerful actors and global agendas. Key topics covered include Agenda 2030 and its alleged implications for national sovereignty, reports of meetings involving Barack Obama, Alex Soros and Mark Carney, and concerns tied to China's influence and a consequential presidential trip. Jeff breaks down recent provocative social-media activity from Donald Trump, symbolic posts (like the cleaned reflecting pool), and claims about election fraud, voting machines, and foreign interference — using the Georgia results and other examples to question how contested outcomes might be resolved. The episode also examines seismic political shifts overseas: a detailed recap of the May 7 UK local-election results, Labour's reported collapse, and the rise of Reform UK and other populist forces — and why Jeff sees these developments as part of a broader Western realignment. He connects the dots to Canada, trade, and the USMCA, and offers opinions about institutional resilience and elite survival strategies. In a provocative segment Jeff plays a channeled “Galactic Federation” disclosure message and unpacks it from a Christian perspective, warning listeners about spiritual deception even while acknowledging that these messages reveal tactical plans. Throughout the episode Jeff frames these geopolitical and metaphysical narratives through scripture (Proverbs, Matthew 24) and urges listeners to ground themselves in the Bible and prayer. Practical takeaways include a call to vigilance, cultural and spiritual discernment, and community action. Jeff closes with details about a Telegram prayer meeting that evening (7:30 p.m.), a personal request for prayers, and a final song to send listeners into the day with faith and resolve. Want to Understand and Explain Everything Biblically? Click Here: Decoding the Power of Three: Understand and Explain Everything or go to www.rightonu.com and click learn more. Use coupon code MAY50 for $50. value savings until May 31st.. Thank you for Listening to Right on Radio. Prayerfully consider supporting Right on Radio. Click Here for all links, Right on Community ROC, Podcast web links, Freebies, Products (healing mushrooms, EMP Protection) Social media, courses and more...https://linktr.ee/RightonRadio Live Right in the Real World! We talk God and Politics, Faith Based Broadcast News, views, Opinions and Attitudes We are Your News Now. Keep the Faith

Nick and Dan break down Canada's four major modern recessions and what each did to real estate. Key insight: economic recovery and housing recovery are different timelines, Toronto took 13 years to recover from the 1989 peak, while Vancouver bounced back from 2008 in just 20 months. Bubble-driven corrections take far longer than externally-driven ones. Looking ahead, oil shocks historically precede recessions, and USMCA trade tensions are the biggest 2026 risk. The playbook: audit your debt, build a cash reserve, know your local market, and make your buying list now, because the best opportunities in past recessions disappeared within months. EDMONTON MULTIPLEX EVENT Try it NordVPN risk-free now with a 30-day money-back guarantee! Use our code "realestate" to get 4 extras months from a 2 years plan Exchange-Traded Funds (ETFs) | BMO Global Asset Management LISTEN AD FREESee omnystudio.com/listener for privacy information.

- Federal Judges Rule Trump's Tariffs Illegal - Auto Groups Urge Trump to Save USMCA Deal - Toyota North America Loses Money Despite Record Sales - Tesla Model Y Passes New U.S. ADAS Tests - Tesla China Deliveries Surge 36% In April  - Tesla Semi Official Battery Specs Revealed  - Tesla 4680 Cells Underperform Compared to Supplier Batteries - Porsche Cuts Board Seat and Lays Off Hundreds - Taycan Turbo GT Sets New Nurburgring Electric Record - BMW Introduces Pre-Chamber Ignition to M Series Engines

- Federal Judges Rule Trump's Tariffs Illegal - Auto Groups Urge Trump to Save USMCA Deal - Toyota North America Loses Money Despite Record Sales - Tesla Model Y Passes New U.S. ADAS Tests - Tesla China Deliveries Surge 36% In April  - Tesla Semi Official Battery Specs Revealed  - Tesla 4680 Cells Underperform Compared to Supplier Batteries - Porsche Cuts Board Seat and Lays Off Hundreds - Taycan Turbo GT Sets New Nurburgring Electric Record - BMW Introduces Pre-Chamber Ignition to M Series Engines

Tariffs aren't just a headline, they're a lever that can change where cars are built, what parts cost, and how fast automakers can commit to new investments. We walk through the big trade questions hanging over the auto industry, including the looming legal fight over tariffs and the upcoming USMCA review that could reshape North American manufacturing across the United States, Mexico, and Canada. If you've ever wondered why “policy uncertainty” shows up in car prices, this is the practical version.From there, we switch gears into the things that hit your driveway today: vehicle recalls. We run through a packed list of issues, from airbag and steering concerns to fire risks and EV-related failures, and talk about what those notices really mean for owners. It's a reminder that safety fixes don't care whether your vehicle is gas, hybrid, or electric.Then we lighten it up with the Hemmings Sold Cars guessing game, where classic car values get weird fast and the final sale numbers tell you what the collector market rewards right now. We close with Jeff's racing calendar, a quick trip through automotive history, and a couple of sharp industry headlines including Tesla's latest disclosures and Nissan's EV production decision in Mississippi. If you like smart car talk with real-world consequences, subscribe, share this with a fellow gearhead, and leave us a review. What story do you want us to chase next?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.----  ----- Want more In Wheel Time car talk any time?     In Wheel Time is now available on Audacy!  Just go to Audacy.com/InWheelTime where ever you are.-----   -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com

Host: Lalo Solorzano and Andy Shiles Guest(s): Evan Smith Published: May 7, 2026 Length: 43:23 Presented by: Global Training Center Summary Global trade is changing fast, and compliance teams are being asked to do more than ever before. In this episode of Simply Trade, Lalo Solorzano and Andy Shiles welcome back Evan Smith of Altana to discuss how artificial intelligence, supply chain visibility, and product passports are reshaping the way importers, brokers, forwarders, and governments approach trade compliance. Evan explains why traditional customs entry data is no longer enough for today's regulatory environment, especially as forced labor enforcement, tariff stacking, rules of origin, carbon requirements, and geopolitical risk all demand a deeper understanding of the full value chain. The conversation explores how product passports can help companies move from reactive problem-solving to proactive trade assurance, allowing importers to document, validate, and communicate product and supply chain information before goods arrive at the border. This episode matters because it highlights a major shift: trade compliance is no longer just a back-office function. It is becoming a strategic business capability that can reduce risk, improve speed to market, and create competitive advantage. Transcript source: Main Topic / Discussion The episode focuses on the rise of AI-enabled product passports and how they can help companies manage modern trade compliance challenges. Evan Smith explains how Altana's technology maps value chain networks, supports regulatory attestations, and helps businesses better understand supplier relationships, origin data, forced labor risk, tariff exposure, USMCA qualification, and other trade requirements. A key theme is the shift from transaction-based compliance to network-based compliance. Instead of relying only on individual customs entries, companies are being encouraged to build a deeper, ongoing view of their products and supply chains. This allows trade teams to identify risk earlier, respond more effectively to government inquiries, and potentially gain trade facilitation benefits through pre-validation and stronger documentation. The discussion also emphasizes leadership's role in elevating trade compliance across product design, sourcing, procurement, logistics, and overall business strategy. Key Takeaways • Customs authorities are increasingly focused on full supply chain and value chain visibility, not just entry-level transaction data. • Product passports can help importers proactively document product identity, supplier networks, origin details, and compliance evidence. • AI is not replacing trade professionals; it is giving them better tools to manage growing complexity. • Trade compliance should be involved earlier in business decisions, including design, sourcing, procurement, and logistics planning. • Companies that understand and manage their value chain networks can reduce risk, improve clearance outcomes, and create competitive advantage. • Leadership must provide trade teams with the authority, budget, tools, and organizational access needed to respond to today's trade environment. Resources & Mentions • Global Training Center • Altana Credits Host: Lalo Solorzano – LinkedIn Andy Shiles – LinkedIn Guest(s): Evan Smith – LinkedIn Producer: Lalo Solorzano

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

On this episode of the Trade Guys, Bill and Scott discuss the state of U.S.-Canada trade relations in the context of USMCA review, new Chinese regulations aimed at preventing foreign companies from shifting their supply chains out of the country, and EU and U.S. approaches to sanctioning Russia.

SCHEDULE JOHN BATCHELOR SHOW, 5-1-2026.1900 LA FIESTA DE LOS ANGELES, CHINESE DRAGON1. California Gubernatorial Race and Infrastructure Guest: Jeff Bliss Jeff Bliss discusses the crowded field for the California gubernatorial race and the failures of the high-speed rail project, which faces massive cost overruns and significant design scaling back in the state. 12. Los Angeles Mayoral Race and Fentanyl Crisis Guest: Jeff Bliss Jeff Bliss reports on the LA mayoral race, highlighting Spencer Pratt's rising popularity and the visible toll of the fentanyl crisis, described as the "fentanyl fold," on the city's vulnerable street populations. 23. Supreme Court Ruling on Racial Gerrymandering Guest: Richard Epstein Richard Epstein analyzes the Supreme Court striking down a Louisiana congressional map, discussing the complexities of racial gerrymandering and the resulting political polarization from redistricting efforts under the current Voting Rights Act. 34. Potential Escalation of Ground War in Iran Guest: Richard Epstein Richard Epstein evaluates the risks of a potential ground war in Iran, comparing it to Vietnam and Iraq while critiquing the current administration's military strategy and its mismanagement of the domestic economy. 45. Economic Observations in Lancaster County and DC Guest: Jim McTague Jim McTague reports on tariff impacts slowing business at Costco and local layoffs, while observing heavy construction activity around the White House and high occupancy at the Army Navy Club in Washington. 56. International Diplomacy and Maritime Chokepoints Guest: Emily Wang Emily Wang examines the difficulties of securing maritime chokepoints like the Strait of Hormuz, suggesting that private insurance premiums could be a more effective tool for regional stability than traditional diplomatic negotiations. 67. Private Space Industry Successes and Bureaucratic Hurdles Guest: Bob Zimmerman Bob Zimmerman covers SpaceX's legal victory in California and Amazon's satellite progress, while critiquing bureaucratic "red tape" that significantly delays spaceport development in the United Kingdom and the Canadian space program. 78. NASA's Budgetary Future and Space Exploration Guest: Bob Zimmerman Bob Zimmerman discusses NASA'sbudget hearings, noting a shift from science toward exploration, and the ongoing debate over the necessity of manned missions to Mars versus the use of robotic probes. 89. Vermeer's Artistic Journey and Spiritual Context Guest: Andrew Graham Dixon Andrew Graham Dixonexplores Vermeer's early life and how he transitioned into painting spiritually symbolic scenes of women for members of the hidden Remonstrant church during the 17th century in the Dutch Republic. 910. Medical Symbolism in Vermeer's The Lacemaker Guest: Andrew Graham Dixon Andrew Graham Dixonprovides a speculative interpretation of The Lacemaker, arguing the painting contains coded references to blood circulation and placental science that were being discovered by medical scholars during that era. 1011. Utopian Visions and Global Exploration in Vermeer's Art Guest: Andrew Graham Dixon Andrew Graham Dixon analyzes Vermeer's View of Delft as a utopian vision of peace and explores how his paintings of astronomers reflected Dutch spiritual efforts to find the lost tribes of Israel. 1112. The Forgotten Legacy and Spiritual Depth of Vermeer Guest: Andrew Graham Dixon Andrew Graham Dixonexplains how Vermeer was lost to history for centuries and argues that his domestic scenes were actually spiritual acts of prayer intended to depict moral goodness and divine radiance. 1213. Nuclear Non-Proliferation and the Iranian Dispute Guest: Henry Sokolski Henry Sokolski discusses the NPTreview conference, debating whether an "inalienable right" to enrich uranium exists and the lack of enforcement mechanisms to prevent countries from manufacturing nuclear weapons. 1314. Space Warfare and Middle East Missile Defense Guest: Henry Sokolski Henry Sokolski warns of China'sdevelopment of satellites capable of "stealing" others and notes the UAE's new reliance on Israeli Iron Dome technology for defense against increasing Iranian missile threats. 1415. US Chip Restrictions and Chinese Cyber Espionage Guest: Jack Burnham Jack Burnham details the Commerce Department's targeted restrictions on Chinese chipmakers and reports on the successful extradition of a Chinese hacker from Italy for stealing COVID-related data during the pandemic. 1516. USMCA Review and Canada-US Trade Relations Guest: Conrad Black Conrad Black discusses the upcoming USMCA review, highlighting major Canadian concerns regarding the protection of its auto and steel industries while navigating complex trade relations and diversification efforts with the United States. 16

16. USMCA Review and Canada-US Trade Relations Guest: Conrad Black Conrad Black discusses the upcoming USMCA review, highlighting major Canadian concerns regarding the protection of its auto and steel industries while navigating complex trade relations and diversification efforts with the United States. 161903 LA FIESTA LA

SCHEDULE THE JOHN BATCHELOR SHOW, 4-30-261880 WIEN STOCK EXCHANGE1. Headline: Peru's Electoral Uncertainty and the Simmering Falklands Dispute Guest: Professor Evan EllisSummary: Professor Ellis discusses Peru's presidential election, where leftist Roberto Sanchez has unexpectedly surged into a runoff against Keiko Fujimori. The conversation also covers a leaked Pentagon memo that has reignited the Falklands/Malvinas dispute, suggesting a potential shift in US policy toward supporting Argentine claims. 12. Headline: China's Economic Coercion and the Struggle for Panama's Ports Guest: Professor Evan EllisSummary: China is applying significant economic pressure on Panama after a Chinese shipping giant was removed from port operations. The US and regional allies have issued a joint statement opposing this coercion, highlighting the broader geopolitical struggle over control of the Panama Canal and international shipping lanes. 23. Headline: Mexican Cartel Indictments and the Irony of Venezuelan Authoritarianism Guest: Professor Evan Ellis Summary: The US has taken the unprecedented step of indicting a sitting Mexican governor for cartel ties, complicating relations during USMCA negotiations. Meanwhile, in Venezuela, the US has helped remove Maduro but continues to engage with the remaining dictatorship for oil, leaving the democratic opposition marginalized. 34. Headline: Colombia's Pivotal Election: A Choice Between Far-Left and Conservative Paths Guest: Professor Evan Ellis Summary: Colombia faces a critical election with far-left candidate Ivan Cepeda leading in early polls. Professor Ellis analyzes the contest between Cepeda and conservative candidates, noting that the outcome will determine Colombia's future regarding the rule of law and its strategic relationship with the United States. 45. Headline: Japan's Energy Fragility Amid the Straits of Hormuz Crisis Guest: Lance Gatling Summary: Japanfaces extreme pressure as 95% of its energy is imported, mostly through the volatile Straits of Hormuz. Prime Minister Takichi Sai is navigating this crisis by releasing strategic reserves and managing inflation, while the Bank of Japanmaintains an independent course on interest rates. 56. Headline: Japan's Strategic Awakening and Regional Threats from China and Russia Guest: Lance GatlingSummary: The war in Ukraine has fundamentally altered Japanese strategic thinking, particularly regarding its northern borders with Russia. Japan is adopting a more hawkish stance toward China's ambitions in Taiwan while facing the logistical challenge of shifting its energy dependency from Middle Eastern crude to American alternatives. 67. Headline: The "K-Shaped" American Economy: War, AI, and Inflationary Pressures Guests: Alan Tonelson and Jim McTague Summary: Experts describe a robust but uneven American economy where defense spending and an AIinvestment bubble are stimulating manufacturing. While wealthy sectors thrive, high inflation and energy costs create a "K-shaped" recovery, raising concerns about social cohesion and the long-term sustainability of current growth. 78. Headline: The AI Revolution: Job Displacement Fears and Massive Energy Needs Guests: Alan Tonelson and Jim McTague Summary: The AI boom is driving massive investment in data centers, boosting industries like steel and cooling equipment. While some compare this to the early industrial revolution, a major constraint is the "incomprehensible" amount of energy required to power these systems, potentially putting the US at a disadvantage. 89. Headline: Justice Samuel Alito: A "Practical Originalist" Reshaping the Court Guest: John Malcolm Summary:John Malcolm reviews a biography of Justice Samuel Alito, tracing his journey from a modest background to the Supreme Court. Alito is described as a "practical originalist" who has significantly influenced the court's direction on religious liberty and constitutional interpretation through his thorough and powerful writing. 910. Headline: The Dobbs Decision Leak: Security Risks and Internal Court Tensions Guest: John MalcolmSummary: The leak of the draft Dobbs opinion created an unprecedented security crisis, leading to an assassination attempt against a justice. Sources reveal dramatic internal scenes, including Justice Breyer's urgent plea to release the decision quickly to mitigate the bullseye placed on the conservative majority. 1011. Headline: The Iran Conflict: Strategic Impasse and the Need for Allies Guest: Colonel Jeff McCauslandSummary: The US and Iran are at a total impasse, with the potential closure of the Straits of Hormuz threatening the world economy. Colonel McCausland argues that the Trump administration's "America First" approach has alienated allies whose minesweeping capabilities are essential for reopening the strategic waterway. 1112. Headline: Ukraine's Drone Mastery: Redefining Modern Warfare Against Russia Guest: Colonel Jeff McCausland Summary: Ukraine has become a global leader in drone technology, using innovative systems to neutralize Russian forces and equipment. This technological edge has forced Russia to scale back its Victory Dayparade, signaling a fundamental shift in how modern wars are fought at long distances. 1213. Headline: The Ironclad Bridge: China's Strategic Military Foothold in Serbia Guest: Ivana StradnerSummary: Serbia and China have strengthened their "ironclad friendship" through a free trade agreement and military cooperation. President Vučić is integrating Chinese-made missiles and drones into Serbia's defense, creating a security threat for NATO and providing Beijing with a critical outpost in the Western Balkans. 1314. Headline: Dismantling Free Trade: The Trump Administration's Attack on USMCA Guest: Mary Anastasia O'Grady Summary: The Trump administration is seeking to renegotiate or dismantle the USMCA, preferring protectionist tariffs over a "fortress North America" approach. Mary Anastasia O'Grady warns that these policies will increase consumer prices and damage the global competitiveness of American companies by disrupting integrated regional supply chains. 1415. Headline: Betting on War: Corruption and Insider Trading in Prediction Markets Guest: Josh RoginSummary: Massive bets on prediction markets like Polymarket have occurred minutes before major US military announcements, suggesting widespread insider trading. Josh Rogin highlights potential corruption within the Trumpadministration, noting that investigators have been sidelined while the president's inner circle maintains ties to these platforms. 1516. Headline: The Marriage Penalty: How Welfare Policies Undermine Stable Families Guest: Veronique de RugySummary: Current US government policies create a "marriage penalty" that discourages low-income couples from marrying to avoid losing welfare benefits. Veronique de Rugy argues that these incentives contribute to a decline in intact marriages, which has significant negative long-term effects on children's education and achievement. 16

Preview: The USMCA Review and North American Trade Guest: Conrad Black Conrad Black analyzes the upcoming USMCA review, highlighting Canadian fears regarding the auto and steel industries while noting widespread support for the trade agreement's renewal.1929 OTTAWA

14. Headline: Dismantling Free Trade: The Trump Administration's Attack on USMCA Guest: Mary Anastasia O'Grady Summary: The Trump administration is seeking to renegotiate or dismantle the USMCA, preferring protectionist tariffs over a "fortress North America" approach. Mary Anastasia O'Grady warns that these policies will increase consumer prices and damage the global competitiveness of American companies by disrupting integrated regional supply chains. 14 WIEN1880

3. Headline: Mexican Cartel Indictments and the Irony of Venezuelan Authoritarianism Guest: Professor Evan Ellis Summary: The US has taken the unprecedented step of indicting a sitting Mexican governor for cartel ties, complicating relations during USMCA negotiations. Meanwhile, in Venezuela, the US has helped remove Maduro but continues to engage with the remaining dictatorship for oil, leaving the democratic opposition marginalized. 31880 WIEN

Something feels off about Canada's economy, even if the headlines won't say it. Moody's Analytics economist Brendan LaCerda sits down with Adam & Matt to cut through the noise and explain why the country is stuck in a state of economic limbo, with growth grinding to a halt while businesses freeze in place. From the looming USMCA renegotiation to the surprising downside of high oil prices, Brendan offers an outsider's data-driven perspective on where Canada is really headed and what it means for Vancouver real estate. Why is a US economist so concerned about what's happening up north? Could AI quietly reshape the Canadian economy faster than anyone expects? And is Vancouver's next housing boom realistically off the table? Don't miss this essential check-in on the Canadian economy.

Preview for Later: Guest: Mary Anastasia O'Grady Summary: Mary Anastasia O'Grady analyzes new USMCAtariffs labeled as national security measures. She explains how 25% tariffs on appliances and assembly parts from Mexicoand Canada disrupt integrated supply chains and cross-border manufacturing.1938 PM MACKENZIE AND FDR

Episode 87 - USMCA Uncertainty, Trade Fragmentation & the Future of Supply Chains Global trade is shifting - and not everyone agrees on where it's heading. In this episode, we break down the growing uncertainty around USMCA, the rise of trade fragmentation, and what it means when the system moves away from efficiency toward resilience. We also sit down with Will Petty, Global Head of Product Development at A.P. Moller - Maersk Trade & Customs Consulting, to understand how companies are actually responding on the ground - from navigating tariffs to rethinking supply chains and compliance. Key topics include: Is USMCA at risk - and what happens if it unravels Why the US is pushing bilateral over regional trade deals The shift from “just in time” to “just in case” supply chains Commodity fragmentation - from copper pricing gaps to stockpiling Why resilience comes with real economic costs (inflation, inefficiency, volatility) How companies are adapting to tariff complexity and geopolitical disruption The growing importance of supply chain data, traceability, and compliance Will supply chains get shorter - or just more complicated? With Will Petty (Maersk), we discuss: How businesses are reacting to constant disruption The real-world impact of tariffs and shifting trade flows Why understanding your supply chain is now a competitive advantage The risk - and opportunity - of shrinking supply chains Plus: Expat insights Geneva kebab rankings And the unexpected return of… mall culture

LISTEN and SUBSCRIBE on:Apple Podcasts: https://podcasts.apple.com/us/podcast/watchdog-on-wall-street-with-chris-markowski/id570687608 Spotify: https://open.spotify.com/show/2PtgPvJvqc2gkpGIkNMR5i WATCH and SUBSCRIBE on:https://www.youtube.com/@WatchdogOnWallstreet/featured  Foreign automakers are warning they may pull cheaper car models from the U.S. if changes to the USMCA trade deal and new tariffs move forward. With companies like Nissan, Toyota, and Hyundai relying on parts from Mexico and Canada, higher tariffs could mean fewer affordable vehicles and higher prices for consumers. This segment discusses why protectionist trade policies may hurt everyday Americans far more than they help domestic manufacturing.

In this episode, we kick things off by examining a puzzling phenomenon in cross-border logistics where capacity appears plentiful on paper but remains brutally tight in practice. According to Uber Freight's senior vice president overseeing cross-border operations, the real constraint isn't a lack of drivers overall but rather a critical shortage of drivers who meet increasingly stringent compliance and security standards. With northbound demand into the U.S. running two to three times higher than southbound flows and uncertainty around the upcoming USMCA review slowing nearshoring investment, carriers are struggling to reposition equipment fast enough to keep pace with U.S.-bound freight. Shifting gears to the rails, we examine how rail technology giant Wabtec delivered a powerful start to 2026 with solid execution across both its freight and transit divisions. First quarter revenue grew 13% to $2.95 billion while adjusted earnings per share surged 18.9% to $2.71, driven by a 52.5% jump in equipment sales from higher locomotive deliveries and a remarkable 75.7% increase in digital sales fueled by strategic acquisitions. On the strength of these results, Wabtec raised its full-year adjusted earnings per share guidance by 20 cents at the midpoint, projecting growth of 16.5% for 2026. Finally, we unpack the contrasting fortunes at a major Canadian transportation company where TFI International's Truckload sector improved while its LTL division struggled in the first quarter. TFI handily beat Wall Street expectations with non-GAAP earnings per share of 69 cents—8 cents above consensus—as its Truckload segment posted a 14.32% jump in operating income and adjusted EBITDA growth exceeding 4%. However, the less-than-truckload division saw its combined operating ratio deteriorate 220 basis points to 95.3% and operating income decline 35.12%. Despite the mixed performance, management issued strong second quarter guidance, projecting adjusted diluted earnings per share of $1.50 to $1.60—more than double the first quarter result. Follow the FreightWaves NOW Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to RealAg Radio with your host Shaun Haney, broadcasting from Washington, D.C. Today on the show, Haney is joined by Amanda Jorgensen of Alberta Agriculture and Irrigation for a Pests & Predators Podcast discussion. Haney also unpacks what U.S. Farm groups are asking for in CUSMA/USMCA discussions, and features Paul Sinkevich of Vantage Ag... Read More

King Charles to address the Congress on Day 2 of the royal visit; Bipartisan bill offers paid family and medical leave to OH workers; Fair trade groups seek big changes in USMCA renegotiation; Florida ranks dead last in teacher pay for the third straight year.

Welcome to RealAg Radio with your host Shaun Haney, broadcasting from Washington, D.C. Today on the show, Haney is joined by Amanda Jorgensen of Alberta Agriculture and Irrigation for a Pests & Predators Podcast discussion. Haney also unpacks what U.S. Farm groups are asking for in CUSMA/USMCA discussions, and features Paul Sinkevich of Vantage Ag... Read More

AMERICAN AGRICULTURE ON THE GLOBAL STAGE: TRADE, TRUST, AND TOUGH CHALLENGES In this powerful episode of Rural Route, Trent Loos sits down with Nebraska farmer and cattle feeder Adam Grabenstein for a hard-hitting conversation about the future of American agriculture at home and abroad. Adam shares firsthand insight from his recent international trade work, including a major red meat promotion event in Mexico City, where demand for U.S. beef and pork remains strong thanks to decades of trust and relationship-building. The discussion dives deep into the global marketplace, revealing how American farmers are competing against rising threats like lab-grown meat and foreign production systems, while still delivering unmatched quality. Adam highlights how countries like Japan, Korea, and Mexico value U.S. products, not just for taste, but for consistency and reliability. Trent and Adam don't hold back when tackling major policy concerns. From the impact of the USMCA trade agreement to growing frustrations over government regulations, they expose the challenges producers face every day. They also address critical issues like GMO concerns in global markets, corporate control over agriculture, and the urgent need for Right to Repair laws to give farmers control over their own equipment and data. The conversation shifts to boots-on-the-ground realities, including meatpacking plant shutdowns, supply chain disruptions, and even wildfire devastation in Nebraska. Despite these challenges, the resilience of rural America shines through, with producers adapting, rebuilding, and continuing to feed the world. This episode is a must-watch for anyone who wants the truth about global agriculture, trade battles, and the fight to protect the American farmer.

Host: Annik Sobing Guests: Federico “Kiko” Zuniga, Kim Campbell & Carlos Martinez Published: November 2025 Length: ~12 minutes Presented by: Global Training Center One Region, One Voice: Strengthening North American Trade Collaboration In this special Simply Trade Roundup episode recorded live at the NCBFAA conference in San Antonio, host Annik Sobing sits down with leaders from the North American Customs Brokers Alliance (NACBA): Federico “Kiko” Zuniga (Chair), Kim Campbell (Treasurer, Canada), and Carlos Martinez (Co-Chair, Mexico). Together, they discuss the importance of collaboration between customs brokers across the United States, Canada, and Mexico — and how a unified industry voice helps shape more efficient and effective border processes. The conversation highlights NACBA's role in addressing trade barriers, educating the industry, and working directly with all three governments to improve cross-border trade. From the ongoing USMCA review to evolving customs regulations and real-world operational challenges, this episode underscores why North America must continue working together to remain a strong and competitive trade region. What You'll Learn in This Episode What NACBA is and how it brings together customs brokers from the U.S., Canada, and Mexico. Why collaboration across North America is critical for seamless trade flows. How NACBA identifies trade barriers and works with governments to resolve them. The current challenges surrounding the USMCA review process. Key regulatory and operational challenges in Canada (CARM) and Mexico (customs reform). How education and industry resources help importers better understand cross-border trade. Key Takeaways A unified voice across North America is more powerful than individual country advocacy. Trade in the region goes beyond economics — it also impacts security and long-term stability. The USMCA review process is a critical moment that will shape the future of regional trade. Importers often underestimate compliance requirements, especially under USMCA qualification rules. Strong collaboration between brokers and governments leads to more practical and effective trade solutions. Resources & Mentions North American Customs Brokers Alliance (via NCBFAA resources) NCBFAA — https://www.ncbfaa.org/?utm_source=SimplyTradePodcast CAAAREM — https://www.caaarem.mx/?utm_source=SimplyTradePodcast USMCA — https://ustr.gov/trade-agreements/free-trade-agreements/united-states-mexico-canada-agreement?utm_source=SimplyTradePodcast Global Training Center — https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Credits Host: Annik Sobing — https://www.linkedin.com/in/annik-sobing-mba-b226251a2/ Guests: Federico “Kiko” Zuniga — https://www.linkedin.com/in/kiko-zuniga-2570086/ Kim Campbell — https://www.linkedin.com/in/kim-campbell-ca/ Carlos Martinez — (CAAAREM, Mexico) Producer: Lalo Solorzano — https://www.linkedin.com/in/lalosolorzano/ Subscribe & Follow New Roundup episodes every week. Presented by: Global Training Center — https://www.globaltrainingcenter.com/?utm_source=SimplyTradePodcast Connect with us: Simply Trade Podcast on LinkedIn — https://www.linkedin.com/showcase/82507159/?utm_source=SimplyTradePodcast Global Training Center on LinkedIn — https://www.linkedin.com/company/global-training-center/?utm_source=SimplyTradePodcast YouTube — https://www.youtube.com/@SimplyTradePod?utm_source=SimplyTradePodcast Spotify — https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq?utm_source=SimplyTradePodcast Apple Podcasts — https://podcasts.apple.com/us/podcast/simply-trade/id1640329690?utm_source=SimplyTradePodcast Trade Geeks Community — https://www.globaltrainingcenter.com/portal/?utm_source=SimplyTradePodcast Don't forget to rate, review, and share with your fellow trade geeks! Want to be on the show or have topic suggestions? SimplyTrade@GlobalTrainingCenter.com or DM @SimplyTradePod on Twitter/X

Most US logistics pros in the US talk about Mexico from a very surface-level approach. But most have never been on the ground to take in and appreciate the nuance that exists with our number one trading partner.I just got back from 8 days in Mexico City: four doing some hosting on the main stage at The Logistics World Summit and Expo, four wandering the Roma Norte neighborhood with my husband Badr. What I saw on the conference floor and in the streets gave me a different read on this industry's relationship with Mexico than any analyst report has and this episode talks about it all.Inside:The 26,583-person conference and 650+ booths most US freight pros have never heard ofWhy the driver shortage myth is spreading south of the border, and the pay arbitrage making it worseCargo crime realities: a transport vehicle is stolen every 38 minutes, 86% involving violenceThe USMCA July 1, 2026 deadline and why the rules of origin fight mattersHow the National Museum of Anthropology was built in 19 months with a 168-ton monolith moved 29 milesSupply chain anthropology, cacao as currency, and what ancient Mesoamerica still teaches modern freightWatch this episode on YouTubeResources:Everything is Logistics: https://everythingislogistics.comCargoRex: https://cargorex.ioInstagram: https://instagram.com/blythebrum -----------------------------------------THANK YOU TO OUR SPONSORS!SPI Logistics has been a Day 1 supporter of this podcast which is why we're proud to promote them in every episode. During that time, we've gotten to know the team and their agents to confidently say they are the best home for freight agents in North America for 40 years and counting. Listen to past episodes to hear why.CargoRex is the search engine for the logistics industry—connecting LSPs with the right tools, services, events, and creators to explore, discover, and evolve.Digital Dispatch maximizes and manages your #1 sales tool with a website that establishes trust and builds rock-solid relationships with your leads and customers.