Podcasts about usmca

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Latest podcast episodes about usmca

Morning Announcements
Tuesday, July 21st, 2026 - Kash Is Going to Russia, DOJ Targets Journalists' Family, FBI Won't Probe ICE

Morning Announcements

Play Episode Listen Later Jul 21, 2026 7:51


Today's Headlines: Kash Patel scheduled a trip to Russia in October with no disclosed agenda or meeting list, which is a perfectly normal thing for the FBI director to do while leading an agency that investigates Russian interference. In tariff news, Trump dropped new tariffs on Canada — specifically cars, alcohol, cheese, and hockey sticks — on products covered by the USMCA trade deal he negotiated himself in 2020 and called "the best deal ever," though they don't kick in for 30 days so this is probably a stunt. Meanwhile, the cyclospora lettuce saga got weirder when the FDA announced the positive test on Taylor Farms lettuce was a "false positive" — conveniently after Taylor Farms donated a million dollars to Trump's super PAC in 2025, six days after the FDA delayed food traceability rules that would have applied to companies like Taylor Farms, and one day after Taylor Farms executives met with senior FDA officials before issuing their voluntary recall and blaming Taco Bell, so the whole thing smells like something other than lettuce. On ICE, the FBI will no longer investigate confrontations between ICE agents and civilians — essentially eliminating the only oversight ICE was ever exposed to — with responsibility for investigating ICE now falling to ICE itself, and traffic stops resuming less than 24 hours after DHS said they'd stop them. On a related press freedom note, the DOJ subpoenaed phone records of multiple New York Times journalists, at least two of their spouses, and one of their mothers, dating back to January 1st — long before their reporting on Trump's Qatari jet. A judge temporarily blocked the Paramount-Warner Brothers merger for two weeks, siding with 12 state attorneys general on antitrust grounds, which means Bari Weiss running CNN is on hold until at least August 3rd. On the election beat, Lindsey Graham's sister Darline — sworn in less than two weeks after her brother died — announced on Sean Hannity that she's running for the full six-year term, citing "inner peace," which is one way to process grief. And finally, on a genuinely positive note, Senator Andy Kim introduced MediKIDS, legislation that would automatically enroll every child at birth in health insurance through age 26, covering 4.4 million uninsured kids. Resources/Articles mentioned: AP News: Trump imposes 50% tariffs on Canadian goods, citing disputes over autos, alcohol and cheese Reuters: US FDA says false-positive lettuce test doesn't change Taylor Farms cyclospora probe NYT: Federal Agents Were Told FBI Will No Longer Investigate ICE Confrontations NYT: Trump Administration Sought Phone Records of Times Journalists and Their Relatives NBC NEws: Judge pauses Paramount-Warner merger Politico: Sen. Darline Graham will run for full term to replace brother Lindsey Politico: FBI Director Kash Patel plans Russia trip Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

Grain Markets and Other Stuff
Early Models Suggest RECORD US National Avg Corn Yield

Grain Markets and Other Stuff

Play Episode Listen Later Jul 21, 2026 16:57 Transcription Available


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.

The Current
USMCA fails to renew—but it's not over yet

The Current

Play Episode Listen Later Jul 17, 2026 22:41


On July 1, the U.S. government declined to renew the U.S.-Mexico-Canada Agreement (USMCA)—but that's not the end for the region's free trade agreement. Kari Heerman spoke with Christopher Sands and Duncan Wood about what went wrong, what went right, and what comes next for North American economic relations. Episode transcript and show notes. Follow The Current and all Brookings podcasts on Apple, Spotify, or wherever you get your podcasts. Send feedback email to podcasts@brookings.edu.

Supply Chain Now Radio
The Buzz: Manufacturing Momentum, AI Reality & Leadership That Lasts

Supply Chain Now Radio

Play Episode Listen Later Jul 17, 2026 53:32


On this episode of The Buzz, powered by Zebra Technologies, hosts Scott Luton and special guest co-host Amber Salley are joined by Rich Carey of MFG.inc to break down the biggest headlines shaping global supply chain. From the future of the USMCA and the health of U.S. manufacturing to separating AI hype from real-world value, this conversation delivers practical insights for supply chain leaders navigating constant change. What does the latest manufacturing data really tell us? Is AI bringing meaningful transformation to supply chains or just creating more noise? And how can organizations build resilient operations while developing stronger leaders? Scott, Amber, and Rich tackle these questions by exploring North American trade policy, manufacturing growth fueled by AI infrastructure investments, energy challenges, and the realities of autonomous supply chains. Rich also shares actionable leadership lessons from decades of operational excellence work, emphasizing servant leadership, trust, quick wins, and developing frontline leaders who can successfully lead change. If you're looking for practical strategies, not just buzzwords, this episode is packed with valuable takeaways. Key Takeaways Why the annual review of the USMCA matters for supply chain planning and business certainty. What recent U.S. manufacturing data reveals about growth, hiring, and AI-driven demand. The difference between real AI applications and the growing "AI noise" across the supply chain industry. Why autonomous supply chains still face significant hurdles around data, governance, and decision-making. How servant leadership, trust, and quick wins accelerate successful operational transformation. Why investing in frontline leaders is one of the most effective ways to improve manufacturing performance. Whether you're leading supply chain strategy, manufacturing operations, procurement, or digital transformation, this episode provides thoughtful perspectives on today's biggest industry trends while offering practical leadership advice you can apply immediately. You'll leave with a clearer understanding of where the industry is headed and how great leadership remains the competitive advantage that technology alone can't replace. Additional Links & Resources: Zebra: https://www.zebra.com/machinevision With That Said: https://bit.ly/WTS-12-July-2026 USMCA: Retail, manufacturing and apparel groups call for preservation: https://bit.ly/USMCA-Annual-Review US factory activity eases off four-year high; input prices remain elevated: https://reut.rs/3SNyfPv Turning Supply Chain Volatility into Competitive Advantage with o9 Solutions: https://bit.ly/SCN-At-Gartner-2026 The Autonomous Supply Chain: Why We're Not There Yet (And What It Will Actually Take): https://bit.ly/Amber-Salley-AutonomousEra From Planning to Decision Making: https://bit.ly/From-Planning-to-Decision-Making Mfg.inc: https://mfg.inc/ Connect with Rich on LinkedIn: https://www.linkedin.com/in/richcary/ Connect with Amber on LinkedIn: https://www.linkedin.com/in/ambersalley/ Upcoming Live Programming:  https://supplychainnow.com/upcoming-live-programming/ Supply Chain Now Resource Hub: https://supplychainnow.com/resource-hub/ Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now   Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join   Work with us! Download Supply Chain Now's NEW Media Kit: https://bit.ly/3XH6OVk WEBINAR- The Future of Supply Chains: Where Talent Meets Technology: https://bit.ly/4uUuxkc WEBINAR- Peak Reality Check: What Shippers, Analysts, and AI Models Are Predicting for 2026: https://bit.ly/4aTlsRv WEBINAR- From Volume to Resilience: How Automotive Supply Chains Are Adapting to a New Market Reality: https://bit.ly/4f6SUGA WEBINAR- The Automotive Industry's Next Digital Breakthrough: https://bit.ly/4vhUwT4 WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt This episode was hosted by Scott Luton and Amber Salley, and produced by Trisha Cortes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated episode page at: https://supplychainnow.com/buzz-manufacturing-momentum-ai-reality-leadership-lasts-1610 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now.For licensing inquiries or permissions, please contact us at production@supplychainnow.com© 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

AgriTalk
AgriTalk-July 17, 2026 AM

AgriTalk

Play Episode Listen Later Jul 17, 2026 41:56


We get through a lot of topics on this week's Friday Free-for-all with Jim Wiesemeyer of Wiesemeyer's Perspectives podcast and Shaun Haney of RealAg Radio. The uptick in hostilities between Ukraine and Russia, watching the global wheat market, President Trump's address to the nation, re-negotiating USMCA, tariffs on many Brazilian imports, and a lot more.See omnystudio.com/listener for privacy information.

donald trump russia ukraine perspectives brazilian usmca friday free shaun haney agritalk jim wiesemeyer realag radio
Independent Thinking
Has Trump made the presidency too powerful?

Independent Thinking

Play Episode Listen Later Jul 17, 2026 29:08


The 2026 World Cup final in New Jersey may represent the pinnacle of soft power for the USA and a moment of global prestige for President Donald Trump. But at home, concerns are growing over his ever-expanding vision of presidential power. Is America now living with an 'imperial presidency'? Has the Supreme Court given the president powers that future generations might find hard to take back? How might Trump's autocratic style affect the November midterm elections? And why does he like to associate himself so closely with sports? Bronwen Maddox is joined by Heather Hurlburt and Max Yoeli of Chatham House's US and North America Programme to discuss presidential overreach, football red cards and the unitary executive theory of power. Produced by Podmasters for Chatham House, with thanks to Sara Seth. Explore Chatham House's latest: Comment | Trump's threats – and U-turn – on Hormuz fees further undermine US credibility in the Gulf Comment | US refusal to renew USMCA trade deal brings uncertainty for Mexico. But the treaty is far from dead Upcoming event | US at 250: Separation vs. concentration of power Magazine issue | The World Today summer issue Audio | The Climate Briefing

35 West
USMCA Review Deadline

35 West

Play Episode Listen Later Jul 17, 2026 31:34


In this episode, Diego Marroquín Bitar is joined by William Alan Reinsch, senior adviser and Scholl Chair emeritus with the CSIS Economics Program and Scholl Chair in International Business, and Scott Miller, senior mentor of CSIS' Executive Education. Together, following the July 1, 2026, USMCA review deadline, they discuss the U.S. decision not to renew and the future of the USMCA.

WSJ Opinion: Potomac Watch
Trump Won't Renew His USMCA Trade Deal, as Michigan Gets a New Bridge to Canada

WSJ Opinion: Potomac Watch

Play Episode Listen Later Jul 16, 2026 28:09


The White House wants to renegotiate trade terms with Canada and Mexico, creating uncertainty for businesses, including auto makers. Plus, the Gordie Howe Bridge is finally set to open in Detroit, though a crony political intervention was no help. Learn more about your ad choices. Visit megaphone.fm/adchoices

Remarkable Retail
Bombas CEO Jason LaRose on Socks, Soul, and Scale — Plus Nike Stalls While Levi's and Aritzia Soar

Remarkable Retail

Play Episode Listen Later Jul 14, 2026 60:11


This episode comes to you live from our pop-up studio at the CommerceNext Growth Show in New York City. Our guest: Jason LaRose, CEO of Bombas — the brand that turned socks, underwear, and tees into a mission-powered growth machine, with more than 200 million essential clothing items donated to people experiencing homelessness. But first, the news — and in our summer biweekly format, there's plenty. Steve breaks down Nike's unimpressive quarter: revenues down, China off 12%, and an operating profit boost driven almost entirely by a nearly billion-dollar one-time tariff refund. The contrast with Levi's couldn't be sharper — under Michelle Gass, the brand posted 8% sales growth, expanding margins, and momentum across women's and tops. The winners keep winning elsewhere too. Aritzia's remarkable run continues with comps up an eye-popping 35% and digital up nearly 60%. Uniqlo parent Fast Retailing delivers 22% revenue growth from its 2,500-store global fleet. And Costco's monthly numbers offer fresh evidence of retail's Great Concentration. Then there's Kroger, acquiring regional grocery powerhouse Giant Eagle — a $9 billion revenue business bought at a strikingly low multiple. Michael and Steve debate the real question: does acquiring-to-compete solve Kroger's relevance problem, or just buy cost leverage against Walmart, Costco, and Amazon? Then it's on to Jason LaRose, who joined Bombas after leadership roles at Under Armour and Equinox. What drew him in: a genuine mission wrapped around outstanding economics — profitable essentially since day one. He traces the brand's arc from Indiegogo campaign and Shark Tank's most successful company ever to nearly $2 billion in cumulative sales, now expanding into underwear, tees, footwear, and slippers — the very items most requested in homeless shelters. LaRose also delivers a masterclass in disciplined distribution: highly curated wholesale partnerships with Target, Dick's, Nordstrom, and Scheels, each with distinct assortments for distinct customers, alongside the brand's first stores and expansion into Canada. His mantra — quality, comfort, mission, in that order — explains why repeat rates keep the funnel from leaking where so many DTC peers sprang holes. Wrapping up, on Steve's radar: a Dallas-area tour of the newly merged Container Store and Bed Bath & Beyond format (who exactly is this store for?), plus his provocative new Substack essay, "Convenience is Boring." On Michael's radar: the soon-to-open Gordie Howe Bridge, his conversation with U.S. Ambassador Pete Hoekstra, and why USMCA review limbo keeps piling uncertainty — and cost — onto businesses and consumers across North America. About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling author of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is a senior retail advisor, keynote speaker and media entrepreneur. Michael has delivered keynotes, hosted fire-side discussions hosted senior retail executive on-stage in 1:1 interviews worldwide. Michael produces and hosts a network of leading retail trade podcasts, including The Remarkable Retail Podcast, The Voice of Retail, The Food Professor, The FEED powered by Loblaw and the Global eCommerce Leaders podcast. He has been recognized by the NRF as a global Top Retail Voice for 2025 and 2026 and continues to be a ReThink Retail Top Retail Expert for the fifth year in a row.

Growing Harvest Ag Network
Mid-morning Ag News, July 14, 2026: USMCA enters renewal period

Growing Harvest Ag Network

Play Episode Listen Later Jul 14, 2026 2:27


The U.S.-Mexico-Canada Agreement, negotiated during the first Trump administration, has officially entered its six-year renewal period. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Historias x Whitepaper
175. ¿En qué vamos en el USMCA?

Historias x Whitepaper

Play Episode Listen Later Jul 14, 2026 49:48


En el deep dive de esta semana, tenemos como invitado a Alex Gonzalez, de The Mexico Political Economist, para platicar sobre la situación actual del United States–Mexico–Canada Agreement (USMCA/T-MEC) y las implicaciones que este proceso tiene para la economía de México y la región.Aeroméxico es la aerolínea más puntual del mundo por segundo año consecutivo, de acuerdo con CIRIUM. Conoce más Recomendaciones:RevolutionsThe Mexico Political Economist

Transfix
Transfix Take Podcast | Week of July 14 - Tariff Rush, Rising Diesel & California's Next Move

Transfix

Play Episode Listen Later Jul 14, 2026 10:46


This week on The Transfix Take, Jenni Ruiz and NFI's Justin Maze unpack a freight market that's holding steady on the surface, but showing signs of change underneath. With shippers rushing to front-load inventory ahead of looming tariff deadlines, import volumes climbing, and uncertainty surrounding the future of the USMCA, the conversation explores where those pressures could begin showing up across the domestic freight market in the weeks ahead. They also break down this week's jump in diesel prices, why tender rejections continue to hover around 16%, what flat national rates really signal, and how seasonality is shaping conditions across every major U.S. region. Plus, what brokers should be watching on the West Coast as imports rise, why the Southeast continues to loosen, and how California's soaring fuel costs could ripple through capacity and the spot market. -- Disclaimer: All views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect the views or positions of Transfix, Inc. or any parent companies or affiliates or the companies with which the participants are affiliated, and may have been previously disseminated by them. The views and opinions expressed in this podcast are based upon information considered reliable, but neither Transfix, Inc. nor its affiliates, nor the companies with which such participants are affiliated, warrant its completeness or accuracy, and it should not be relied upon as such. All such views and opinions are subject to change.

American Conservative University
Ann Coulter. Beating the Anchor Baby Ruling with Roger Severino

American Conservative University

Play Episode Listen Later Jul 13, 2026 35:13


Ann Coulter. Beating the Anchor Baby Ruling with Roger Severino Beating the Anchor Baby Ruling w/ Roger Severino. UNSAFE with Ann Coulter Watch this video at- https://youtu.be/vlPxB4IPRWs?si=toAPwCef81ddqAWl Ann Coulter 2.86K subscribers Jul 10, 2026 UNSAFE w/ Ann Coulter - live on 07/09/2026 Ann Coulter opens with an urgent call for Donald Trump to veto the housing bill and its expansion of Section 8 housing, walking through what Section 8 did to Ferguson, Missouri, the landlords who profit, and Jared Kushner's Section 8 millions. She covers Graham Platner ending his Maine Senate campaign after his Reddit post mocking a wounded Purple Heart soldier, the rape revelation and the Totenkopf tattoo; Finland's Supreme Court convicting MP Päivi Räsänen over a 2004 church pamphlet on Christian teaching (and Rod Dreher's report that she can't transit Heathrow); Google AI falsely claiming New York Times coverage of the case; the cyclospora parasite outbreak and America's dependence on Mexican produce under NAFTA and USMCA; and The Atlantic's numbers on the death of reading, from the National Endowment for the Arts surveys to the reversing Flynn effect. Then the Heritage Foundation's Roger Severino — Project 2025 drafter, former head of civil rights at HHS, husband of Carrie Severino — details the plan JD Vance boosted for fighting the Supreme Court's anchor-baby ruling: closing the 14th Amendment territories loophole behind Chinese birth tourism in the Northern Mariana Islands and Guam, declaring birth-tourist parents persona non grata for life unless they renounce their child's citizenship, expedited deportation for the parents, requiring hospitals to report citizenship status of parents, making illegal-alien parents pay public school tuition to challenge Plyler v. Doe, and using tax law against returning anchor-baby 'sleepers' — the Al Capone treatment. Topics: housing bill, Section 8, Ferguson, Graham Platner, Maine Senate race, Päivi Räsänen, Finland hate speech, Google AI, cyclospora, Mexican produce, NAFTA, reading decline, Flynn effect, Roger Severino, Heritage Foundation, Project 2025, anchor babies, birthright citizenship, 14th Amendment, birth tourism, Northern Mariana Islands, Plyler v. Doe, deportation, JD Vance Watch live on Rumble: https://rumble.com/c/AnnCoulter TikTok:   / realanncoulter   X (formerly Twitter): https://x.com/anncoulter Substack: https://anncoulter.substack.com/

Simply Trade
Inside GTC Labs: Building Smarter Technology for Trade Professionals

Simply Trade

Play Episode Listen Later Jul 13, 2026 28:38


Host: Lalo Solorzano Guest(s): Brianna Solorzano and Aaron Escobar Published: July 13, 2026 Length: ~28 minutes Presented by: Global Training Center Summary Technology is changing international trade, but the best tools do more than automate tasks—they solve real problems for the people doing the work. In this tech-focused episode of the Simply Trade Podcast, host Lalo Solorzano introduces GTC Labs, Global Training Center's incubator for developing practical technology solutions for the international trade community. Drawing on more than 35 years of training experience and direct feedback from trade professionals, the team is exploring where existing software falls short and how focused tools can help. Software engineers Brianna Solorzano and Aaron Escobar join the conversation to discuss two early GTC Labs initiatives. The first is RAIZ, a cloud-based USMCA platform designed to support supplier solicitations, product qualification, certificate fulfillment, and audit documentation. The second explores AI agents that can monitor trade developments, process information from official sources, and deliver more relevant insights to trade professionals. The conversation also addresses an important concern: technology should support people, not simply replace them. From deterministic qualification logic to thoughtfully applied AI, the episode offers a practical look at building technology around real trade workflows. Main Topic / Discussion This episode introduces GTC Labs and its mission to create practical, accessible technology for international trade professionals. The discussion focuses on RAIZ, a USMCA management platform being developed to simplify supplier documentation, product qualification, certificate generation, and audit readiness. The team also explores how AI agents could help trade professionals monitor official announcements, identify relevant developments, summarize lengthy documents, and improve situational awareness. A central theme throughout the episode is responsible technology design. The team explains that AI is not appropriate for every task. For example, RAIZ uses programmed human logic—not AI—to determine USMCA qualification results, while future AI features may help users better understand their data and qualification outcomes. Building RAIZ Around Real USMCA Workflows RAIZ was designed around four recurring challenges identified through Global Training Center's work with trade professionals: • Soliciting supporting documentation from suppliers • Applying product-specific rules and qualification requirements • Fulfilling certificate of origin requests from customers • Maintaining a complete and defensible audit trail Using AI as a Trade Professional's Sidekick The GTC Labs team is also developing agent-based workflows that could: • Monitor official trade sources and industry developments • Process lengthy announcements, articles, and regulatory documents • Filter information according to a company's industry and priorities • Produce targeted briefings, insights, and meeting talking points Key Takeaways • Technology should be designed around real trade workflows rather than trying to solve every problem with one platform. • RAIZ brings supplier solicitation, USMCA qualification, certificate fulfillment, and audit support into one connected system. • Automation can give trade professionals more time for analysis, education, risk management, and higher-value work. • AI should be applied selectively; RAIZ uses programmed human logic for qualification decisions instead of relying on AI. • Trade-focused AI agents could help professionals monitor official sources and understand how new developments affect their businesses. • Training and technology are most effective when they work together inside the user's day-to-day process. Resources & Mentions • RAIZ: Simplify USMCA Qualification Without the Guesswork • Global Training Center USMCA Training • Office of the United States Trade Representative • Bureau of Industry and Security • Obsidian Credits Host: Lalo Solorzano Guest(s): Brianna Solorzano Aaron Escobar Producer: Mara Marquez

Thoughts on the Market
A New Chapter for North American Trade

Thoughts on the Market

Play Episode Listen Later Jul 10, 2026 4:46


The USMCA review is underway, with implications beyond tariffs. Our Head of U.S. Public Policy Research Ariana Salvatore breaks down the key issues shaping the road ahead.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of U.S. Public Policy at Morgan Stanley Research.Today, I'll be talking about the USMCA review – what happened on July 1st, what it means for North American trade, and how investors should be thinking about the road ahead. It's Friday, July 10th at 10am in New York. Last week, the six-year review deadline for the USMCA came and went. And as we'd anticipated, the U.S. declined to extend the agreement for another sixteen-year term. U.S. Trade Representative Greer stated that the U.S. did not agree to renew the USMCA in its current form, pointing to shortcomings and trade deficits with both Canada and Mexico, much of which echoed his testimony in front of Congress in December of last year. So, what happens next? This decision triggers an annual review process that could continue until the agreement's scheduled expiration in 2036. So, that means effectively the new deadline for negotiations is now July of 2027. And if we get to that point and see a similar outcome, this procedure repeats until the deal is terminated in 2036. Now, importantly, the agreement itself remains fully in force during this period. The current tariff regime, rules of origin, investment protections, and dispute settlement mechanisms are all unaffected for now. That's actually in line with the expectation that we laid out earlier this year. In short, we anticipated an outcome in which negotiations stall and the deal moves to annual reviews. We thought that was becoming more likely than an ambitious expansion of the agreement in its current form. That being said, there are some important implications of this outcome. First, we think North American trade is being reshaped by a transition from a rules-based framework – where tariff schedules and preferential access anchored trade decisions – toward a more discretionary, sector-specific approach tied to industrial policy objectives. That, of course, increases uncertainty around exemptions, sector treatment, and consequently investment decisions for corporates. Second, we think two bilateral deals may not be off the table. While it's still our base case that the trilateral framework remains intact, reporting seems to suggest that negotiations are progressing much more substantively with Mexico than with Canada. A third round of U.S.-Mexico negotiations is scheduled for the week of July 20th, while substantive text-based negotiations between Canada and the U.S. have not yet begun. That asymmetry could mean that bilateral issues between the U.S. and Mexico are resolved more easily, while outstanding frictions like Canada's dairy market quota system could prove to be an overhang in those bilateral talks. Third, the structural divergence between Mexico and Canada is accelerating, which is something my colleagues have highlighted in their recent work. If we think about Canada's manufacturing export base – autos, metals, machinery, energy, and transportation equipment – that actually overlaps with the areas that the U.S. government is increasingly defining as strategic. And therefore, necessitating more government involvement through, in things like Section 232 tariffs. Canada accounts for only a negligible share of U.S. imports across computers, semiconductors, communications equipment, and advanced electronics. Those are actually the sectors where Mexico has become deeply integrated, particularly through assembly and re-export activity linked to AI servers, electronics, and industrial hardware. Mexico now supplies roughly 35 percent of U.S. IT hardware imports and nearly 50 percent of U.S. server imports. And the North in particular has emerged as a vital interconnection hub between Latin America and the U.S. That's been driven by nearshoring trends, AI adoption, and multi-cloud strategies, as my colleagues Nik Lippmann and Fernando Sedano highlight. That means the scope and the objectives of the bilateral talks between the U.S. and Mexico and the U.S. and Canada may diverge even more from here. So where does that leave us? The USMCA is still intact, but the annual review process means North American trade policy is now a recurring negotiation, not yet a settled framework. And that will likely remain the case if policymakers agree next July to punt the issue yet another year. The primary risk, in our view, stems less from the possibility of a full USMCA collapse and more from the prolonged uncertainty around implementation details, sector-specific trade measures, and Section 232 tariffs. 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.

Ag News Daily
July 10, 2026: 45Z Tax Credit Opportunities This Growing Season, Crop Diseases to Watch

Ag News Daily

Play Episode Listen Later Jul 10, 2026


Top agriculture headlines this week include the start of the U.S.-Mexico-Canada Agreement review process and updates from the field as the growing season reaches a critical stage. Farmer sentiment weakened in June as high input costs continued to pressure producers. Today's episode also covers what the USMCA review process could mean for North American trade, the latest on New World screwworm and what growers should be watching as corn enters reproductive stages. This week's interview is with Mitchell Hora, founder and CEO of Continuum Ag, who breaks down the USDA's long-awaited guidance for the 45Z Clean Fuel Production Tax Credit. He explains what the final rules mean for farmers, how carbon intensity scores may unlock new revenue opportunities, which conservation practices qualify and what producers should do now as biofuel companies prepare to roll out participation programs. Stay connected with us for daily agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

The John Batchelor Show
S8 Ep1108: Bolivia's Instability and US-Mexico Trade Leverage. Evan Ellis. Bolivia remains on "borrowed time" as Evo Morales leads blockades from his coca-growing stronghold. Simultaneously, the U.S. uses the USMCA's renewal uncertainty as lev

The John Batchelor Show

Play Episode Listen Later Jul 9, 2026 12:12


Bolivia's Instability and US-Mexico Trade Leverage. Evan Ellis. Bolivia remains on "borrowed time" as Evo Moralesleads blockades from his coca-growing stronghold. Simultaneously, the U.S. uses the USMCA's renewal uncertainty as leverage to ensure Mexico's cooperation on migration and drugs. This strategy risks long-term investment but forces immediate strategic compliance from the Mexican administration. (7)

The John Batchelor Show
S8 Ep1108: Bolivia's Instability and US-Mexico Trade Leverage. Evan Ellis. Bolivia remains on "borrowed time" as Evo Morales leads blockades from his coca-growing stronghold. Simultaneously, the U.S. uses the USMCA's renewal uncertainty as lev

The John Batchelor Show

Play Episode Listen Later Jul 9, 2026 12:12


Bolivia's Instability and US-Mexico Trade Leverage. Evan Ellis. Bolivia remains on "borrowed time" as Evo Moralesleads blockades from his coca-growing stronghold. Simultaneously, the U.S. uses the USMCA's renewal uncertainty as leverage to ensure Mexico's cooperation on migration and drugs. This strategy risks long-term investment but forces immediate strategic compliance from the Mexican administration. (7)1904

The John Batchelor Show
S8 Ep1110: SCHEDULE THE JOHN BATCHELOR SHOW, 7-8-2026

The John Batchelor Show

Play Episode Listen Later Jul 9, 2026 8:47


SCHEDULE THE JOHN BATCHELOR SHOW, 7-8-20261966 SWEDEN Chaos in the Strait of Hormuz and Global Alignments. Gordon Chang and Kamran Bokhari. The Strait of Hormuz memorandum of understanding has collapsed, leading the U.S. to end the ceasefire with Iran. Iran is attempting to divide international allies by courting India and Pakistan. Pakistan balances a mediating role against domestic economic instability, while India shifts toward a burden-sharing role in the Indo-Pacific. (1) Chinese Missile Provocations and the Undersea Power Struggle. Gordon Chang and Rebecca Grant. Chinalaunched a long-range missile over sovereign territories toward Fiji, an aggressive move coinciding with major NATO and RIMPAC events. The test signals China's intent to expand its nuclear triad despite its currently "noisy" submarine technology. The U.S. maintains its undersea dominance through advanced programs like the Columbia-class boomer and unmanned Orca systems. (2) Religious Persecution and the Rise of Underground Christianity in China. Gordon Chang and Piero Tozzi. Pastor Ezra Jin's release highlights the CCP's continued persecution of underground churches that refuse to answer to the state. Despite intense Sinicization and arrests of figures like Jimmy Lai, Christianity is flourishing in China as a witness for human dignity. Totalitarian control efforts have created an enemy in an underground congregation potentially numbering over 100 million. (3) PLA Purges and Xi Jinping's Power Consolidation. Gordon Chang and Piero Tozzi. Xi Jinping's provocative missile launches are linked to internal instability and purges within the Central Military Commission. By creating international tension, Xi forces competing party factions to rally behind his leadership. While he controls the propaganda and state security apparatus, his control over the People's Liberation Army remains incomplete. (4) Venezuela's Humanitarian Crisis and US Diplomatic Pragmatism. Evan Ellis. Twin earthquakes in Venezuelahave left thousands dead and missing, with the Maduro regime's response marked by corruption and inefficiency. The U.S. continues to work with regime "thugs" for stability and oil access while preventing the democratically elected leader, María Corina Machado, from returning to aid her country. (5) Electoral Shifts Toward U.S. Cooperation in Peru and Colombia. Evan Ellis. Keiko Fujimori in Peru and Abelardo de la Espriella in Colombia have secured victories, pledging to join U.S.-led regional security coalitions. Both leaders inherit nations plagued by record-high coca production and expanded criminal groups. Their success is viewed as critical for regional stability and counter-cartel efforts in the Americas. (6) Bolivia's Instability and US-Mexico Trade Leverage. Evan Ellis. Bolivia remains on "borrowed time" as Evo Morales leads blockades from his coca-growing stronghold. Simultaneously, the U.S. uses the USMCA's renewal uncertainty as leverage to ensure Mexico's cooperation on migration and drugs. This strategy risks long-term investment but forces immediate strategic compliance from the Mexican administration. (7) Cuba's Grid Collapse and Caribbean Regional Integration. Evan Ellis. Cuba's recurring blackouts highlight a crumbling infrastructure and the failure of economic reforms to appease U.S. sanctions. While the U.S. applies individual sanctions on leaders, CARICOM is expanding its regional influence, recently bringing Martinique in as an associate member to bolster Caribbean governance and maritime security. (8) Russia's Energy Chokepoint and the Shifting Global Oil Map. Michael Bernstam. Ukrainian drone strikes on major Russian refineries have triggered a severe fuel crisis, forcing export bans on diesel and gasoline. Meanwhile, Gulf states are building massive pipelines to bypass the Strait of Hormuz. These developments are neutralizing Iran's "golden weapon" and shifting global oil transit maps away from traditional naval chokepoints. (9) The Strategic Impact of the Drone War on Russia. Michael Bernstam. Ukrainian drones have achieved what sanctions could not, choking Russia's fuel supply and forcing it to sell oil at massive discounts to China and India. This new form of decentralized drone warfare has made fuel supplies the primary vulnerability of the Russianeconomy. Modern nations, including Taiwan, are now observing these lessons in resource warfare. (10) The Capitalism Model and Monetization of the Space Sector. Bob Zimmerman. Wall Street has embraced commercial space, with private companies like Catalyst performing satellite servicing missions once reserved for government agencies. The U.S. Space Force now buys rapid-launch capabilities from the private sector for orbital reconnaissance. India is also transitioning its space program toward this capitalist model to increase efficiency. (11) Asteroid Probes and Scientific Cosmological Anomalies. Bob Zimmerman. Missions are targeting asteroids like the potentially dangerous Apophis, with a fleet of probes planning a 2029 flyby. Meanwhile, the Euclid telescope has detected ancient quasars that challenge Big Bang timelines. Additional anomalies in Galaxy Centaurus A and unpredictable sunspot activity suggest current cosmological models remain incomplete. (12) European Heat Waves and Shifting Commodity Markets. Simon Constable. Extreme heat is becoming the norm in Europe, driving demand for air conditioning and pressuring electrical infrastructure. Commodity prices show mixed signals; oil and gas have risen due to Middle East tensions, while industrial metals like copper decline. In Britain, Andy Burnham is positioned as a likely future prime leader. (13) The Invisible Power of Global Data Centers. Simon Constable. Data centers represent the digital future, with Virginia housing the world's highest concentration for the federal government. Despite accounting for over 4% of U.S. electricity usage, a quiz reveals that a quarter of Americans know nothing about these facilities. The U.K.holds the second-highest number of data centers globally. (14) The Sino-American Lunar Race for Permanent Presence. Rick Fisher and Doug Messier. China aims for a permanent lunar presence at the South Pole to potentially deny access to other powers. NASA is countering with a civilian coalition of private partners like SpaceX to develop sustainable infrastructure for future Mars missions. China's architecture mimics Soviet systems, while NASA's Starship requires complex orbital refueling to reach the moon. (15) Risk Aversion and Logistical Timelines for Moon Landings. Rick Fisher and Doug Messier. The Chinesespace program is highly risk-averse to protect the Communist Party's legitimacy. While NASA is "game on," it faces challenges with the Starship lander, which reportedly requires at least 15 refueling launches per mission. China hopes for a manned landing by 2030, while NASA's 2028 timeline remains subject to potential delays. (16)

California Ag Today
California Avocado Commission Calls for Seasonal Import Policy

California Ag Today

Play Episode Listen Later Jul 9, 2026


New advocacy campaign highlights trade concerns ahead of negotiations with Mexico.

Northern Light
USMCA, summer food kits, Chazy fishing

Northern Light

Play Episode Listen Later Jul 8, 2026 29:48


(Jul 8, 2026) President Trump wants to abandon the USMCA trade deal; some families on tight budgets are getting breakfast and lunches delivered to their homes while their kiddos are on summer break; and, we'll go on a fishing trip with a group of middle schoolers from Chazy.

Alabama AgCast
Ag News: Senate Farm Bill, USMCA halted, Beef Tour and more!

Alabama AgCast

Play Episode Listen Later Jul 8, 2026 15:23


Among the national news stories; Language is released from the Senate Farm Bill, a new legal defense avenue for farmers, and the USMCA trade deal halted by President Trump.In Federation news; we get a report from the beef tour and farmers appointed to the state's STEM Council.Finally, we'll get a field report from David Heflin, news on commodities from Maggie Gaddy, and a look at the markets with Chris Prevatt.Find out more about our sponsor, Alabama Ag Credit, and also about Alabama Farmers Federation. 

NCPR's Story of the Day
7/8/26: The North Country and the end of the USMCA

NCPR's Story of the Day

Play Episode Listen Later Jul 8, 2026 9:41


(Jul 8, 2026) President Trump says he plans to abandon his own trade deal with Mexico and Canada. We talk with North Country officials about what the end of the USMCA would mean for our business ties with Canada. Also: A pending bill in Albany would provide a boost to New York State's pharmacies.

The John Batchelor Show
S8 Ep1099: Mary Anastasia O'Grady. O'Grady explains that Trump's refusal to renew USMCA creates investor uncertainty but no immediate trade changes. She highlights the agreement's necessity for North American manufacturing and agricultural competitive

The John Batchelor Show

Play Episode Listen Later Jul 7, 2026 8:50


Mary Anastasia O'Grady. O'Grady explains that Trump's refusal to renew USMCA creates investor uncertainty but no immediate trade changes. She highlights the agreement's necessity for North American manufacturing and agricultural competitiveness against global economic rivals. (13)1920

The John Batchelor Show
S8 Ep1101: SCHEDULE JBS, 7-6-2026.

The John Batchelor Show

Play Episode Listen Later Jul 7, 2026 7:49


SCHEDULE JBS, 7-6-2026.1950, THE 150TH ANNNIVERSARY USA. Bill Roggio. Roggio explains Pakistan's classification as a "friendly" nation by Iran, highlighting its role as a deceptive mediator. He cautions that Pakistan's military often undermines U.S. interests to maintain its own regional influence. (1) Bill Roggio. Roggio emphasizes that Hezbollah's core goal remains Israel's destruction, rendering diplomatic ceasefires ineffective. He also warns that Syria's leader is a savvy jihadist who effectively manipulates Western perceptions while remaining a dangerous neighbor. (2) Ernesto Araújo and Alejandro Peña Esclusa. Esclusa details the Venezuelan regime's negligent earthquake response, focusing on hiding illicit assets rather than saving lives. Araújo argues the U.S. must do more to dismantle the criminal network currently governing the country. (3) Ernesto Araújo and Alejandro Peña Esclusa. Esclusa details how narco-trafficking infected the São Paulo Forum, causing leftist leaders to reject democratic losses. Araújo argues regional stability requires a dedicated alliance to eradicate the link between communism and organized crime. (4) Samuel Benner. Benner views the resignation of a Hamas official as a cosmetic tactic to maintain control over Gaza. Despite military setbacks, Hamas continues recruiting youth and manufacturing low-level explosives to remain a significant threat. (5) Samuel Benner. Benner discusses the immense difficulty of rebuilding Gaza while Hamas remains in power. He notes Hamas uses reconstruction as a political tool, often obstructing aid efforts to maintain its local authority and influence. (6) David Daoud. Daoud argues the Lebanese Armed Forces are unlikely to confront Hezbollah, potentially facilitating performative security checks. He stresses that Israel's primary objective in Lebanon is ensuring long-term security for its northern citizens. (7) David Daoud. Daoud critiques U.S. policy for treating Lebanon as a sovereign state, ignoring Hezbollah's deep social and political integration. He warns that the nation is a failed state, now entirely dominated by Iranianinfluence. (8) John Hardie. Hardie observes a more supportive U.S. stance toward Ukraine's long-range strikes. He suggests Putin is isolated, receiving flawed military reports from his generals, and continues to delay mobilization decisions despite a strategic stalemate. (9) Janatan Sayeh. Sayeh details how the Iranian regime used the Ayatollah's funeral to project false stability amidst paranoia. He reports increased internal repression and a shift in power toward the IRGC as clerics lose legitimacy. (10) Edmund Fitton-Brown. Fitton-Brown highlights the suspicious absence of Mojtaba Khamenei from his father's funeral, suggesting he is incapacitated. He also characterizes Iran's attempts to charge tolls in the Strait of Hormuz as blatant international gangsterism. (11) Edmund Fitton-Brown. Fitton-Brown describes Houthis as autonomous Iranian proxies testing regional blockades. He notes Oman serves as a critical, unpressured hub for smuggling weapons and illicit goods, enabling Houthis to recover from strikes. (12) Mary Anastasia O'Grady. O'Grady explains that Trump's refusal to renew USMCA creates investor uncertainty but no immediate trade changes. She highlights the agreement's necessity for North American manufacturing and agricultural competitiveness against global economic rivals. (13) Ahmad Sharawi. Sharawi discusses Syria's attempt to regain political influence in Lebanon without military intervention. He describes the newly formed Syrian parliament as a non-representative body designed solely to consolidate power under the current regime. (14) Bruce Bechtol. Bechtol analyzes the deepening military partnership between North Korea and Russia, driven by ammunition sales for the Ukraine war. This influx of cash allows North Korea to modernize its navy and build destroyers. (15) Alan Tonelson. Tonelson discusses Canada's attempt to pivot trade toward China, which has drawn U.S.criticism. He argues that the U.S. maintains the upper hand because of China's massive trade dependence and internal economic vulnerabilities. (16) Corrections applied: John Hardie (not "Hardy"), Janatan Sayeh (not "Sai"), Edmund Fitton-Brown (hyphenated), Mary Anastasia O'Grady (not "Grady"), Ahmad Sharawi (not "Akmed Sherari"), and Alan Tonelson (not "Tunnelsson").

Real Estate Espresso
Free Trade Is Still Here - For Now

Real Estate Espresso

Play Episode Listen Later Jul 7, 2026 5:22


Today we're talking about the July 1 review of the United States Mexico Canada Agreement, better known as USMCA, and what it means for anyone developing or constructing buildings in North America.Leading up to July 1, the public conversation made the date sound like a cliff. Either the agreement would be renewed for another sixteen years, or it would somehow vanish overnight. That was never the actual mechanism. USMCA entered into force on July 1, 2020. The agreement has a sixteen-year term, which takes it to 2036. The six-year review was a decision point, not an expiration date. Because the three countries did not unanimously extend it, the agreement remains in force and now moves into annual reviews.The important point is that continuity and certainty are not the same thing. The legal framework survives. Goods that satisfy the agreement's rules of origin can continue to receive preferential treatment. But businesses no longer have a fresh sixteen-year runway. They now face a recurring political checkpoint, with the possibility of changes being negotiated every year.For the construction industry, that distinction matters. Construction is a long-cycle business. A development conceived today may not buy structural steel, electrical gear, windows, elevators, HVAC equipment, or finish materials for two or three years. A manufacturer deciding where to build a plant may be making a twenty-year decision. Annual trade reviews introduce a mismatch between short political cycles and long capital commitments.-------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1)   iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613)   Website: [www.victorjm.com](http://www.victorjm.com)   LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce)   YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734)   Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso)   Email: [podcast@victorjm.com](mailto:podcast@victorjm.com)  **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com)   Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital)   Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)  

north america construction goods hvac free trade usmca united states mexico canada agreement
The Trade Guys
USMCA Review Deadline with CSIS's Diego Marroquín Bitar

The Trade Guys

Play Episode Listen Later Jul 7, 2026 32:30


Bill and Scott welcome Diego Marroquín Bitar, fellow with the CSIS Americas Program, following the July 1, 2026, USMCA review deadline to discuss the U.S. decision not to renew and the future of the USMCA.

The Steve Gruber Show
Day Break | Can America Stop the Socialist Surge?

The Steve Gruber Show

Play Episode Listen Later Jul 7, 2026 114:23


Day Break | Can America Stop the Socialist Surge? --- 00:00 - Monologue 19:10 – Diana Furchtgott-Roth, nationally recognized economist, energy policy expert, and Distinguished Fellow at the Energy Policy Research Foundation (EPRINC). Furchtgott-Roth discusses Britain's current energy challenges, arguing that aggressive net-zero emissions policies have driven up costs and reduced energy reliability. She examines what lessons the United States can learn as policymakers debate the future of domestic energy production and climate policy. 38:27 - Monologue 47:24 – Missy Malone, My Pure Health. Malone discusses health freedom, metabolism, and why many people struggle to lose weight despite dieting and exercise. The conversation explores individualized approaches to wellness, understanding the body's unique needs, and alternatives to conventional weight-loss programs, while encouraging listeners to seek personalized health consultations. 57:36 – Brent Sadler, Senior Research Fellow for Naval Warfare and Advanced Technology at The Heritage Foundation's Allison Center for National Security. Sadler discusses growing interest among U.S. allies in the Indo-Pacific for nuclear-powered submarines, examining the strategic importance of naval deterrence, defense partnerships, and maintaining stability in the Pacific region. 1:16:44 - Monologue 1:25:40 – Anthony Tomey, Co-Owner of 8 Mile Vodka and CEO of the Tomey Group. Tomey discusses 8 Mile Vodka's Gold Medal win at the 2026 Bartender Spirits Awards, the challenges and opportunities of building a successful business in Michigan, entrepreneurship, and manufacturing in America. 1:35:41 – Alejandro Martínez Arriaza, Secretary General of Mexico's National Food and Commerce Union (SNAC). Martínez discusses labor issues affecting Mexican workers, U.S.-Mexico trade relations, and the importance of fair labor standards and strong economic cooperation under the USMCA for workers and businesses on both sides of the border. --- Check out our brand new podcast, 'Forgotten America'... Episode 21 is live NOW at Steve Gruber on YouTube! Link below: https://youtu.be/WyZmI-8l5yg  

Car Stuff Podcast
Stick-Shift Ferrari, Lexus IS Review, Renegotiating the USMCA

Car Stuff Podcast

Play Episode Listen Later Jul 7, 2026 60:56


Jill and Tom open the show by acknowledging that the Subaru Outback, now less wagonlike, is reportedly selling well, despite the break with its design roots. Tom was worried it might not. The hosts turn their attention to a series of spy photographs depicting what is claimed to be the Chrysler brand's next products, the Airflow compact crossover, and the Arrow and Arrow Cross subcompact crossovers. Word has it the Airflow will arrive for the 2028 model year, and the Arrow and Arrow Cross shortly after that. Tom turned the conversation to the bizarre news that Ferrari will offer a fake manual transmission in an upcoming version of the brand's 12Cylindri sports car. The 819-horsepower Ferrari will feature a conventional 8-speed automatic transmission, but also include a gated chrome shifter and functional clutch pedal. No word yet as to how the system feels relative to a conventional manual shifter, but we do know that European-market prices start just under $700,000. Tom changed topics and wondered aloud if part of what is driving new-car transaction prices higher is the increase in the number of hybrid vehicles being purchased in the U.S. Jill isn't so sure. Still in the first segment, Jill reviews the compact Lexus IS sporty sedan. In the second segment, the hosts welcome Sam Fiorani of AutoForecast Solutions to the show. Sam shares his take on the demise of Polestar, what to expect from the USMCA negotiations, and what's new at the Boyertown Museum of Historic Automobiles. In the last segment, Jill is subjected to Tom's “Was it a Car Part” quiz. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two Minutes in Trade
Two Minutes in Trade - USMCA Lives to See Another Day...at Least for Now

Two Minutes in Trade

Play Episode Listen Later Jul 7, 2026 3:20


Reports of the USMCA's death are greatly exaggerated. The agreement carries on for at least 10 more years. Listen for more on Two Minutes in Trade. 

The Exchange
Coffee Memo | Travel, SCA, Decaf, Free Trade, Market Ep. 21

The Exchange

Play Episode Listen Later Jul 7, 2026 24:00


 Key  Topics Industry evolution and future outlook Consumer trends in Europe Impact of USMCA on coffee trade Decaffeination methods and regulations Market volatility and supply chain dynamics European coffee culture and consumer behavior Innovation and adaptation in the coffee industry Role of trade associations     Part of The Covoya Coffee Podcasting Network TAKE OUR LISTENER SURVEY Visit and Explore Covoya!

Tennessee Home & Farm Radio
USMCA Renewal Negotiations Underway

Tennessee Home & Farm Radio

Play Episode Listen Later Jul 7, 2026 2:03


July 1 was an important date for the U.S.-Mexico-Canada trade agreement. Chad Smith has more on renewal negotiations underway.

China EVs & More
NIO vs. Li Auto Stays Ugly, Chery Goes Global & Tesla Faces New Pressure | China EVs & More #249

China EVs & More

Play Episode Listen Later Jul 7, 2026 34:07 Transcription Available


China's EV industry isn't slowing down—it's becoming even more competitive.In Episode 249, Tu Le and Lei Xing break down the escalating rivalry between NIO and Li Auto, examine why Chery is rapidly becoming one of China's most successful global automakers, and discuss what Tesla, Mercedes and other legacy automakers are up against as Chinese brands expand at home and abroad.  The conversation explores Chery's potential manufacturing partnership in the UK, the latest May sales results, NIO's growing momentum with the ES9, Li Auto's recent challenges, Mercedes' next-generation EV strategy, and why intelligent driving, software and global manufacturing are becoming the next battlegrounds in the automotive industry.If you want to understand where the global auto industry is headed—and which companies are building long-term advantages—this episode connects the dots beyond the headlines.  They also hit:Why Chery's export strategy is reshaping its global ambitionsWhether NIO's recent product launches have finally changed its trajectoryThe growing tension between NIO and Li Auto—and what it says about China's increasingly competitive EV marketWhy Mercedes is betting heavily on Chinese software and intelligent drivingTesla's resilience in China despite a flood of new competitorsHow intelligent driving has become the industry's newest competitive battlefieldWhy China's leading EV makers are preparing for a very different next phase of growth.  SEO KeywordsChina EVs, China EVs and More, Chery, NIO, Li Auto, Tesla China, Mercedes China, Chinese automakers, EV exports, China auto market, intelligent driving, autonomous driving, EV competition, Chery UK, electric vehicles, BYD, XPeng, Geely, Tu Le, Lei Xing, Sino Auto InsightsSuggested YouTube Chapters00:00 Welcome & Episode Setup 01:30 Chery's UK Manufacturing Move 03:10 Chery's Export Strategy & Global Push 05:15 Is Chery Too Dependent on Exports? 07:35 BYD, Geely, Chery & China's Global Automakers 09:40 May Sales: Tesla, LeapMotor, Xiaomi & NIO 10:55 NIO Momentum: ES8 / ES9 Update 11:15 NIO vs. Li Auto Suspension Test Controversy 13:15 Li Auto Under Pressure 15:55 Xiaomi, HIMA & the 30K+ Monthly Sales Club 17:30 Mercedes GLC, Momenta & China-Specific EV Tech 20:50 XPeng, FSD & China's Intelligent Driving Race 23:10 China EVs Entering Canada 25:00 USMCA, Canada & Chinese EV Investment 26:35 Honda's China Collapse 27:25 Legacy Automakers' Only Path Forward in China 29:45 Fast Charging, Battery Life & Viewer Q&A 31:30 Built-In Fridges, BYD, NIO & Closing Thoughts

Conservative Review with Daniel Horowitz
Republicans STILL Won't Secure the Border After 11 Years | Illegal Alien Truckers Killing Americans | 7/6/26

Conservative Review with Daniel Horowitz

Play Episode Listen Later Jul 6, 2026 62:25


Pennsylvania State Trooper Michael Pahira Jr. was tragically killed by an illegal alien truck driver — a preventable tragedy that exposes a massive, deadly problem on America's highways. Why is the GOP refusing to act? I'm joined by Shannon Everett, co-founder of American Truckers United, to expose the horrifying reality of the non-domiciled CDL crisis. Hundreds of thousands of illegal aliens are currently driving 80,000-pound commercial trucks across the country, exploiting freight brokers, setting up "No Name" LLCs, and replacing American workers under the USMCA. Despite a clear mandate, federal bills like Dalilah's Law are stalled and red states are failing to revoke reciprocity for these illicit licenses. Everett breaks down the exact federal and state action items needed to get illegal alien truck drivers off the roads immediately and restore safety to our highways.  Why is the easiest immigration problem to solve still being ignored? Learn more about your ad choices. Visit megaphone.fm/adchoices

The John Batchelor Show
S8 Ep1098: Mary O'Grady highlights how the USMCA makes North America globally competitive. By integrating markets and labor across the US, Mexico, and Canada, the region leverages comparative advantages essential for modern manufacturing and economic suc

The John Batchelor Show

Play Episode Listen Later Jul 6, 2026 2:06


Mary O'Grady highlights how the USMCA makes North America globally competitive. By integrating markets and labor across the US, Mexico, and Canada, the region leverages comparative advantages essential for modern manufacturing and economic success. (4)1909 MEXICO

The John Batchelor Show
S8 Ep1097: Preview for Later Today: Alan Tonelson analyzes trade tensions between the US and Canada. He stresses that continental integration remains vital, noting that the USMCA protects most Canadian exports from tariffs despite political friction betwe

The John Batchelor Show

Play Episode Listen Later Jul 6, 2026 1:57


Preview for Later Today: Alan Tonelson analyzes trade tensions between the US and Canada. He stresses that continental integration remains vital, noting that the USMCA protects most Canadian exports from tariffs despite political friction between Carney and Trump. (5)1900 OTTAWA

AgriTalk
AgriTalk-July 6, 2026 AM

AgriTalk

Play Episode Listen Later Jul 6, 2026 40:40


Greg Peterson, you know him as Machinery Pete, presents his reports and Pick of the Week, and has a special guest join us – Alex Kerr of Kerr Auction. Bob Hemesath of Farmers for Free Trade weighs in on the current USMCA agreement expiring. And Angie Setzer of Consus Ag Consulting talks about weather and USDA reports and how the markets have been reacting.See omnystudio.com/listener for privacy information.

Beau of The Fifth Column
Let's talk about Canada, Mexico, and why Trump can't easily leave the USMCA....

Beau of The Fifth Column

Play Episode Listen Later Jul 3, 2026 4:30


Let's talk about Canada, Mexico, and why Trump can't easily leave the USMCA....

Bill O’Reilly’s No Spin News and Analysis
The O'Reilly Update, July 2, 2026

Bill O’Reilly’s No Spin News and Analysis

Play Episode Listen Later Jul 2, 2026 13:22


USMCA over, TDA members arrested, President takes the win, and team USA grit. Plus, the Message of the Day, on July 4th and the divided states of America. Learn more about your ad choices. Visit megaphone.fm/adchoices

The John Batchelor Show
S8 Ep1081: Professor Evan Ellis discusses the U.S. decision not to renew the USMCA, maintaining leverage over Mexico regarding security and immigration. In Argentina, a cabinet resignation due to corruption investigations highlights vulnerabilities for Pr

The John Batchelor Show

Play Episode Listen Later Jul 2, 2026 6:37


Professor Evan Ellis discusses the U.S. decision not to renew the USMCA, maintaining leverage over Mexico regarding security and immigration. In Argentina, a cabinet resignation due to corruption investigations highlights vulnerabilities for President Milei's administration despite his successful macroeconomic turnarounds and libertarian policies that have improved the country's financial standing. (12)1863

The John Batchelor Show
S8 Ep1083: SCHEDULE OF THE JOHN BATCHELOR SHOW, 7-1--2026.

The John Batchelor Show

Play Episode Listen Later Jul 2, 2026 8:34


SCHEDULE OF THE JOHN BATCHELOR SHOW, 7-1--2026.1804 GREENWICHRick Fisher discusses China's Tiangong space station, which is set to double in size by 2030 and host international partners. He highlights dual-use military concerns and potential plans for a lunar toll booth at the L2 Lagrange point to control access to the moon. (1)Jim Fanell explains China's "salami slicing" tactics in the maritime domain, using law enforcement vessels to claim sovereign jurisdiction over waters east of Taiwan. He recommends the U.S. counter these moves by sending an aircraft carrier strike group through the Taiwan Strait to assert international law. (2)Steve Yates analyzes China's Ethnic Unity Law, which codifies ethnonationalism and criminalizes the denial of Chinese identity even for those outside the PRC. The law targets Taiwanese identity and may lead to the extradition of critics, reflecting the CCP's focus on total ideological control. (3)Gordon Chang and Steve Yates discuss the alarm in Beijing after a small aircraft crashed into the CITIC Tower, highlighting vulnerabilities in China's air defenses near the leadership compound. The incident shattered the narrative of an impervious security state, raising fears that drones could easily strike the capital. (4)Bob Zimmerman discusses Rocket Lab's acquisition of Iridium for $8 billion, signaling a trend toward vertical integration. He also covers Blue Origin's investigation into a launchpad explosion and SpaceX's Star Mind data constellation, emphasizing the importance of corporate transparency and risk-taking in the space industry. (5)Bob Zimmerman reports that NASA Administrator Jared Isaacman is streamlining the Artemis program by focusing on a lunar base and leveraging private sector contracts for landers and infrastructure. Meanwhile, the Boeing Starlinerprogram is likely dead following poor performance and the Inspector General's recommendation to halt further funding. (6)Bob Zimmerman examines new spaceports in Sweden, Oman, and Australia, noting geographical and financial challenges. He criticizes India's ISRO for a lack of transparency regarding delays in the Gaganyaan manned mission and undisclosed rocket failures, warning that such secrecy breeds public distrust. (7)Bob Zimmerman reports research showing weightlessness harms reproduction in mice, suggesting humans will need artificial gravity for long-term missions. On Mars, Curiosity discovered unique polygon ridges, possibly indicating ancient water. Additionally, New Horizons confirmed the solar wind slows at the solar system's edge. (8)Professor Evan Ellis discusses the two massive earthquakes that struck Venezuela, causing widespread destruction due to corrupt building practices and neglected infrastructure. The U.S. military has deployed 900 personnel for relief as the illegitimate Rodriguez government struggles to provide an effective humanitarian response to the mounting tragedy. (9)Professor Evan Ellis analyzes the challenges facing President-elect Abelardo de la Espriella, who must reverse fiscal mismanagement while navigating a divided Congress. His administration plans a hardline stance against illegal armed groups like the ELN and FARC to restore state authority and encourage foreign investment in the mining and oil sectors. (10)Professor Evan Ellis reports that Keiko Fujimori is the declared victor in Peru's election, promising a pro-security, pro-U.S. agenda despite continued economic ties with China. Meanwhile, Bolivia remains unstable as President Rodrigo Paznavigates an economic crisis, currency devaluation, and ongoing pressure from former leader Evo Morales. (11)Professor Evan Ellis discusses the U.S. decision not to renew the USMCA, maintaining leverage over Mexico regarding security and immigration. In Argentina, a cabinet resignation due to corruption investigations highlights vulnerabilities for President Milei's administration despite his successful macroeconomic turnarounds and libertarian policies that have improved the country's financial standing. (12)Simon Constable reports on the breaking of a severe European heat wave and shifting commodity prices, with Brentcrude seeing a significant drop. In the UK, Andy Burnham is positioned as a potential new Prime Minister, though there are calls for a general election. (13)Michael Bernstam reports that Ukrainian drone strikes have taken 28% of Russian oil refineries out of commission, causing widespread fuel shortages and forcing Russia to import gasoline. Vladimir Putin admitted the situation is "difficult" as Crimea faces crises in fuel, food, and water due to severed supply routes. (14)Anne Stevenson-Yang describes the collapse of China's real estate market, where half-empty apartment towers in ghost cities now offer cheap rent to young workers. Municipalities are burdened with massive debt from failed development projects, and building maintenance is deteriorating as developers walk away. (15)Justin Leopold Cohen discusses the trilateral framework between Israel, Lebanon, and the U.S. that aims to disarm Hezbollah, though the group has rejected the terms. Despite reduced Iranian power, Hezbollah remains a heavily armed proxy, maintaining extensive tunnel networks and continuing clashes with the IDF along the border. (16)Each file is now a single paragraph, John — headlines and guest lines fully folded in, numbering intact at the tail. Let me know if anything needs another pass.

Bill Handel on Demand
Handel on the News

Bill Handel on Demand

Play Episode Listen Later Jul 2, 2026 30:51 Transcription Available


(July 02, 2026) Amy King and Neil Saavedra join Bill for Handel on the News. President Trump refuses to renew USMCA trade pact. Arrests made in ‘takedown’ of sex trafficking operation on L.A.’s Figueroa corridor. EMS was called to Sen. Mitch McConnell’s home for ‘unconscious’ patient last month, recording suggests. Daredevil couple climbs to top of Empire State Building with pro-peace banner, gets engaged.See omnystudio.com/listener for privacy information.

C-SPAN Radio - Washington Today
June jobs report; U.S. does not extend USMCA; reflecting pool 'vandalism' indictment; Spkr. Johnson & Min. Ldr. Jeffries at America 250th anniv. celebrations

C-SPAN Radio - Washington Today

Play Episode Listen Later Jul 2, 2026 59:46


U.S. economy adds 57,000 jobs in June, according to the Labor Department, about half what many economists expected. Unemployment rate falls from 4.3% to 4.2%, mainly due to people leaving the labor market; U.S. Trade Representative Jamieson Greer explains why the Trump Administration has decided not to extend the U.S.-Mexico-Canada trade agreement. We hear from him and talk with Washington Post trade reporter David Lynch (10); Former Olympian David Hearn has been indicted on a felony charge of property destruction for what President Donald Trump has called vandalism of the Reflecting Pool between the Washington Monument & Lincoln Memorial; Defense Secretary Pete Hegseth thanks National Guard members at a park in Washington, DC for their part in the work of the Administration's D.C. Safe and Beautiful Task Force. He is met by protesters; More celebrations of America's 250th anniversary ahead of the Fourth of July holiday. We hear from House Speaker Mike Johnson (R-LA), House Minority Leader Hakeem Jeffries (D-NY), Philadelphia Mayor Cherelle Parker (D) and historian Doris Kearns Goodwin on the legacy of former President Theodore Roosevelt, as a new library dedicated to the 26th president is opening in North Dakota. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tony Katz + The Morning News
Tony Katz and the Morning News 1st Hr 7-2-26

Tony Katz + The Morning News

Play Episode Listen Later Jul 2, 2026 21:09 Transcription Available


Celebrate America at 250. Don't let communists like Bernie Sanders divide you and the nation. Trump will not renew USMCA. Virginia anti-ICE legislation gets smacked down. Leftists here in Indiana want to defy ICE, Rokita isn't having that. Ray Charles - America the Beautiful. The Communist Delusion: Believing that the human condition can be changed by the "righteous"See omnystudio.com/listener for privacy information.

Tony Katz + The Morning News
Tony Katz and the Morning News Full Show 7-2-26

Tony Katz + The Morning News

Play Episode Listen Later Jul 2, 2026 72:39 Transcription Available


Celebrate America at 250. Don't let communists like Bernie Sanders divide you and the nation. Trump will not renew USMCA. Virginia anti-ICE legislation gets smacked down. Leftists here in Indiana want to defy ICE, Rokita isn't having that. Ray Charles - America the Beautiful. The Communist Delusion: Believing that the human condition can be changed by the "righteous" See omnystudio.com/listener for privacy information.

The Indicator from Planet Money
Why Trump wants to rip up his own trade deal

The Indicator from Planet Money

Play Episode Listen Later Jul 1, 2026 9:30


During President Donald Trump's first term, he touted the USMCA as the largest and most fair trade deal ever achieved. So why is he now talking about ‘terminating' it? Fact checking by Sierra Juarez.Your Next Listen — Are Trump's trade deals the real deal?Connect with The Indicator — Sign up for The Indicator's brand new newsletter— Buy the Planet Money book— Find our socials, YouTube and more!— For sponsor-free episodes, subscribe to NPR+See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Renegade Talk Radio
Episode 832: War Room Gen Z Socialist Who Blamed US for 9/11 Beats 15-Term Dem Incumbent in Colo. Primary

Renegade Talk Radio

Play Episode Listen Later Jul 1, 2026 120:21


War Room Gen Z Socialist Who Blamed US for 9/11 Beats 15-Term Dem Incumbent in Colo. Primary, As Vance Concerned Over Rise Of Commie Dems, PLUS, Trump Responds to Claims He's Profiting Off Presidency, Says Won't Renew USMCA Trade Pact

The John Batchelor Show
S8 Ep1051: Mexico's Economic Growth and USMCA Renegotiation Tensions. Guest: Evan Ellis. The Mexican economy saw its sharpest expansion in five years, yet the upcoming USMCA renegotiation creates significant uncertainty. While Mexico attempts to appease

The John Batchelor Show

Play Episode Listen Later Jun 25, 2026 4:10


Mexico's Economic Growth and USMCA Renegotiation Tensions. Guest: Evan Ellis. The Mexican economy saw its sharpest expansion in five years, yet the upcoming USMCA renegotiation creates significant uncertainty. While Mexicoattempts to appease the US through high-level investigations into cartel-linked officials, the Sheinbaum government remains hesitant to fully confront powerful political figures within its own party. 121959

The John Batchelor Show
S8 Ep1051: Canadian Public Opinion on the Chinese Threat and US Trade. Guest: Charles Burton and Gordon Chang. A majority of Canadians perceive China as a threat following revelations of election interference and malign influence operations. Meanwhile, co

The John Batchelor Show

Play Episode Listen Later Jun 25, 2026 10:50


Canadian Public Opinion on the Chinese Threat and US Trade. Guest: Charles Burton and Gordon Chang. A majority of Canadians perceive China as a threat following revelations of election interference and malign influence operations. Meanwhile, concerns grow regarding the reliability of the United States as a partner under the Trumpadministration and the potential abrogation of the USMCA trade agreement. 31880 MEXICO

The John Batchelor Show
S8 Ep1053: **The Imprisonment of Jimmy Lai and the Future of Hong Kong.** Guest: **Mark Clifford** and **Gordon Chang.** **Jimmy Lai** has spent over 2,000 days in prison, becoming a symbol of resistance against the **Chinese Communist Party**. His fate m

The John Batchelor Show

Play Episode Listen Later Jun 25, 2026 7:28


SCHEDULE THE JOHN BATCHELOCR SHOW, 6-24-2026MEXICO CITYThe Imprisonment of Jimmy Lai and the Future of Hong Kong. Guest: Mark Clifford and Gordon Chang. Jimmy Lai has spent over 2,000 days in prison, becoming a symbol of resistance against the Chinese Communist Party. His fate mirrors that of Hong Kong, which is transforming into a national security state where surveillance and espionage extend to international cities like London. 1US Navy Control and the Opening of the Strait of Hormuz. Guest: Rebecca Grant and Gordon Chang. Despite Iranian claims of closure, the US Navy maintains tactical control over the Strait of Hormuz, ensuring sea lanes remain open for international shipping. Advanced mine-clearing technology and persistent patrols have neutralized threats, though economic signals like the Jones Act waiver remain points of discussion. 2Canadian Public Opinion on the Chinese Threat and US Trade. Guest: Charles Burton and Gordon Chang. A majority of Canadians perceive China as a threat following revelations of election interference and malign influence operations. Meanwhile, concerns grow regarding the reliability of the United States as a partner under the Trumpadministration and the potential abrogation of the USMCA trade agreement. 3Strengthening Defense Ties Between the Philippines and Canada. Guest: Charles Burton and Gordon Chang.Canada is deepening security cooperation with the Philippines to counter Chinese expansionism in the South China Sea. This partnership includes logistical agreements and military training, even as Canada faces challenges protecting its own Arctic sovereignty against increasing Russian and Chinese strategic reach in the North. 4Ukrainian Drone Attacks Cripple Russian Oil Infrastructure. Guest: Michael Bernstam. Cheap Ukrainian drones have successfully targeted Russian refineries and fuel transport, causing significant shortages of gasoline, diesel, and aviation fuel. This technological warfare has forced Russia to ban exports and implement rationing, as traditional air defense systems struggle to counter swarms of small, maneuverable drones. 5Declining Russian Oil Production and the Shadow Fleet. Guest: Michael Bernstam. Russian oil production is falling due to aging fields and a lack of investment, failing to meet OPEC quotas. While Russia utilizes a "shadow fleet" to bypass sanctions, it must offer steep discounts to India and China as Brent crude prices decline and fiscal pressures mount. 6European Heatwave, Commodity Prices, and UK Political Shifts. Guest: Simon Constable. A "Godzilla El Niño" has triggered record-breaking heatwaves across Europe, impacting energy demand and agriculture. Amid falling Brent crude prices, attention shifts to UK politics, where the potential rise of Andy Burnham within the Labour Party signals a move toward higher taxes and increased government spending. 7The Infrastructure and Economic Impact of Data Centers. Guest: Simon Constable. Data centers have become essential infrastructure for AI development, consuming vast amounts of water and electricity. While they provide significant tax revenue for localities, particularly in states like Virginia and Texas, their construction often faces local opposition due to their immense resource requirements and costs. 8Colombia's Presidential Shift Toward Security and Law and Order. Guest: Evan Ellis. Abelardo de la Espriellaappears to have won the Colombian presidency, promising a crackdown on insecurity and organized crime modeled after El Salvador's policies. His victory signals a likely return to strong security cooperation with the United States and a departure from the policies of Gustavo Petro. 9Keiko Fujimori and the Return of the Fujimori Dynasty. Guest: Evan Ellis. Keiko Fujimori has likely secured the Peruvian presidency, narrowly defeating her socialist opponent through overseas votes. Her administration faces a deeply divided nation, widespread illegal mining, and cocaine production, but may benefit from a new bicameral Congress intended to provide greater political stability than previous years. 10Political Instability in Bolivia and Regional Alliances. Guest: Evan Ellis. President Rodrigo Paz has survived a 50-day crisis in Bolivia after declaring a state of emergency to clear blockades led by Evo Morales. While regional allies have supported Paz, Brazil's absence from this coalition highlights President Lula's role as a principal counterweight to US influence. 11Mexico's Economic Growth and USMCA Renegotiation Tensions. Guest: Evan Ellis. The Mexican economy saw its sharpest expansion in five years, yet the upcoming USMCA renegotiation creates significant uncertainty. While Mexicoattempts to appease the US through high-level investigations into cartel-linked officials, the Sheinbaum government remains hesitant to fully confront powerful political figures within its own party. 12Pope Leo XIV's Warning on Artificial Intelligence. Guest: Peter Berkowitz. In a 43,000-word encyclical, Pope Leo XIV warns that artificial intelligence risks dehumanizing society and excluding God from the human experience. While acknowledging technological benefits, the Pope emphasizes the danger of treating humans as mere means and the erosion of authentic human relationships in favor of machines. 13AI in Education and the Necessity of Liberal Learning. Guest: Peter Berkowitz. The rise of AI in academia tempts students to bypass the essential struggle of thinking, leading to intellectual atrophy. Educators argue that liberal education is now more vital than ever to help students cultivate a flourishing mind and recognize the limitations of technological shortcuts. 14Private Innovation and Infrastructure Challenges in Space. Guest: Bob Zimmerman. SpaceX successfully defeated legal challenges in Texas while NASA's aging infrastructure faces funding gaps and restrictive laws. Meanwhile, private startups like Catalyst are attempting robotic satellite rescues, signaling a shift toward a capitalist model in space operations as government agencies struggle with delays and inefficiencies. 15New Discoveries in Planetary Science and Cosmology. Guest: Bob Zimmerman. The Lucy probe's flyby of asteroid Donaldjohanson revealed a "tumbling peanut" shape, providing insights into its 155-million-year history. Additionally, observations of asymmetric radio galaxies highlight galactic movement through the intergalactic medium, while debates continue among cosmologists regarding the existence and properties of dark energy. 16One correction folded in: Labour Party (UK spelling) in file 7. I also expanded the file 9 headline's "Law Order" to "Law and Order" — flag if you wanted it left verbatim.