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This morning's Free-for-all features Jim Wiesemeyer of Wiesemeyer's Perspectives and Shaun Haney of RealAg Radio. Topics include potential additional aid, USTR confirmed, China, inflation, E15 in California and more.See omnystudio.com/listener for privacy information.

A review of the week's major US international tax-related news. In this edition: US Congress recesses with no action on ACA credit, other legislation – US optimistic on BEPS Pillar Two global minimum tax side-by-side deal – IRS releases final regulations on determining and reporting qualified derivative payments on securities lending transactions – USTR testifies in Congress on USMCA – USTR warns EU over DSTs.

Our Public Policy Strategists Michael Zezas and Ariana Salvatore break down key moves from the White House, U.S. Congress and Supreme Court that could influence markets 2026.Read more insights from Morgan Stanley.----- Transcript -----Michael Zezas: Welcome to Thoughts on the Market. I'm Michael Zezas, Global Head of Fixed Income Research and Public Policy Strategy.Ariana Salvatore: And I'm Ariana Salvatore, U.S. Public Policy Strategist.Michael Zezas: Today we'll be talking about the outlook for U.S. public policy and its interaction with markets into 2026.It's Wednesday, December 17th at 10:30am in New York.So, Ariana, we published our year ahead outlook last month. And since then, you've been out there talking to clients about U.S. public policy, its interaction with markets, and how that plays into 2026. What sorts of topics are on investors' minds around this theme?Ariana Salvatore: So, the first thing I'd say is clients are definitely interested in our more bullish outlook, in particular for the U.S. equity market. And normally we would start these conversations by talking through the policy variables, right? Immigration, deregulation, fiscal, and trade policy. But I think now we're actually post peak uncertainty for those variables, and we're talking through how the policy choices that have been made interact with the outlook.So, in particular for the equity market, we do think that some of the upside actually is pretty isolated from the fact that we're post peak uncertainty on tariffs, for example. Consumer discretionary – the double upgrade that our strategists made in the outlook has very little to do with the policy backdrop, and more to do with fundamentals, and things like AI and the dollar tailwind and all of all those factors.So, I think that that's a key difference. I would say it's more about the implementation of these policy decisions rather than which direction is the policy going to go in.Michael Zezas: Picking up on that point about policy uncertainty, when we were having this conversation a year ago, right after the election, looking into 2025, the key policy variables that we were going to care about – trade, fiscal policy regulation – there was a really wide range of plausible outcomes there.With tariffs, for example, you could make a credible argument that they weren't going to increase at all. But you could also make a credible argument that the average effective tariff rate was going to go up to 50 or 60 percent. While the tariff story certainly isn't over going into 2026, it certainly feels like we've landed in a place that's more range bound. It's an average effective tariff rate that's four to five times higher than where we started the year, but not nearly as high as some of the projections would have. There's still some negotiation that's going on between the U.S. and China and ways in which that could temporarily escalate; and with some other geographies as well. But we think the equilibrium rate is roughly around where we're at right now.Fiscal policy is another area where the projections were that we were going to have anything from a very substantial deficit expansion. Tax cuts that wouldn't be offset in any meaningful way by spending cuts; to a fiscal contraction, which was going to be more focused on heavier spending cuts that would've more than offset any tax cuts. We landed somewhere in between. It seems like there's some modest stimulus in the pipe for next year. But again, that is baked. We don't expect Congress to do much more there.And in terms of regulation, listen, this is a little bit more difficult, but regulatory policy tends to move slowly. It's a bureaucratic process. We thought that some of it would start last year, but it would be in process and potentially hit next year and the year after. And that's kind of where we are.So, we more or less know how these variables have become something closer to constants, and to your point, Ariana now it's about observing how economic actors, companies, consumers react to those policy choices. And what that means for the economy next year.All that said, there's always the possibility that we could be wrong. So, going back to tariffs for a minute, what are you looking at that could change or influence trade policy in a way that investors either might not expect or just have to account for in a new way?Ariana Salvatore: So, I would say the clearest catalyst is the impending decision from the Supreme Court on the legality of the IEEPA tariffs. I think on that front, there are really two things to watch. The first is what President Trump does in response. Right now, there's an expectation that he will just replace the tariffs with other existing authorities, which I think probably should still be our base case. There's obviously a growing possibility, we think, that he actually takes a lighter touch on tariffs, given the concerns around affordability. And then the second thing I would say is on the refunds piece. So, if the Supreme Court does, in fact, say that the Treasury has to pay back the tariff revenue that it's collected, we've investigated some different scenarios what that could look like. In short, we think it's going to be dragged out over a long time period, probably six months at a minimum. And a lot of this will come down to the implementation and what specifically Treasury and CBP, its Customs and Border Protection, sets up to get that money back out to companies.The second catalyst on the trade front is really the USMCA review. So, this is an important topic because it matters a lot for the nearshoring narrative, for the trade relationship that the U.S. has with Mexico and Canada. And there are a number of sectors that come into scope. Obviously, Autos is the clearest impact.So, that's something that's going to happen by the middle of next year. But early in January, the USTR has to give his evaluation of the effectiveness of the USMCA to Congress. I think at that point we're going to start to see headlines. We're going to go start to see lawmakers engage more publicly with this topic. And again, a lot at stake in terms of North American supply chains. So that's going to be a really interesting development to keep an eye on next year too.Michael Zezas: So, what about things that Congress might do? Recently the President and Democrats have been talking about the concept of affordability in the wake of some of the off-cycle elections, where that appeared to influence voter behavior and give Democrats an advantage. So are there policies, any legislative policies in particular, that might come to the forefront that might impact how consumers behave?Ariana Salvatore: So a really important starting point here is just on the process itself, right? So, as we've said, one of the more reliable historical priors is that it's difficult to legislate during election years. That's a function of the fact that lawmakers just aren't in D.C. as often. You also have limited availabilities in terms of procedure itself because Republicans would have to probably do another Reconciliation Bill unless you get some bipartisan support.But hitting on this topic of affordability, there really are a few different things on the table right now. Obviously, the President has spoken about these tariff dividend checks, the $2,000. They've spoken about making changes on housing policy, so housing deregulation, and then the third is on these expanded ACA subsidies.Those were obviously the crux of the government shutdown debate. And for a variety of reasons, I think each of these are really challenging to see moving over the finish line in the coming months. We think that you would need to see some sort of exogenous economic downturn, which is not currently in our economists' baseline forecast, to really get that kind of more reactive fiscal policy.And because of those procedural constraints, I would just go back to the point we were saying earlier around tariff policy and maybe the Supreme Court decision, giving Trump this opportunity to pull back a little bit. It's really the easiest and most available policy lever he has to address affordability. And to that point, the administration has already taken steps in this direction. They provided a number of exemptions on agricultural products and said they weren't going to move forward with the Section 232 tariffs on semiconductors in the very near term. So, we're already seeing directionally, I would say, movement in this area.Michael Zezas: Yeah. And I think we should also keep our eye on potential legislation around energy exploration. This is something that in the past has had bipartisan support loosening up regulations around that, and it's something that also ties into the theme of developing AI as a national imperative. That being said, it's not in our base case because Democrats and Republicans might agree on the high points of loosening up regulations for energy exploration. But there's a lot of disagreements on the details below the surface.But there's also the midterm elections next year. So, how do you think investors should be thinking about that – as a major catalyst for policy change? Or is it more of the same: It's an interesting story that we should track, but ultimately not that consequential.Ariana Salvatore: So obviously we're still a year out. A lot can change. But obviously we're keeping an eye on polling and that sort of data that's coming in daily at this point. The historical precedent will tell you that the President's party almost always loses seats in a midterm election. And in the House with a three-seat majority for Republicans, the bar's actually pretty low for Democrats to shift control back. In the Senate, the map is a little bit different. But let's say you were to get something like a split Congress, we think the policy ramifications there are actually quite limited. If you get a divided government, you basically get fiscal gridlock. So, limits to fiscal expansion, absent like a recession or something like that – that we don't expect at the moment. But you really will probably see legislation only in areas that have bipartisan support.In the meantime, I think you could also expect to see more kind of political fights around things like appropriations, funding the government, the debt ceiling that's typical of divided governments, unless you have some area of bipartisan support, like I said. Maybe we see something on healthcare, crypto policy, AI policy, industrial policy is becoming more of the mainstream in both parties, so potentially some action there.But I think that's probably the limit of the most consequential policy items we should be looking out for.Michael Zezas: Right, so the way I've been thinking about it is: No clear new policies that someone has to account for coming out of the midterms. However, we definitely have to pay attention. There could be some soft signals there about political preferences and resulting policy preferences that might become live a couple years down the line after we get into the 2028 general elections – and the new power configuration that could result from that.So – interesting, impactful, not clear that there'll be fundamental catalysts. And probably along the way we should pay attention because markets will discount all sorts of potential outcomes. And it could get the wrong way on interpreting midterm outcomes, which could present opportunities. So, we'll certainly be tracking that throughout 2026.Ariana Salvatore: Yeah. And if you think about the policy items that President Trump has leaned on most heavily this year and that have mattered for markets, there are things in the executive branch, right? So, tariff policy obviously does not depend on Congress. Deregulation helps if you have fundamental backing from Congress but can occur through the executive agencies. So, to your point, less to watch out for in terms of how it will shift Trump's behavior.Michael Zezas: Well, Ariana, thanks for taking the time to talk.Ariana Salvatore: Always great speaking with you, Michael.Michael Zezas: And to our audience, thanks for listening. If you enjoy thoughts on the Market, please leave us a review and tell your friends about the podcast. We want everyone to listen.

On this episode of the Trade Guys, Bill and Scott discuss President Trump's $12 billion aid package to U.S. farmers, China's trade surplus hitting over $1 billion despite U.S. tariffs, and USTR's hearings with stakeholders on extending the USMCA.

Episode: NCBFAA Customs Committee Spotlight: 2025 Challenges, 2026 Opportunities & The Power of Community Host: Lalo Solorzano Guest(s): Sandra (Sandy) Coty — Customs Committee Co-Chair LinkedIn Mary Jo Muoio — Chair Emeritus LinkedIn Ralph De La Rosa — Customs Committee Co-Chair LinkedIn Lenny Feldman — Customs Committee Counsel LinkedIn Published: December 3, 2025 Length: Approx. 44 min. Presented by: Global Training Center — Website Episode Summary In this special collaborative episode with the National Customs Brokers & Forwarders Association of America (NCBFAA), Simply Trade highlights one of the organization's most active and influential groups: the Customs Committee. Host Lalo Solorzano is joined by committee co-chairs Sandy Coty and Ralph De La Rosa, alongside Mary Jo Muoio (Chair Emeritus) and counsel Lenny Feldman. Together, they unpack a highly dynamic 2025 driven by court cases, tariff unpredictability, modernization initiatives, and the ever-increasing complexity of trade policy. This episode reveals what the Customs Committee does, how it supports the entire brokerage community, and why their work is essential for businesses of all sizes. From interpreting executive orders, to producing toolkits, to being the “eye of the storm” during regulatory upheaval — this group ensures brokers stay informed, compliant, and ready for whatever comes next. The guests also look ahead to 2026, sharing expectations around tariff changes, new trade “deals,” evolving technology, and the crucial role of customs brokers as the industry continues to transform. Key Learnings & Themes 1. What the Customs Committee Actually Does The committee's primary mission is to provide clarity for NCBFAA members on anything related to CBP, trade policy, or customs requirements. This includes: Webinars, toolkits, and e-briefings Monday morning updates (now almost daily due to rapid change) Direct member support for complex questions Coordinated outreach to CBP, Treasury, USTR, and other agencies Flowcharts, FAQs, and practical guides to help brokers execute requirements accurately The group acts as a force multiplier, ensuring that one broker's question becomes clarity for all. 2. Wins and Progress in 2025 Sandy highlights several “first downs” toward long-sought industry improvements: Revenue modernization progress tied to the federal executive order Duty payment flexibility, including paying duties at any port in certain situations 10-day extensions for trade remedy-related entry rejections Improved ACE reports, including inbound, AD/CVD certifications, and low-hanging but highly useful enhancements Ralph notes additional recognition for NCBFAA this year: Sandy and another committee member were appointed to COAC CBP is increasingly seeking NCBFAA's input due to the committee's credibility and expertise 3. Guidance During Turbulent Policy Shifts Mary Jo emphasizes the committee's role as a stabilizing force: They provide institutional knowledge during times that feel overwhelming They help members understand complex topics like tariff stacking, enforcement spikes, and Supreme Court review scenarios They translate shifting rules into actionable guidance They ensure that small brokers have the same insight as large brokers The committee helps the industry “act like we've been here before,” even when the environment is unprecedented. 4. Tariffs, IEEPA, and the Supreme Court Case Lenny breaks down what's at stake: Whether Section 301/IEEPA tariffs remain valid Whether tariff authority is properly delegated Whether changes will apply prospectively or retroactively How brokers should handle refunds, protests, or revenue collection depending on outcomes His analogy: It all comes down to donuts, duties, and delegation — and whether tariffs are a “donut hole” in the statute or “a different kind of pastry.” Regardless of the ruling, the committee will deliver: Updated tools New flowcharts Best-practice guidance Member education sessions 5. Small Brokers Gain Big-Broker Capabilities A recurring theme: NCBFAA levels the playing field. Ralph shares examples: The AD/CVD certification toolkit Harp/Nice Harmonized Tariff Schedule sequencing toolkit Penalty and liquidated damages working groups Center of Excellence and Expertise outreach calls Direct lines of communication to CBP A small broker becomes instantly connected to subject-matter experts, best practices, and national discussions — a major competitive advantage. 6. Looking Ahead to 2026 Panelists expect: New forms of tariff collection Faster, deal-based trade agreements Increased use of AI and machine learning in compliance and enforcement More de minimis-related shifts into formal/informal entry channels Technology-driven expectations for brokers Greater pressure on revenue collection Higher need for accurate guidance, FAQs, and toolkits The brokerage role continues evolving — from “customs house broker” to customs concierge. Takeaways for Listeners NCBFAA's Customs Committee is an unmatched resource for practical, real-world customs compliance guidance. Even small brokers gain expert-level insight and decision support by being part of the community. The association provides stability during rapid regulatory change. The industry will continue evolving quickly — and NCBFAA helps members stay ahead, not behind. Involvement (even at the local level) returns far more value than it requires. Brokers, attorneys, carriers, and service providers all benefit from engagement. Resources Mentioned All references below include embedded official links. NCBFAA & Community NCBFAA — ncbfaa.org NCBFAA Customs Committee — via membership resources COAC (CBP Advisory Committee) — CBP COAC Page U.S. Agencies U.S. Customs & Border Protection (CBP) — cbp.gov U.S. Treasury Department — home.treasury.gov U.S. Trade Representative (USTR) — ustr.gov Department of Homeland Security (DHS) — dhs.gov Department of Commerce — commerce.gov Regulations / Programs / Topics IEEPA (International Emergency Economic Powers Act) — Congress.gov Overview Section 301 / Trade Remedies — USTR 301 Overview Tariff Schedules (HTSUS) — HTS Search ACE Reporting — CBP ACE Portal AD/CVD (Antidumping & Countervailing Duties) — CBP AD/CVD Info De Minimis / Section 321 — CBP Section 321 Federal Register Notices — federalregister.gov Technology & Enforcement Forced Labor Enforcement — CBP Forced Labor AI in Trade Modernization — CBP Innovation Initiatives via CBP Trade Newsroom Credits Host: Lalo Solorzano — Global Training Center Guests: Sandra (Sandy) Coty — LinkedIn Mary Jo Muoio — LinkedIn Ralph De La Rosa — LinkedIn Lenny Feldman — LinkedIn Presented by: Global Training Center — Website Global Training Center LinkedIn — Follow Subscribe & Follow YouTube: Simply Trade Channel Spotify: Listen on Spotify Apple Podcasts: Listen on Apple Podcasts Trade Geeks Community: Join Here

"The The Office of the US Trade Representative has released their 2024 Piracy Report listing the notorious markets for counterfeiting and piracy. The practice is alive and well. This report dedicated an entire section just to music. We will tell you what it said."

Host: Cindy Allen Published: November 21, 2025 Length: ~12 minutes Presented by: Global Training Center Summary This week on Simply Trade: Cindy's Version, Cindy Allen unpacks a dramatic shift in global trade policy—one that touches everything from tariff reductions to new exemptions and unexpected reversals. Inspired by Taylor Swift's Everything Has Changed, Cindy explains how seemingly overnight, the trade landscape has transformed in ways that directly impact importers, customs brokers, and compliance professionals. From significant tariff rollbacks for China and Europe to new carve-outs for select products, Cindy walks through the week's biggest developments and breaks down what's real, what's promised, and what's still uncertain. In a moment where policies shift faster than supply chains can adapt, this episode brings clarity to the change—and perspective to the pace of it all. This Week in Trade • The administration announces a 10% reduction in tariffs on Chinese goods, including items previously subject to Section 301 duties • European-origin goods also receive reductions, with guidance forthcoming • CBP releases clarification on how these reductions apply operationally • Importers await confirmation on whether refunds will be automatic or require PSCs or protests • Supply chains begin recalibrating landed cost models and forecasting impacts New Trade Developments • China signals cooperation by easing rare earth export controls and increasing U.S. agricultural imports • The EU indicates interest in parallel reductions if the U.S. maintains consistency • Treasury and USTR state reductions are prospective, while refund policy remains under review • Early reduction categories include selected machinery, metals, and electronics • CBP urges importers to verify HTS classifications to ensure correct duty application Why This Feels Like “Everything Has Changed” Cindy highlights how quickly and massively the trade environment has shifted in just a few days. Overnight tariff reductions require importers to revisit landed costs, adjust contracts, notify customers, and reevaluate sourcing strategies. Customs brokers must reconfigure systems, classification profiles, and compliance workflows while fielding urgent questions from clients looking for immediate clarity. And with refund policy still unknown, teams must prepare for multiple scenarios, even as new developments continue to unfold. The cumulative effect: everything truly feels like it changed all at once. Key Takeaways • Tariff reductions could significantly cut duties for many importers • Refund guidance is still pending and may not be automatic • Accurate HTS classification is essential to capture reduced rates • China's concessions may signal a possible easing of tensions • The speed of regulatory change is accelerating across all fronts RESOURCES & MENTIONS • Global Training Center • TradeForce Multiplier Credits Host: • Cindy Allen – LinkedIn • Trade Force Multiplier Producer: • Lalo Solorzano – LinkedIn Subscribe & Follow New episodes every Friday. Presented by Global Training Center — providing education, consulting, workshops, and compliance resources for trade professionals. Connect with us: • Simply Trade Podcast on LinkedIn • Global Training Center on LinkedIn • YouTube • Spotify • Apple Podcasts • Trade Geeks Community Don't forget to rate, review, and share with your fellow trade geeks!

The Nasdaq ends a second consecutive week in the red with investors awaiting Nvidia results and a delayed U.S. jobs print later this week. German finance minister Lars Klingbeil is in Beijing for talks with Vice Premier He Lifeng to reassess economic ties between the two countries. Switzerland is eyeing major U.S. investments after the Trump administration cut tariffs down to 15 per cent. USTR Jaimeson Greer says the EU's tariffs on U.S. goods remain too high and the bloc was slow in cutting back levies. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Imports of lamb are reportedly getting so "baaa'd" that the American Sheep Industry asks USTR to invoke section 201 on imports of lamb. Listen for more on Two Minutes in Trade. 

The IMO Net Zero Framework is delayed, US and China trade port fees, and sexist boys club allegations.These are just some of the stories that are covered in the latest episode of Maritime in Minutes.Seatrade Maritime News' Marcus Hand and Gary Howard reflect on the month of October, with their highlights from the news in maritime and shipping, from the biggest stories to those that simply piqued their interest.Hear more about:Shadow fleet and AI to support tanker fundamentals, says MarinakisVirtual watchkeeper reduces near misses by 58%Invest in seafarers to mitigate GPS attacks, says BahriWarning on increased GPS interference in the Middle EastUS-listed owners to bear brunt of China port fee retaliationSingapore big winner in USTR 301 fees falloutIMO delays adoption of Net Zero Framework by a yearITF orders investigation into ‘sexist boys' club' allegationsMaersk Offshore Wind files dispute over cancelled Seatrium WTIVPanama taking back land from failed Chinese portSeafarer happiness plunges across the board in Q3Listen to the full episode now to catch up on October in maritime and shippingIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com Connect with Marcus Hand:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Connect with Gary Howard:Follow on Twitter: https://twitter.com/GaryLeeHoward Follow on LinkedIn:

OpenAI facing a new lawsuit from video app Cameo, alleging trademark infringement over a function on its Sora video platform which also has the same name: Cameo. Then the former assistant U.S. trade rep to China, Jeff Moon breaks down what happens following high stakes talks between Trump and China's Xi. Plus, The cost of the government shutdown. Contractors now risk losing $12B. The impact on small business.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Native to North America, pumpkins are truly an all-American crop, one of the continent's oldest cultivated plants and a symbol of fall, and Dr. Derrell Peel, livestock economist at Oklahoma State University, says beef imports play an important role in meeting consumer demand.

The hits keep coming as USTR announces a new Section 301 investigation into China's failure to fulfill its Phase I agreement purchase obligations. Listen for more on Two Minutes in Trade.

The outlook for the global container rates isn’t encouraging for fleet owners, with supply expected to outpace demand next year. The Trump administration’s protectionist policies are only complicating matters for the industry. In this Talking Transports podcast, Peter Sand, Xeneta’s chief analyst, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his outlook for the liner market. The backdrop will weigh heavily on rates in 2026, with spot declines outpacing longer-term decreases. Though not Xeneta’s main scenario, a reopening of the Suez Canal would increase capacity by about 10-15%, putting additional pressure on rates. Sand also talks about USTR and China port fees, air-freight markets, emerging trade lanes and his love for death metal.See omnystudio.com/listener for privacy information.

Busy, busy, busy. Tariff or framework agreements were announced over the weekend. Malaysia, Cambodia, Thailand & Vietnam. Listen for more on Two Minutes in Trade. 

Confusion reigns in the wake of Washington's last-minute amendments to the USTR Section 301 maritime measures. In this episode, Captain Thomas Brown and Washington D.C.–based policy advisor Andrew Baskin break down what's changed, who pays, and why these new U.S. port fees are about far more than economics. From vessel classifications and deferral windows to Pay.gov payment challenges for foreign shipowners, the discussion separates fact from speculation. The episode also unveils how ShorelineHudson's newly launched USTR Fee Clearing and Payment Service helps operators stay compliant, avoid port delays, and maintain good-faith standing with regulators and charterers alike. If your fleet trades to the U.S., this is essential listening.

Last-minute changes on section 301 fees on ships, new 100% tariffs on cranes, and proposed new 150% tariffs. Listen for more on Two Minutes in Trade. 

Tariff whiplash, “China's USTR,” and a carbon levy vote—yet spot rates look oddly calm. Caroline Weaver and Lars Jensen cut through the chaos: Trump's 100% tariff warning vs. the Nov 10 tariff snap-back, China's mirror policy (including the 25% ownership twist), and last-minute U.S. duties on ship-to-shore cranes (with 150% proposed on terminal gear). We also unpack why Trans-Pac spot rates paid are at ~12-month lows despite $3k GRI filings, and what CTS load-date demand says about where volumes are really headed.What you'll learn:How (and whether) to front-load, and what carriers' GRI filings signal vs. what's likely to stickThe operational ripple effects of China's mirror rules—beyond US–China lanesMEPC carbon levy timing (2027 processes, 2028 payments), plus U.S. retaliation talk and practical impactPlaybook: procurement timing for port equipment, contract/GRI strategy, and communicating risk to your CFOActionable guidance in under 30 minutes—so you can protect margins before the next headline hits.

Tanker and dry-bulk operators are positioned to weather freight-market volatility into next year. Supply-demand dynamics favor tankers, while dry bulk is having a better-than-expected 2H on higher thermal-coal demand. That was underscored at a Bloomberg Intelligence event in London, where BI senior analyst Lee Klaskow sat down with Scorpio Tankers President Robert Bugbee and Star Bulk President Hamish Norton for this Talking Transports episode. Geopolitical events pose significant headline risks for both markets. Tanker demand looks promising on increased production from OPEC+ and the backpedaling of various US regions’ environmental and emissions regulations. The supply picture also appears more supportive for dry bulkers, with steadily rising port congestion and about 20% of operational vessels nearing 15-year inspections. We also discuss USTR fees, emissions and supply-demand dynamics.See omnystudio.com/listener for privacy information.

This week, the U.S. begins enforcing port fees on Chinese-built, flagged, or operated vessels under new Section 301 tariff measures. These fees are assessed against the operator listed on the vessel's COFR — a fact with far-reaching implications for shipowners, managers, and charterers. In our latest Client Advisory and Podcast (Episode 41), we explain: Who's now liable for these fees The risks of a cosmetic “operator” name change Contractual and operational steps to take immediately New guidance from CBP, USTR, and legal commentators What to watch for from Beijing in response

The big things you need to know:First, many of the US equity investors we met with last week were frustrated and wary.Second, other things that jump out in our work include a speech by the USTR to the financial community in NYC last week, the recent fade in the broadening trade and Small Cap leadership, the continued easing in earnings sentiment, and expectations around the shutdown's duration in betting markets.

In this week's Supply Chain Secrets podcast, hosts Caroline Weaver and Lars Jensen unpack the latest developments shaping container shipping and global trade.Lars calls in from Curaçao with an update on freight rates across the Pacific and how carriers' blank sailings are reshaping capacity as Golden Week slows volumes. He dives into the USTR's new restrictions on Chinese-owned vessels — and how China's maritime legislation hints at potential retaliation against U.S. shipping interests.The episode also explores:Why “booked vs. shipped” rates can tell two very different stories — and how indices like NYFI reveal what's actually moving in the marketHow the IMO's new charcoal transport regulations aim to prevent vessel firesThe latest on Red Sea security after another Houthi attack on a Dutch multipurpose vessel, and the EU's ongoing Operation Aspides responsePacked with context, clarity, and real-world insights, this episode breaks down how data, policy, and geopolitics continue to collide across the global supply chain.

Will have Hafnia takeover Torm? The IMO's net zero ambitions at a crossroads, and USTR implementation confusion. These are just some of the stories that are covered in the latest episode of Maritime in Minutes.Seatrade Maritime News' Marcus Hand and Gary Howard reflect on the month of September, with their highlights from the news in maritime and shipping, from the biggest stories to those that simply piqued their interest.Hear more about:Hafnia in $311m deal for 14% Stake in TormScorpio and BW LPG among shipping procurement group foundersSanctions trigger surge in bunker fuel quality issues67 containers fall off Zim ship in Port of Long BeachCommercial considerations block broad data sharing benefitsABS calls on IMO to pause net zero frameworkWhy IMO's net zero ambitions for shipping are on a knife edgeShipping's net zero crossroads: ambition meets a credibility testTariffs hit Panama Canal's transit numbersConfusion surrounds USTR port fees implementationListen to the full episode now to catch up on September in maritime and shippingIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com Connect with Marcus Hand:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Connect with Gary Howard:Follow on Twitter: https://twitter.com/GaryLeeHoward Follow on LinkedIn: https://www.linkedin.com/in/garyleehoward/Don't forget to join the conversation and let us know what topics you want us to...

The latest Supply Chain Secrets dives into the widening gap between quoted rates and what's actually paid. Lars Jensen explains how the NYFI reveals a “phantom peak” that never materialized on the Trans-Pacific, the sharp declines on Asia–South America, and why Golden Week isn't offering carriers relief.We also break down Trump's tariff announcements, what the upcoming USTR fees mean for carriers (and how Seaspan and Hede Shipping are reacting), and look ahead at the vessel order book and why 2027 could mark the bottom of the cycle.

Karol Nawrocki – nowy prezydent, który nie daje się sprowokować i buduje pozycję ponad polaryzacją. Czy może stać się liderem prawicy? Czy stworzy własną partię?Rafał Ziemkiewicz i Grzegorz Sroczyński analizują pierwszy miesiąc jego prezydentury, potencjalne zmiany ustrojowe i scenariusze dla polskiej sceny politycznej.(00:00) Wstęp(1:49) Pierwszy miesiąc prezydenta Nawrockiego(14:04) Czy prezydent Nawrocki będzie miał realny wpływ na działania rządu?(26:37) Duopol się kończy bo jest nowy gracz?(35:20) Słabość czy niemoc rządu?(47:11) Karol Nawrocki stworzy nową partię?(57:04) Nawrocki jak Dino?(1:06:05) Koalicja PiSu z Konfederacją (1:13:44) Nawrocki nowym liderem prawicy?Mecenasi programu:Inwestuj w fundusze ETF z OANDA TMS Brokers: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://go.tms.pl/UkladOtwartyETF ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AMSO-oszczędzaj na poleasingowym sprzęcie IT: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amso.pl/Uklad-otwarty-cinfo-pol-218.html⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Novoferm: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.novoferm.pl/⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Zgłoś się do Szkoły Przywództwa Instytutu Wolności:⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://szkolaprzywodztwa.pl⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://patronite.pl/igorjanke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠➡️ Zachęcam do dołączenia do grona patronów Układu Otwartego. Jako patron, otrzymasz dostęp do grupy dyskusyjnej na Discordzie i specjalnych materiałów dla Patronów, a także newslettera z najciekawszymi artykułami z całego tygodnia. Układ Otwarty tworzy społeczność, w której możesz dzielić się swoimi myślami i pomysłami z osobami o podobnych zainteresowaniach. Państwa wsparcie pomoże kanałowi się rozwijać i tworzyć jeszcze lepsze treści. ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Układ Otwarty nagrywamy w ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bliskostudio.pl ⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

This week's Friday Free-for-all features ag policy analyst Jim Wiesemeyer of Wiesemeyer's Perspective and RealAg Radio's Shaun Haney. Topics include WSJ editorial on E15, USTR trade meeting on Brazil, RFK Jr. in Senate hearing on CDC, recent jobs report, breaking news and more.See omnystudio.com/listener for privacy information.

Doug Houser, digital agriculture extension specialist at Iowa State University, joined us to discuss his recent article "Combining in a Year with heavy Southern Rust and Leaf Diseases." Chris Bliley is senior vice president of regulatory affairs at Growth Energy. He joined us to discuss his testimony against Brazil for unfair trade practices involving U.S. ethanol and U.S. agriculture at a USTR hearing. NCGA president Kenny Hartman, Jr. also testified in that USTR hearing, and he shares his message with us as well. Plus, we have a new episode of the Soy Checkoff Check-in featuring a conversation with Robb Ewoldt, a third-year director at the United Soybean Board.See omnystudio.com/listener for privacy information.

Every country wants strong industries and good jobs. But do tariffs actually deliver? Few people have been closer to the frontlines of global trade, tariffs, and innovation than America's former chief trade negotiator Mike Froman. He takes us inside the myths, the hidden costs, and the bigger choices ahead. The question: what will truly define America's edge in the global economy?

What's harder than catching Lars Jensen on stable Wi-Fi? Predicting what's next in global supply chains.Fresh off summiting Mount Kilimanjaro, Lars' next stop was Comoros — and let's just say the Wi-Fi didn't make the climb. But a spotty signal can't stop Supply Chain Secrets. This week's update is packed with hard-hitting market realities for shippers, forwarders, and carriers alike:Trans-Pacific spot rates slipping into unsustainable territoryTariff risks that could shake demand just before the holidaysService cancellations tied to USTR fees and alliance shiftsAir freight providers pulling back on small parcels under new rulesA fiery disruption at Hamburg adding to Europe's bottlenecksFrom mountain peace to market pressure, this episode captures the contrast between digital detox and supply chain chaos.

Container ships drive newbuilding orders in the first half of the year, but how much impact have USTR investigations had on Chinese shipbuilding?In a five-part series mid-year we take stock of shipping markets in the first six months of the year and look ahead to the remainder of the 2025 with experts Maritime Strategies International (MSI).In this final part of the series the Seatrade Maritime Podcast talks with Adam Kent, Managing Director of MSI, about the performance and outlook for the shipbuilding market.Listen to the episode to learn about trends in the newbuilding marketIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Marcus Hand, Editor of Seatrade Maritime News:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

U.S. Trade Representative Jamieson Greer joins Face the Nation to discuss the Trump administration's tariff policy. To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

This week on Face the Nation, the country faces new economic fears as President Trump fires the head of the agency who delivered Friday's discouraging jobs report and the turbulence over tariffs intensifies. We talk with Mr. Trump's top trade representative, Ambassador Jamieson Greer and Canadian Trade Minister for the U.S. and Canada Dominic LeBlanc. For a look at how these developments are impacting Americans, Bank of America CEO Brian Moynihan, joins us. Then, Dr. Mehmet Oz talks to us about changes to Medicaid made in the GOP's new tax and spending bill, but how will states respond to changes in federal healthcare policy? New Mexico's Democratic Governor Michelle Lujan Grisham gives us more insight.   To learn more about listener data and our privacy practices visit: https://www.audacyinc.com/privacy-policy Learn more about your ad choices. Visit https://podcastchoices.com/adchoices

US Trade Representative Jamieson Greer talks the status of trade deals as the White House's August 1st trade deadline arrives. Greer said that recent talks with Switzerland did not lead to a deal after the two sides could not reach an agreement on pharmaceuticals. He speaks with Bloomberg's Annmarie Hordern, Dani Burger and Lisa AbramowiczSee omnystudio.com/listener for privacy information.

There is no doubt that the tariff back and forth is causing challenges for agriculture and the overall U.S. economy. Ted McKinney, CEO of the National Association of State Departments of Agriculture, says that imbalance has to be rectified.

There is no doubt that the tariff back and forth is causing challenges for agriculture and the overall U.S. economy. Ted McKinney, CEO of the National Association of State Departments of Agriculture, says that imbalance has to be rectified.

Geopolitical disruption in shipping has reached new heights in the first half of 2025 and Maritime Strategies International examine the impact on markets and what is the outlook ahead. The first half of the year has seen shipping markets impacted by President Trump's tariffs, the United States Trade Representative 301 investigation into Chinese shipbuilding, conflict in the Middle East, and ongoing sanctions and war in Ukraine.The Seatrade Maritime Podcast takes stock of movements in shipping markets over the first six months of 2025 and looks ahead at expectations for the remainder of the year.In this latest shipping markets outlook episode we are joined by analysts from Maritime Strategies International (MSI) to take a look at the outlook for containers, tankers, dry bulk, and shipbuilding in the second half of the year.Seatrade Maritime News Editor Marcus Hand discusses the outlook for shipping markets with Adam Kent, Daniel Richards, Will Fray, and Tim Smith from MSI.Setting the scene Adam says, “It's been yet another busy six months from a shipping market perspective, and I think there's even more moving parts now that we're having to grapple with, and these come on top of the ones that we have the start of the year.”Hear from the experts on their opinions about where different sectors are headed and learn about key trends impacting major sectors including:The impact of US President Trump's on/off tariffs on the container shipping marketWeak Chinese dry bulk demand and is China still the engine of growth for the sector?The impact of OPEC+ supply increases on demand in the tanker marketHow much do Korean and Japanese shipbuilders stand to gain from USTR fees on Chinese built and owned ships called US ports?Get ahead on the outlook for shipping in the second half of 2025 by listening to the full episode nowIf you enjoyed this episode, please subscribe to ensure you don't miss our latest uploads. For the latest news on the shipping and maritime industries, visit www.searade-maritime.com.Connect with Marcus Hand, Editor of Seatrade Maritime News:Follow on Twitter: https://twitter.com/marcushand1 Follow on LinkedIn: https://www.linkedin.com/in/marcus-hand-b00a317/Don't forget to join the conversation and let us know what topics you want us to cover in future on Twitter, Facebook or LinkedIn

《天堂M》超電女雷神首次登場，超高顏值，全能滿分，已就緒電爆全場！ 就是一出現，全服都麻了！ https://sofm.pse.is/7vhjuh -- 住近美術館，把握最後機會 《惟美術》3房熱銷倒數 輕奢品味，全新完工，即刻入住 近鄰輕軌C22站，設籍明星學區 預約來電 07-553-3838 https://sofm.pse.is/7vhjuq －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ 川普最新關稅政策對台灣和亞洲的衝擊，台灣該如何應對？如何談出對自己最有利的結果？川普這波關稅的戰略目的到底是什麼？東南亞國家會因被課稅而倒向中國嗎？越南的模式值得其他國家效法嗎？台灣不在前三波課稅名單，是好消息嗎？台灣應該主動對美讓利嗎？讓利美豬美牛，真的是犧牲台灣嗎？台積電赴美投資是掏空台灣還是戰略擴張？台灣要安全，不是靠低調，而是選邊站？精彩訪談內容，請鎖定@華視三國演議！ 本集來賓：#吳嘉隆 #矢板明夫 主持人：#汪浩 以上言論不代表本台立場 #川普 #關稅 #台積電 #台海 電視播出時間

USTR proposes revised shipbuilding fees on Chinese vessels. Listen for more details on Two Minutes in Trade. 

新鮮事、新奇事、新故事《一銀陪你聊“新”事》 第一銀行打造公股銀行首創ESG Podcast頻道上線啦 由知名主持人阿Ken與多位名人來賓進行對談 邀請您一起落實永續發展 讓永續未來不再只是想像 各大收聽平台搜尋：ㄧ銀陪你聊新事 https://sofm.pse.is/7qknax -- 小福利麻辣鍋-最強麻辣火鍋加豐盛Buffet，平日698起，美味通通無限享用！ 有頂級和牛、安格斯黑牛、天使紅蝦，多款海陸食材吃到飽！ 還有炸蝦天婦羅、職人炙燒握壽司、以及哈根達斯！ 美味一次滿足，請搜尋「小福利麻辣鍋」 https://sofm.pse.is/7qr2q9 －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ 全球對台灣晶片的依賴愈來愈深，「矽盾」的戰略意涵何在？它是保障、還是風險？在中美科技戰與地緣政治緊張的當下，台灣的企業與政府應如何應對這場大國競逐？聯電創辦人曹興誠在紀錄片「造山者」中受訪，當年進入工研院電子研究所參與RCA技術轉移計畫，被視為台灣半導體產業的起點。從工研院到創辦聯電，成為台灣第一家民營半導體業者，初期面對技術、市場與資金等挑戰，是如何克服的？是否有一個關鍵時刻改變了聯電的命運？曹興誠在1990年代主導聯電轉型為純代工模式，這樣的決策為何能成功？當時是否遭遇內部阻力？聯電與台積電有什麼本質上的差異？回顧工研院技術商轉與聯電的成功經驗，這套模式今天還適用於其他創新產業嗎？台灣半導體能有今天的成就，政府政策扮演了什麼角色？站在企業家與公民的雙重身分上，曹興誠對下一代台灣青年與創業者有什麼期待與建議？精彩訪談內容，請鎖定@華視三國演議！ 本集來賓：#曹興誠 #矢板明夫 主持人：#汪浩 以上言論不代表本台立場 #造山者 #聯電 #半導體 #AI 電視播出時間

Section 301 tariff exclusions due to expire on 5/31 were extended at the last minute until 8/31. Listen for more on Two Minutes in Trade. 

U.S. Trade Representative Jamieson Greer explains the current state of negotiations with America's trade partners, including Treasury Secretary Scott Bessent's comment that trade talks with China are “stalled” and President Trump's latest accusation that China violated its preliminary trade agreement. Ambassador Greer discusses the seesaw of politcy progress around the world. Elon Musk is winding down his time at DOGE, and Ulta Beauty is upbeat on consumer spend. Plus, wellness and supplement company AG1 is worth over $1B, and CEO Kat Cole is aiming for even more medicine cabinets. Amb. Jamieson Greer - 17:17Kat Cole - 38:30 In this episode:Jamieson Greer, @USTradeRepKat Cole, @KatColeATLJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureMost of the bills congress has passed where they said it was going to help the economy, they actually did the opposite. The [DS]/[CB] is now blocking Trump from pushing the tariffs forward, when this fails they will move to the next phase, all will fail in the end. Countries are creating Bitcoin reserves along side their Gold reserves. The [DS] election interference is now being exposed, Trump is going backwards from 2o24 and telling the story from 2016 moving forward, they will meet in the middle, which is the 2020 and the overthrow the US government. Most of the statute of limitations have expired which means these individuals will be classified as an enemy combatant.It all revolves around the rigging of the election.   Economy https://twitter.com/DataRepublican/status/1927813644852810005 (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/StephenM/status/1928065122657845516 https://twitter.com/Lancegooden/status/1928119190839242795 All past presidents used tariffs, Judges didn't say a word until Trump   Federal Trade Court Rules President Trump Cannot Initiate Tariffs Under International Emergency Economic Powers Act, All Tariffs Blocked a federal trade court based out of New York has just ruled in a three-judge decision that President Trump does not have the authority within the International Emergency Economic Powers Act (IEEPA) to initiate emergency trade tariffs.  [The Ruling is HERE]     [From Page 6, pdf] “…[…] in 1962, Congress delegated to the President the power to take action to adjust imports when the Secretary of Commerce finds that an “article is being imported into the United States in such quantities or under such circumstances as to threaten to impair the national security.” Trade Expansion Act of 1962, Pub. L. No. 87-794, § 232(b), 76 Stat. 872, 877 (codified as amended at 19 U.S.C. § 1862(c)(1)(A)). This delegation is conditioned upon an investigation and findings by the Secretary of Commerce, and agreement by the President. See id. Section 301 of the Trade Act of 1974, as amended, requires that the U.S. Trade Representative (“USTR”) take action, which may include imposing tariffs, where “the rights of the United States under any trade agreement are being denied” or “an act, policy, or practice of a foreign country” is “unjustifiable and burdens or restricts United States commerce.” 19 U.S.C. § 2411(a)(1)(A)–(B). The USTR may impose duties also where the USTR determines that “an act, policy, or practice of a foreign country is unreasonable or discriminatory and burdens or restricts United States commerce.” Id. § 2411(b)(1). This power is conditioned on extensive procedural requirements including an investigation that culminates in an affirmative finding that another country imposed unfair trade barriers under § 2411(a)(1)(A) or (B) or § 2411(b), and a public notice and comment period. See id. § 2414(b).”… [source]  the ruling can be overturned on appeal. The Sec 301/302 investigation and process noted above was completed by USTR Jamieson Greer, with extensive citation.  USTR Greer published a 397-page investigative outcome detailing the “unreasonable and discriminatory” burdens to United States commerce. [SEE HERE pdf]

USTR seeking comments on drug pricing policies that are unfair to Americans. Listen for more info on Two Minutes in Trade. 

This week on Supply Chain Secrets, Caroline Weaver and Lars Jensen unpack the realities behind recent shifts in container pricing and trade policy. With U.S.–China tariffs in limbo, and equipment imbalances starting to ripple across the market, Lars estimates up to 500,000 TEU of cargo could be waiting in China—setting the stage for potential U.S. port congestion and a spot rate surge.Also on deck:-Why 20-foot containers are sometimes more expensive than 40s—and how NYFI reveals the volatility-What makes NYFI different from other indices when market pressure builds-A breakdown of the USTR revision and its overlooked inland impacts-The UK–EU trade deal as a sign of more non-U.S. alliances to comeGet the facts. Spot the trends. Subscribe to the NYFI:

＜ヘッドライン＞米トランプ政権「ベッセント財務長官とグリアUSTR代表がスイスを訪問し中国との貿易問題を巡る協議にのぞむ」　相互関税発動以降、米中の正式協議は初／トランプ米大統領「英国と貿易協定で合意した」　相互関税巡る交渉での合意は英国が初／トヨタ自動車「2026年3月期の連結純利益が前期比マイナス35%の3兆1000億円になりそう」　円高や米トランプ政権の輸入車に対する関税政策が重荷／米3月貿易赤字、過去最大の1405億ドル　関税本格的引き上げ前の駆け込み輸入が加速／米FRB、連邦公開市場委員会で政策金利据え置き決定　パウエル議長「現在の金融政策のスタンスは潜在的な経済変化に対してタイムリーに対応するのによい位置を保っている」　トランプ大統領「『遅すぎ』ジェローム・パウエルは愚か者だ。何も分かっていない」／フォンデアライエンEU欧州委委員長「米国など域外の研究者を招くために5億ユーロを投じる」　トランプ政権の介入を避けたい米研究者を誘致／ベッセント米財務長官、連邦議会公聴会でプーチン・ロシア大統領は戦争犯罪人との認識示す　プーチン大統領・習近平中国国家主席、「軍事技術協力を強める」と明記した共同声明／独メルツ新政権が発足　連邦議会、メルツCDU党首を首相に選出　1回目の指名選挙で過半数に届かず異例の再投票で決定／インド政府「パキスタンとの係争地カシミールのパキスタンが実効支配する地域とパキスタン領内にある9カ所のテロリストの拠点を攻撃した」　カシミール地方のインド側支配地域で発生したテロでインド人25人・ネパール人1人が殺害されたことへの報復 ＜ポイント＞　（１） 始まった米関税に関する各国合意〜まず英と（２） 米は据え置き、英・中国は金融緩和（３） 世界の自動車業界の行方〜トヨタ決算を受けて ＜ここ／これを見てきた＞映画「侍タイムスリッパー」

USTR released its penalties under the section 301 investigation on China's shipbuilding and maritime industry.  Listen for more info on Two Minutes in Trade. 

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureThe founding fathers knew that tariffs would be weapon against the [CB]. Trump is using the tariffs as a weapon. China is getting hit with port fees and they will increase each year. Trump is dismantling the monetary order. The entire transition is controlled demolition. Trump and the patriots are showing the people are the truth. They must see the [DS] criminal system. Trump will use this to fight against the [DS] in the end. The [DS] will mostly try to push an insurgency against Trump. Timing is everything. In the end Trump and team will use Writ of Habeas Corpus.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1913328314678219247   people work part-time jobs in the US, the third-highest on record. Millions of Americans are working multiple jobs to afford basic necessities. https://twitter.com/yo/status/1913299922444771752 US Plans Port Fees For Chinese Ships To Revitalize American Maritime Industrial Base The Trump administration announced plans on Thursday to impose new port fees on Chinese commercial vessels—part of a broader effort to revive America's dwindling shipbuilding industry, which officials now view as a national security risk amid the urgent need to bolster hemispheric defense across the Americas in an increasingly fractured, bipolar world. "Ships and shipping are vital to American economic security and the free flow of commerce," U.S. Trade Representative Jamieson Greer wrote in a statement, adding, "The Trump administration's actions will begin to reverse Chinese dominance, address threats to the U.S. supply chain, and send a demand signal for U.S.-built ships." The Federal Register notice titled "Notice of Action and Proposed Action in Section 301 Investigation of China's Targeting the Maritime, Logistics, and Shipbuilding Sectors for Dominance, Request for Comments," published Thursday by the U.S. Trade Representative (USTR), states that new fees will be imposed on all Chinese-built and Chinese-owned ships docking at ports across America. These fees will be based on net tonnage or the volume of goods carried per voyage and will only be charged once per voyage and not per port arrival. "The fee will be set at $0 for the first 180 days, will then be set at $50/NT, and will increase incrementally over the next three years," the USTR notice read. Service Fee on Chinese Vessel Operators and Vessel Owners of China (courtesy of CNBC): Effective as of April 17, 2025, a fee in the amount of $0 per net ton for the arriving vessel. Effective as of October 14, 2025, a fee in the amount of $50 per net ton for the arriving vessel. Effective as of April 17, 2026, a fee in the amount of $80 per net ton for the arriving vessel. Effective as of April 17, 2027, a fee in the amount of $110 per net ton for the arriving vessel. Effective as of April 17, 2028, a fee in the amount of $140 per net ton for the arriving vessel. The USTR notice explained that "any such fee would be charged per rotation or string of U.S. port calls, and no more than five times a year on an individual vessel." Service fees for vessel operators of Chinese-built vessels are lower. Effective as of April 17, 2025, a fee in the amount of $0 for each container discharged. Effective as of October 14, 2025, a fee in the amount of $18 per net ton ($120 per container) Effective as of April 17, 2026, a fee in the amount of $23 per net ton ($153 per container) Effective as of April 17, 2027, a fee in the amount of $28 per net ton ($195 per container)

Why does the President of the United States not know what tariffs are, why does he want to crash the world economy, and can he do any of it? We answer as many of those questions as we can. Come for phi times epsilon times m sub i, stay for the Trading With the Enemy Act of 1917. Plus! Judge James Boasberg in D.C. is NOT HAPPY the administration flouted his orders and intends to figure out who was responsible and why. Also, things are about to get ugly at the D.C. Circuit.   Links: DC Circuit Local Rules https://www.cadc.uscourts.gov/sites/cadc/files/rules-RulesFRAP20241212c.pdf   Trump Tariff EO https://www.whitehouse.gov/presidential-actions/2025/04/regulating-imports-with-a-reciprocal-tariff-to-rectify-trade-practices-that-contribute-to-large-and-persistent-annual-united-states-goods-trade-deficits/   Trump Annex I to Tariff EO https://www.whitehouse.gov/wp-content/uploads/2025/04/Annex-I.pdf   USTR on how tariffs are calculated https://ustr.gov/issue-areas/reciprocal-tariff-calculations   The Economist, “President Trump's Mindless Tariffs Will Cause Economic Havoc” https://www.economist.com/leaders/2025/04/03/president-trumps-mindless-tariffs-will-cause-economic-havoc   Forbes, “How Much Would An iPhone Cost If Apple Were Forced to Make it In America?” https://www.forbes.com/sites/quora/2018/01/17/how-much-would-an-iphone-cost-if-apple-were-forced-to-make-it-in-america/   Emily Ley Paper Inc. v. Trump https://www.courtlistener.com/docket/69842090/emily-ley-paper-inc-v-trump/ Show Links: https://www.lawandchaospod.com/ BlueSky: @LawAndChaosPod Threads: @LawAndChaosPod Twitter: @LawAndChaosPod  

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.Soybean Export Concerns and Proposed Shipping Fees