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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.
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.
Esta es la información que encontrarás este viernes 5 de septiembre enReforma.com:Paga congreso mil mdp en edificio... ¡y les falta!Soy visitante frecuente de la USTR, dice EBRARDSufren robos violentos a la salida de la iberoMuere el 'rey giorgio'
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.
Florida Ag Commissioner Wilton Simpson announced the preservation of more Florida farmland through the FDA's Rural and Family Lands Protection Program, and U.S. Trade Representative's Office launches Section 301 investigation into Brazil for its unfair ethanol trade practices.
The U.S. government sued California to stop it from enforcing stringent emission standards for heavy-duty trucks, and U.S. Trade Representative's Office launches Section 301 investigation into Brazil for its unfair ethanol trade practices.
The U.S. government sued California to stop it from enforcing stringent emission standards for heavy-duty trucks, and U.S. Trade Representative's Office launches Section 301 investigation into Brazil for its unfair ethanol trade practices.
The U.S. government sued California to stop it from enforcing stringent emission standards for heavy-duty trucks, and U.S. Trade Representative's Office launches Section 301 investigation into Brazil for its unfair ethanol trade practices.
The U.S. government sued California to stop it from enforcing stringent emission standards for heavy-duty trucks, and U.S. Trade Representative's Office launches Section 301 investigation into Brazil for its unfair ethanol trade practices.
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
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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
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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:
Tensions between the US and its trading partners are weighing on dry-bulk demand as economic-growth expectations recede. The global economy could expand 2.6%, based on consensus, down 40 bps from the start of the year and 70 bps below 2024. The US accounts for about 10% of the dry-bulk market, making the sector less tied to protectionist policies out of Washington. Agriculture and metallurgical coal comprise the majority of exports. In this Talking Transports podcast, Hamish Norton, president of Star Bulk Carriers, joins Lee Klaskow, Bloomberg Intelligence’s senior transportation and logistics analyst, to share his insights about the state of the global dry-bulk industry. Norton also discusses tariffs, USTR fees, dry-bulk economics, fuel prices, shipbuilding, asset values and rates.See omnystudio.com/listener for privacy information.
<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」
Geopolitical tensions, shifting trade routes and evolving carrier alliances are redefining the global containerliner landscape. Though demand remains uncertain, a level setting of tariffs could create a surge in demand and lead to renewed congestion and rate volatility. In this Talking Transports podcast, Steve Ferreira, founder and CEO of Ocean Audit, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about the state of the global container industry, which he describes as fragmented, fragile and fine-tuning. Ferreira also discusses tariffs, USTR fees, emissions, rates and how a better offer lead him to a long career in shipping. See omnystudio.com/listener for privacy information.
A tug-of-war is brewing between building America's shipbuilding capacity and maintaining the competitiveness of U.S. agricultural exports. As Mike Steenhoek, Executive Director of the Soy Transportation Coalition, explains, this tension stems from recent USTR actions addressing Chinese dominance in global shipbuilding—a position China achieved through 25 years of focused development to capture over 50% of vessel production worldwide.While promoting domestic shipbuilding represents a worthy national goal, Steenhoek argues the implementation timeline creates impossible expectations for critical export industries. "I'd rather have government policy be predictably good than sporadically great," he notes, highlighting how short-term trade disruptions often lead to permanent shifts in global supply chains. When the 2018-2019 trade dispute with China redirected agricultural purchases toward Brazil, it accelerated Chinese investment in Brazilian infrastructure—investments that remain in place regardless of future U.S.-China relations.The immediate effects of current policies are already visible at American ports. The Port of Los Angeles projects a 35% decrease in vessel arrivals compared to last year, with retail inventory shortages expected within 5-7 weeks. For agricultural exporters, the situation threatens both immediate access to shipping capacity and long-term market relationships. When fees remain on vessels both built and operated by Chinese entities—vessels that currently transport substantial volumes of U.S. grain—the available shipping pool shrinks while export demand remains constant, inevitably driving up transportation costs. As Steenhoek aptly summarizes using an aviation metaphor: building domestic shipbuilding capacity requires a runway length appropriate for takeoff, not an aircraft carrier deck that sends the economy plunging into the ocean.Subscribe now to hear more conversations examining how transportation and trade policies affect the competitiveness of American agriculture.
USTR's office was reported on Friday to have prepared a framework for staggered reciprocal trade negotiations aimed at streamlining talks with 18 partners on a rolling basis over the next 2 months until the US's July 8th deadline, according to WSJ.US Treasury Secretary Bessent said he had interaction with his Chinese counterpart in Washington last week and thinks the Chinese will see the tariff level as unsustainable and he also thinks there is a path to an agreement with China on tariffs, according to ABC New; US Agriculture Secretary said the US is holding daily conversations with China over tariffs.APAC stocks were mixed amid a lack of major catalysts from over the weekend and with a very quiet calendar to start a busy week of earnings results and key data releases including the latest US NFP report.ECB policymakers reportedly are becoming increasingly confident about a rate cut in June although there is little to no appetite for a big move, according to six sources cited by Reuters.European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.2% after the cash market finished with gains of 0.8% on Friday.Looking ahead, highlights include US Dallas Fed Manufacturing Business Index, BoC's Market Participants Survey, Speakers including ECB's Rehn & de Guindos, Supply from the EU, Earnings from Domino's Pizza, Roper, NXP Semiconductors, Schneider Electric & Henkel.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
USTR's office was reported on Friday to have prepared a framework for staggered reciprocal trade negotiations aimed at streamlining talks with 18 partners on a rolling basis over the next 2 months until the US's July 8th deadline, according to WSJ.US Treasury Secretary Bessent said he had interaction with his Chinese counterpart in Washington last week and thinks the Chinese will see the tariff level as unsustainable and he also thinks there is a path to an agreement with China on tariffs, according to ABC New; US Agriculture Secretary said the US is holding daily conversations with China over tariffs.European indices are modestly firmer whilst US futures are incrementally in the red.Choppy USD session thus far on spot month end, GBP bid whilst CHF lags.Relatively contained start to the week for USTs, EGBs lag slightly into supply.Crude is lacklustre despite US-Iran talks, Gold continues to pullback.Looking ahead, US Dallas Fed Manufacturing Business Index, BoC's Market Participants Survey, Speakers including ECB's Rehn & de Guindos, Supply from the EU, Earnings from Domino's Pizza, Roper, NXP Semiconductors.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
US President Trump said it depends on China how soon tariffs can come down and they have spoken to 90 countries regarding tariffs already.US President Trump said if they don't have a deal, they will set tariffs and could set the tariff for China over the next two or three weeks, while he suggested that there is daily direct contact between US and China.White House Economic Advisor Hassett said the USTR has 14 meetings scheduled this week with foreign trade ministers and there are 18 written offers from trade ministers, while he stated China is open to talks.APAC stocks were ultimately mixed despite the positive handover from Wall Street - the risk momentum waned overnight as trade uncertainty lingered owing to the mixed signals from the US.Overnight, US equity futures marginally eased, DXY slightly softened, spot gold and 10yr UST futures rebounded from the prior day's troughs.European equity futures indicate a flat cash market open with Euro Stoxx 50 futures down U/C after the cash market closed with gains of 2.8% on Wednesday.Looking ahead, highlights include German Ifo, US Durable Goods, Jobless Claims, IMF/World Bank Spring Meeting; Speakers including ECB's Lagarde & Lane, Fed's Kashkari, BoE's Lombardelli & Riksbank's Seim; Supply from Italy, UK & US; Earnings from Alphabet, Intel, American Airlines, Freeport, Southwest Airlines, PepsiCo, Dow Chemical, Merck, Valero, PG&E, T-Mobile, Vale, Eni, Anglo American, Weir, BNP Paribas, Sanofi, Orange, STMicroelectronics, Air Liquide, Renault, Carrefour, Michelin, SGS, Roche & Nestle.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
The Ag Net News Hour discussed updates on the U.S. Trade Representative's (USTR) port fee proposal for Chinese ships. Initially, the USTR proposed a $1.5 million flat fee per port call, but revised it to a per-ton basis. Fees will start at $50 per ton, increasing incrementally to $140 per ton over time. China controls nearly 20% of global shipping containers. The USTR aims to restore American shipbuilding and address China's dominance in maritime logistics. Exemptions for agricultural industries have not been granted. The discussion also touched on restrictions on U.S. liquefied natural gas transport to incentivize domestic shipbuilding. The discussion on Ag Net News with Lorrie Boyer and Nick Papagni, “The Ag Meter,” focused on recent trade developments, including the US Trade Representative's proposal to change port fees to tonnage fees and the impact on Chinese shipping. Japan and Vietnam's trade negotiations with the US were mentioned, with Vietnam aiming to curb Chinese trade. The segment also included an excerpt from a recent Senate Hearing on tariffs and the ag industry. The conversation highlighted the need for an even playing field with China and the potential benefits of a trade deal. The segment concluded with details about an upcoming citrus expo in Tampa, Florida. The third Ag Net News Hour segment began with Nick “The Ag Meter” and Lorrie discussing the recent passing of Pope Francis, noting his significance around Easter and the upcoming selection of a new Pope. They also covered the ongoing process of cabinet appointments in the Trump administration, highlighting Brooke Rollins' role and her dedication to Trump's agenda. The conversation shifted to economic topics, including President Trump's consideration of firing Federal Reserve Chair Jerome Powell over interest rates, and the potential legal implications. They concluded with light-hearted agriculture facts, such as the misconception that brown cows produce chocolate milk and the longest recorded flight by a chicken, which was 301.5 feet.
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.
The drama continues in this week's episode of Supply Chain Secrets! Caroline Weaver and Lars Jensen break down the latest twists in the USTR saga, including what's changed, who's exempt, and why everyone—from carriers to shippers—is scrambling to recalculate.Lars unpacks the surprise USTR revisions, including:Who dodges the ship fees (for now)How the 4,000 TEU threshold is rewriting network strategiesWhy carriers are blanking like it's Chinese New YearWhat front-loading frenzy and equipment shortages could really meanAnd if that weren't enough? We explore how DHL's suspension of China parcels hints at bigger B2C chaos to come.If you're trying to make smart moves in the middle of regulatory whiplash, this episode is your must-listen.
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)
高雄美術特區3-4房全新落成,《惟美術》輕軌C22站散步即到家,近鄰青海商圈,卡位明星學區,徜徉萬坪綠海。 住近美術館,擁抱優雅日常,盡現驕傲風範!美術東四路29號 07-553-3838 https://sofm.pse.is/7ekjml ----以上訊息由 SoundOn 動態廣告贊助商提供---- 川普為什麼要發動關稅戰?他的目的是什麼?川普這次對中國下手特別狠,這是報復中國不遵守川普1.0時第一階段貿易協議嗎?對美出口對中國經濟有多重要?習近平對川普的關稅反擊,是決心讓中美經濟脫鈎嗎?美中要各自建立一個沒有對方的國際貿易體系嗎?精彩訪談內容,請鎖定@華視三國演議! 本集來賓:#程曉農 #矢板明夫 主持人:#汪浩 以上言論不代表本台立場 #川普2.0 #關稅戰 #脫鉤 #奉陪到底 電視播出時間
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
On this week's episode of the Trade Guys, we discuss USTR's Section 301 investigation of China's shipbuilding sector. We also go through several recent executive orders and directives related to tariffs and investment.