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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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Europe LNG reporter Clare Pennington asks US counterpart Emily Burleson how the USTR will target Chinese vessels and how it plans to build its own LNG carrier industry

Osoba, która jest ewidentnie dla wszystkich numerem jeden w polityce, jest ustrojowo czwartą osobą w państwie - zauważa dziennikarz. 

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. 

W Wieczorze Wyborczym Radia Wnet Krzysztof Skowroński rozmawia m.in. z Józefem Orłem, Piotrem Müllerem i Jaśminą Nowak. Europoseł wskazuje, że wygrana kandydata PO oznaczałaby upadek ustroju Polski.Cały wieczór wyborczy można odsłuchać na platformie YouTube, do czego zachęcamy! Wieczór Wyborczy w Radiu Wnet! Exit poll - Rafał Trzaskowski 50,3%; Karol Nawrocki 49,7%

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.

「米中貿易協議にベッセント財務長官「大きな進展あった」　何立峰副首相「貿易協議の枠組み設けることで合意・12日に共同声明」　アメリカと中国の貿易協議が11日に終了し、アメリカのベッセント財務長官は「大きな進展があった」と明らかにしました。ベッセント財務長官：アメリカと中国は、非常に重要な貿易協議で大きな進展があったことを報告する。アメリカと中国の高官は、スイスで10日から2日間にわたり、貿易問題などを巡る協議を行いました。ベッセント財務長官は協議を終えた後、記者団に対し、「大きな進展があり協議は生産的だった。詳細は12日に説明する」と語りました。また、USTR（アメリカ通商代表部）のグリア代表は「どれだけ早く合意に達することができたかを理解することが重要で、両国の隔たりは思ったほど大きくなかった」と成果を強調しました。一方、中国側の代表として協議に参加した何立峰副首相は貿易協議の枠組みを設けることで両国が合意し、12日に共同声明を発表すると明らかにしました。

＜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.

Kia ora,Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.And today we lead with news the global economy's track is no clearer today.First up, the US central bank kept it key policy rate unchanged at 4.50% for a third consecutive meeting in line with expectations. They are keeping their wait-and-see approach but watching to see if the tariff taxes drive up inflation and slow economic growth. They say they still see expanded economic activity despite signs net exports are volatile. So far they haven't seen the jobless rate move "and labour market conditions remain solid". But they are seeing elevated inflation, and they foresee risks of higher unemployment and higher inflation.Equity markets dropped on the release, as did benchmark bond yields. The USD hardly moved however.Earlier, it was reported that US mortgage application volumes jumped +11% last week from the previous week, ending the three consecutive slumps from earlier in the month. The rebound came after there was another small drop in benchmark mortgage rates.Across the Pacific, China's FX reserves rose in April to their highest level in more than six months (in USD).And staying in China, their central bank said it will cut the reserve requirement ratio (RRR) by -50 basis points, injecting about ¥1 tln in liquidity into their domestic economy. But the cut won't come until May 15 and will then be the first RRR cut in 2025. They also said they will lower the rate on seven-day reverse repurchase agreements by 10 basis points to 1.40%, effective tomorrow, Thursday, May 8. This is the first cut to this key policy rate since September 2024 and could lead to cuts in market and other regulatory rates.And despite denials on both sides, both China and the US said they will meet in Switzerland to discuss stuff on Saturday. Interestingly, the Chinese side will be represented by their lead person for China-US economic and trade affairs, but the US side won't be led by its USTR, but the more senior Treasury Secretary.In the EU there were no surprises in their March retail sales volume data, holding flat again.However, there was positive data out of Germany, where factory orders rose +3.6% in March from February, well above market expectations of a +1.3% gain and putting behind it February's lackluster result. It was their strongest increase since December, with broad-based gains across sectors.Meanwhile, Poland cut its official interest rate by -50 bps to 5.25%. Falling inflation and weak economic activity prompted the move, but it was unusual because they have elections due on May 18 and they are battling Russian election interference.In Australia, regulator ASIC said it has imposed additional conditions on Macquarie Bank's Australian financial services licence after multiple and significant compliance failures – some going undetected for many years and one for a decade.And it seems Peter Dutton wasn't the only party leader to lose his seat at the weekend election. The Greens leader will too. In fact, like the Liberals, the Greens vote fell rather sharply at that election.Separately, the OECD said the global trade in fake goods reached almost US$½ tln in the latest data they have - which is for 2021, posing risks to consumer safety and compromising intellectual property. The breakdown in trade cooperation since won't have lessened the problem.The UST 10yr yield was at 4.28%, down -3 bps from this time yesterday before the US Fed announcement, then slipped slightly further to 4.27%.The price of gold will start today at US$3384/oz, and down -US30 from yesterday.Oil prices are firmer today, down -50 USc at just on US$58.50/bbl in the US and the international Brent price is now just under US$61.50/bbl.The Kiwi dollar is now at 59.7 USc, down -30 bps from yesterday at this time. Against the Aussie we are unchanged at 92½ AUc. Against the euro we are down -20 bps at 52.6 euro cents. That all means our TWI-5 starts today just on 67.8 and down -20 bps.The bitcoin price starts today at US$96,653 and up +2.2% from yesterday. Volatility over the past 24 hours has been modest at +/- 1.6%.You can find links to the articles mentioned today in our show notes.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston. And we will do this again tomorrow.

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.

Han pasado desapercibidas las reuniones entre miembros de USTR, gremios y Gobierno para avanzar en un comercio equilibrado, y como en los buenos negocios, que todos ganen

BUSINESS: PH stays out of USTR Special 301 watch list | April 30, 2025Visit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimesVisit our website at https://www.manilatimes.netFollow us:Facebook - https://tmt.ph/facebookInstagram - https://tmt.ph/instagramTwitter - https://tmt.ph/twitterDailyMotion - https://tmt.ph/dailymotionSubscribe to our Digital Edition - https://tmt.ph/digitalSign up to our newsletters: https://tmt.ph/newslettersCheck out our Podcasts:Spotify - https://tmt.ph/spotifyApple Podcasts - https://tmt.ph/applepodcastsAmazon Music - https://tmt.ph/amazonmusicDeezer: https://tmt.ph/deezerStitcher: https://tmt.ph/stitcherTune In: https://tmt.ph/tunein#TheManilaTimesw Hosted on Acast. See acast.com/privacy for more information.

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

A review of the week's major US international tax-related news. In this edition:  US Congress to begin push to draft budget reconciliation legislation – Treasury official also assumes role as acting IRS Commissioner – US discussing how GILTI can coexist with OECD BEPS 2.0 Pillar Two rules – USTR announces actions regarding Chinese maritime and logistics sectors.

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

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/7ek3xk -- 你不理財，財不理你！想學理財，玉山罩你！ 玉山銀行全新Podcast節目《玉山學堂》 帶你深入淺出掌握每週市場脈動！ 還有知名主持人蔡尚樺領銜的跨世代對談， 從不同的角度打好理財基本功！ 現在就點擊連結收聽

Ngày 02/04/2025, tổng thống Donald Trump tuyên bố “giải phóng” nước Mỹ khỏi 50 năm bị cả thế giới lừa đảo. Ông cáo buộc : “Bạn của chúng ta còn tệ hơn cả kẻ thù của chúng ta”. Việt Nam được ông Trump đánh giá là “nước đàm phán tài ba” và ông “thích đất nước này” nhưng vẫn quyết định đánh thuế 46%, chỉ một nửa mức 90% mà Việt Nam đánh vào hàng Mỹ theo tính toán của Nhà Trắng. Việt Nam nằm trong nhóm các nước bị áp mức thuế cao nhất, cùng với Trung Quốc, Cam Bốt, Lào, Indonesia, Miến Điện. Theo một số chuyên gia, được trang VnExpress trích dẫn ngày 03/04, các ngành có tỷ trọng xuất cao sang Mỹ cũng là các nhóm chịu tác động lớn từ mức thuế 46% : thủy sản, nhựa, cao su, gỗ, nội thất, giấy bột, dệt may, giày dép, máy móc, thiết bị, linh kiện, điện tử...Hoa Kỳ là thị trường xuất khẩu lớn nhất của Việt Nam và hoạt động xuất khẩu chiếm đến đến 85% GDP đất nước. Tại sao Việt Nam lại bị áp mức thuế cao 46% ? Nền kinh tế và sức cạnh tranh của Việt Nam sẽ bị tác động lớn đến mức nào ? Việt Nam có thể thuyết phục được chính quyền Trump xem xét lại mức thuế ?RFI Tiếng Việt đặt câu hỏi với ông Hubert Testard, chuyên gia về châu Á và các thách thức kinh tế quốc tế, tổng biên tập báo mạng Asialyst chuyên về châu Á.RFI : Ngày 02/04/2025, tổng thống Mỹ Donald Trump công bố áp dụng thuế đối ứng với 180 nước trên thế giới cùng với biểu thuế đánh vào mỗi nước. Tỷ lệ này được tính như thế nào ?Hubert Testard : Văn phòng Đại diện Thương mại Mỹ - USTR đã công bố một tài liệu giải thích cách họ thực hiện tính toán. Đây là một tài liệu phức tạp với nhiều phương trình nên mọi thứ không thực sự rõ ràng. Nhưng điểm nổi bật trong tài liệu này là USTR không chỉ tính đến sự chênh lệch về thuế quan giữa các nước mà còn tính đến tầm quan trọng của thương mại song phương và giá cả liên quan đến hàng nhập khẩu Mỹ. Có nghĩa là họ cũng nghiên cứu xem mức thuế quan của mỗi nước làm giảm lượng hàng nhập khẩu từ Hoa Kỳ bao nhiêu. Cho nên đây là phép tính khá phức tạp.Tôi cho rằng những tính toán đó rất tùy tiện vì nó bao gồm cả những đánh giá về các biện pháp phi thuế quan mà về bản chất là rất phức tạp. Ví dụ, nếu một quốc gia có những yêu cầu khá cao về an toàn thực phẩm, như trường hợp của Úc, đất nước rất khắt khe về nhập khẩu nông sản vì lý do an toàn, còn Hoa Kỳ thì coi đó là một trở ngại, sau đó quy đổi thành thuế quan. Cho nên, trên thực tế, quyết định đó rất võ đoán.RFI : Tổng thống Trump áp mức thuế 46% đối với sản phẩm của Việt Nam. Nên giải thích như thế nào về mức thuế cao như vậy đối với Việt Nam ?Hubert Testard : Thông thường mức chênh lệch trung bình về thuế quan giữa Việt Nam và Hoa Kỳ không quá cao. Và trên thực tế, thuế trung bình của Việt Nam thấp hơn một chút so với thuế của Mỹ. Trường hợp này không đúng với một số sản phẩm, ví dụ ô tô hoặc nông phẩm mà Việt Nam áp dụng khá nhiều loại thuế hải quan. Nhưng thuế hải quan của Việt Nam nhìn chung không quá cao.Vậy phải giải thích thế nào về tỉ lệ 46% ? Tôi cho là chủ yếu do khối lượng xuất khẩu lớn của Việt Nam sang Mỹ và quy mô thặng dư thương mại của Việt Nam. Có nghĩa là Việt Nam mua rất ít sản phẩm Mỹ nhưng lại bán rất nhiều cho Hoa Kỳ. Và đó là lý do tại sao Việt Nam bị đánh thuế rất nặng. Tổng thống Trump nói đến thuế đối ứng nhưng thực ra, lập luận của chính quyền Mỹ chủ yếu dựa trên tầm mức trao đổi thương mại và quy mô của thâm hụt thương mại.Đọc thêmTăng nhập hàng Mỹ, vận động hành lang : Việt Nam tháo gỡ nguy cơ đánh thuế của TT TrumpRFI : Ngoài ra, liệu yếu tố Trung Quốc có nằm trong quyết định áp mức thuế cao như vậy đối với Việt Nam không ? Một số nước Đông Nam Á cũng bị áp thuế cao như Việt Nam có phải do là điểm trung chuyển để tái xuất hàng hóa Trung Quốc ?Hubert Testard : Cũng có thể là có vai trò nào đó. Nhưng tôi không cho đó là yếu tố chính bởi vì không phải tất cả hàng Việt Nam xuất khẩu đều là hàng Trung Quốc đội lốt. Có rất nhiều mặt hàng xuất khẩu được sản xuất từ ​​các nhà máy do Hàn Quốc, Nhật Bản thành lập hoặc của nhiều nước khác và cũng từ các nhà máy của Việt Nam.Tôi không nghĩ Trung Quốc là yếu tố chính mà do thực tế là Việt Nam có thặng dư rất lớn với Hoa Kỳ. Việt Nam là nước đứng thứ 3 trên thế giới có thặng dư thương lớn với Mỹ và đó là lý do chính khiến Việt Nam bị ảnh hưởng nặng nề.RFI : Trước khi tổng thống Trump công bố loạt thuế mới, đã có thông tin là một phái đoàn Việt Nam sẽ tới Hoa Kỳ ngay cuối tuần, từ ngày 06/04. Hai hãng hàng không Vietnam Airlines và Vietjet sẽ gặp Boeing còn phó thủ tướng Hồ Đức Phớc tới Washington. Việt Nam có thể đàm phán như thế nào với chính quyền Trump ?Hubert Testard : Việt Nam đã có những biện pháp về hàng xuất khẩu của Mỹ, như giảm thuế quan đối với khí tự nhiên hóa lỏng, ô tô. Việt Nam đã có nhiều động thái nhưng chưa có tác động gì cho đến nay và vẫn chưa thay đổi được điều gì. Vậy điều này được hiểu như thế nào ? Có khả năng là chính quyền Trump sẽ yêu cầu nhân nhượng nhiều hơn và giải thích với phái đoàn Việt Nam rằng như vậy là chưa đủ và Hà Nội cần phải làm nhiều hơn nữa để thay đổi tình hình. Vì vậy, sẽ còn phải chờ vào giai đoạn đàm phán.Xin nhắc lại là vào năm 2018, trong nhiệm kỳ đầu tiên của chính quyền Trump, chính phủ Mỹ đã ban hành nhiều loại thuế quan, nhưng chủ yếu đánh vào các sản phẩm thép, nhôm và một số mặt hàng tiêu dùng. Trong thời gian đầu, tất cả đều bị đánh thuế. Tiếp theo, trong giai đoạn thứ hai, ông Trump đã đàm phán nhượng bộ và miễn trừ cho từng quốc gia. Hầu hết các nước được hưởng biện pháp này, ngoại trừ Trung Quốc.Đọc thêmTT Mỹ Donald Trump thông báo đánh thuế 25 % nhôm và thép nhập khẩuVì vậy, tôi nghĩ rằng tất cả các nước đều hy vọng rằng tiến trình tương tự có thể sẽ diễn ra. Các cuộc đàm phán sẽ dẫn đến kết quả. Nhưng hiện giờ, tiêu chuẩn đặt ra cao hơn nhiều so với trước đây. Mức thuế quan 10% đã được quyết định áp dụng cho toàn thế giới, ngay cả Úc, Anh, Singapore… chẳng hạn cũng chịu mức thuế 10%. Cho nên, theo tôi, mức thuế hải quan 10% sẽ được giữ nguyên bởi vì đó là số tiền mà chính quyền Trump muốn thu hồi (thâm hụt thương mại của Mỹ năm 2024 là 1.200 tỷ đô la) để có thể tài trợ cho việc cắt giảm thuế. Sau đó là phần có thể thương lượng. Và hiện giờ, rất khó để có thể đoán chuyện gì sẽ xảy ra về phần có thể thương lượng được này.Vấn đề hiện nay là Hoa Kỳ sẽ phải đàm phán với không biết bao nhiêu nước. Tôi cho là khả năng đàm phán của USTR không phải là vô hạn, cho nên họ có thể sẽ chọn từng quốc gia một và việc này sẽ mất thời gian. Do đó, trong thời gian đầu, các mức thuế trên 10% vẫn được áp dụng từ ngày 09/04. Tình trạng này dự kiến ​​sẽ kéo dài trong một thời gian.RFI : Mức thuế suất rất cao mà Mỹ áp dụng đối với Việt Nam có tác động đến khả năng cạnh tranh của Việt Nam so với các nước khác ở Đông Nam Á ?Hubert Testard : Có. Tác động đầu tiên, theo tôi, sẽ là về kinh tế khi chúng ta biết rằng xuất khẩu sang Mỹ chiếm 25% GDP của Việt Nam. Cú sốc sẽ rất dữ dội, xuất khẩu sẽ giảm mạnh. Vì vậy, GDP của Việt Nam sẽ bị ảnh hưởng. Có thể thấy tác động đầu tiên sẽ là một cú sốc kinh tế, chắc chắn sẽ rất lớn đối với trường hợp của Việt Nam.Thứ hai, xét về mặt cạnh tranh, vấn đề này khá phức tạp vì mỗi nước bị áp mức thuế khác nhau. So với Trung Quốc thì không có thay đổi nhiều vì mức thuế mà Mỹ áp dụng với Việt Nam là tương đương với Trung Quốc. Tháng 03/2025, Trung Quốc đã bị đánh thuế 20%, cho nên với mức thuế bổ sung 34% thì Trung Quốc đang chịu hơn 50%. Do đó, Việt Nam so với Trung Quốc thì không có cú sốc cạnh tranh nào.Đọc thêmViệt Nam sẵn sàng nhập thêm nông sản Mỹ để đối phó với chính sách thuế quan mới của TT TrumpTuy nhiên, so với các nước khác thì sức cạnh tranh của Việt Nam sẽ bị tác động. Ví dụ trong ngành dệt may, vải sợi, một số nước như Ấn Độ, Bangladesh có mức thuế thấp hơn đáng kể so với Việt Nam. Vì vậy có thể có một số tác động về việc điều chuyển hàng xuất khẩu từ nước này sang nước khác. Những công ty lớn như Nike có thể điều chỉnh lại một chút cơ sở công nghiệp của họ trong khu vực, nhưng việc này cũng cần thời gian. Tôi cũng không chắc là họ sẽ sớm tiến hành vì trước tiên họ sẽ xem xét liệu mỗi nước có thể đàm phán được điều gì.RFI Tiếng Việt xin chân thành cảm ơn chuyên gia Hubert Testard, tổng biên tập báo mạng Asialyst chuyên về châu Á.Việt Nam dưới sức ép đàm phán với “đối tác chiến lược toàn diện” MỹNgay sau tổng thống Trump thông báo biểu thuế, chính phủ Việt Nam lập tổ phản ứng nhanh, vừa trấn an công luận, vừa ghi nhận ý kiến từ doanh nghiệp, nhất là những đơn vị xuất khẩu lớn. Hai ngày sau, ngày 04/04, tổng bí thư Tô Lâm điện đàm với tổng thống Mỹ Donald Trump. Cuộc điện đàm được ông Trump đánh giá trên mang Truth Social là “rất hiệu quả” và “Việt Nam muốn cắt giảm thuế quan (đối với hàng nhập khẩu Mỹ) xuống 0% nếu họ có thể đạt được thỏa thuận với Hoa Kỳ”.Truyền thông trong nước đánh giá đây là “bước đi đúng đắn và thông minh” vì “Việt Nam không chỉ tránh đối đầu với chính quyền tổng thống Trump”. “Bước đi này (hy vọng) giúp duy trì xuất khẩu sang Mỹ - thị trường lớn nhất của Việt Nam với kim ngạch khoảng 136 tỷ đô la năm 2024 - đồng thời mở đường cho hàng hóa Mỹ, đặc biệt là nông sản và công nghệ, vào Việt Nam với giá cạnh tranh hơn”.Đọc thêmHà Nội muốn Mỹ tăng cường đầu tư vào các ngành công nghệ cao ở Việt NamTuy nhiên, quyết định nằm trong tay chính quyền tổng thống Trump. Nhiệm vụ thuyết phục người đứng đầu Nhà Trắng được giao cho phó thủ tướng Hồ Đức Phớc, đến Mỹ công tác từ 06-14/04. Nếu bị đánh thuế 46%, GDP của Việt Nam sẽ bị mất 8%, theo thẩm định của công ty Bảo Minh - BMI, được Reuters trích dẫn ngày 06/04. Và nếu bị áp mức thuế thấp nhất là 10%, GDP của Việt Nam sẽ bị mất 0,85%. Về lâu dài, chính phủ, cũng như giới chuyên gia cho rằng Việt Nam cần “mở rộng, đa dạng sản phẩm, chuỗi cung ứng, thúc đẩy và khai thác thị trường nội địa hóa”. Theo thủ tướng Phạm Minh Chính, cú sốc lần này cũng “là cơ hội cơ cấu lại nền kinh tế theo hướng phát triển nhanh nhưng bền vững, dựa vào công nghệ, đổi mới sáng tạo” và hướng đến những thị trường xuất khẩu mới.

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  

USTR has reportedly prepared "an across-the-board tariff on a subset of nations that likely would not be as high as the 20% universal tariff option", according to WSJ.APAC stocks were mostly positive but with the major indices stuck within narrow parameters on 'Liberation Day'.European equity futures indicate a marginally lower cash market open with Euro Stoxx 50 futures down 0.3% after the cash market closed with gains of 1.4% on Tuesday.USD mixed vs. peers, antipodeans lead, JPY lags, EUR/USD failed to hold above 1.08.US President Trump believes Russian President Putin is stalling and the administration is eyeing aggressive sanctions enforcement, according to FoxLooking ahead, highlights include US ADP & Factory Orders, US Tariff Implementation Date, EU Defence Ministers Meeting, NBP Base Rate, RBA's Bullock, ECB's Schnabel, Lane & Lagarde, Fed's Kugler & US President Trump, Supply from the UK & Germany.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

Massive port deal gets caught in geopolitical crosshairs, the Houthi threaten shipping in the Red Sea again, and the USTR proposed fees debate and controversy. 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 March, with their highlights from the news in maritime and shipping, from the biggest stories to those that simply piqued their interest.Hear more about:CMB.TECH buying Fredriksen's Golden Ocean stake for $1.2bnCK Hutchison in $22.8bn ports deal with BlackRock and MSCUpdate: 36 crew accounted for after allision off UKBulk carriers struck off shipowners shopping listHouthi ban US vessels from Red Sea in response to Yemen attacksZero emission ships will be ready, fuel supply a worry says LR chiefChinese ship charges receive cool reception at USTRSix factors that enabled China to dominate global shipbuildingListen 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: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 cover in future on Twitter, Facebook or LinkedIn

What's Really Driving Rates? Global Market Signals, Front-Loading Trends & Red Sea Fallout.In this episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen dive into what's happening behind the headlines—from softening spot rates and post–Chinese New Year seasonality to the real impact of front-loading and the latest on Red Sea routing.Lars breaks down why demand data might be misleading, how inventory levels are shaping up, and what the declining cost of marine fuel could mean for shippers. Plus: What's happening with the USTR's proposed vessel fees on Chinese-built ships, and why smaller ports and niche carriers may be hit hardest.We wrap with a hard look at Red Sea disruption, asymmetric conflict risk, and why stability—not speed—is top of mind for global carriers right now.Join the conversation and stay informed—subscribe, listen, and watch at nyshex.com/podcast

On today's show Andrew and Bill begin with the China Development Forum, including China's messaging to foreign investors, revisiting the Mintz raids as five detained employees are finally released, no updates on a Xi-Trump meeting, and news in the EV space. From there: The US plans to revive shipbuilding capacity, the likely disruption if the US adopts the USTR recommendations to counter Chinese dominance, Michael Froman writes that China has remade the international system, and a few more thoughts on the CK Hutchison deal. At the end: Rumors swirl around He Weidong and others in the PLA, what the noise might signal, and news of a deep-sea cable cutter is accompanied by a reminder that China constructs and protects deep sea cable like no other.

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

①A Boao Forum report projects Asian economic growth at 4.5 percent in 2025. What's driving this steady growth amid global uncertainties? (00:44)②China unveils regulation on implementing anti-foreign sanctions law. (14:19)③Opposition grows as USTR holds hearing on levies on Chinese ships. (25:00)④The US Federal Reserve has cut its growth forecast for the US economy. (34:31)⑤Greenland's leaders have called US officials' visit "highly aggressive". What are the Trump administration's real motives behind such a controversial move? (44:07)

On this episode of Agriculture Today, we'll hear from farm organizations about USTR's proposal to impose fees on Chinese-built ships, we'll check in with Brownfield's Erin Anderson from the 2025 Indiana Ag Threats and Security Summit, and we'll dive into other agricultural topics including Proposition 12, U.S. corn exports to Japan, and President Trump's tariff strategy.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

＜ヘッドライン＞トランプ米大統領・プーチンロシア大統領、ロシアがウクライナのエネルギー施設・インフラへの攻撃を30日間停止することで合意　全面的停戦はロシア側が拒否　ゼレンスキー・ウクライナ大統領、30日間「部分停戦」に同意／イスラエル軍、パレスチナ自治区ガザのイスラム組織ハマスを標的に大規模な空爆を実施し地上作戦を再開　子ども含む500人超が死亡／トランプ米大統領「政府から悪党や腐敗勢力を追放し、彼らの悪質な犯罪や深刻な不正行為を暴露する」「これまでに見たことのないようなレベルになる。伝説となる」　司法省で異例の演説、自身を捜査した検察官や政敵への「報復」宣言／ドイツ連邦議会、巨額の財政出動に必要な憲法改正案を賛成多数で可決　厳格な債務抑制から方針転換、長期の国防費増強に踏み出す／米トランプ政権が来月2日に発表する見通しの相互関税、日本のデジタル規制も対象の恐れ高まる　在日米商工会議所「巨大テック企業によるスマホ分野の独占防ぐ日本のスマホソフトウェア競争促進法が米企業を狙い撃ちしている」、米USTR公開の公募意見で指摘／米株式市場、「マグニフィセント7」株の最高値からの下落率の平均20%を超えで「弱気相場」入り　目標株価の引き下げ相次ぐ、2024年までの株高けん引役の弱気局面入り米株全体の回復も見通しにくく／日米中銀、政策決定会合で金融政策を現状維持　植田日銀総裁「米トランプ政権の関税政策の米国や世界、日本の経済に及ぼす影響を精査して政策を決めていく」　パウエルFRB議長「見通しの不確実性は異常なほど高まっている」／トランプ米大統領、金融監督担当FRB副議長に銀行規制に慎重な主張で知られるミシェル・ボウマン理事を指名　バイデン前政権の規制強化の方針を批判、連邦議会の承認後4年の任期で就任へ／中国BYD「5分間で航続距離400キロメートル分を充電できるEV用新プラットホームを開発」「ガソリン車での給油と同じ程度の所用時間になる」　BYD株価、一時前日比6%上昇し最高値更新 ＜ポイント＞　（１） 世界経済の不確実性の「異常な高まり」とマーケット（２） 和平実現が見通せないウクライナ・ガザ（３） エスカレートするトランプの暴走をこう見る ＜ここ／これを見てきた＞消えつつあるバブルの残照

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://user285523.pse.is/79p2pd -- Hey小AI，最近股市表現不錯，有建議的投資標的? 2025投資絕不能少了美國！ 美股核心配置，首選「中信NASDAQ 009800」參與市場成長！ 看好美國科技創新實力，鎖定「中信美國創新科技 009801」掌握未來！ 快打開券商APP，輸入009800、009801，單筆或定期定額長期布局都很讚喔！ https://user285523.pse.is/79hh24 －－－－以上訊息由 SoundOn 動態廣告贊助商提供－－－－ 白宮發佈「美國優先 (America First) 投資備忘錄」，明確將中國（和港澳）列入「外國對手」名單。到目前為止，中國對川普關稅戰的反應為什麼這麼軟弱？川普多次迴避他是否會出兵保護台灣的提問。僅表示不希望在自己的任期內看到台海爆發戰爭。台灣的利益會在美中談判時被邊緣化嗎？有人說川普是張伯倫，向普京綏靖，出賣烏克蘭，將來也會出賣台灣。有人說川普是「聯俄抗中」，集中力量圍堵中國，有利於台灣。美國國務卿盧比歐表示，美國不能讓俄羅斯成為中國的「永久的小夥伴」。美俄關係融冰，中俄關係必定出現鬆動嗎？！精彩訪談內容，請鎖定@華視三國演議！ 本集來賓：#宋國誠 #矢板明夫 主持人：#汪浩 以上言論不代表本台立場 #川普2.0 #聯俄抗中 #關稅戰 #烏俄 電視播出時間

In this hot-off-the-press episode of Supply Chain Secrets, Caroline Weaver and Lars Jensen break down the biggest takeaways from TPM 2025—including the USTR 301 proposal that could impose a $1M+ fee per vessel per US port call for Chinese-built ships, a move that could reshape shipping as we know it.This jam-packed episode also covers:*Recently announced carrier infrastructure investments*The evolving geopolitical landscape—From Red Sea disruptions to shifts in global trade policy*What shippers need to do now to stay ahead of major industry shiftsWant to be a part of the show? Register to attend a live recording here and ask your questions in real time!https://nyshex.com/attend-podcast-live

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.

USTR seeks comments on proposed fees to assess on Chinese flagged and built ships. Listen for more on Two Minutes in Trade. 

Zombie DST section 301 investigations! President Trump calls for a renewed look at DSTs for several countries. Listen for more on Two Minutes in Trade. 

USTR is kicking off the development of a reciprocal tariff policy and seeking public comments. Listen for more on Two Minutes in Trade. 

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Senator Crapo and Senator Wyden sent a letter to President Biden on January 14th criticizing USTR's “lack of transparency and consultation regarding its efforts to negotiate binding interpretations of congressionally approved trade agreements.”  Listen to today's Two Minutes in Trade for more information on this topic.  

USTR's Notorious Markets report includes info on illicit online pharmacies. Listen for more info on Two Minutes in Trade.