# Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

Page: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709
Text version: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709.md
RSS feed: https://feeds.fexingo.com/business/trade-and-tariffs.xml
Official site: https://www.fexingo.com/
Author: Fexingo
Episodes: 121

## Resource

Lucas and Luna dissect the mechanics of international trade — from tariff structures and trade-war escalation to the real-time reconfiguration of global supply chains. Each episode opens with a specific data point: a new WTO ruling, a sudden tariff hike on semiconductors, a shipping-cost spike out of the Red Sea. Lucas, a former trade journalist, walks Luna through the legal and economic logic behind the headline; Luna, a supply-chain analyst, pushes back with on-the-ground logistics data from Port of Shanghai container indices and factory PMIs. Together they trace how a 25% steel tariff in Washington reshapes auto-assembly plants in Mexico, how export controls on Dutch lithography machines stall China's chip ambitions, and how the USMCA's rules of origin are quietly redrawing North American investment flows. The show avoids both jingoistic cheerleading and academic detachment — it's for the procurement director who needs to know whether to hedge yuan exposure, the policy wonk tracking Section 301 exclusions, and the investor recalibrating country-risk models. Every episode ends not with a verdict but with a tension: if the EU slaps digital-services taxes on US tech giants, does t…

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709
Markdown: https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709.md

## Episodes
- [Why the Trade War Is Boosting Vietnam Factory Exports](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-trade-war-is-boosting-vietnam-factory-exports) — 2026-07-18T05:46:23+00:00
- [Why Taiwan Semiconductor Stocks Are Getting Crushed](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-taiwan-semiconductor-stocks-are-getting-crushed) — 2026-07-17T18:03:58+00:00
- [Why Olive Oil Trade Is the New Geopolitical Flashpoint](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-olive-oil-trade-is-the-new-geopolitical-flashpoint) — 2026-07-17T05:52:09+00:00
- [How South Korea's Export Collapse Is Rewriting Chip Trade](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-s-export-collapse-is-rewriting-chip-trade) — 2026-07-16T17:58:53+00:00
- [Why the US Just Hit Brazil with 25 Percent Tariffs](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-the-us-just-hit-brazil-with-25-percent-tariffs) — 2026-07-16T05:55:08+00:00
- [How Maersk Is Rerouting Around the Panama Canal Drought](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-maersk-is-rerouting-around-the-panama-canal-drought) — 2026-07-15T18:05:08+00:00
- [Why Lithium Trade Is the New Battery War](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-lithium-trade-is-the-new-battery-war) — 2026-07-15T05:48:05+00:00
- [How Trade War Tariffs Are Reshaping Global Currency Wars](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-war-tariffs-are-reshaping-global-currency-wars) — 2026-07-14T18:01:00+00:00
- [How Chinese Factory Glut Is Reshaping Global Trade](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chinese-factory-glut-is-reshaping-global-trade) — 2026-07-14T05:48:28+00:00
- [Why Trump's Strait of Hormuz Toll Threatens Global Trade](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-trump-s-strait-of-hormuz-toll-threatens-global-trade) — 2026-07-13T18:05:31+00:00
- [How Trade Wars Are Rewriting Rare Earth Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-rewriting-rare-earth-supply-chains) — 2026-07-13T05:49:44+00:00
- [Why Fertilizer Trade Is the New Geopolitical Weapon](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-fertilizer-trade-is-the-new-geopolitical-weapon) — 2026-07-12T18:06:47+00:00
- [Why Steel Tariffs Are Boosting Mexican Manufacturing in 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-steel-tariffs-are-boosting-mexican-manufacturing-in-2026) — 2026-07-12T05:51:57+00:00
- [How Trade Wars Are Reshaping Global Supply Chains in 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-reshaping-global-supply-chains-in-2026) — 2026-07-11T18:01:31+00:00
- [How Trade Wars Are Pushing Central Banks Into New Currency Battles](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-pushing-central-banks-into-new-currency-battles) — 2026-07-11T05:58:54+00:00
- [Why Trade Wars Are Pushing Central Banks Into New Currency Battles](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-trade-wars-are-pushing-central-banks-into-new-currency-battles) — 2026-07-10T18:06:44+00:00
- [How South Korea Chipmakers Are Navigating the Trade War](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-chipmakers-are-navigating-the-trade-war) — 2026-07-10T05:57:31+00:00
- [How Africa Is Becoming the Next Trade War Manufacturing Hub](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-africa-is-becoming-the-next-trade-war-manufacturing-hub) — 2026-07-09T18:03:25+00:00
- [How China Is Exporting Deflation Through Steel](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-china-is-exporting-deflation-through-steel) — 2026-07-09T05:51:28+00:00
- [How Alibaba and Pinduoduo Are Reversing China E-Commerce Trade Flows](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-alibaba-and-pinduoduo-are-reversing-china-e-commerce-trade-flows) — 2026-07-08T18:10:25+00:00
- [How the Trade War Is Splitting Emerging Markets in Two](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-trade-war-is-splitting-emerging-markets-in-two) — 2026-07-08T08:20:13+00:00
- [How a Weaker Dollar Is Rewriting Trade Flows](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-a-weaker-dollar-is-rewriting-trade-flows) — 2026-07-08T05:51:28+00:00
- [How Indian Pharma Became a Trade War Casualty](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-indian-pharma-became-a-trade-war-casualty) — 2026-07-07T18:10:04+00:00
- [How Trade Wars Are Breaking Container Shipping Into Two Markets](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-wars-are-breaking-container-shipping-into-two-markets) — 2026-07-07T05:54:12+00:00
- [How Europe Is Quietly Building Its Own Defense Supply Chain](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-europe-is-quietly-building-its-own-defense-supply-chain) — 2026-07-06T18:01:19+00:00
- [How Thailand Is Winning the Trade Realignment in 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-thailand-is-winning-the-trade-realignment-in-2026) — 2026-06-20T05:43:11+00:00
- [How Apple Is Squeezed by the Memory Chip Crisis in Mid-2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-apple-is-squeezed-by-the-memory-chip-crisis-in-mid-2026) — 2026-06-19T17:56:51+00:00
- [How Container Shipping Rates Are Breaking Global Trade Patterns](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-container-shipping-rates-are-breaking-global-trade-patterns) — 2026-06-19T05:40:48+00:00
- [How South Korea ETFs Are Surging on Trade Realignment](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-etfs-are-surging-on-trade-realignment) — 2026-06-18T17:48:11+00:00
- [Why Foreign Borrowers Are Flocking to China's Cheap Money](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-foreign-borrowers-are-flocking-to-china-s-cheap-money) — 2026-06-18T05:42:04+00:00
- [How the Euro Is Gaining Against the Dollar in June 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-euro-is-gaining-against-the-dollar-in-june-2026) — 2026-06-17T17:46:33+00:00
- [How South Korea ETFs Are Surging on Trade Realignment](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-south-korea-etfs-are-surging-on-trade-realignment-2) — 2026-06-17T05:44:04+00:00
- [How Taiwan Semiconductor Is Reshaping Global Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-taiwan-semiconductor-is-reshaping-global-supply-chains) — 2026-06-16T17:45:52+00:00
- [How a Weaker Dollar Is Reshaping Global Trade Flows](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-a-weaker-dollar-is-reshaping-global-trade-flows) — 2026-06-16T05:42:06+00:00
- [How the Yen Carry Trade Is Unraveling in June 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-yen-carry-trade-is-unraveling-in-june-2026) — 2026-06-15T17:50:27+00:00
- [How France's Digital Tax Fight Could Reshape EU Trade](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-france-s-digital-tax-fight-could-reshape-eu-trade) — 2026-06-15T05:48:46+00:00
- [How India ETFs Are Surging as China Trade Diversion Accelerates](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-india-etfs-are-surging-as-china-trade-diversion-accelerates) — 2026-06-14T17:49:24+00:00
- [How SpaceX IPO Is Reshaping Trade Finance](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-spacex-ipo-is-reshaping-trade-finance) — 2026-06-14T05:38:15+00:00
- [How Emerging Market ETFs Are Surging in Mid-2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-emerging-market-etfs-are-surging-in-mid-2026) — 2026-06-13T18:54:22+00:00
- [How Trade Confusion Is Spiking the VIX to 35 in Mid-2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-trade-confusion-is-spiking-the-vix-to-35-in-mid-2026) — 2026-06-13T05:36:44+00:00
- [How SpaceX IPO Reshapes Global Trade and Supply Chains](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-spacex-ipo-reshapes-global-trade-and-supply-chains) — 2026-06-12T17:46:48+00:00
- [How the Iran Deal Hopes Are Reshaping Global Trade Flows](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-iran-deal-hopes-are-reshaping-global-trade-flows) — 2026-06-12T08:45:29+00:00
- [How Mexican Exports Are Booming Despite the Strong Dollar](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-mexican-exports-are-booming-despite-the-strong-dollar) — 2026-06-12T05:39:27+00:00
- [How the Strong Dollar Is Hurting Emerging Market Exports](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-strong-dollar-is-hurting-emerging-market-exports) — 2026-06-11T17:49:16+00:00
- [How the Strong Dollar Is Reshaping Global Trade in June 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-strong-dollar-is-reshaping-global-trade-in-june-2026) — 2026-06-11T05:39:15+00:00
- [How the Strong Dollar Is Reshaping US Trade Balance in 2026](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-the-strong-dollar-is-reshaping-us-trade-balance-in-2026) — 2026-06-10T17:50:10+00:00
- [How Chinas May PPI Jump Reshapes Trade War Dynamics](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chinas-may-ppi-jump-reshapes-trade-war-dynamics) — 2026-06-10T05:38:42+00:00
- [How Southeast Asian Exports Are Getting Squeezed by the Strong Dollar](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-southeast-asian-exports-are-getting-squeezed-by-the-strong-dollar) — 2026-06-09T17:49:46+00:00
- [China's Export Surge and What It Means for Global Trade](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/china-s-export-surge-and-what-it-means-for-global-trade) — 2026-06-09T05:41:27+00:00
- [How Chokepoint 36 Is Reshaping Global Shipping](https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/how-chokepoint-36-is-reshaping-global-shipping) — 2026-06-08T17:48:23+00:00

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