{"podcast":{"title":"Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains","slug":"trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709","podcast_index_feed_id":7871709,"rss_url":"https://feeds.fexingo.com/business/trade-and-tariffs.xml","website_url":"https://www.fexingo.com/","image_url":"https://audio.fexingo.com/business/trade-and-tariffs/cover.png","author":"Fexingo","episode_count":121,"summary":"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…","last_synced_at":"2026-07-18T12:20:17.875958+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709"},"episode":{"title":"How Africa Is Becoming the Next Trade War Manufacturing Hub","slug":"how-africa-is-becoming-the-next-trade-war-manufacturing-hub","published_at":"2026-07-09T18:03:25+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709","url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0104.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0104.mp3","summary":"This episode of Trade and Tariffs with Fexingo examines how global trade wars are accelerating Africa's emergence as a manufacturing alternative to Asia. With the US-China tariff rate exceeding 60 percent on many goods and the US trade deficit widening to $77.6 billion in May 2026, multinationals are diversifying supply chains. We focus on Kenya and Ethiopia, where textile and electronics exports to the US surged 34 percent year-over-year in the first half of 2026. Lucas and Luna discuss the role of the African Growth and Opportunity Act (AGOA), the competitive wages—averaging $0.50 per hour versus $3.50 in Vietnam—and the infrastructure bottlenecks that still limit scale. They also connect the trend to the weakening US dollar (trade-weighted index down to 120.7) and the rise in emerging-market ETFs like EEM and VWO. A concrete, data-driven look at whether Africa can truly become the 'next China' in global manufacturing. #Africa #Manufacturing #SupplyChain #TradeWar #AGOA #Kenya #Ethiopia #Textiles #Electronics #Diversification #Reshoring #EmergingMarkets #USTradeDeficit #WeakDollar #Globalization #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo","meta_description":"This episode of Trade and Tariffs with Fexingo examines how global trade wars are accelerating Africa's emergence as a manufacturing alternative to Asia.…","key_points":[],"chapters":[],"topics":[],"duration_seconds":667,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/episodes/how-africa-is-becoming-the-next-trade-war-manufacturing-hub/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}