{"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 Alibaba and Pinduoduo Are Reversing China E-Commerce Trade Flows","slug":"how-alibaba-and-pinduoduo-are-reversing-china-e-commerce-trade-flows","published_at":"2026-07-08T18:10:25+00:00","page_url":"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","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-0102.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0102.mp3","summary":"China's e-commerce giants are upending global trade logistics in 2026. Alibaba's Cainiao network now ships directly from US warehouses to American consumers, bypassing traditional import channels. Pinduoduo's Temu is sourcing from Southeast Asian factories instead of Chinese manufacturers to dodge tariffs. Meanwhile, Chinese exports of goods fell 2.3% year-over-year in May, and the trade surplus narrowed as imports of semiconductors surged 14%. Lucas and Luna break down how these companies are rewiring supply chains, the impact on shipping rates and warehousing demand, and what this means for the US trade deficit. With the trade-weighted dollar down to 120.7 and Fed minutes showing rate path uncertainty, the episode connects e-commerce strategy to macro shifts. #Alibaba #Pinduoduo #Temu #Cainiao #ChinaECommerce #TradeFlows #GlobalSupplyChains #Tariffs #CrossBorderECommerce #SoutheastAsia #USChinaTrade #Logistics #ShippingRates #ECommerceTrade #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs Keep every episode free: buymeacoffee.com/fexingo","meta_description":"China's e-commerce giants are upending global trade logistics in 2026. Alibaba's Cainiao network now ships directly from US warehouses to American consume…","key_points":[],"chapters":[],"topics":[],"duration_seconds":592,"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-alibaba-and-pinduoduo-are-reversing-china-e-commerce-trade-flows/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-alibaba-and-pinduoduo-are-reversing-china-e-commerce-trade-flows.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}