{"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 Maersk Is Rerouting Around the Panama Canal Drought","slug":"how-maersk-is-rerouting-around-the-panama-canal-drought","published_at":"2026-07-15T18:05:08+00:00","page_url":"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","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-0116.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0116.mp3","summary":"The Panama Canal, a linchpin of global trade, is facing its worst drought in decades, forcing shipping giant Maersk to reroute vessels around South America. This episode dives into how the water shortage is redrawing trade maps, raising costs for retailers, and accelerating shifts toward nearshoring. We discuss the specific toll on container shipping rates, the impact on US East Coast ports, and why this environmental crisis is becoming a permanent trade barrier. Lucas and Luna examine the numbers behind the diversion, the strategic response from the industry, and what it means for supply chains headed into 2027. #PanamaCanal #Maersk #Shipping #GlobalTrade #SupplyChain #Drought #Nearshoring #ContainerShipping #TradeBarrier #Logistics #Economics #Business #Climate #Ports #TradeWar #Freight #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo","meta_description":"The Panama Canal, a linchpin of global trade, is facing its worst drought in decades, forcing shipping giant Maersk to reroute vessels around South Americ…","key_points":[],"chapters":[],"topics":[],"duration_seconds":535,"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-maersk-is-rerouting-around-the-panama-canal-drought/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-maersk-is-rerouting-around-the-panama-canal-drought.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}