{"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 Trade Wars Are Breaking Container Shipping Into Two Markets","slug":"how-trade-wars-are-breaking-container-shipping-into-two-markets","published_at":"2026-07-07T05:54:12+00:00","page_url":"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","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-0098.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0098.mp3","summary":"Container shipping rates have diverged dramatically in mid-2026: rates from Asia to the US West Coast have fallen 18 percent year-over-year, while rates from Asia to Europe are up 22 percent. Lucas and Luna unpack why the trade war is fragmenting the container shipping market into two separate worlds — one for goods covered by tariffs, one for goods that aren't. They trace how rerouting, front-running, and new trade flows are creating pricing chaos for shippers and investors alike. The hosts also explore what this means for inflation, inventory strategies, and the future of global supply chains. A focused look at how one industry is being reshaped in real time by geopolitical forces. #ContainerShipping #TradeWars #GlobalSupplyChains #FreightRates #SCFI #BalticDryIndex #Tariffs #Inflation #Logistics #Drewry #Shipping #TradeAndTariffs #Fexingo #FexingoBusiness #BusinessPodcast #Economics #SupplyChainDisruption #InternationalTrade Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Container shipping rates have diverged dramatically in mid-2026: rates from Asia to the US West Coast have fallen 18 percent year-over-year, while rates f…","key_points":[],"chapters":[],"topics":[],"duration_seconds":425,"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-trade-wars-are-breaking-container-shipping-into-two-markets/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-trade-wars-are-breaking-container-shipping-into-two-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}