{"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 Rewriting Rare Earth Supply Chains","slug":"how-trade-wars-are-rewriting-rare-earth-supply-chains","published_at":"2026-07-13T05:49:44+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-rewriting-rare-earth-supply-chains","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-0111.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0111.mp3","summary":"Episode 111: Lucas and Luna dig into how trade wars—specifically new US tariffs on Chinese rare earth imports—are forcing a massive realignment in the worldwide rare earth supply chain. They examine China's 70% global market share, the scramble for alternative sources in Australia and Brazil, and the surprising role of a small startup called MP Materials in building a US processing plant. With the trade-weighted dollar index at 120.7 and the yen weakening to 160.9 per dollar, the episode shows how currency moves and tariff policy together are reshaping critical mineral flows. No grand theory—just a sharp look at one industry being dismantled and rebuilt in real time. #RareEarths #TradeWar #SupplyChain #CriticalMinerals #China #MPMaterials #Tariffs #Economics #GlobalTrade #Manufacturing #Lithium #Neodymium #Australia #Brazil #FexingoBusiness #BusinessPodcast #IndustrialPolicy #MineralSecurity Keep every episode free: buymeacoffee.com/fexingo","meta_description":"Episode 111: Lucas and Luna dig into how trade wars—specifically new US tariffs on Chinese rare earth imports—are forcing a massive realignment in the wor…","key_points":[],"chapters":[],"topics":[],"duration_seconds":581,"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-rewriting-rare-earth-supply-chains/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-rewriting-rare-earth-supply-chains.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}