{"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":"Why Fertilizer Trade Is the New Geopolitical Weapon","slug":"why-fertilizer-trade-is-the-new-geopolitical-weapon","published_at":"2026-07-12T18:06:47+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-fertilizer-trade-is-the-new-geopolitical-weapon","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-0110.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0110.mp3","summary":"This episode of Trade and Tariffs with Fexingo examines how fertilizer has become a strategic commodity in the global trade war. With the U.S. trade deficit widening to $77.6 billion in May 2026 and the dollar weakening to 120.7 on the trade-weighted index, Lucas and Luna explore the impact of tariffs on key fertilizer inputs like potash and urea. They discuss how Russia and Belarus are leveraging export restrictions to gain leverage, while the U.S. scrambles to secure domestic production and alternative suppliers like Canada and Morocco. The hosts tie in the recent airstrikes in the Strait of Hormuz, which threaten ammonia shipments from the Middle East, and explain why this matters for farmers, food prices, and national security. A specific focus on the price of DAP (diammonium phosphate) and how it has surged 18% year-over-year despite falling crop prices. #Fertilizer #TradeWar #Geopolitics #SupplyChain #Agriculture #Economics #Business #FexingoBusiness #BusinessPodcast #Tariffs #FoodSecurity #Russia #Belarus #Canada #Morocco #Potash #Urea #DAP Keep every episode free: buymeacoffee.com/fexingo","meta_description":"This episode of Trade and Tariffs with Fexingo examines how fertilizer has become a strategic commodity in the global trade war. With the U.S. trade defic…","key_points":[],"chapters":[],"topics":[],"duration_seconds":564,"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/why-fertilizer-trade-is-the-new-geopolitical-weapon/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/why-fertilizer-trade-is-the-new-geopolitical-weapon.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}