{"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 Lithium Trade Is the New Battery War","slug":"why-lithium-trade-is-the-new-battery-war","published_at":"2026-07-15T05:48:05+00:00","page_url":"https://stenobird.com/podcast/trade-and-tariffs-with-fexingo-international-commerce-trade-wars-and-global-supply-chains-7871709/why-lithium-trade-is-the-new-battery-war","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-0115.mp3","audio_url":"https://audio.fexingo.com/business/trade-and-tariffs/episode-0115.mp3","summary":"As the world scrambles for battery minerals, a new trade battleground is emerging around lithium processing. Lucas and Luna unpack how China controls over 60 percent of lithium refining capacity, why Washington is pouring $3 billion into domestic processing, and what that means for electric vehicle supply chains. They discuss the concentration risk—similar to rare earths—and whether Western refineries can compete on cost. Plus, a look at how tariffs on Chinese lithium products could backfire by raising EV battery costs. Specific numbers: 65 percent of lithium processing in China, $3 billion in US DOE grants, and a 25 percent tariff on Chinese lithium imports proposed under Section 301. #Lithium #BatterySupplyChain #TradeWar #ElectricVehicles #CriticalMinerals #ChinaTrade #Section301 #USManufacturing #EnergyTransition #MineralProcessing #TradePolicy #IndustrialPolicy #SupplyChainSecurity #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalSupplyChains Keep every episode free: buymeacoffee.com/fexingo","meta_description":"As the world scrambles for battery minerals, a new trade battleground is emerging around lithium processing. Lucas and Luna unpack how China controls over…","key_points":[],"chapters":[],"topics":[],"duration_seconds":451,"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-lithium-trade-is-the-new-battery-war/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-lithium-trade-is-the-new-battery-war.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}