Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

By FexingoBusiness
Download on the App Store

Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains episodes

  • How Vietnam Is Winning the Tariff War Without Fighting

    Episode 89 dives into Vietnam's booming export sector, which has surged 18% year-over-year in mid-2026, making it the biggest winner of the US-China tariff war. Lucas and Luna break down how Vietnam is capturing manufacturing relocations from China, from Samsung assembling half its smartphones in Thai Nguyen to textile factories moving from Guangdong to Ho Chi Minh City. The hosts examine whether Vietnam's infrastructure and skilled labor can sustain this growth, and why the trade-weighted dollar index at 120.9 is actually helping Vietnamese exports stay competitive. They also discuss the risk of Vietnam itself facing higher tariffs as its trade surplus with the US swells. A data-rich look at one country's strategic rise in global trade.

    #Vietnam #TariffWar #GlobalSupplyChains #ManufacturingRelocation #ExportGrowth #TradeSurplus #Samsung #TextileIndustry #USChinaTradeWar #EmergingMarkets #LaborCosts #Infrastructure #TradeDiversion #FDI #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs

    Keep every episode free: buymeacoffee.com/fexingo

    8 min
  • How Foreign Automakers Are Losing China Without a Trade War

    Episode 88 of Trade and Tariffs with Fexingo examines the quiet collapse of foreign auto market share in China. Lucas and Luna dig into specific data: foreign-brand sales in China have dropped from 64% in 2020 to below 40% in mid-2026, while domestic EV makers like BYD and NIO now dominate. They explore how this shift changes global trade flows, as European and Japanese automakers lose a key profit center. The hosts also discuss what this means for the strong dollar and emerging market supply chains, anchoring their conversation in today's market data, including the sharp drop in South Korea's EWY ETF and the ongoing USMCA renegotiation.

    #ChinaAutoSales #ForeignAutomakers #BYD #NIO #ElectricVehicles #TradeWar #SupplyChain #StrongDollar #SoutheastAsia #SouthKorea #EWY #USMCA #GlobalTrade #EuropeanAutomakers #JapaneseAutomakers #Economics #FexingoBusiness #BusinessPodcast

    Keep every episode free: buymeacoffee.com/fexingo

    5 min
  • How the USMCA Non-Renewal Reshapes North American Trade

    The US announced it won't renew USMCA on July 1, 2026, opening negotiations with Canada and Mexico. Lucas and Luna break down what this means for the $1.5 trillion trade bloc — from auto supply chains to agriculture tariffs — and why the trade-weighted dollar's slight dip to 120.9 might signal market unease. They dig into how Mexico's EWW ETF is flat while Thailand's EWT is up, and whether this is the end of nearshoring's golden era or just a reset.

    #USMCA #NorthAmericanTrade #TradeWar #Tariffs #Mexico #Canada #SupplyChains #AutoIndustry #Nearshoring #TradePolicy #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalTrade #Manufacturing #Agriculture #LucasAndLuna

    Keep every episode free: buymeacoffee.com/fexingo

    10 min
  • How Iran Is Selling Oil at a Premium Despite Sanctions

    Iran says it is selling oil at a 20% premium as the end of the US blockade sees 40 million barrels exported. Lucas and Luna unpack how Iran is bypassing sanctions using a shadow fleet of tankers, Chinese refineries, and a complex network of middlemen. They explore the implications for global oil markets, the recent softening of US enforcement, and what this means for trade dynamics in the Middle East. The hosts reference the trade-weighted dollar index and the Baltic Dry Index to connect Iran's oil strategy to broader trends in global trade. A focused look at one commodity, one country, and one number: 40 million barrels.

    #Iran #Oil #Sanctions #TradeWars #GlobalTrade #OilExports #ShadowFleet #China #Commodities #MiddleEast #Economics #FexingoBusiness #TradeAndTariffs #BusinessPodcast #EnergyMarkets #BypassingSanctions #OilPremium #Geopolitics

    Keep every episode free: buymeacoffee.com/fexingo

    6 min
  • How LNG Cargo Diversions Are Reshaping Global Energy Trade

    On this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine how liquefied natural gas cargo diversions are redrawing energy trade flows in mid-2026. With a top producer withholding Italian shipments and Europe scrambling for supply, the hosts break down the specific mechanics of cargo redirection, the role of arbitrage, and what this means for energy-dependent economies. They reference the recent Baltic Dry Index warning and the strong dollar's impact on emerging markets, tying it all to the broader reshaping of global trade routes. A concise, data-driven look at a developing disruption.

    #LNG #EnergyTrade #SupplyChains #TradeWars #EuropeEnergy #Italy #NaturalGas #CargoDiversions #Arbitrage #GlobalTrade #BalticDryIndex #StrongDollar #EmergingMarkets #Economics #FexingoBusiness #TradeAndTariffs #BusinessPodcast #Geopolitics

    Keep every episode free: buymeacoffee.com/fexingo

    10 min
  • Why Copper Is the New Oil in Trade Wars

    Lucas and Luna explore how copper has become a flashpoint in global trade, with nations stockpiling the metal for energy transition and military needs. They discuss how Chile and Peru are leveraging their reserves, why the US is pushing for domestic mining, and what the copper rally means for supply chains. The episode ties in the latest trade-weighted dollar index and emerging market ETF data to show how commodity leverage is shifting geopolitical power.

    #Copper #TradeWars #CriticalMinerals #EnergyTransition #Chile #Peru #USMCA #SupplyChains #Commodities #Lithium #RareEarths #IndustrialPolicy #Economics #Geopolitics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #GlobalTrade

    Keep every episode free: buymeacoffee.com/fexingo

    9 min
  • How the Strong Yen Is Reshaping Japan's Export Machine

    In this episode of Trade and Tariffs with Fexingo, Lucas and Luna examine the dramatic impact of the yen's slide to a 40-year low of 161.7 per dollar. They explore how Japan's exporters, from Toyota to Nintendo, are navigating the currency tailwind, and why the Bank of Japan is reluctant to intervene despite the risk of retaliation from trading partners. The conversation also touches on the surprising resilience of small and mid-sized Japanese suppliers who are struggling with input cost inflation. With the yen at levels not seen since the 1980s, the hosts ask whether this is a boon for Japan's export sector or a ticking time bomb for the broader economy.

    #Japan #Yen #BOJ #Export #Currency #TradeWar #StrongDollar #CentralBank #Toyota #Nintendo #SupplyChain #Inflation #Asia #Economics #FexingoBusiness #BusinessPodcast #TradeAndTariffs #CurrencyWar

    Keep every episode free: buymeacoffee.com/fexingo

    8 min
  • Why Japans Export Dominance Is Cracking Under the Strong Yen

    In mid-2026, Japan's export machine is showing cracks. The yen has weakened to 161 per dollar, but the trade data tells a different story. In this episode, Lucas and Luna examine how Japan's export dominance is cracking under the strong dollar and shifting supply chains. They look at the real numbers: Japan's trade balance has swung from surplus to deficit in key sectors, while the yen's depreciation is actually squeezing import costs for manufacturers. The episode drills into a specific case — the auto sector — where Toyota and Honda are facing margin pressure despite a weak yen. They also touch on how the trade-weighted dollar index at 120.4 is reshaping global trade flows, and what this means for investors watching the iShares MSCI Japan ETF (EWJ) and the broader Asian export landscape. A focused, data-driven conversation for anyone tracking currency wars and supply chain realignment in 2026.

    #JapanExportCrisis #StrongDollar #YenWeakening #GlobalTrade #SupplyChains #Toyota #Honda #AutoIndustry #TradeBalance #CurrencyWars #EmergingMarkets #EWJ #TradeWeightedDollar #ExportMachine #ImportCosts #FexingoBusiness #BusinessPodcast #Economics

    Keep every episode free: buymeacoffee.com/fexingo

    6 min
  • How South Korea's Export Machine Is Hitting a Wall

    South Korea's exports, a bellwether for global trade, are faltering sharply in mid-2026. Lucas and Luna drill into the data: the Kospi is down nearly 10% in a week, the won is at 1,614 per dollar, and key industries like semiconductors and shipbuilding face headwinds from China's retaliatory curbs and a strong dollar. They explore how the export-dependent economy is squeezed between geopolitical tensions and a slowing global demand cycle, and why this matters for supply chains worldwide.

    #SouthKorea #Exports #Kospi #Won #TradeWar #Semiconductors #SupplyChain #Economics #FexingoBusiness #BusinessPodcast #GlobalTrade #Asia #ExportCrisis #Currency #StrongDollar #China #Geopolitics #Technology

    Keep every episode free: buymeacoffee.com/fexingo

    8 min
  • How the Strong Dollar Is Reshaping Global Trade in Mid-2026

    The US dollar has surged to a trade-weighted index of 120.4, and it's not just making imports cheaper. In this episode, Lucas and Luna examine how the strong dollar is squeezing emerging market exporters, widening trade imbalances, and creating winners and losers across the global economy. With South Korea's export-driven KOSPI down nearly 10% in a week and Thailand's baht under pressure, the hosts break down the real-world mechanics of currency-driven trade disruption. They also explore why a weaker yuan and yen are compounding the pain for competing exporters, and what this means for supply chain realignment in a world of shifting currency values.

    #StrongDollar #TradeImbalance #EmergingMarkets #CurrencyWar #USDIndex #ExportCrisis #SouthKorea #Thailand #YuanDepreciation #YenWeakness #GlobalSupplyChains #TradeWars #Economics #Business #FexingoBusiness #BusinessPodcast #PodcastEpisode #MarketTrends

    Keep every episode free: buymeacoffee.com/fexingo

    8 min

About Trade and Tariffs with Fexingo: International Commerce, Trade Wars, and Global Supply Chains

From the publisher's feed

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 the White House retaliate with Trump-era tariffs or Biden-era export controls? Listeners walk away with a question they can test against the next day's trade data.