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WHAT'S NEXT?: Global trade policies could be upended with a new President in the White House, Brexit, a potential break-up of the European Union and China reacting to these changes in profound ways.

  • [New] This fall, heightened uncertainty over US reciprocal tariffs will remain a key issue. economic-research.bnpparibas.com
  • [New] Maintaining and expanding demand for USA beef likely will necessitate ongoing efforts to develop markets for export, both for variety meats and for high-value cuts of beef. PubMed Central (PMC)
  • [New] From a global standpoint, geopolitical risks will need monitored as potential trade barriers and tariffs imposed by and on the U.S. could have implications to beef markets. Beef - It's What's For Dinner
  • [New] Strong lean values will draw a large tonnage of imported beef products from abroad, especially from Australia and Brazil. Beef - It's What's For Dinner
  • [New] The US relies heavily on natural gas due to its abundant domestic supply, low costs, and extensive infrastructure, ensuring energy security and supporting export potential. World Pipelines
  • [New] The 25% Canadian retaliatory tariffs on U.S. auto imports, aluminum and steel products will remain in force. JD Supra
  • [New] U.S. goods imported into Canada will be exempt from the 25% retaliatory tariffs if they qualify as originating goods under the product-specific rules of origin under CUSMA and are accompanied by a valid certificate of origin at entry. JD Supra
  • [New] Reshaping Global Trade Patterns With a BRICS currency in place, economic ties among member nations could deepen through integrated payment systems and trade agreements that bypass the dollar. Digivestasi
  • [New] As the war with Ukraine drags on, Russia needs to ramp up its oil exports to India and China, its two largest trade partners, and Putin's partnership with Modi and Xi could help him get one step closer to securing more business. Politico
  • [New] The United States is pushing back against a global carbon pricing plan for the shipping sector, threatening retaliatory measures - including tariffs, port levies, and visa restrictions - against countries that support it. Reccessary
  • [New] Bangladesh will export 1,200 tonnes of Hilsa fish to India for Durga Puja 2025. Leverage Edu
  • [New] Part of the value of Chinese exports corresponds to inputs imported from third countries, which could mean that less than 65% of the value of Chinese manufactured exports is generated within China. The Edge Malaysia
  • [New] Trade - US exports of corn in 2023/24 are expected to rise by +26.4% yr/yr to 53.342 million metric tons. Barchart.com
  • [New] The increases in tariffs will make consumer goods and capital goods (the physical assets that businesses use to produce goods and services) more expensive, which will reduce the purchasing power of U.S. consumers and businesses. Congressional Budget Office
  • [New] The changes in tariffs, both by the United States and its trading partners, will reduce the size of the U.S. economy. Congressional Budget Office
  • [New] Trade - World coffee exports in 2023/24 are forecasted to rise by +5.8% yr/yr to 142.226 million bags, below the 2020/21 record high of 144.386 million bags. Barchart.com
  • [New] China: Trade data gets the week underway, with exports seen easing to a 5.5% y/y pace (from 7.2%), and Imports easing to 3.4% y/y from 4.1%, while its outsized Trade surplus is expected to edge up to $99.45 Bln. ADMISI
  • [New] Indonesia has joined BRICS and expects to be able strengthen its bargaining position in global forums and expand its investment and trade opportunities. Valdai Club
  • [New] Ongoing uncertainty around US tariffs will present challenges for many European brands to navigate. JD Supra
  • [New] China is faring much better than expected by navigating the United States' targeted trade measures. Brookings
  • [New] The modernised EU-Mexico agreement will eliminate prohibitive tariffs on key EU agri-food exports, enhance competitiveness, and secure access to critical raw materials like fluorspar, bismuth, and antimony. CELIS Institute
  • In a world where political upheaval, shifting trade policies, and regulatory crackdowns can disrupt operations overnight, geopolitical risk has become a top concern for global business leaders. Hunt Scanlon Media
  • The 2025 grain crop year has presented several challenges, including elevated production costs, significant competition from Brazil and Argentina in the global marketplace, and disruptions in U.S. exports as a result of tariffs. Southern Ag Today

Last updated: 11 September 2025



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