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TitreDateDurée
This Week in Trade #10: US–China Reset, Pharma Disruption, and New Gulf Opportunities20 May 202600:06:09

🌏 Trade diplomacy is shifting again. The US and China are reopening commercial channels, pharmaceutical firms face a potential 100% tariff shock, and new trade corridors are emerging between the UK and the Gulf.

Welcome to This Week in Trade #10, your quick, curated briefing on the global trade developments shaping markets, supply chains, and international economic policy.

This week, we unpack the Trump–Xi summit in Beijing, new US Section 232 pharmaceutical tariffs, and the latest trade and regulatory developments across Europe and the Middle East.

📌 This week’s key stories:
• Trump–Xi summit signals partial US–China commercial thaw
• Proposed US–China Board of Trade and investment coordination
• Taiwan tensions remain unresolved despite economic engagement
• US Section 232 pharmaceutical tariffs could reach 100%
• Onshoring and pricing agreements may reduce tariff exposure
• EU launches CBAM rebate consultation for third-country carbon pricing
• UK–GCC free trade agreement nears completion
• Austria proposes €2 delivery tax on distance sales packages

💡 Key takeaway:
Governments are increasingly blending trade policy, industrial strategy, and national security tools — creating both new commercial openings and major compliance risks for globally exposed businesses.

⏱️ Timestamps:
00:00 Trade Shock Opener
00:46 US China Summit Deals
01:30 Boards Trade Investment
02:04 Taiwan Risk Reality
02:37 Pharma Tariff Bomb
03:00 Onshoring Escape Hatch
03:44 Compliance And Penalties
04:10 CBAM Rebate Rules
04:50 UK GCC FTA Nears
05:14 Austria Delivery Tax
05:35 Wrap Up And Feedback

🤝 This briefcast builds on the weekly trade insights curated by George Riddell

🔗 Follow George on LinkedIn:
LinkedIn Profile

🌐 Explore more from the Geneva Trade Platform:
Geneva Trade Platform

🔗 Follow the Geneva Trade Platform on LinkedIn:
LinkedIn Page

📩 Have feedback or topics you’d like us to cover? Let us know in the comments.

🔔 Subscribe for weekly updates on global trade, WTO developments, supply chains, and international economic policy.

This Week in Trade #9: G7 vs Overcapacity, US Tariffs & EU Deforestation Changes13 May 202600:05:35

⚠️ Trade tensions are escalating again. The G7 is targeting industrial overcapacity, US tariff battles are back in court, and the EU is rewriting key supply chain compliance rules.

Welcome to This Week in Trade #9, your quick, curated briefing on the global trade developments shaping markets, supply chains, and international economic policy.

This week, we unpack the outcomes of the G7 trade summit in Paris, where ministers coordinated new approaches on critical minerals, non-market policies, WTO reform, and cross-border e-commerce. We also cover a major US court ruling on Section 122 tariffs, the launch of the USTR’s four-year review of China tariffs, rising US-EU automotive tensions, and proposed changes to the EU Deforestation Regulation (EUDR).

Meanwhile, New Zealand and Singapore sign the world’s first legally binding supply chain resilience agreement, and Costa Rica moves one step closer to joining the CPTPP.


📌 This week’s key stories:
• G7 targets overcapacity and unveils critical minerals toolkit
• US court rules Section 122 tariffs illegal, appeal already underway
• USTR launches four-year review of China Section 301 tariffs
• EU-US Turnberry deal stalls amid auto tariff threats
• EU proposes EUDR simplifications and product scope changes
• New Zealand and Singapore sign supply chain resilience agreement
• Costa Rica completes CPTPP accession negotiations


💡 Key takeaway:
Trade policy is becoming increasingly interventionist, strategic, and supply chain-focused, with governments using tariffs, industrial policy, and regulatory tools to secure economic resilience and competitive advantage.


⏱️ Timestamps:
00:00 Top Stories Preview
00:32 G7 Summit Takeaways
01:44 US Tariff Court Ruling
02:27 Section 301 Review Window
02:50 EU-US Deal Stalls
03:17 EUDR Compliance Changes
04:20 New Trade Agreements
04:56 Wrap Up and Feedback


🤝 This briefcast builds on the weekly trade insights curated by George Riddell

🔗 Follow George on LinkedIn:
https://www.linkedin.com/in/griddell

🌐 Explore more from the Geneva Trade Platform:
https://genevatradeplatform.org

🔗 Follow the Geneva Trade Platform on LinkedIn:
https://www.linkedin.com/company/geneva-trade-platform

📩 Have feedback or topics you’d like us to cover? Let us know in the comments.

🔔 Subscribe for weekly updates on global trade, WTO developments, supply chains, and international trade policy.

This Week in Trade #8: Tariff Moves, Compliance Risks, and Competing for Africa06 May 202600:05:04

🌍 Tariffs rise, compliance tightens, and the race for Africa accelerates.

Welcome back to This Week in Trade Briefcast, your fast, focused roundup of the global trade shifts shaping policy, supply chains, and business decisions.

This week, trade tensions resurface as the US signals new tariffs on EU autos while offering relief to UK whiskey. At the same time, enforcement risks are climbing. Vietnam faces a 30-day clock on potential Section 301 action over intellectual property concerns, and the EU is pushed onto a higher US watch list.

In Europe, long-awaited clarity arrives on the EU Deforestation Regulation (EUDR), with confirmed timelines and e-commerce now firmly in scope.

Zooming out, a bigger trend is unfolding: a growing global competition to secure trade ties and critical resources across Africa. The EU updates its GSP framework, the US reviews AGOA with a supply chain lens, and China dramatically expands tariff-free access to 53 African countries. Meanwhile, the EU Mercosur interim agreement provisionally enters into force.


💡 Key takeaway: Trade is becoming more contested and compliance-driven, while major powers compete to shape the next generation of trade partnerships in emerging markets.


🎯 This week’s key stories:

  • US signals 25% tariffs on EU autos; UK whiskey relief in focus
  • Vietnam designated for priority IP enforcement (Section 301 risk)
  • EU upgraded on US watch list over pharma data and GI rules
  • EUDR timelines confirmed, with e-commerce explicitly covered
  • EU updates GSP framework starting 2027
  • US reviews AGOA with focus on supply chains and critical minerals
  • China expands duty-free access to 53 African countries
  • EU Mercosur interim agreement enters into force

⏱️ Timestamps:
00:00 Trade Shock Headlines
00:27 US Tariffs on EU Autos
00:57 UK Whiskey Tariff Relief
01:15 Vietnam IP Enforcement Clock
01:46 EU Watch List Disputes
02:06 EUDR Timeline Clarified
02:41 Africa Trade Preference Race
02:59 EU GSP From 2027
03:21 US AGOA Review Focus
03:50 China Expands Duty-Free Access
04:19 EU Mercosur Goes Live
04:32 Wrap Up and Feedback


🤝 This briefcast builds on weekly trade insights curated by George Riddell
🔗 Follow him on LinkedIn: https://www.linkedin.com/in/griddell

🌐 Explore more from the Geneva Trade Platform
🔗 https://genevatradeplatform.org
🔗 Follow us on LinkedIn: https://www.linkedin.com/company/geneva-trade-platform


📩 Have feedback or topics you’d like us to cover? Let us know in the comments.
🔔 Subscribe for weekly updates on global trade, WTO developments, supply chains, and trade policy.

This Week in Trade #7: Transatlantic Minerals Pact, AI Chip Controls, and EU Sanctions29 Apr 202600:05:53

🌍 Back with This Week in Trade Briefcast!
Your quick, curated roundup of the latest global trade developments shaping supply chains, policy, and business decisions worldwide.

This week, we unpack a growing shift toward strategic trade coordination. The US and EU launch a transatlantic critical minerals partnership, North America gears up for a high-stakes USMCA review, and Washington advances dynamic AI semiconductor export controls. At the same time, the EU expands and hardens its sanctions regime, while China responds with new restrictions and India accelerates its role in Indo-Pacific supply chains.

The bigger picture: trade rules are becoming more adaptive, more security-driven, and increasingly tied to real-time industrial and geopolitical competition.


🎯 This week’s key stories:

US–EU launch transatlantic minerals partnership with coordinated tools
USMCA review talks accelerate ahead of July 2026 joint review
US advances rolling thresholds for AI chip export controls
EU adopts 20th sanctions package and activates anti-circumvention tool
China adds EU entities to export control list
India signs FTA with New Zealand and deepens Indo-Pacific trade ties


💡 Key takeaway: Trade policy is shifting toward dynamic enforcement where access to markets, technology, and supply chains depends on evolving geopolitical and industrial capabilities.


⏱️ Timestamps:

00:00 Trade Rules Shift
00:35 US–EU Critical Minerals
01:07 USMCA Review Heats Up
02:04 Rolling Chip Export Limits
03:04 EU Sanctions Escalate
04:17 China Counters With Controls
04:42 India Indo-Pacific Deals
05:21 Wrap Up and Feedback

🤝 This briefcast builds on the weekly trade insights curated by George Riddell
🔗 Follow him on LinkedIn: https://www.linkedin.com/in/griddell

🌐 Explore more from the Geneva Trade Platform
🔗 https://genevatradeplatform.org

🔗 Follow us on LinkedIn: https://www.linkedin.com/company/geneva-trade-platform

📩 Have feedback or topics you’d like us to cover? Let us know in the comments.
🔔 Subscribe for weekly updates on global trade, WTO developments, supply chains, and trade policy.

This Week in Trade #6: Growth Downgrades, AI Trade Walls, and CBAM22 Apr 202600:06:19

🌍 Back with This Week in Trade Briefcast!


Your quick, curated roundup of the latest global trade news, supply chain shifts, and trade policy developments shaping business decisions worldwide.This week, we unpack the major forces reshaping international trade: the IMF cuts its global growth outlook as conflict weighs on the world economy, the US and China escalate their AI chip and export control battle, and the European Union tightens steel safeguards while signalling a broader CBAM regime.The bigger picture: trade is becoming more fragmented, more strategic, and more heavily shaped by economic security, industrial policy, and regional resilience measures.


🎯 This week’s key stories:IMF cuts growth outlook as conflict weighs on the global economyUS and China deepen the tech and export control battleEU tightens steel safeguards and signals a broader CBAMUSTR opens a new labor case in Mexico under USMCAAustralia and Singapore strengthen essential supply resilienceVietnam requests to join the expansion of the WTO Information Technology Agreement


💡 Key takeaway: Global trade is no longer just about tariffs and market access. It is increasingly about AI controls, carbon border measures, supply chain resilience, and geopolitical risk; which is forcing businesses to rethink compliance, sourcing, and long-term strategy.


⏱️ Timestamps:

00:00 Trade Map Fractures

00:24 Show Intro and Agenda

00:53 IMF Macro Warning

01:47 US–China Chip Escalation

03:30 EU Steel and CBAM Clampdown

04:46 Regional Rapid Fire Updates

05:40 Wrap Up and Feedback


🤝 This briefcast builds on the weekly trade insights curated by George Riddell

🔗 Follow him on LinkedIn: https://www.linkedin.com/in/griddell/

🌐 Explore more from the Geneva Trade Platform:

🔗 https://genevatradeplatform.org

🔗 Follow us on LinkedIn: https://www.linkedin.com/company/geneva-trade-platform/

📩 Have feedback or topics you’d like us to cover? Let us know in the comments.

🔔 Subscribe for weekly updates on global trade, WTO developments, supply chains, and trade policy.

This Week in Trade #5: Supply Chain Risk, Economic Coercion, and Multilateral Strain15 Apr 202600:05:13

🌍 Back with This Week in Trade Briefcast!Your quick, curated roundup of the global trade developments shaping supply chains, policy, and business decisions.This week, we unpack a growing shift toward trade as a tool of economic security and geopolitical leverage. China introduces sweeping new powers to protect its supply chains and counter foreign pressure, the UK explores mechanisms to respond to economic coercion while advancing its carbon border regime, and the US rolls out new enforcement tools targeting forced labour alongside a key tariff refund window.At the multilateral level, tensions deepen as the US questions the WTO’s relevance following MC14—raising fresh uncertainty about the future of global trade governance.🎯 This week’s key stories:China issues new supply chain security decree enabling countermeasures against foreign restrictionsNew security review system targets risks from foreign governments and organizationsUK launches consultation on powers to counter economic coercionUK advances CBAM rules on emissions monitoring and verification ahead of 2025 rolloutUS introduces forced labour risk tools, including import watch and traceability portalIEEPA tariff refund window opens for US importers on 20 AprilWTO fault lines persist after MC14 as US signals shift away from multilateralism💡 Key takeaway: Trade policy is increasingly being weaponized for security and strategic advantage—forcing businesses to reassess supply chain exposure, compliance risks, and geopolitical dependencies.⏱️ Timestamps:00:00 Trade Turbulence Ahead00:33 China Supply Chain Security01:34 UK Economic Coercion Powers02:06 UK CBAM Rules Explained02:55 US Forced Labor Tools03:27 IEEPA Tariff Refund Window04:02 WTO Rift After MC1404:41 Wrap Up and Feedback🤝 This briefcast builds on the weekly trade insights curated by George Riddell🔗 Follow him on LinkedIn: https://www.linkedin.com/in/griddell/🌐 Explore more from the Geneva Trade Platform:🔗 https://genevatradeplatform.org🔗 Follow us on LinkedIn: https://www.linkedin.com/company/geneva-trade-platform/📩 Have feedback or topics you’d like us to cover? Let us know in the comments.🔔 Subscribe for weekly updates to stay ahead of the curve in global trade.

This Week in Trade #4: Trade Retaliation, Carbon Border Costs, and Supply Chain Security09 Apr 202600:06:19

This Week in Trade #4: Trade Retaliation, Carbon Border Costs, and Supply Chain Security🌍 Back with This Week in Trade Briefcast!Your quick, curated roundup of the global trade developments shaping supply chains, policy, and business decisions.In this episode, we unpack a major escalation in trade tensions as the United States expands its Section 232 tariff regime across pharmaceuticals and metals, triggering swift international responses. China launches two trade barrier investigations into US practices, while the EU locks in its first-quarter 2026 carbon border price and advances new packaging compliance rules.Beyond unilateral measures, we examine how smaller coalitions and WTO members are stepping in to stabilize global trade governance and protect supply chains amid mounting geopolitical and regulatory pressure.🎯 This week’s key stories:US announces new pharmaceutical tariffs under expanded Section 232 measuresSteel, aluminum, and copper tariffs broaden to full customs valueNew rolling process allows derivative products to be added to tariff listsChina launches two trade barrier investigations targeting US practicesEU sets Q1 2026 CBAM carbon border price at €75.36New EU packaging guidance clarifies recyclability and labeling rulesWTO members preserve temporary moratorium on duties for digital tradeChina withdraws anti-suit injunction policy after WTO IP rulingFuture of Investment and Trade Partnership pledges open supply chains amid Strait of Hormuz tensions💡 Key takeaway: Trade policy is increasingly being used as an industrial, geopolitical, and security tool, raising compliance costs while pushing businesses to reassess supply chain resilience and regulatory exposure.⏱️ Timestamps:00:00 Tariff Week Overview00:40 US Pharma Tariffs01:48 Metal Tariff Overhaul02:58 China Trade Probes03:46 EU CBAM and Packaging04:36 WTO and Coalitions05:36 Wrap Up and Feedback🤝 This briefcast builds on the weekly trade insights curated by George Riddell🔗 Follow him on LinkedIn: https://www.linkedin.com/in/griddell/🌐 Explore more from the Geneva Trade Platform:🔗 https://genevatradeplatform.org🔗 Follow us on LinkedIn: https://www.linkedin.com/company/geneva-trade-platform/📩 Have feedback or topics you’d like us to cover? Let us know in the comments.🔔 Subscribe for weekly updates to stay ahead of the curve in global trade.

This Week in Trade #3: WTO Deadlock, E-Commerce Plurilateralism, and the EU-Australia Deal01 Apr 202600:06:24

🌍 Back with This Week in Trade Briefcast!

Your quick, curated roundup of the global trade developments shaping supply chains, policy, and business decisions.In this episode, we unpack the outcome of the WTO’s MC14 in Yaoundé, which ended in deadlock amid deep divisions between major players,including the US, India, Brazil, and China. As multilateral negotiations stall, a group of 66 members moves ahead with a breakaway e-commerce agreement, signalling a shift toward plurilateral trade governance.Beyond the WTO, we explore how geopolitics and strategic interests are driving parallel trade activityfrom trade-and-environment initiatives to new regional alignments and a major EU-Australia trade deal that blends economic and security priorities.


🎯 This week’s key stories:

WTO MC14 ends in deadlock amid lowered ambition and sharp divisions

Disputes intensify over the e-commerce moratorium and development flexibilities

66 members advance a plurilateral e-commerce agreement outside WTO structures

Trade-and-environment initiatives gain traction despite broader gridlock

Geopolitical dynamics shape trade engagement across Africa and beyond

EU and Australia conclude a major FTA with strategic supply chain elements

The US advances trade measures tied to security, technology, and labor enforcement


💡 Key takeaway:

As multilateralism stalls, trade cooperation is increasingly shifting toward smaller coalitions, strategic partnerships, and issue-specific agreements.


⏱️ Timestamps:

00:00 WTO MC14 Deadlock

00:59 E-Commerce Moratorium Fight

01:44 Breakaway E-Commerce Deal

02:08 Trade and Environment Push

02:49 Geopolitics on the Margins

03:28 EU–Australia FTA Breakthrough

04:17 Turnberry Deal Safeguards

04:54 US Security-Driven Trade

06:12 Wrap Up and Next Steps


🤝 This briefcast builds on the weekly trade insights curated by George Riddell

🔗 Follow him on LinkedIn:   / griddell  

🌐 Explore more from the Geneva Trade Platform:

🔗 https://genevatradeplatform.org

🔗 Follow us on LinkedIn:   / geneva-trade-platform 


📩 Have feedback or topics you’d like us to cover? Let us know in the comments.

🔔 Subscribe for weekly updates to stay ahead of the curve in global trade.

This Week in Trade #2: Slowing Trade, Critical Minerals, and MC1426 Mar 202600:05:13

This Week in Trade #2: Slowing Trade, Critical Minerals, and MC14🌍 Welcome to This Week in Trade Briefcast! Your quick, curated roundup of the global trade developments shaping supply chains, policy, and business decisions.In this episode, we unpack the latest outlook from the World Trade Organization projecting a slowdown in global merchandise trade growth to 1.9%, alongside major geopolitical and policy shifts across the US, Europe, and beyond.🎯 This week’s key stories:WTO forecasts slowing trade growth amid rising geopolitical tensionsThe US eases sanctions on Iranian oil, impacting global energy marketsA new US-Japan critical minerals partnership targets supply chain resilienceThe EU advances a trade deal with the US with strict conditions attachedThe UK unveils an aggressive steel strategy with new import restrictionsParaguay ratifies the Mercosur–EU agreement, marking a regional milestoneWTO ministers gather in Yaoundé for MC14💡 Despite the slowdown, one striking insight remains: 72% of global trade still runs on MFN tariffs under the WTO system.⏱️ Timestamps:00:00 Trade Growth Slumps00:39 US Energy Shift01:01 Critical Minerals Pact01:42 EU-US Deal Conditions02:49 UK Steel Crackdown03:22 Mercosur–EU Milestone03:36 WTO Outlook and AI04:26 WTO Ministerial Preview04:41 Wrap Up and Feedback🤝 This briefcast builds on the weekly trade insights curated by George Riddell.🔗 Follow him on LinkedIn:   / griddell  🌐 Explore more from the Geneva Trade Platform:🔗 https://genevatradeplatform.org🔗 Follow us on LinkedIn:   / geneva-trade-platform  📩 Have feedback or topics you’d like us to cover? Let us know in the comments.🔔 Subscribe for weekly updates to stay ahead of the curve in global trade.

This Week in Trade #1: Section 301, MC14, and Energy Shocks18 Mar 202600:04:31

Together with Goyder Ltd’s George Riddell, the Geneva Trade Platform launches a new weekly audio series bringing you a quick, curated round-up of the most important stories shaping global trade including those you may have missed.Designed for practitioners, policymakers, and the business community, this short briefing focuses on the developments impacting supply chains, investment decisions, and the movement of goods, services, and capital across borders.In this first episode, we cover sweeping US Section 301 investigations, the upcoming WTO MC14, energy-driven market shifts, New Zealand’s border levy reforms, and fresh momentum in global trade agreements.🎯 For deeper insights, each episode builds on George Riddell’s weekly written trade round-up on LinkedIn.➡️ This is just the beginning! We’ll be evolving the series with new voices and perspectives. Let us know what you think and what would make it even more valuable.-------------------------⏱️ Timestamps00:00 US Section 301 Probes00:18 Forced Labor Measures00:49 Excess Capacity Investigation01:30 WTO MC14 Agenda02:01 Energy & Russia Oil License02:34 Supply Chain Responses03:08 New Zealand Border Levies03:33 Trade Agreements Roundup04:04 Wrap Up & Feedback

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