Tag: United States


  • U.S. Crackdown on Mexican Air Carriers: Strategic Enforcement in a Shifting Aviation Landscape

    A New Era of Aviation Enforcement In October 2025, the United States launched a sweeping enforcement action against several Mexican air carriers, citing systemic competition issues, safety violations, and regulatory non-compliance. This move, announced by the Department of Transportation (DOT) and the Federal Aviation Administration (FAA), marks a significant escalation in bilateral aviation tensions and…

  • Tariff Refund Gold Rush: How Wall Street Is Monetizing Trade Law Uncertainty

    Wall Street’s Tariff Refund Trade: A Billion-Dollar Bet on Judicial Reversal and Presidential Power In an unprecedented fusion of trade law, financial speculation, and constitutional brinkmanship, Wall Street firms are now buying up the rights to tariff refunds from U.S. importers wagers that hinge on the Supreme Court striking down President Trump’s emergency tariffs. This…

  • Haiti’s Apparel Industry in Crisis: Shutdowns, Storms, and Sourcing Uncertainty for U.S. Brands

    As the U.S. government shutdown stretches into November 2025, its ripple effects are being felt far beyond Washington most acutely in Haiti, where the textile industry is unraveling under the weight of expired trade preferences, factory closures, and natural disaster. For U.S. brands, importers, and sourcing teams, the situation presents a complex mix of risk,…

  • US-China Update: Diplomatic and Economic Engagements, October 2025

    The United States and China are engaging in two high-level meetings in late October 2025, amidst escalating trade tensions and threats of extremely high tariffs. The negotiations in Kuala Lumpur today aimed to de-escalate friction and pave the way for a crucial bilateral meeting between the heads of state on the sidelines of the Asia-Pacific…

  • China is Thriving – US Tariffs Failing to Contain China’s Economic Growth

    Author: Maria Pechurina, Director of International Trade @ Peacock Tariff Consulting China is thriving. In recent months, its exports surged despite ongoing US tariff chaos and the decline of US-bound exports by 27%. In September 2025 alone, China’s exports climbed 8.3% year-on-year, reaching a seven-month high of $328.6 billion, even as shipments to the US…

  • Brazil’s Beef Exports to China Surge 38% U.S. Market Shrinks 41%: What It Means for American Farmers, Trade Policy, and Global Supply Chains

    Brazil’s Beef Trade Rewired: China Surges 38% While U.S. Market Collapses 41% In a striking realignment of global protein flows, Brazil’s beef exports to China surged 38.3% in September 2025 compared to the same month last year, reaching a record 187,340 tonnes. Meanwhile, shipments to the United States plummeted 41% year-to-date, falling to just $102.9…

  • Rare Earths, Tariffs, and Trade Shock: October 2025 Risk Outlook

    The Shockwave: What Happened on October 10 On October 10, President Donald Trump issued a sweeping threat to impose a “massive increase of Tariffs on Chinese products,” citing retaliation for China’s newly announced export controls on rare earth minerals. These minerals are essential to the production of semiconductors, electric vehicles (EVs), renewable energy systems, and…

  • Trump’s Pharma Tariffs Explained: Drug Prices, Patient Impact, and the New UK Deal

    Updated: December 8th, 2025 The US-UK Pharma Deal: A New Chapter for Trans-Atlantic Pharmaceutical Trade In early December 2025, after months of tense negotiations, the United States and the United Kingdom announced a landmark agreement that could reshape how medicines are traded, priced, and developed on both sides of the Atlantic. The deal promises zero…

  • What Smart Importers Are Doing Now During The Government Shutdown

    U.S. Government Shutdown 2025: A Deep Dive into International Trade Functions I. The Shutdown’s Ripple Effect on Trade The 2025 U.S. government shutdown, triggered by a prolonged budget impasse in Congress, has cast a wide shadow over federal operations. While many domestic programs have paused, international trade functions are governed by a complex matrix of…

  • When One Mill Burns, the Whole Chain Smolders: What the Oswego Fire Reveals About Tariffs and Aluminum Fragility

    Aluminum Interrupted: The Novelis Oswego Fire and Its Ripple Effects on U.S. Supply Chains In the tightly wound machinery of North American manufacturing, few materials are as critical and as vulnerable as aluminum. On September 16, 2025, a fire at Novelis’ flagship rolling mill in Oswego, New York sent shockwaves through the automotive sector, abruptly…