Sign in Subscribe
Weller James
Once a week, we demystify geopolitics, trade and tariffs and help you prepare for what's coming next.

Latest

29
Jul
Forthcoming "Made in China" and Five-Year Plans Chart Course Towards Continued US-China Friction

Forthcoming "Made in China" and Five-Year Plans Chart Course Towards Continued US-China Friction

First announced in 2015, China's "Made in China 2025" (MIC2025) plan outlined its top-down strategy for
5 min read
02
Jul
US and EU Negotiators Race to Finish Trade Deal Before Deadline

US and EU Negotiators Race to Finish Trade Deal Before Deadline

President Trump's July 9th deadline for trade deals is a week away, and US and EU negotiators remain
5 min read
29
May
A photo of the US Court of International Trade in New York City.

USCIT, US District Court Rule Against Trump Administration's Use of IEEPA for Tariffs

On May 28th, the US Court of International Trade (USCIT) issued its ruling that President Trump's duties on
8 min read
24
May
President Trump: Reciprocal Tariffs Returning for Some; 50 Percent for EU Starting June 1st

President Trump: Reciprocal Tariffs Returning for Some; 50 Percent for EU Starting June 1st

Update: On May 25, after a phone call with European Commission President Ursula von der Leyen, President Trump announced that
7 min read
14
Apr
President Trump Announces, Suspends Global Reciprocal Tariffs

President Trump Announces, Suspends Global Reciprocal Tariffs

On April 2, President Trump announced new reciprocal tariffs on all trading partners. Since then, tariff increases for all countries
6 min read
09
Mar
Trump Announces Plans for Reciprocal Tariffs on Canadian Lumber, Dairy

Trump Announces Plans for Reciprocal Tariffs on Canadian Lumber, Dairy

On March 7, President Trump announced plans for "reciprocal" tariffs on Canadian lumber and dairy imports, which could
2 min read
02
Jan
China Sanctions 7 Firms | Miran Tapped for CEA | Senate: BIS Enforcement Lacking

China Sanctions 7 Firms | Miran Tapped for CEA | Senate: BIS Enforcement Lacking

China Sanctions 7 U.S. Companies and Executives Over Arms Sales to Taiwan China has banned Chinese companies or individuals
7 min read
17
Dec
New solar and tungsten tariffs | Taiwan escalation | New CATL plant

New solar and tungsten tariffs | Taiwan escalation | New CATL plant

USTR announces additional duty increases on polysilicon, wafers, and tungsten On Wednesday, December 11, the Office of the U.S.
6 min read
27
Nov
How companies can build geopolitical resilience in the Trump 2.0 era

How companies can build geopolitical resilience in the Trump 2.0 era

With a second Trump presidency on the horizon, businesses are facing certain uncertainty. They know that geopolitical volatility is likely,
5 min read
25
Nov
More export restrictions | UFLPA list grows | Jumbo tariffs on shrimp

More export restrictions | UFLPA list grows | Jumbo tariffs on shrimp

Chamber: U.S. will block exports to 200 more Chinese chip companies before Thanksgiving Last Thursday, the U.S. Chamber
4 min read