Commodities, Business & Shipping (and Tariffs)

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Post in thread 'Bullion retail market (LCS news/reports/commentary)'

DEALER PREPARED FOR THE "BIG SHORT" IN GOLD! What will TARIFFS DO to Precious Metals?​

Mar 23, 2025 #Silver #Gold #Tariffs

In this video excerpt with my bullion dealer, Tim Marschner, we discuss how the spot price of gold was "rescued" in the future's market last week. We also discuss the effects of US tariffs on Canada and how precious metals may respond. Are reciprocal tariffs a good strategy? Are they just a shrewd tactic by the Trump administration? Will gold be revalued and priced appropriately to inflation? And is silver's manipulation ever going to end...
 

Trump’s Regulatory Freeze Throws US Fishing Industry Into Chaos

By Valerie Volcovici, Leah Douglas, Gloria Dickie March 23 (Reuters) – President Donald Trump’s regulatory freeze has injected chaos and uncertainty into a number of lucrative American fisheries, raising the risk of...
gcaptain.com

Billion-Dollar US Levies On Chinese Ships Risk ‘Trade Apocalypse’

By Laura Curtis, Weilun Soon and James Attwood Mar 23, 2025 (Bloomberg) –For a symbol of the chaos engulfing world trade since the Trump administration walked into the White House, look...
gcaptain.com
 

Potential US tariffs on Thai rice imports may open doors to other Asian destinations​

Potential US tariffs on Thai rice imports could prompt buyers toward less expensive fragrant rice alternatives from Vietnam or Cambodia, market sources said March 19.

While US President Donald Trump has not said he would enact tariffs on Thai rice, among other imports from the country, market sources in the US say this remains a possibility.

More:

 
Take this fwiw and dyodd.

QAnon for Tariffs​

To the untrained eye, Donald Trump’s tariff policy over the past two months has looked like an incoherent, inconsistent, self-destructive mess. But have you considered the possibility that it is, in fact, the first step of a carefully orchestrated master plan to revive American manufacturing, reduce the national debt, reconfigure the international-alliance system, and deliver the greatest geopolitical deal of the century?

That is the thrust of a new theory that has been gaining currency in Washington, on Wall Street, and in the financial press. The grand bargain that Trump is supposedly planning to strike has even been given a name: the Mar-a-Lago Accord.

The outline of the theory was first articulated not in a MAGA subreddit, but in a November paper by Stephen Miran, an economist who now chairs Trump’s Council of Economic Advisers. Many of the paper’s basic tenets have since been endorsed by Treasury Secretary Scott Bessent. In its telling, Trump’s flurry of new trade barriers isn’t intended to achieve a particular strategic concession or short-term economic benefit. The goal is instead to force other countries to the table for a grand bargain. Claims that the tariffs are about fentanyl trafficking or illegal migration are simply a decoy, and their seemingly shambolic implementation is just a way to keep the rest of the world suspended in a state of shock and awe. Sure, there might be some bumps along the way, as consumers and businesses scramble to adjust to the new restrictions; the ensuing tumult might even trigger a global recession. But that’s by design. The more Trump can portray himself as a madman willing to tank the world economy, the more fearful and desperate other countries will become for any kind of reprieve.

More:

https://www.msn.com/en-us/news/worl...S&cvid=a0c2a79666a14770962d14a95ef30131&ei=27
 
Jeff Snider

FedEx warned that the US economy is now the biggest constraint on the world, experiencing what the shipper currently estimates is a very serious round of "uncertainty." However, incoming data - not to mention the dollar - shows how the situation is becoming more - not less - certain, with a whole host of updates today. "Uncertainty" simply means "we don't like how this looks."

You Won’t Believe What FedEx Just Revealed About Consumers
 

U.S. Ag Groups Sound Alarm on Trump's Chinese Ship Fees​

Mar 25, 2025 #tradewar #trump #chinese

Agricultural organizations are sounding the alarm over the Trump Administration’s proposal to charge $1 million or more in fees on Chinese ship companies or Chinese-built vessels.
This week the Office of the U.S. Trade Representative is holding public hearings on the issue and more than 300 agricultural and business associations sent a letter of opposition to the USTR proposal because of the impact it would have on U.S. exports.
U.S. Meat Export Federation President and CEO Dan Halstrom says increasing freight costs would place a particular burden on variety meat exports which equated to about $40 per steer or heifer slaughtered in 2024 and $10 per hog slaughtered.
He says some of our key export markets, such as Central America, are served by smaller, regional ships which would be hit harder by per port call fees.
To make matters worse, USMEF says shippers have indicated they may eliminate service at the Port of Oakland which is key for U.S. red meat exports to Asia.
The fees are part of a Trump administration effort to revive shipbuilding in the United States, but maritime experts say it would take years of work to build more U.S. ships.

2:49
 

Trade groups, businesses speak to both sides of proposed US port fees

Fight China’s shipping practices and revive U.S. shipbuilding, commenters tell the U.S. trade representative, but don’t punish domestic industry in the global market.
www.freightwaves.com

Contoro Robotics raises $12M to scale AI-powered trailer unloading

Contoro Robotics announced Tuesday it has raised $12 million in its Series A funding round to scale its AI-powered trailer- and container-unloading robots.
www.freightwaves.com

Court orders Mexican supplier to ship parts to Detroit automaker

A federal judge in Michigan has ruled that a Mexico-based supplier must keep shipping parts to a Daimler Truck North America subsidiary in Detroit.
www.freightwaves.com
 

Copper Skyrockets to $5.18/lb! What’s Driving the Spike?​

Check Scrap Prices: https://iScrapApp.com/ - Copper prices are exploding, tariffs are shaking things up, and the scrap world is reacting fast. This week, we dive deep into why copper is commanding over $5 per pound and how upcoming U.S. tariffs could fuel even more volatility. Whether you're dealing in non-ferrous, ferrous, or catalytic converters, these are the insights scrappers need to stay sharp and profitable.
Read more: https://iscrapapp.com/blog/weekly-scr...

4:00
 

Planned US Auto Tariffs Shake Global Industry as Price Hikes, Job Losses Loom

The United States' announcement of a 25% tariff on auto imports rippled throughout the world on Thursday, as global vehicle suppliers warned of immediate price hikes and dealers raised fears of job losses in countries with a large car industry.
gcaptain.com

Edit to add:

Car carriers in retreat as Trump unveils 25% auto tariffs - Splash247

The US administration confirmed yesterday that it will go forward with the implementation of a 25% tariff on all foreign-built cars, something that is expected to add greater pressure to car carrier rates which have been coming off multi-year highs in recent months. US president Donald Trump...
splash247.com
 
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Fearnleys Week 13

World Container Index - 27 March

27 March 2025: Drewry’s World Container Index decreased 4% to $2,168 per 40ft container this week.
www.drewry.co.uk

Baltic Exchange Dry Index - Price - Chart - Historical Data - News

Baltic Dry increased 624 points or 62.59% since the beginning of 2025, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Baltic Exchange Dry Index - values, historical data, forecasts and news - updated on March of 2025.
tradingeconomics.com
 

Philly Shipyard backs Trump plan to counter China shipbuilding — as critics fear supply chain disruptions​

The owner of Philadelphia’s commercial shipyard is backing a Trump administration proposal that aims to counter China’s dominance in shipbuilding and subsidize domestic industry following decades of declining production.

The Trump administration in February proposed charging Chinese shipping companies and other ocean carriers that use Chinese-built ships millions of dollars in fees every time they enter a U.S. port.

More:

https://www.msn.com/en-us/money/mar...S&cvid=de1dffdc4f3345f9b8042cf33b7da0ff&ei=28
 
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