Commodities, Business & Shipping (and Tariffs)

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

Sunday at 5:14 PM

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...

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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

 

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Trump’s tariff war only directly impacting 1.5% of global seaborne trade volumes for now - Splash247

Despite their high profile, US trade tariffs – and retaliatory actions – are to date impacting directly only 1.5% of global seaborne trade volumes, according to the latest data from Clarksons Research, which notes that in the previous 2018-19 trade war tonne-miles were cut by only 0.5%. With US...

splash247.com

 

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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:

https://www.spglobal.com/commodity-insights/en/news-research/latest-news/agriculture/031925-potential-us-tariffs-on-thai-rice-imports-may-open-doors-to-other-asian-destinations

 

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Rancher Andy Kellom Says Ranching is More than Just a Job-It's a Lifelong Passion​

 

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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

 

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Dow futures jump more than 400 points on reports Trump will hold back some tariffs​

 

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Stock futures are little changed after major averages post back-to-back gains

 

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Shippers, Steelmakers Spar Over Trump Levies for Chinese Vessels

US lawmakers, labor unions and steel manufacturers were at odds with shipping companies and farm exporters Monday over a Trump administration proposal to put million-dollar levies on China-linked ships docking in the US.

gcaptain.com

 

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Wall Street Breakfast Podcast: Shell Pledges Bigger Buybacks, Tighter Spending

 

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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

 

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In this episode, Sal Mercogliano — a maritime historian at Campbell University (@campbelledu) and former merchant mariner — discusses the issues being raised at the initial, closed-door hearing, held by the US Trade Representative on their Section 301 investigation into China's Maritime Dominance.

Hearings Begin on China's Targeting the Maritime, Logistics, and

 

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This week Will and Ben look at the growing competition in South American soybean production and emerging export opportunities.

A shifting global supply and demand picture for commodities | Weekly Commodity Market Update​

 

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