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The Trade Guys

The Trade Guys

357 episodes — Page 6 of 8

Biden-Trudeau, Korean Battery Brawl, and New Administration, Same WTO Game

Andrew and the Trade Guys break down President Biden and Canadian Prime Minister Justin Trudeau’s recent meeting. Plus, they explain the significance of a dispute between advanced battery makers LG Chem and SK Innovation. And, they react to the Biden administration’s to pursue a national security defense at the WTO in a dispute with Hong Kong.

Feb 25, 202123 min

Complying with the USMCA is the New Priority

In this crossover episode with the newest CSIS podcast, Mexico Matters, host Mariana Campero speaks with Ken Smith, Mexico’s Chief USMCA negotiator and with the CSIS Trade Guys, Scott Miller and Bill Reinsch, about the new USMCA— which was signed two years ago by President Lopez Obrador. They dive deep into how some of his policies run counter to the spirit of free competition and risk hindering US investments and other key interests. They also discuss the focus on compliance by the new Biden Administration and how protectionist measures on both sides can affect the overall competitiveness of North America.

Feb 23, 202137 min

Rare Earths, Economic Versus National Security, and the WTO Vaccine Debate

In this episode, Andrew and the Trade Guys break down reports that China is mulling export restrictions on rare earth minerals, a move that could imperil production of U.S. military planes and other high-tech goods. They’ll analyze how the Biden administration is reforming the Trump administration’s view that economic security is a component of national security. Plus, the Trade Guys will react to the WTO’s incoming director-general, Ngozi Okonjo-Iweala, latest comments on the WTO’s role in vaccine manufacturing and distribution.

Feb 18, 202131 min

Trump’s Final Grade, USTR Staffs Up, and the WTO’s New Day

In this episode, Andrew and the Trade Guys give former President Trump his final trade policy grade now that there’s data for his entire term. Plus, they’ll break down new staffing announcements at USTR and what it signals about the Biden Administration’s approach to trade policy. Plus, the Trade Guys react to WTO members coalescing around Ngozi Okonjo-Iweala as the next Director-General.

Feb 10, 202125 min

Sullivan and Yang, Tariff Turnaround, and Container Costs

In this episode, guest host Jack Caporal and the Trade Guys react to new comments on the U.S.-China relationship from President Biden’s National Security Adviser, Jake Sullivan, and China’s top diplomat, Yang Jiechi. The Trade Guys also break down Biden’s decision to reimpose aluminum tariffs on the UAE, and explain why it’s now more profitable to send empty shipping containers to China compared to containers full of goods.

Feb 3, 202122 min

Biden’s Turn at Buy American

In this episode, Andrew and the Trade Guys break down President Biden’s new Buy American executive order. They explain what the order does and how it might impact the U.S. economy and supply chains. Plus, they’ll explain what’s behind the EU’s new consideration of export restrictions on vaccines. The Trade Guys will also discuss why China overtaking the U.S. top destination for foreign investment isn’t cause for panic.

Jan 27, 202130 min

Life After Tariff Man

In this episode, Andrew and the Trade Guys discuss trade policy after President Trump, how President Biden’s climate agenda will intersect with trade policy, and what to expect from next week’s “Buy American” executive order.

Jan 21, 202128 min

EU Catch Up, Brexit Breakup, and Automobile Breakdown

In this episode, the Trade Guys unpack the EU-China Comprehensive Agreement on Investment, review the first two weeks of the UK’s exit from the EU, and take a look at the global semiconductor shortage that’s stalled automobile production around the world.

Jan 19, 202130 min

Combatting Forced Labor with CBP’s Brenda Smith

Brenda Smith, Executive Assistant Commissioner, Office of Trade, at U.S. Customs and Border Protection, joins the Trade Guys to discuss an important issue – how the United States investigates and prevents imports of products made with forced labor.

Jan 7, 202129 min

Biden's Pick for USTR and the 2020 Year in Review

In this episode, Andrew and the Trade Guys react to Katherine Tai, Biden's nominee for USTR, and reflect on the past year's trade news. They'll also give a few predictions for the year ahead and what's to come under a new administration.

Dec 18, 202028 min

Trade Rebound and Vaccine Diplomacy

In this episode, Andrew and the Trade Guys break down the latest trade data. Were predictions of Covid-19 causing globalization’s demise premature? Plus, they’ll explain efforts at the WTO to waive IP protections for Covid-related medical goods and President Trump’s new effort to prevent vaccine exports until all Americans have been vaccinated.

Dec 10, 202024 min

EU Reset, Taiwan Brawl, and the First 100 Days

In this episode, the Trade Guys react to the EU’s proposal for a wide-ranging policy reset with the incoming Biden administration. Plus, they’ll make sense of a melee that broke out on the floor of the Taiwanese Parliament last week over a proposal to allow imports of U.S. pork treated with a certain additive. And, Bill and Scott explain what they’d do on trade policy if they were president for a day.

Dec 2, 202025 min

RCEP & Biden’s Trade Transition Gets Underway

In this episode, Andrew and the Trade Guys breakdown what RCEP – a new mega trade deal in Asia – means for the U.S. economically and strategically. Plus, they’ll analyze what’s happening on Biden’s trade transition team and how they’ll shape policy and personnel in the administration. And, they’ll take a look at a new ban on investment into certain Chinese companies.

Nov 20, 202025 min

Exit Trump, Enter Biden

In this episode, Andrew and the Trade Guys react to Vice President Biden winning the presidential election. They’ll break down how he’ll approach a packed trade agenda, a divided Congress, and China.

Nov 11, 202026 min

WTO DG Drama, the UK Goes Solo, and Trump in Review

In this episode, Andrew and the Trade Guys break down the U.S. decision to block the consensus pick for the next WTO Director-General. Plus, they’ll review the UK’s first post-Brexit trade deal with Japan. And they’ll review the last four years of trade policy under the Trump administration.

Oct 29, 202026 min

Brazil Mini-Deal, China's Own Entity List, and an Ag Check In

In this episode, guest host Jack Caporal and the Trade Guys break down the Trump administration's new mini deal with Brazil. They explain what's in it, why it matters, and why some lawmakers and private sector stakeholders aren't pleased with the agreement. Plus, we'll explain China's move to establish its own entity list, which could blacklist U.S. companies. And, farmers are receiving record levels of support - will the election change their trade fortunes?

Oct 22, 202025 min

U.S.-EU Conflict in the Skies and Online

In this episode, guest host Jack Caporal and the Trade Guys break down the latest news in the Boeing-Airbus dispute and catch up on negotiations for a digital services tax.

Oct 14, 202028 min

Trade Pickup, Blueberry Blues, and 301 Redux

In this episode, Andrew and Trade Guys break down the latest trade numbers. Plus they’ll dig into a new safeguard investigation concerning blueberries . And, they’ll catch up on the latest Section 301 news regarding Vietnam and new domestic lawsuits.

Oct 7, 202023 min

Live with Swedish Ambassador Karin Olofsdotter

In this episode, the Trade Guys are joined by Sweden’s Ambassador to the United States, Karin Olofsdotter, for a special taping from the Swedish American Chamber of Commerce Executive Forum. Bill, Scott, and Ambassador Olofsdotter discuss how Swedish companies are navigating the U.S. market amid protectionist rhetoric and the election, how to improve U.S.-EU cooperation in light of China’s growing economic influence, and how Covid-19 is reshaping global trade.

Oct 5, 202023 min

The WTO Rules on China Tariffs, The Air Cargo Option, and Drama in Geneva

In this episode, Andrew and the Trade Guys unpack the WTO’s decision to rule U.S. tariffs on Chinese goods illegal. And, they’ll explain why airlines should think twice about going all in on air cargo despite some success. Plus, they’ll catch up on the WTO Director-General race and react to the first round of cuts.

Sep 24, 202026 min

232 Update with Jean Simard and Denis Tremblay: An 11th Hour Deal and Ongoing Investigation

Andrew and the Trade Guys are joined by two Canadian industry heads to break down the latest trade news. Jean Simard, President of the Aluminium Association of Canada will break down the administration’s 11th hour move to avoid Canadian retaliation over aluminum tariffs. And Denis Tremblay, the President of Association de l’Industrie Electrique du Quebec, catches us up on the 232 investigation into transformers.

Sep 16, 202027 min

The Trade Deficit 3.5 Years Later, Biden’s Tax Move, and More China Bans

The Trade Guys and Andrew explain why the U.S. trade deficit continues to expand years after the Trump administration pledged to shrink it. Plus, they’ll unpack Biden’s new tax plan, which is aimed at boosting U.S. manufacturing. And, the gang will break down two moves the administration is considering on China – a ban on U.S. exports of chip manufacturing equipment to China’s biggest chipmaker, and a ban on imports of products from Xinjiang made with forced labor. To register for the CSIS Crash Course on Trade Policy with The Trade Guys, please go to the following link: https://forms.gle/ACXtn7gvP5Gkr7eT9.

Sep 9, 202025 min

Deep Dive into the WTO Director-General Race with Wendy Cutler

In this episode, the Trade Guys are joined by trade policy all star Wendy Cutler for a detailed look into the race for the WTO’s top job. Wendy has interviewed all eight candidates for the WTO Director-General spot and explains what WTO members are looking for in a new DG. Plus, the Trade Guys and Wendy break down the Trump administration’s decision to label Vietnam a currency manipulator and explain why the move may backfire. To register for the CSIS Crash Course on Trade Policy with The Trade Guys, please go to the following link: https://forms.gle/ACXtn7gvP5Gkr7eT9.

Sep 4, 202032 min

China Check-In, One Plate of Lobster, and “Golfgate”

In this episode, Andrew and the Trade Guys make sense of a positive call between U.S. and Chinese trade officials just days after President Trump’s recent threat to decouple from China. Plus, they explain why the U.S. is not involved in a new supply chain resiliency initiative which includes Japan, Australia, and India. And, the Trade Guys will grade the U.S.-EU lobster deal and react to a gaff that has the EU Trade Commissioner in hot water.

Aug 26, 202026 min

A Postponed Trade Deal Review, U.S.-Taiwan Free Trade Agreement, and the Trump Administration vs Huawei

In this episode, the Trade Guys and Andrew break down the latest on China. They talk about the postponed trade deal review between China and the U.S. Plus, they discuss the possibility of a Free Trade Agreement with Taiwan and an interesting restriction on meat products. And, they talk about the Trump Administration's new actions toward Huawei to restrict its access to U.S. technology.

Aug 19, 202024 min

Hong Kong Symbolism, A Rollercoaster Kodak Moment, and Tariff Man Returns

In this episode, Andrew and the gang explain the administration’s decision to label goods from Hong Kong as “Made in China.” Plus, they’ll breakdown a flurry of action from the White House on medical supply chains, including the Kodak loan saga. And, they’ll discuss Trump’s decision to reimpose tariffs on Canadian aluminum.

Aug 12, 202025 min

TikTok Countdown, Xinjiang Sanctions, and Big Trust in the UK's Liz Truss

In this episode, the Trade Guys and Andrew unravel the news swirling around TikTok's potential acquisition by Mircrosoft and explain why the Trump administration is involved in the deal. And, the gang will explain why new sanctions on China over its treatment of Uighurs in Xinjiang may impact U.S. and Chinese businesses in discrete ways. Plus, they'll explain what's possible out of UK Trade Minister Liz Truss' first visit to Washington this week.

Aug 5, 202026 min

Keir Lamont and U.S.-EU Data Flows

In this episode Andrew and the Trade Guys welcome a special guest. Keir Lamont is the policy counsel at the Computer and Communications Industry Association. They discuss the European Court of Justice's decision about U.S.-EU data flows and what it means for businesses and consumers.

Jul 23, 202027 min

China Endgame, Bilateralism vs Multilateralism, and the Court Strikes Back

On the 100th episode of the Trade Guys, the Trade Guys and guest host Jack Caporal take stock of where the China trade relationship is going and what options each presidential candidate will have in 2021. They also discuss recent comments from U.S. Trade Representative Robert Lighthizer on the impact bilateral trade deals are having on the multilateral trade system. They also dissect the Trump Administration’s recent loss in court on the question of national security tariffs on Turkish steel.

Jul 16, 202025 min

Hong Kong, WTO Island, and Biden's Supply Chain Plan

In this episode, the Trade Guys and guest host Jack Caporal discuss the future of Internet services, and how they are adapting to the national security law in Hong Kong. Plus, who will get the rose at the end of the search for WTO Director General? They also dive into former Vice President Joe Biden's supply chain resiliency proposal.

Jul 10, 202030 min

EAC Brenda Smith and the USMCA Coming into Force

In this episode, the Trade Guys and guest host Jack Caporal welcome Brenda Smith, the Executive Assistant Commissioner of the Office of Trade, at U.S. Customs and Border Protection (CBP). They preview how things will change as the United States-Mexico-Canada Agreement (USMCA) will come into force next week, and what the CBP's role is as the trade industry prepares for USMCA.

Jun 25, 202025 min

EU Trade Tensions, Lobster King, and Cigarettes

In this episode, the Trade Guys and Andrew discuss the revival of U.S.-EU trade tensions (including an episode where President Trump names White House Director of Trade and Manufacturing Policy Peter Navarro, the 'Lobster King'), an update on China's Phase One energy purchasing commitments, and the World Trade Organization's recent decision on cigarette packaging.

Jun 11, 202026 min

Hong Kong in Limbo, Cancelled Flights, and an Investigation Spree

In this episode, the Trade Guys and guest host Jack Caporal, cover business sentiment on Hong Kong, news that flights between the U.S. and China may freeze, and the Trump administration's new investigation into digital taxes.

Jun 3, 202022 min

Resignation at the WTO, a Sanctions Bill, and Beer

In this episode, the Trade Guys and Andrew discuss World Trade Organization Chief Roberto Azevedo's resignation announcement. They also discuss the House's China sanctions bill, and the impact that China's barley tariffs on Australia will have on beer.

May 28, 202031 min

An E-Commerce Moment

In this episode, the Trade Guys and Andrew welcome Jake Colvin, Executive Director of the Global Innovation Forum at the National Foreign Trade Council. They discuss COVID-19's impact on e-commerce, and e-commerce-related developments on the policy front and at the World Trade Organization.

May 21, 202025 min

Veggie Burgers, China, and More

In this episode, the Trade Guys and Andrew discuss how Covid-19 is disrupting supply chains. They also unpack how the pandemic may change the discussion around trade and security and the latest trade threats between the U.S. and China.

May 6, 202029 min

The Meat Situation

In this episode, the Trade Guys and Andrew welcome Joseph Glauber, a Senior Fellow at the International Food Policy Research Institute in Washington, DC. They discuss the motivations behind the latest export restrictions by some countries, and the latest news on meat processing plants.

Apr 30, 202027 min

Tariff Man Gonna Tariff Man

In this episode, the Trade Guys and Andrew kick off the episode with more good news. They also discuss updates on EU export restrictions and a recent executive order allowing deferrals on some tariff payments.

Apr 22, 202025 min

Some Good News and Some Bad News

In this episode, the Trade Guys and Andrew discuss some silver linings coming out of the COVID-19 crisis. They also break some bad news about the economy coming out of the World Trade Organization and the International Monetary Fund.

Apr 15, 202029 min

China Blame

In this episode, the Trade Guys and Andrew talk with CSIS’s technology expert James Andrew Lewis about China, technology, and trade wars in the wake of the COVID-19 crisis.

Apr 9, 202029 min

Essential Products

In this episode, the Trade Guys and Andrew discuss global medical supply chains, essential products, USMCA, the G20, global trade slowdown, tariff relief and more.

Apr 2, 202022 min

Trade Health

The Guys discuss trade impacts on the Covid 19 crisis, plus the Defense Production Act, trade restrictive measures, the G20 teleconferce and more.

Mar 26, 202021 min

COVID-19: U.S. Economy and Supply Chains

In this episode, the Trade Guys and Andrew talk about the impact COVID-19 is having on the U.S. economy. They also talk about supply chain resilience and reconstruction.

Mar 20, 202027 min

Trade and COVID-19

In this episode, Andrew and the Trade Guys discuss trade policy within the Democratic presidential debates, and how COVID-19 could impact businesses in Europe, North America, and elsewhere in Asia. They also discuss the implications of a slowdown in U.S. services industries.

Mar 13, 202023 min

Trade Guys on the Road: RILA Supply Chain Conference Edition Part 2

In this episode, the Trade Guys continue their conversation with guest host Hun Quach, senior director of government affairs at Under Armour, live from the Retail Industry Leaders Association Supply Chain Conference in Dallas, Texas.

Feb 28, 202018 min

Trade Guys on the Road: RILA Supply Chain Conference Edition Part 1

In this episode, the Trade Guys talk with guest host Hun Quach, senior director of government affairs at Under Armour, live from the Retail Industry Leaders Association Supply Chain Conference in Dallas, Texas. They talk about the impact coronavirus is having on U.S. supply chains and the precedent USMCA may set for the future of supply chain management.

Feb 27, 202031 min

Chips, Engines, and India

In this episode, the Trade Guys and Jack Caporal unpack President Trump’s recent decision to allow the sale of some semiconductors and plane engines to China. Plus, they predict what’s likely to come out Trump’s trip to India and answer a listener question on the wisdom of protectionism.

Feb 24, 202028 min

U.K.-EU-U.S. Trade

In this episode, Andrew and the Trade Guys welcome Heather A. Conley, senior vice president for Europe, Eurasia, and the Arctic and director of the Europe Program at CSIS. They discuss U.K.-EU trade negotiations, and how they could impact U.K., EU, and U.S. consumers and businesses. They also discuss a potential U.S.-U.K. Trade deal.

Feb 5, 202030 min

U.S.-EU Trade

In this episode, Andrew and the Trade Guys discuss the USMCA signing ceremony and a possible U.S.- U.K. trade agreement. They also discuss the debate over chlorine-washed chickens on the U.S.-EU trade menu.

Jan 29, 202027 min

The Eminent Fred Hochberg

In this episode, the Trade Guys and Andrew welcome Fred Hochberg, the former Chairman and President of the U.S. Export-Import Bank. Andrew and the Trade Guys discuss Hochberg's new book, Trade Is Not A Four-Letter Word and the future of U.S.-China trade relations in light of the recently-signed phase 1 trade deal between the two countries.

Jan 22, 202035 min