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Navigating the Trump Tariff Turbulence: A Comprehensive Timeline
US President Donald Trump and his administration have paused reciprocal tariffs on most countries.
“Based on the lack of respect that China has shown... I am hereby raising the [tariff] charged to China by the [USA] to 125%, effective immediately,” wrote Trump on Truth Social at 1:18 pm ET.
It’s not clear if this 125% is in addition to the 20% imposed on Chinese imports to the US. In early March, Trump noted that he would add another 10% tariff on Chinese goods...
Tariff Talks 2025: Expana’s Weekly Rundown #32
Expana’s global team of specialist reporters has been tracking every twist and turn in the fluid tariff situation.
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #32."
This report allows the Expana community to see where key commodity markets stand as of this past week... Click the above PDF report, or keep scrolling to read in plain text.
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This week, the US administration has continued to pressure trading partners like India to curb imports of Russian oil as to sanction the country during its war with Ukraine, cited Expana...
ANALYSIS: China’s Q3 2025 Meat Imports Tumble 3.9% YOY at 1.58M mt Amid Subdued Uptake
China imported 1,581,869 metric tons (mt) of meat, including variety meats in the third quarter of 2025, slumping 3.9% (63,689 mt) from a year ago, according to preliminary data from the General Administration of Customs of China (GACC).
The slowdown in China’s meat imports continued through Q3 as domestic production gains, heavy inventories, and a sluggish economy dampened buying appetite. Persistent trade frictions and the lingering impact of meat plant license suspensions linked to disease concerns and permit lapses also disrupted inflows, particularly...
China's Meat Output Rises Nearly 4% Through Third Quarter 2025 as Imports Fall
China’s meat sector rose 3.8% through the first three quarters of 2025, driven by strong domestic poultry output, while import volumes slumped, according to recently released data from the National Bureau of Statistics (NBS).
The broader economic picture shows that the world’s second-largest economy grew 4.8% during Q3, its slowest pace in a year, as weak domestic demand left China increasingly dependent on strong export activity.
Although the growth rate keeps China on track for its roughly 5% annual target, economists question whether the momentum is sustainable, given the country's reliance on external demand amid trade tensions with the United States...
China’s Hog Prices Fall to Yearly Low as Industry Eyes Capacity Cuts
China’s hog prices have fallen to their lowest level this year despite the usual boost seen during the Mid-Autumn Festival and National Day holidays, 21st Century Business Herald, a Chinese state-owned media outlet, reported.
According to data from the Ministry of Agriculture and Rural Affairs, the national average live hog price was down 2.8% from the previous week and 29.5% year-on-year during the first week of October. Prices fell across all 30 monitored provinces. Since mid-July, hog prices have dropped...
Four September Storms Batter Farms, Fields Across Philippines, Vietnam, and South China
Four storms — Typhoons Ragasa (Nando) and Bualoi (Opong) and Tropical Storm Mitag (Mirasol) in the Philippine Sea, and Typhoon Tapah (Lannie) in the South China Sea — swept through the region in September, damaging rice, corn, coconut, and strawberry crops, as well as fish and livestock farms, while disrupting supply chains and transport routes, said Demelza Knight, Weather and Crop Researcher at Expana.
Knight highlighted that Typhoon Ragasa, the strongest of the storms, formed in the Philippine Sea on September 18
ANALYSIS: Chinese Authorities Arrive in Brazil for Audit with a Plan to Resume Chicken Exports
Brazil’s poultry industry is navigating a critical juncture, marked by the resumption of exports to the European Union (EU) (in late-September 2025) and an ongoing Chinese audit that could determine the future of poultry trade with its largest chicken importer. Approximately 11% of Brazilian chicken meat exports were destined to China in 2024.
A technical team from China has arrived in Brazil to assess the country’s sanitary and phytosanitary control systems in the wake of the Avian Influenza (AI)...
Tariff Talks 2025: Expana's Weekly Rundown #28
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #28."
On Tuesday in New York, US President Trump gave remarks to the United Nations General Assembly, via the White House live stream...
ANALYSIS: China’s August 2025 Beef Imports Rise to 7-Month Highs at 256,726 mt
China’s total beef imports climbed for the third consecutive month, up by just 2.6% month-on-month (M-O-M) to 256,726 metric tons (mt) in August, according to the latest data from the General Administration of Customs of China (GACC).
Rising to the highest level since January 2025, in-bound shipments increased by 6,435 mt, driven mainly by gains from key suppliers such as Australia, Brazil, Bolivia, Colombia and Uruguay. Argentina and New Zealand were the exception, partially offsetting the overall increase...
Tariff Talks 2025: Expana's Weekly Rundown #27
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #27."
US tariff revenue may be used to fund the nation’s farmers, reported Reuters about an interview between Agriculture Secretary Rollins and the Financial Times...
Tariff Talks 2025: Expana's Weekly Rundown #26
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #26."
Despite 50% tariffs remaining on Brazil and India, the Indian Prime Minister Modi and US President Trump expressed positivity that the respective trade teams would reach a deal, according to their latest social media...
Tariff Talks 2025: Expana's Weekly Rundown #25
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #25."
In the States, a federal appeals court ruled that US President Trump’s use of global tariffs exceeded presidential authority, but they remain active until at least October 14, 2025...
Tariff Talks 2025: Expana's Weekly Rundown #24
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #24."
On August 22, Canadian Prime Minister Carney dropped most retaliatory tariffs on US products, beginning September 1, reported Expana in an article that suggested the move may help soothe trade relations...
Tariff Talks 2025: Expana's Weekly Rundown #23
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #23."
This week, tariff news took a bit of a backseat to US President Trump’s dealings with Russian President Putin in Alaska—along with President Trump’s meeting with many European leaders...
ANALYSIS: China’s July 2025 Beef Imports Jump 15.5% MOM to 250,292 MT
China’s total beef imports climbed for the second consecutive month, up 15.5% month-on-month (MOM) to 250,292 metric tons (mt) in July, according to the latest data from the General Administration of Customs of China (GACC).
In-bound shipments increased by 33,591 mt, driven mainly by gains from Brazil, Argentina, Australia, and New Zealand. Bolivia and Uruguay were the exception, posting declines as it partially offsetting the overall increase.
On a year-on-year (YOY) basis, July’s beef imports...
Tariff Talks 2025: Expana's Weekly Rundown #22
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #22."
The timeline for tariff negotiations between the US and China trade teams has been extended for another 90 days—moving the deadline to November 10, according to a White House fact sheet...
China Confirms African Swine Fever Outbreak in Sichuan
China has reported 210 confirmed and 795 susceptible cases of African Swine Fever (ASF) in Napo County, in the Sichuan Province, a World Organisation for Animal Health (WOAH) report showed.
The Guangxi Department of Agriculture and Rural Affairs reported the outbreak on July 25. "Following the outbreak, local authorities immediately implemented emergency response measures in accordance with the contingency plan, including lockdowns of infected and threatened areas, culling of pigs, harmless disposal, and disinfection,” the Department said.
As of time of reporting, inspections found no new cases...
China Extends Antidumping Investigation on Imported Beef to November 2025
China’s antidumping investigation into imported beef will be extended until November 26, 2025, the latest announcement by China’s Ministry of Commerce (MOFCOM) stated.
Originally set to conclude in August, it will now be extended by three months “due to the large workload and complex case,” as per Announcement No. 38.
The MOFCOM began the investigation on December 27, 2024, following a request from China’s Animal Agriculture Association and nine industry associations representing major beef-producing areas on behalf of the domestic beef sector...
Triple Typhoon Impact Disrupts Southeast Asian Agricultural and Aquaculture Supply Chains
A rare convergence of three powerful typhoons in July has battered key agricultural and aquaculture regions across China, Vietnam, Taiwan, and the Philippines. Typhoons Wipha, Danas, and Co-May have collectively caused hundreds of millions in damages.
Typhoon Wipha Deals Blow to Vietnam’s Rice and Shrimp Exports
Typhoon Wipha formed on July 18 near the northern Philippines and intensified to Category 1 before making landfall in Guangzhou, China, and later striking northern Vietnam. Wipha lashed southern China with winds up to 75 mph, triggering floods and landslides
Tariff Talks 2025: Expana's Weekly Rundown #20
Click to read: "Tariff Talks 2025: Expana's Weekly Rundown #20."
As of July 27, the United States and the European Union reached a trade agreement: The US will charge a 15% tariff on all imports across-the-board from the coalition of countries...
UK Meat Producer Cranswick Reports 9.7% Revenue Growth in Q1
UK’s Cranswick has reported a 9.7% increase in revenue for the 13 weeks up to 28 June 2025, or the first quarter in its financial year. Like-for-like revenue rose by 7.9%, driven by volume growth, the company said.
The recently acquired food service sausage manufacturer Blakemans on 16 May 2025, also contributed to growth, the trading report showed. And export revenue and volume increased following the reinstatement of the Norfolk site’s China export licence in December 2024.
The new retail business and strong demand at the cooked...
Tariff Talks 2025: Expana's Weekly Rundown #19
Click to read "Tariff Talks 2025: Expana's Weekly Rundown #19."
China’s Australian Beef Safeguard Kicks in 75 Days Earlier This Year Following Record Exports
China’s imports of Australian beef have triggered the 2025 Special Agricultural Safeguard (SSG) as of July 24, according to the latest announcement posted on the China International Trade Single Window, a website led by China’s National Ports Administration Office.
Despite the higher annual quota volume for this year, this means the safeguard quota was exhausted in 205 days, 75 days earlier than in 2024. The safeguard limit was activated last year on October 6.
The China-Australia Free Trade Agreement (ChAFTA) took effect in...
US-Philippines Trade Relations Televised; 19% Tariff Rate Reached
On July 22, US President Trump participated in a bilateral meeting with Philippines President Ferdinand Marcos Jr.
“... We concluded our Trade Deal, whereby The Philippines is going OPEN MARKET with the United States, and ZERO Tariffs,” wrote President Trump on Truth Social after the meeting. “The Philippines will pay a 19% Tariff. In addition, we will work together Militarily. It was a Great Honor to be with the President. He is Highly Respected in his Country, as he should be. He is also a very good, and tough, negotiator..."
ANALYSIS: China’s Meat Imports Pull Back 2.8% YOY to 3.20M mt in 1H 2025
China imported 3,201,497 metric tons (mt) of meat, including variety meats, in the first half of 2025, down 2.84% (93,721 mt) from the same period last year, according to preliminary data from the General Administration of Customs (GACC).
China’s uneven economic recovery kept pressure on consumer spending, with sluggish demand in the dining sector continuing to weigh on import growth. Rising domestic production also contributed to limiting import volumes.
Government efforts to rein in extravagant official spending have cast a shadow over premium dining...
FEATURED STORIES
ANALYSIS: Assessing the Chicken Production Backdrop
ANALYSIS: EU Pork Market Faces Bearish Trends and Price Declines in October
ANALYSIS: Elevated Turkey Prices Influence Demand While Supplies Remain Limited
ANALYSIS: 2025 US Chicken Wing Dynamics, Value Emergence and Midyear Volatility
ANALYSIS: US Cattle Grading Prime at Unprecedented Levels